Basis (United States) Overview

  • Year Founded
  • 2016

Year Founded

  • Status
  • Out of Business

  • Employees
  • 2

Employees

  • Latest Deal Type
  • Out of Business

Basis (United States) General Information

Description

Developer of a portfolio management platform designed to help users manage portfolios in real time. The company's platform automatically captures data and calculates portfolio-level return metrics as workbooks are updated and provides immediate access to reports, supporting data and files in the cloud, enabling clients to streamline their workflows and efficiently manage large portfolios.

Contact Information

Website
www.mybasis.io
Ownership Status
Out of Business
Financing Status
Formerly VC-backed
Corporate Office
  • 60 East 42nd Street
  • 54th Floor
  • New York, NY 10165
  • United States
Primary Industry
Financial Software
Other Industries
Other Financial Services
Vertical(s)
Corporate Office
  • 60 East 42nd Street
  • 54th Floor
  • New York, NY 10165
  • United States

Want detailed data on 11M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Basis (United States) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Out of Business 22-May-2026 Completed Out of Business
2. Early Stage VC 28-Sep-2018 Completed Generating Revenue
1. Early Stage VC 11-Dec-2017 $1.5M $1.5M Completed Generating Revenue
To view Basis (United States)’s complete valuation and funding history, request access »

Basis (United States) Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Seed-3
Seed-2
Seed 3,432,494 $0.000100 8% $0.44 $0.44 1x $0.44 22.62%
To view Basis (United States)’s complete cap table history, request access »

Basis (United States) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a portfolio management platform designed to help users manage portfolios in real time. The company's platfo
Financial Software
New York, NY
2 As of 2023

San Francisco, CA
 

Los Angeles, CA
 
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Basis (United States) Competitors (4)

One of Basis (United States)’s 4 competitors is Lattice, a Venture Capital-Backed company based in San Francisco, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Lattice Venture Capital-Backed San Francisco, CA
Subspace Venture Capital-Backed Los Angeles, CA
Span (Household Appliances) Venture Capital-Backed San Francisco, CA
Basic (Media and Information Services) Formerly VC-backed Tokyo, Japan
To view Basis (United States)’s complete competitors history, request access »

Basis (United States) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Basis (United States) FAQs

  • When was Basis (United States) founded?

    Basis (United States) was founded in 2016.

  • Where is Basis (United States) headquartered?

    Basis (United States) is headquartered in New York, NY.

  • What is the size of Basis (United States)?

    Basis (United States) has 2 total employees.

  • What industry is Basis (United States) in?

    Basis (United States)’s primary industry is Financial Software.

  • Is Basis (United States) a private or public company?

    Basis (United States) is a Private company.

  • What is Basis (United States)’s current revenue?

    The current revenue for Basis (United States) is .

  • How much funding has Basis (United States) raised over time?

    Basis (United States) has raised $3.84M.

  • Who are Basis (United States)’s competitors?

    Lattice, Subspace, Span (Household Appliances), and Basic (Media and Information Services) are competitors of Basis (United States).

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read more
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process