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Basis
What Basis is
Basis is a web-based fund administration platform for setting up and running funds globally. It supports investor onboarding, capital calls, distributions, reporting, statements, register management and reconciliation. Its workflows cover real estate, private credit and debt, private equity funds, and family offices. Investor onboarding includes W-9 or W-8 series tax certificates, sanctions and PEP screening with ongoing monitoring, and English- and Spanish-language workflows.
Basis uses AI to draft operational actions as proposals, which a named human must approve before execution. Users can connect Claude to ask fund questions and prepare proposals; that connection can read and propose but cannot approve. Basis says its AI does not compute tax, value assets or send anything to investors. The platform does not custody investor funds: subscriptions go to the fund’s bank account, and instant-settlement funds move between accounts controlled by the fund and investors. Optional settlement supports USDC, with wires and SWIFT also available. Optional ledger tokenization mirrors register positions to permissioned tokens, while the fund register remains the legal ownership record. Real-world-assets service is in beta with design partners. Pricing is on request, with fixed-fee diagnostic and launch plans and annual fund administration.
Who it suits
Basis suits fund teams working in real estate, private credit and debt, private equity, or family offices that need investor and fund operations in one platform. Its global onboarding and optional settlement and tokenization workflows may fit teams handling investors across jurisdictions.
What it does well
- Supports onboarding, calls, distributions, reporting and register management.
- Offers English- and Spanish-language investor workflows.
- AI proposals require approval by a named human.
- Fund records can be exported in open formats at any time.
- Supports optional USDC settlement alongside wires and SWIFT.
What to know first
- Web platform only.
- Launch starts at $25,000.00 USD once.
- Annual fund administration pricing is quoted at signing.
- Real-world-assets service is in beta with design partners.
Limits
The Investor-ready diagnostic is a fixed $5,000.00 USD once, and Design is fixed and usually bundled into Launch. Launch starts at $25,000.00 USD once; filing and counsel fees pass through at cost. Annual fund administration is priced by quote at signing and metered per active investor.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Launch | Fixed; from $25,000 · Filing and counsel fees pass through at cost | $25,000, paid once |
| Investor-ready diagnostic | Fixed; from $5,000 · Design is fixed and usually bundled into Launch | $5,000, paid once |
| Fund administration | 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 | On request |
As basisnetwork.io lists them, read 9 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://www.basisnetwork.io/.
- Use the web platform.
- Choose the Investor-ready diagnostic plan for $5,000.00 USD once or Launch for $25,000.00 USD once.
- Request a quote for annual fund administration.
Verdict
Choose Basis if your fund needs a web platform for investor onboarding and core administration, with human approval over AI-drafted actions. Consider the fixed-fee Launch cost and quoted annual administration when deciding whether it fits your fund.
Questions
What does Basis cost?
Pricing is on request. The Investor-ready diagnostic starts at $5,000.00 USD once, and Launch starts at $25,000.00 USD once. Annual fund administration is quoted at signing.
What does the fund administration service include?
Basis supports investor onboarding, capital calls, distributions, reporting, statements, register management and reconciliation.
Which platforms does Basis support?
Basis is available on the web.
Does Basis custody investor funds?
No. Subscriptions go directly to the fund’s bank account. Instant-settlement funds move between accounts controlled by the fund and investors.
Can users settle in USDC?
Optional settlement supports USDC. Wires and SWIFT remain available.
What does Basis say about its AI?
It drafts operational actions as proposals for a named human to approve. Basis says it does not compute tax, value assets or send anything to investors.
Facts from Basis's own pages
- AI limits
- Basis says its AI never computes tax, values assets or sends anything to investors. · basisnetwork.io, 9 Oct 2026
- AI workflow
- AI drafts operational actions as proposals, which a named human must approve before the platform executes them. · basisnetwork.io, 9 Oct 2026
- Audit trail
- The append-only audit log records state changes and AI invocations, and Basis says it rejects edits and deletions, including by staff. · basisnetwork.io, 9 Oct 2026
- 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. · basisnetwork.io, 9 Oct 2026
- Claude
- Users can connect Claude to ask fund questions and create proposals; the connection can read and propose but cannot approve. · basisnetwork.io, 9 Oct 2026
- 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. · basisnetwork.io, 9 Oct 2026
- 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. · basisnetwork.io, 9 Oct 2026
- Fund operations
- The platform supports investor onboarding, capital calls, distributions, reporting, statements, register management and reconciliation. · basisnetwork.io, 9 Oct 2026
- 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. · basisnetwork.io, 9 Oct 2026
- Intended users
- Basis describes use cases for real estate, private credit and debt, private equity funds, and family offices. · basisnetwork.io, 9 Oct 2026
- Product
- Basis is a fund administration platform that helps users set up and run funds globally. · basisnetwork.io, 9 Oct 2026
- Real-world assets
- The real-world-assets service is described as beta with design partners. · basisnetwork.io, 9 Oct 2026
- 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. · basisnetwork.io, 9 Oct 2026
- Settlement
- Optional settlement supports USDC, while wires and SWIFT remain available. · basisnetwork.io, 9 Oct 2026
- Tokenization
- Optional ledger tokenization mirrors register positions to permissioned tokens, while the fund register remains the legal ownership record. · basisnetwork.io, 9 Oct 2026
Where Basis stands on Freedom251
- Property Investment Management Software#9 of 30
- Fund Administration Software#15 of 30