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The full picture of your portfolio.
“Real Time” Data
Automatically capture data and calculate portfolio level return metrics as your Excel workbooks are updated.
All stakeholders can immediately access reports in the cloud and easily access supporting data and files.
Create custom reporting dashboards to display the metrics which matter most to you and your organization.
Immediately access diligence files and supporting Excel models directly from within your custom reports.
Basis allowed us to supercharge our Excel modeling capabilities and more efficiently manage our portfolio.
Principal, CRE Debt Fund with $1.2bln AUM
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