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.
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.
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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