Basis

Investment Research Softwarebasisresearch.tech

Basis Research, Inc. is an AI research platform for buy-side investment teams that reads SEC filings and earnings transcripts, extracts every figure with line-level citations, and drafts comparable tables and change alerts for individual analysts, research desks, and funds.

Company typePrivate
Founded2022
HeadquartersNew York, United States
Headcount11–50
GTM typeB2B
OfferingSoftware

What Basis does

Basis Research, Inc. is a Delaware-incorporated, New York–headquartered software company that builds an AI-powered research platform for buy-side investment teams. Founded in 2022 by Dana Whitfield (ex-buy-side analyst) and Arun Varma (ML engineer), the company reads SEC filings (10-K, 10-Q, 8-K, S-1, DEF 14A, 6-K), earnings-call transcripts, investor presentations, and uploaded PDFs, then extracts every financial figure with a line-level citation that links back to the exact source line. Five capabilities operate within a single extraction layer: sourced extraction, comparable tables with period normalization and non-GAAP reconciliation, change alerts on new filings, a shared research library for team handoffs, and exports to Excel, Google Sheets, data warehouses, or a REST API. The underlying document-understanding system parses dense tables, footnotes, non-GAAP bridges, and covenant schedules as structured data; the product layer is built on top of a third-party LLM API used for extraction and analysis drafting with transient processing and no provider retention.

The company sells per-seat subscriptions in four tiers: a free tier (15 analyses per month, no credit card), Analyst at $199/month, Team at $149/seat/month for desks of five or more, and Enterprise on custom pricing with SSO/SAML, SCIM, audit logs, and data-residency options. GTM is a hybrid of product-led growth (freemium evaluation, content marketing on research methodology) and sales-led enterprise motion (Account Executive targeting funds, custom demos, multi-year contracts). The customer base is concentrated in investment management — long/short equity funds, multi-strategy platforms, and research desks — but no named customers or revenue figures are disclosed. The company is pre-seed funded (amount undisclosed), employs 5 people, has SOC 2 Type II attestation in progress, and is GDPR and CCPA compliant. Basis positions itself as a research tool, not investment advice, and all figures and testimonials on its marketing site are explicitly disclosed as illustrative.

Basis firmographics

Firmographics

Name: Basis
Legal name: Basis Research, Inc.
Website: https://basisresearch.tech
Company type: Private
Founded year: 2022
Operating status: Operating
Headcount range: 11–50 employees
Short description: Basis Research, Inc. is an AI research platform for buy-side investment teams that reads SEC filings and earnings transcripts, extracts every figure with line-level citations, and drafts comparable tables and change alerts for individual analysts, research desks, and funds.
Ownership category
akta.pro rank

Basis industry classification

Industry

Product category: Investment Research Software
SIC: Services-Computer Processing & Data Preparation (7374)
akta.pro primary industry: Real-Time Market Data Feeds & Terminals (FSAFAIAA)
akta.pro secondary industries: Audit, Recordkeeping & Evidence Management (WORM, Retention, E-Discovery) (FSAFAKAI), Quant Research & Systematic Strategies (FSACAGAF)

Keywords

Financial document analysis
Earnings call extraction
SEC filing research
Investment research automation
Buy-side research tools

Where Basis is headquartered

Location

Headquarters

HQ city: New York
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Basis business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

Subscription SaaS (Per-Seat): Monthly or annual subscription with per-seat pricing. Three tiers: Free (limited usage), Analyst ($199/month), Team ($149/seat/month for 5+). Enterprise custom pricing. Revenue from seat subscriptions.

Pricing tiers

Model	Billing	Price
Freemium	Monthly	Free - Entry tier with limited usage for evaluation
Per seat	Monthly	Analyst - Individual analyst who reads for a living
Per seat	Annual	Analyst Annual - Annual billing discount
Per seat	Monthly	Team - Desks of 5+ sharing coverage
Per seat	Annual	Team Annual - Annual billing discount
Subscription	Multi-year contract	Enterprise - Funds with SSO, audit, and procurement needs

Go-to-market motion3 records

Distribution channels3 records

Marketing channels4 records

Basis product offering

Product offering

Core offering

Basis provides an AI-powered research platform that reads SEC filings, earnings-call transcripts, and uploaded PDFs, then extracts every financial figure with line-level citations and drafts structured analysis. The platform ingests 10-K, 10-Q, 8-K, S-1, DEF 14A, 6-K filings plus earnings-call transcripts, parses dense tables and footnotes, normalizes non-GAAP reconciliations, and produces comparable tables and change alerts that any analyst can export to Excel, Google Sheets, or a data warehouse. The product is sold as a per-seat subscription to buy-side investment teams at long/short funds, multi-strategy platforms, and research desks.

