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Financial Report

Portfolio Intelligence Simplified.

Get the business intelligence tool you need to manage your portfolio in real-time.

The full picture of your portfolio.

“Real Time” Data

Automatically capture data and calculate portfolio level return metrics as your Excel workbooks are updated.

Complete Transparency

All stakeholders can immediately access reports in the cloud and easily access supporting data and files.

Custom Dashboards

Create custom reporting dashboards to display the metrics which matter most to you and your organization.

Enhanced Reporting

Immediately access diligence files and supporting Excel models directly from within your custom reports.

Debt Fund uses Basis and Office365 to instantly generate return metrics and monitor portfolio.
Data on a Touch Pad
Instantly calculate returns across your portfolio.

Basis allowed us to supercharge our Excel modeling capabilities and more efficiently manage our portfolio.

Principal, CRE Debt Fund with $1.2bln AUM

Get Started Today.
1. Schedule Demo

Book a call today and we'll set up a demo so that you can see Basis.

2.  Upload Data Tape

We will upload your data tapes and models directly into Basis.

3. Analyze Portfolio

Start using Basis to analyze your portfolio and calculate returns.

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