# Basis

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/basis-2

- Industry: Software
- Headquarters: New York, US
- Website: www.mybasis.io
- Latest round: Series A (Oct 4, 2018)
- Investors on record: 1

## About

Basis is a cloud-based business intelligence platform dedicated to enhancing portfolio management for investors in private companies through real-time data integration and customized reporting.Basis operates as a cloud-based business intelligence tool that enhances portfolio management for private investors. Founded by Johanna Dobson, Matt Neary, and Zenna Tavares, the company is headquartered in New York, US. The most recent funding round was a Series A raised in October 2018 from returning investor MetaProp NYC, which has enabled Basis to expand its offerings. The firm has executed a total of 2 deals since its inception, positioning itself strategically in the market.Basis primarily offers a cloud-based business intelligence tool designed to streamline portfolio management for investors in private companies. 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. The platform targets investment firms, debt funds, and private equity investors, allowing portfolio managers and analysts to make informed decisions based on accurate, up-to-date information. Basis has established a presence in various geographical markets, including North America and Europe, targeting clients who require robust financial analytics and reporting capabilities.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. Notably, clients leveraging Basis's capabilities include prominent organizations in the private equity and debt fund sectors, who utilize its flagship offerings to optimize their financial modeling and performance tracking.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. The funding raised in October 2018 during the Series A round will be utilized to support these initiatives, allowing Basis to invest in product development and market entry strategies.

## Funding rounds

- Series A, Oct 4, 2018 — MetaProp

## Investors

- MetaProp (https://capitalatlas.ai/funds/metaprop) — Series A