Secure 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.
Secure 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.
"Basis exceeded our expectations in how it connects fragmented tools and research in a usable, unified way."
- Director of Research
Daniel Mooney, Partner & Head of Equity Research
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.
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.
Unified Dashboards
Track analyst output, firm-wide insights, and signals in one place.
Configurable Views
Your team creates their own views, picking what they want to see.
No More Hunting For Data
Easily find the data you are looking for in a simple, easy to use 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.
Use Natural Language
Ask questions the way you'd ask a colleague
It Knows Your Firm's Knowledge
Basis creates a knowledge graph of your firm's internal data, no matter where it comes from, and immediately makes this available to you through search and chat.
Citations, Everywhere
See where a particular insight came from, was it from a Team's conversation or maybe it was in a Research Note. With a click of a button go straight to where insight was sourced.
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.
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.
Connect
Plug Basis into your existing tools and data sources. Email, Teams, Salesforce, Tableau, shared drives, proprietary databases. No data migration. No workflow disruption.
Unify
Basis builds a secure knowledge layer from your firm's data — mapping research, communications, models, and documents. Relationships and context surface automatically.
Search
AI search goes live across your firm's entire knowledge base. Any question, any source, answered in seconds from your own data.
Deploy Agents
Activate workflow agents — NDA redlining, commentary drafting, coverage monitoring, and more. Configure each to your firm's rulesets and SOPs.
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.
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.