Basic Capital
PrivateLast Round
Series A
Aug 18, 2025
Total Funding Raised
$25M
Momentum Score
50 /100
Company Overview
Basic Capital is a financial technology company that operates a retirement savings platform designed to help employers offer enhanced 401(k) benefits. The company's key offering is a vertically integrated 401(k) solution that provides embedded financing, allowing employees to amplify their retirement investments. For every dollar contributed, the platform can offer additional capital (e.g., providing $5 of investing power for every $1 contributed), enabling users to start with a larger investment base. The funds are invested in customizable, diversified portfolios of stocks and bonds. The company's mission is to address the lack of capital for average individuals and provide tools similar to those used by institutional and high-net-worth investors to build wealth. Basic Capital serves employers, individuals, sole proprietors, and financial advisors.
Sector
FinTech
Verticals
Wealth Management, Lending & Credit, Investment Platforms, Personal Finance, HR
Business Model
B2B
Customer Profile
Payment Processing Fee, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Basic Capital Comps
Public and private peers based on sector, stage, and business model.
Basic Capital Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Aug 18, 2025 |
Key People
Founding team and executive leadership
Basic Capital Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| SV Angel | Series A |
| Forerunner Ventures | Series A |
| Concrete Rose | Series A |
| Lux Capital | Series A |
| BoxGroup | Series A |
| Inspired Capital | Series A |
| HOF Capital | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 18, 2026
Open roles increased from 0 to 16, representing 40% of headcount.
- Apr 27, 2026
Grew 48% QoQ, from 27 to 40 employees.
Basic Capital Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Basic Capital's valuation, stock price, and market status.
