Flex has secured $60 million in Series B funding, led by Portage, bringing its total equity raised to $105 million. The company aims to create a financial platform tailored for mid-market business owners, who often struggle with the limitations of existing financial tools. Flex’s goal is to simplify financial management by offering a single, modern platform that integrates both business and personal finances, supported by AI technology. The firm emphasizes its unique approach to address the complex needs of middle-market owners, who employ 40% of Americans yet remain underserved by traditional financial systems. Flex is designed as an AI-first institution, using intelligent agents that replicate the functions of a financial team across various products, including private credit and business finance. This architecture promises to enhance efficiency, reduce manual tasks, and provide real-time insights to help owners make informed decisions. Flex's vertically integrated credit strategy further differentiates it from competitors. By leveraging AI in underwriting, the company can accurately assess risk and offer tailored financial solutions, including the Flex Net-60 Credit Card. This card serves as an entry point for customers, who often transition into using multiple products within Flex’s ecosystem, thus replacing outdated systems. The Series B funding will accelerate Flex’s product development and expand its AI infrastructure. The ultimate aim is to build a comprehensive financial stack that supports business owners throughout their journey and fosters generational wealth.