AI-First Research Platform
The Investment Research Hub
Fragmented data buries insights and slows decisions.
Basis unifies research and surfaces intelligence, right inside your workflow.
AI-First Research Platform
The Investment Research Hub
Fragmented data buries insights and slows decisions.
Basis unifies research and surfaces intelligence, right inside your workflow.
"Basis exceeded our expectations in how it connects fragmented tools and research in a usable, unified way."
- Director of Research
Discover What Matters
AI surfaces patterns, risks, and opportunities hidden across your firm’s research.
AI Analyst Chat
Ask questions across your firm’s notes, filings, and models, with the option to connect to external data like earnings calls, transcripts, and the web.
Deep Research
Uncover patterns and missed signals by searching both your internal research and external data side by side.
Automated Workflows
Eliminate routine reporting and compliance tasks so analysts can focus on higher-value research.
A Single Pane of Glass for Research
Basis unifies dashboards, activity, and insights into one view so your team never misses a signal.
Unified Dashboards
Track analyst output, firm-wide insights, and signals in one place.
Activity Stream
A live feed of research notes, models, and updates as they happen.
Security You Can Trust
SOC 2 certified, enterprise-grade protection designed for investment firms.
Compliance Ready
Meets rigorous financial industry standards.
Data Control
Your data stays under your ownership, fully encrypted.
Flexible Deployment
On-prem, private cloud, or hybrid.
Access Controls
Granular permissions by role.