| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 3 | 1 |
| Spec score · Fund Administration Software | 7.7 (#9) | 7.1 (#24) |
| Intended users | Basis describes use cases for real estate, private credit and debt, private equity funds, and family offices. | Valence is designed for closed-end private market fund managers and their teams, with separate GP and LP portals. |
| 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. | Valence data in transit and at rest is encrypted, and files are stored on AWS using AES-256 encryption. |
