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Basis

Basis

Private
New York City, New YorkEnterprise Softwarehttps://www.getbasis.ai/

Last Round

Series B

Feb 24, 2026

Est. Valuation

$1.15B

Total Funding Raised

$169.85M

Momentum

Top 10%

of companies Caplight tracks

Company Overview

Basis is an enterprise software company that provides an AI-powered automation platform designed to help accounting firms streamline repetitive workflows through autonomous agents.

Sector

Enterprise Software

Verticals

Accounting & Expense, Workflow Automation, Vertical SaaS, Compliance

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

accounting automationAI agentsagentic AIvertical SaaStax preparation automationworkflow automationclient accounting servicesCASaudit automationAI for accountingfinancial workflow automationautonomous accountingAI agent platformcompliance monitoringusage-based billing

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Basis Comparables

Compare Basis with similar companies based on industry and business-model similarity.

Basis comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Fieldguide
84%
Black Ore
80%
Trullion
78%

Basis Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BFeb 24, 2026
Series ADec 17, 2024
SeedOct 18, 2023
Series B ExtensionOct 8, 2013
Series BMar 6, 2013
Series A
Mar 21, 2011

Key People

Founding team and executive leadership

Karen Schroeder

Chief Operating Officer

Executive Team

Basis Investors

Notable investors and investment history

Basis investors
InvestorRounds
GVSeries B
Khosla VenturesSeries B, Series A
Inovia CapitalSeries B Extension
Stanford UniversitySeries B Extension
Norwest Venture PartnersSeries A, Series B Extension, Series B
Better Tomorrow VenturesSeries A, Series B, Seed
Intel CapitalSeries B Extension

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 10, 2026

    Open roles increased to 271, 1694% of headcount.

  • Jul 20, 2026

    Open roles increased to 261, 4.5x the trailing average.

Basis Filings

Explore SEC and related filing metadata, where available.

Basis filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Basis's valuation, stock price, and market status.

Is Basis a public or private company?

Basis is a private company.

What is the current stock price of Basis?

Basis is a private company with no public stock price. No recent secondary market data is available.

How much is Basis worth (valuation)?

Basis's valuation is estimated at $1.1B based on funding round data.

Can I buy Basis stock?

Basis shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Basis's last funding round?

Basis's most recent funding round was Series B on March 3, 2026.

Who are the main investors in Basis?

Key investors in Basis include Khosla Ventures, Intel Capital, Mayfield Fund, Accel.

Will Basis IPO soon?

No public IPO plans have been announced for Basis.

How can I track Basis secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Basis's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersNew York City, New York
Employee Range16
Year Founded2023
Last FundingFeb 24, 2026

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