Basis
basisnetwork.io
Spec sheet
- Product
- Basis is a fund administration platform that helps users set up and run funds globally.Read 9 Oct 2026 · basisnetwork.io
- Intended users
- Basis describes use cases for real estate, private credit and debt, private equity funds, and family offices.Read 9 Oct 2026 · basisnetwork.io
- Security
- Basis says data is encrypted in transit and at rest, bank details are encrypted individually, and production keys are held in a managed key service.Read 9 Oct 2026 · basisnetwork.io
- AI limits
- Basis says its AI never computes tax, values assets or sends anything to investors.Read 9 Oct 2026 · basisnetwork.io
- AI workflow
- AI drafts operational actions as proposals, which a named human must approve before the platform executes them.Read 9 Oct 2026 · basisnetwork.io
- Audit trail
- The append-only audit log records state changes and AI invocations, and Basis says it rejects edits and deletions, including by staff.Read 9 Oct 2026 · basisnetwork.io
- Certifications
- SOC 2 Type II readiness is in progress; the SOC 1 Type II observation window is scheduled to open in November 2026, with a report expected in late 2027.Read 9 Oct 2026 · basisnetwork.io
- Claude
- Users can connect Claude to ask fund questions and create proposals; the connection can read and propose but cannot approve.Read 9 Oct 2026 · basisnetwork.io
- Custody
- Basis says it does not custody investor funds; subscriptions go directly to the fund's bank account, and instant-settlement funds move between accounts controlled by the fund and investors.Read 9 Oct 2026 · basisnetwork.io
- Data export and retention
- Fund records are retained for the life of the fund and can be exported at any time in open formats without an exit fee.Read 9 Oct 2026 · basisnetwork.io
- Fund operations
- The platform supports investor onboarding, capital calls, distributions, reporting, statements, register management and reconciliation.Read 9 Oct 2026 · basisnetwork.io
- Global investors
- Investor onboarding supports W-9 or W-8 series tax certificates, sanctions and PEP screening with ongoing monitoring, and English- and Spanish-language workflows.Read 9 Oct 2026 · basisnetwork.io
- Real-world assets
- The real-world-assets service is described as beta with design partners.Read 9 Oct 2026 · basisnetwork.io
- Settlement
- Optional settlement supports USDC, while wires and SWIFT remain available.Read 9 Oct 2026 · basisnetwork.io
- Tokenization
- Optional ledger tokenization mirrors register positions to permissioned tokens, while the fund register remains the legal ownership record.Read 9 Oct 2026 · basisnetwork.io
Plans and prices
Investor-ready diagnostic $5,000, paid once Fixed; from $5,000 Design is fixed and usually bundled into Launch Read 9 Oct 2026 · basisnetwork.io
Launch $25,000, paid once Fixed; from $25,000 Filing and counsel fees pass through at cost Read 9 Oct 2026 · basisnetwork.io
Fund administration Priced on request Fixed per fund per year, metered per active investor; quote at signing Additional entities priced separately · no fee per event · no percentage of raise or assets Read 9 Oct 2026 · basisnetwork.io
Where Specifiction places it
- Property Investment Management Software#8 of 307.6
- Fund Administration Software#9 of 307.7