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.

Brown-Advisory-Logo_BLACK-1.png

"Basis exceeded our expectations in how it connects fragmented tools and research in a usable, unified way."

Dan Mooney.jpg

- Director of Research

Daniel Mooney, Partner & Head of Equity Research

Scattered Firm Knowledge. Costs you Money.

Insights vanish into silos, leaving teams blind to risks and opportunities and costing firms billions.

Video

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.

Knowledge System.png

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.

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

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.

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.

Basis - company view.jpeg

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.

  • Basis - chat.jpeg

    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.

  • Shift Bot.png

    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.

  • Basis - agents.jpeg

    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.

  • Soc2 type 2.png

    Security You Can Trust

    SOC 2 certified, enterprise-grade protection designed for investment firms.

    Compliance Ready

    Meets rigorous financial industry standards.

    lock icon.svg

    Data Control

    Your data stays under your ownership, fully encrypted.

    Flexible Deployment

    On-prem, private cloud, or hybrid.

    Access Controls

    Granular permissions by role.

    See Basis in Action

    Discover how Basis can accelerate your business.

    Error
    Cookie Settings
    This website uses cookies

    Cookie Settings

    We use cookies to improve user experience. Choose what cookie categories you allow us to use. You can read more about our Cookie Policy by clicking on Cookie Policy below.

    These cookies enable strictly necessary cookies for security, language support and verification of identity. These cookies can’t be disabled.

    These cookies collect data to remember choices users make to improve and give a better user experience. Disabling can cause some parts of the site to not work properly.

    These cookies help us to understand how visitors interact with our website, help us measure and analyze traffic to improve our service.

    These cookies help us to better deliver marketing content and customized ads.