The Internal Research Hub for Investment Teams

Centralize Insights. Eliminate Silos.

Basis surfaces key insights from tools like Teams, FactSet, Email, and Tableau. It helps analysts and PMs stay aligned and move faster.

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Built in partnership with a leading institutional investment firm. Purpose-built for real-world research workflows.

Insights Are Buried in Too Many Places.

Research lives in emails, chats, dashboards, spreadsheets, intelligence platforms, and scattered notes. Without one place to see it all, teams lose time, miss signals, and struggle to stay aligned.

Inside the Product

Basis centralizes internal research and makes it actionable.

Connect your existing tools.

No need to replace your stack. Plug into tools your team already uses, like email, Slack, Teams, and research platforms, to unify conversations, data, and insights in one place.

Surface key insights with AI.

Let AI do the heavy lifting. Automatically identify trends, highlight what matters, and bring forward insights from across your documents, messages, and research notes.

Track sentiment, ratings, and research in real time.

Keep your team in sync. Monitor how sentiment shifts, see updated internal ratings, and follow research as it happens in real time.

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Key Benefits

Built for Investment Teams that Value Collaboration and Speed

Track stock ratings and internal sentiment across the team

Summarize internal insights automatically using AI

Centralize notes, conversations, and model updates

Improve alignment between analysts and PMs

Reduce duplicate work and missed signals

Power Up Your Research with Basis

Experience how the Basis Platform can transform your team's research, analysis, and decision-making process.

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