Inside the Basis Engine
How Shift Turns Research Chaos into Clarity
Modern investment teams are drowning in fragmented data. Emails, research notes, discussions, financial models, and siloed tools create information chaos that slows decision-making and obscures critical insights. The Basis Engine solves this by unifying everything into one intelligent system.
How the Engine Works:
The Basis Engine follows a four-step process to transform your scattered data into actionable intelligence:
1. Classify – Basis ingests your existing data through APIs and webhooks, automatically identifying content types, whether it's email, messages, research notes, or financial models.
2. Tag, Embed & Index – We enrich your data by extracting key metadata like tickers, analyst names, and research checkpoints. This creates a searchable foundation that powers AI-driven analysis and retrieval.
3. Store – All data flows into a secure, private database that maintains your information's integrity while making it instantly accessible.
4. Dispatch – Basis converts raw data into structured events that trigger intelligent workflows. Whether it's surfacing relevant research, updating dashboards, or flagging market developments, the system automatically takes action based on what matters to your team.
Three Unified Components:
This engine powers three core capabilities that transform how investment teams operate:
The Unified Workspace centralizes all research activity, data, and insights in one view, eliminating the need to jump between platforms to understand what's happening across your team.
The Insight Engine uses AI to summarize key developments, discover related research across your data, and flag what truly matters, cutting through noise to surface actionable intelligence and uncover hidden connections.
Agents & Workflows automate routine tasks across your research stack, from data collection to report generation, freeing your team to focus on analysis and decision-making.
The Result: Basis doesn't replace your existing tools; it connects them. By transforming disjointed activity into a centralized, intelligent system, your team moves faster with sharper focus and clearer insights.
Ready to turn research chaos into clarity? Contact us to learn more.