The problem
Banks and insurers can't automate multi-hour fraud, KYC and underwriting work because code is brittle and agents unreliable
What they do
AI that turns enterprise procedures into reliable, self-healing automated workflows
Traction Eight-figure run rate and profitable in 2025 with 4 people; SoFi, AIG, Chime customers
Hiring trend
- Open roles
- 7
- Ops roles
- 2
- Headcount
- ~50
Headcount ~18 → ~53 in 12 mo (+194%, LinkedIn); 41 → 50 Jul–Oct 2026 (Caplight)
Hiring in
- San Francisco
- New York
Funding
- Last round
- $50M
- Stage
- Series A
- Date
- Jun 2026
Led by Kleiner Perkins
- Hiring+17 open roles on the live job board (6–9 roles = +1)
- Funding recency+1.5Series A · $50M, Jun 2026 (5 months ago): 6 months or less = +1.5
- Traction+1.5Strong growth: Eight-figure run rate and profitable in 2025 with 4 people; SoFi, AIG, Chime customers
- Red flags0None found in the last 24 months
- Total4.01 + 1.5 + 1.5 − 0 = 4.0 → Tempo (3.5–4.24)
Distance (10K) is a separate read on how long the lead can last. It doesn't change the score.
Distance
10K · edge: hard to leave
Real production proof at SoFi, AIG and Chime with forward-deployed teams embedding in core workflows, but it is a young Series A player in a crowded enterprise-AI automation field (UiPath, Distyl, StackAI and the labs' own deployment teams).
Sources: Kleiner Perkins: eight-figure run rate, profitable in 2025, leads $50M Series A (Jun 2026) ↗ · PR Newswire: Poetic raises $50M Series A at $500M valuation (Jun 2026) ↗
Last checked Nov 4, 2026