Product overview

Basis offers a single unified AI research platform for investment teams. The core platform reads SEC filings (10-K, 10-Q, 8-K, S-1, DEF 14A, 6-K), earnings-call transcripts, investor presentations, and uploaded PDFs, then extracts every financial figure with line-level citations. Five integrated capabilities operate within the same extraction layer: Sourced Extraction, Comparable Tables, Change Alerts, the Shared Research Library, and Export/API. Pricing is structured as four tiers (Free, Analyst at $199/month, Team at $149/seat/month, and Enterprise at custom pricing), differentiated by seat limits, feature access, and support level.

Differentiator

Problem solved

Functional benefit

Products and services

Basis Research Platform Unified AI research platform for investment teams that reads SEC filings (10-K, 10-Q, 8-K, S-1, DEF 14A, 6-K), earnings-call transcripts, investor presentations, and uploaded PDFs. Extracts every financial figure with line-level citations, builds comparable tables with fiscal-period normalization and non-GAAP reconciliation, detects changes across new filings, and supports a shared team research library. Exports to Excel, Google Sheets, and data warehouses; also accessible via REST API. Sold as per-seat subscription to buy-side analysts, portfolio managers, and research desks at long/short funds and multi-strategy platforms.

Quantifiable outcome

60-70% reduction in analyst gathering time
+2 more outcomes

Companies that use Basis

Customer profile

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Basis technology and API

Technology

Technology focussed Yes

API detail

Has API: Yes
API docs
API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability6 records

Feature6 records

Basis partnerships and signals

Strategic signal

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Basis competitors and assessment

Company assessment

Emerging players

Koyfin: Financial data and analytics platform positioned as a modern alternative to legacy terminals for investment professionals. Comparable as an analyst-facing research workflow tool with expansion ambitions.
Fintool: AI-native investment research assistant targeted at buy-side analysts. Emerging peer with overlapping use case of AI-driven analysis of SEC filings and earnings transcripts.

Direct peers

AlphaSense: Market intelligence and document search platform purpose-built for investment research professionals. Overlaps with Basis on serving buy-side analysts with AI-powered document analysis workflows.
Hebbia: AI knowledge-worker product that reads and analyzes large document sets for financial and professional-services users. Directly comparable AI-document-understanding approach serving investment and adjacent professional customers.
Tegus: Expert research platform connecting buy-side analysts with industry experts for primary research. Comparable as a research-workflow platform serving the same long/short and multi-strategy investor base.
BlueMatrix: Research publishing and distribution platform for investment firms. Comparable to Basis's shared research library, audit trail, and seat-level permissions for research teams.

Broad incumbents

FactSet: Major financial data and analytics platform widely used across buy-side and sell-side firms. Broad incumbent with overlapping research, fundamentals, and analytics capabilities.
S&P Capital IQ: Financial data, fundamentals, and research platform within S&P Global Market Intelligence. Broad incumbent serving investment professionals with deep fundamentals and filings coverage.
LSEG Workspace: Workspace terminal from London Stock Exchange Group (formerly Refinitiv Eikon) used by investment professionals. Broad incumbent with comparable research, analytics, and filings-access capabilities.
Bloomberg Terminal: Dominant financial data, analytics, and news terminal used by investment professionals globally. Broad incumbent that owns the analyst daily workflow Basis is attempting to augment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

Basis compliance and trust

Trust signal

Compliance3 records

Basis financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Basis leadership team

Management profile

Number of profiles

Profiles5 records

Basis funding detail

Funding detail

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Basis M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Basis

What does Basis do?

Is Basis a public or private company?

Basis is a private company. It is classified as venture growth investor backed and is currently operating.

When was Basis founded?

Basis was founded in 2022. It employs 11 to 50 people.

Where is Basis based?

Basis is headquartered in New York, United States, in the North America region.

How does Basis make money?

One revenue line is on record: subscription SaaS (Per-Seat).

Who are Basis's main competitors?

Emerging players on record are Koyfin and Fintool. Direct peers are AlphaSense, Hebbia, Tegus and BlueMatrix. Broad incumbents are FactSet, S&P Capital IQ, LSEG Workspace and Bloomberg Terminal.

Does Basis have an API?

Yes. REST API that accepts a document URL or raw PDF and returns structured extraction with citations. Authentication via Bearer token. Rate limits and batch endpoints available on Team and Enterprise plans. Example endpoint: POST /v1/extract with fields parameter for specific metrics (revenue, gross_margin, guidance). Developer documentation is at basisresearch.tech/support.

What industry is Basis in?

Basis's product category is Investment Research Software. Its primary akta.pro industry code is FSAFAIAA, Real-Time Market Data Feeds & Terminals, with a secondary code of FSAFAKAI, Audit, Recordkeeping & Evidence Management (WORM, Retention, E-Discovery). Its SIC code is 7374.