Verified once
Identity, accreditation evidence, the tax certificate (W-9 or the W-8 series) and payout preferences are captured once, at platform level. The file belongs to the investor.
Your investors verify once, and keep one portal for every fund on Basis.
An investor onboards and verifies one time. Each manager who invites them makes their own approval, and the investor decides, each time, whether to share their file. Basis introduces no one and is never paid on capital.
For the investor
One portal for every fund
Portfolio, distributions, documents, transactions, verification and profile across every fund they hold. Frozen statements, a verification link per holding, English or Spanish.
Invited to the next fund without starting over
A manager on Basis invites an investor already on it. The invitation appears in the investor's portal. Accepting shares the verified file with that fund and never repeats identity verification; declining creates nothing. The manager reviews and approves on their own terms.
For the manager
Invite investors already on Basis
Your directory and pipeline are scoped to your fund. When you invite an investor who is already on Basis, their verified file arrives with their consent, and you still review and approve every one.
Status, never surveillance
Basis shows you where each investor stands: invited, onboarding, approved, funded. It does not track what they read or how often they log in. No open rates, no engagement scoring.
What it is not
- Basis introduces no one, recommends no fund, and is never paid on capital raised.
- Every investor joins a fund because its manager invited them and approved them.
- There is no secondary market and no liquidity promise.
Bring your operating agreement. Leave with a running fund.
Twenty minutes on your own workflows, with your own structure on screen.
Tell us about your fund and where your investors are. We'll walk you through a global fund running on Basis, on your workflows.
Talk to us about migrating an existing fund
Prefer to pick a time? Book a walkthrough