πŸš€ Feature of the Week: Org-Wide Intelligence Summary

July 17, 2025 - Ryan Erickson

In fast-moving markets, staying aligned as a team is everything.

That’s why we built Org-Wide Intelligence, your new command center for critical updates across the firm. Basis now surfaces the most relevant insights, activities, and trends happening across your research and investment teams, directly on your home screen.

Whether it's a shift in strategy, a major change in analyst sentiment, or urgent risk signals, you’ll see it all summarized in plain language and organized into clear sections:

Daily Summary: The big picture, synthesized from all firmwide research activity

Headline Wins: Key moments like rating changes, major insights, or strategy shifts

Attention Required: Red flags and risks that need leadership focus

It works like an internal intelligence analyst, constantly scanning team activity and surfacing what matters most so you’re never in the dark about what your analysts, PMs, or sector leads are flagging.

Use it to:

Identify actionable insights and internal signals faster

Keep leadership aligned without digging through Slack or meeting notes

Proactively manage risks and opportunities based on collective activity

πŸ“Έ Here’s what it looks like in action:

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