Misha Polovneff

Ventures @ BHG Financial

[Markie Wagner @markiewagner]

Introducing @PoeticHQ: a new AI system that executes complex multi-hour tasks with 99%+ accuracy and 10x fewer tokens than agents.

We raised $50M at $500M from Kleiner Perkins, Founders Fund, First Harmonic, and Genius Ventures to build AI that does complex work inside Fortune 500 companies without hallucination.

While code is too brittle, agents are too unpredictable. The work that runs the global economy - anti-money laundering, fraud investigations, underwriting - needs extreme accuracy.

So we built a new kind of software that pairs the flexibility of AI with the predictability of code.

When the world stays the same, Poetic runs fixed code: fast, cheap, identical every time. When the world changes, Poetic uses AI to regenerate its approach and find its way back to the objective.

In one year, we went from zero to an eight-figure run rate as a team of four.

Since then, we’ve scaled the team and executed the highest-stakes processes at AIG, SoFi, and Chime. At SoFi, a large US bank, Poetic reached 99%+ quality on fraud investigations in five weeks.

[Misha Polovneff @mpolovneff]

@markiewagner @PoeticHQ Excited for this!

[Zaid Rahman @zaidrmn]

Proud to see Flex listed by Fast Company’s Most Innovative Companies in 2026 list with great company like Nvidia, Anthropic, Robinhood, Bilt, Plaid, and Circle. Day 1.

@FlexSuperApp

[Flex @FlexSuperApp]

Flex is growing unbelievably fast.

Now at $6.5B in Total Payment Volume (TPV) in <2.5 years.

Growing 20%+ MoM.

Fuel your ambition: https://t.co/RUG5kysZRP

[Misha Polovneff @mpolovneff]

@shaig @Valkyrie_vc @gefkovicz

[Zaid Rahman @zaidrmn]

Silicon Valley forgot to build for the middle market, the 350K HNW business owners employing 40% of America’s payroll.

Today, we’re fixing that.

@FlexSuperApp's $60M Series B equity round led by @portageinvest, building the "AI-Native Private Bank" for HNW owners.

[Molly O’Shea @MollySOShea]

BREAKING: Base Power Raises $1 Billion Series C Led by Addition

Zach Dell, Co-Founder & CEO, joins Sourcery to discuss Base's strategic funding, rapid growth, & the world-class talent needed to seize the gigawatt-scale opportunity

We Break Down:
- $200M Series B to $1B Series C in < 6 months
- Building Base Factory One in Austin and plans for more domestic manufacturing
- How Base Power is reinventing America’s energy grid with distributed batteries
- Why AI & data centers make energy the new bottleneck for innovation.
- The culture & team powering one of America’s most ambitious startups

Investors:
All other major investors are re-investing, including Trust Ventures, Valor Equity Partners, Thrive, Lightspeed, a16z, Altimeter, Stepstone, Elad Gil, 137
Ventures, Terrain, & Waybury.

New major investors include Ribbit, CapitalG, Spark, BOND, Lowercarbon, Avenir, Glade Brook, Positive Sum, and 1789.

Highlights
(00:00) Factory Tour in Austin
(01:21) $1 Billion Series C Led by Addition
(02:15) Fast-Following $200M Series B
(02:52) Growth Metrics: 30% MoM, Thousand+ Waitlist
(03:36) Cap Table Breakdown: Addition, Thrive, Valor, a16z, Lightspeed, Ribbit, CapitalG & more
(05:00) Strategic Investors: Lennar, Starwood, Endowments
(06:30) Investor Involvement: Valor & Addition
(08:18) Base Power’s “Blue Collar” Culture: Chop Wood, Carry Water
(11:31) Founding Story: From Blackstone & Thrive to Anduril → Base Power
(14:00) Recruiting Tesla, SpaceX, Anduril Veterans to Build the Team
(16:45) Operational North Stars: Fastest Battery Deployment at Lowest Cost
(17:30) Building the First Beloved Brand in Energy
(19:00) Attracting Talent to Austin & Base’s Unique Culture
(22:30) Energy as the Bottleneck for AI & Data Centers
(25:00) Speed to Power: Deploying 100MW+ per Month
(27:15) Texas ADER Qualification & National Expansion
(30:30) Leadership Lessons: Hiring, Focus & Ruthless Prioritization
(34:30) What’s Next: Factory One, New Products, Gigawatt Race

@ZachBDell @JLopas @basepowerco

[Misha Polovneff @mpolovneff]

@m0ldilocks @cantos @collabfund Labs!

[BHG Financial @BHGFinancial]

Our largest ABS transaction to date has closed. BHG 2025-2CON, a $500M asset-backed securities transaction, is the 11th ABS transaction since the start of our securitization program in 2020, and we continue to expand access to competitive financing.

More: https://t.co/S0L4ZmxlMC

[Misha Polovneff @mpolovneff]

@pitdesi @gefkovicz

[ApplePie Capital @applepiecapital]

We are excited to announce that we made @Inc’s Inc. 5000 list of the fastest-growing privately held companies for the sixth time! Helping exceptional brands &amp; franchisees grow is what we're about!
@Inc5000 #franchising #inc5000
https://t.co/h434i1Fojx

[Misha Polovneff @mpolovneff]

@nikitabase 🚀

[Misha Polovneff @mpolovneff]

@jayspiel_ Can’t wait to try! Love the integrations and “whole self” concept you’re building

[Zaid Rahman @zaidrmn]

Excited to share that @FlexSuperApp has raised $225M: $25M in equity from Titanium + existing investors, along with $200M in debt from Victory Park.

In &lt;18 months, Flex has surpassed $1B in annualized TPV, redefining how business and personal finances work together.

[Misha Polovneff @mpolovneff]

@zaidrmn @FlexSuperApp 🚀

[Misha Polovneff @mpolovneff]

@jayspiel_ What do you think the next interface layer might be?

[Misha Polovneff @mpolovneff]

@jayspiel_ Can’t wait for what’s to come!

[Misha Polovneff @mpolovneff]

@jayspiel_ @sequoia @sonyatweetybird @gradypb Will be interesting to see how we interact with AI in the coming years

[Vouched.ID @VouchedID]

Embark on a journey with us through the transformative trends in #IDV. Combat deep fakes, embrace AI in cybersecurity, and secure healthcare like never before. 🛡️ #IDVTrends2024 #Innovation #IDV#AI

🔗 Dive in for a peek into the future! https://t.co/E3z7nLIhVc

[Ritesh Arora @xs2ritesh]

Absolutely thrilled to partner with @treasuryprime in our quest to create an ecosystem with less fraud and financial crime!!