Basis Research

basis.ai

+2%

est. 2Y upside i

FinTechSeries B

Creating a new kind of AI research organization.

Rank

#2766

Sector

Financial Software

Est. Liquidity

~4Y

Data Quality

Data: Low

Basis offers a strong equity grant at a high valuation, but the lack of historical revenue data and significant incumbent threats temper upside.

Last updated: July 3, 2026

Bull (10%)+122%

With IPO window and category leadership, multiples expand to 15x, leading to 122% upside.

Base (45%)+18%

Multiple converges towards public comps at ~8x, yielding modest 18% upside.

Bear (45%)-41%

Incumbent giants dominate, multiple compresses to 4x, resulting in 41% downside.

Est. time to liquidity~4.0 years

Preference Stack Risk

moderate

Funding Intensity

12%

Total funding of $138M represents 12% of valuation, so preferred stack is moderate.

Dilution Risk

low

Recent $100M Series B likely provides 2+ years of runway, reducing near-term dilution risk.

Secondary Liquidity

none

No secondary market activity reported for Basis shares.

Questions to Ask at the Interview

Strategic questions based on Basis Research's data — designed to show you've done your homework.

  • 1

    How does Basis plan to defend against Intuit's AI accounting offerings?

  • 2

    What is the land-and-expand strategy for professional firms?

  • 3

    What is the typical liquidity timeline for employees?

Community

Valuation Sentiment

Our model estimates +2% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.