Basis
Latest round
- Series A
Last raised
- Oct 2018
Total raised
- Undisclosed
Investors
- 1
About Basis
Founded by Johanna Dobson, Matt Neary, and Zenna Tavares, the company is headquartered in New York, US. Its core services focus on real-time data capture, automated calculation of portfolio-level return metrics, and custom reporting through dashboards tailored to the specific needs of organizations. By integrating with Excel, Basis enables users to manage their portfolios efficiently, ensuring that all stakeholders can access necessary reports and supporting data instantly.Basis generates revenue through a subscription-based model, where clients can access the platform's comprehensive features tailored to their portfolio management needs. This structure involves partnerships with investment firms, allowing them to utilize Basis's tools to enhance their reporting capabilities and portfolio oversight. Clients upload their data into the system, facilitating direct analysis and reporting, thus creating a streamlined workflow. The pricing plans are designed to cater to different client requirements, with options varying based on the level of service and the number of users involved.Basis's future growth strategy includes the development of upcoming new products aimed at enhancing its platform's capabilities, with specific release dates to be announced as the projects progress. The company is also planning to expand into additional geographical regions beyond its existing markets in North America and Europe, targeting Asia and Latin America by the end of 2023.
Who invested in Basis
1 investor across 1 round
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Funding rounds
Series A
Oct 4, 2018
Amount
Undisclosed
Investors
Questions about Basis
Who invested in Basis?
Basis has 1 investor on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Basis raised?
Basis has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Basis last raise money?
Basis's most recent round on record is a Series A, in Oct 2018.
What does Basis do?
Founded by Johanna Dobson, Matt Neary, and Zenna Tavares, the company is headquartered in New York, US.
Where is Basis headquartered?
Basis is headquartered in New York, US.
Which VCs invest in companies like Basis?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Basis's stage. Their profiles are linked below.
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