AI for Finance
Deploy AI on your firm's data.
Basis is the AI platform that unifies your firm's data and deploys AI search and workflow agents on top of it — so your team can do more with less, move faster, and never miss a signal.
Powering research at Brown Advisory ($160B AUM)
“Basis exceeded our expectations in how it connects fragmented tools and research in a usable, unified way.”
Our Approach
From Data Chaos to AI Clarity
This short explainer shows how the Basis Engine turns the daily data struggle of investment teams into a connected foundation for smarter research, faster collaboration, and AI-powered automation.
Built for Public and Private Equity teams
Whether you're managing public markets or private investments, Basis unifies your firm's intelligence across every role — from C-suite to analysts.
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Public Equity
Connect research notes, models, filings, and market data into one workspace.
- Eliminate scattered insights and duplicate analysis
- Track themes, tickers, and team perspectives automatically
- Surface what changed and why it matters
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Private Equity
Unify portfolio data, diligence materials, and team updates.
- Bring deal flow, portfolio reporting, and internal communication together
- Spot risks and opportunities faster across portfolio companies
- Automate repetitive reporting and workflow tasks
Everything your firm knows. One view.
Research, models, communications, and data from every tool your team uses — connected and visible in a single view. No more digging through email, shared drives, and disconnected systems to piece together the picture.
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Unified dashboards
Track analyst output, firm-wide insights, and signals in one place.
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Configurable views
Your team creates their own views, picking what they want to see.
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No more hunting for data
Find what you need through a simple, fast interface.
Search everything. Ask anything.
No more pinging colleagues or digging through folders to rebuild context. Basis searches across your firm's entire knowledge base — connecting insights across sources that no single person could hold in their head.
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Use natural language
Ask questions the way you'd ask a colleague.
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It knows your firm's knowledge
Basis builds a knowledge graph of your firm's internal data, no matter where it comes from, and makes it available through search and chat.
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Citations, everywhere
See where every insight came from — a Teams thread, a research note, a model — and jump to the source in one click.
Automate any workflow your team runs.
Deploy AI workflow agents that follow your firm's specific rulesets and SOPs — redlining NDAs, drafting quarterly commentary, monitoring coverage gaps, and more. Real work product your team can review and ship, not summaries they have to redo.
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Put agents to work
Workflow agents handle the repetitive work: monitoring changes, flagging what matters, drafting summaries, routing information to the right people. Your team focuses on judgment and decisions. Basis handles the prep.
The Basis Engine
How it works
Transform your organization's data into AI-ready intelligence. Live in weeks, not months.
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1
Connect
Plug Basis into your existing tools and data sources. Email, Teams, Salesforce, Tableau, shared drives, proprietary databases. No data migration. No workflow disruption.
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2
Unify
Basis builds a secure knowledge layer from your firm's data — mapping research, communications, models, and documents. Relationships and context surface automatically.
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3
Search
AI search goes live across your firm's entire knowledge base. Any question, any source, answered in seconds from your own data.
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4
Deploy agents
Activate workflow agents — NDA redlining, commentary drafting, coverage monitoring, and more. Configure each to your firm's rulesets and SOPs.
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5
Expand
New workflows deploy in days as your data foundation deepens. Your firm's AI capability compounds over time.
Security you can trust
SOC 2 certified, enterprise-grade protection designed for investment firms.
See our Trust Center →-
Compliance-ready
Meets rigorous financial industry standards.
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Data control
Your data stays under your ownership, fully encrypted.
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Flexible deployment
On-prem, private cloud, or hybrid.
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Access controls
Granular permissions by role.
See Basis in action
Discover how Basis can accelerate your firm's AI transformation.