Basis
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
Where Basis is headquartered
LocationHeadquarters
- 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 offeringCore 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 profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Basis technology and API
TechnologyTechnology 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 signalScale indicators6 records
Recent moves6 records
Expansion highlights5 records
Basis competitors and assessment
Company assessmentEmerging 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 social profiles
Digital presenceBasis compliance and trust
Trust signalCompliance3 records
Basis financial estimates
Financial estimateRevenue estimate
Valuation estimate
Basis leadership team
Management profileNumber of profiles
Profiles5 records
Basis funding detail
Funding detailFunding 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 investmentM&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?
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.
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.