Basis
PrivateLast Round
Series B
Feb 24, 2026
Est. Valuation
$1.15B
Total Funding Raised
$137.6M
Momentum
Top 5%
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
AI, Data & Cloud Infrastructure
Verticals
Accounting & Expense, Workflow Automation, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Basis Comparables
Compare Basis with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Fieldguide | 85% | |
| Pilot | 84% | |
| Tellen | 83% |
Basis Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Feb 24, 2026 | ||||
| Series A | Dec 17, 2024 | ||||
| Seed | Oct 18, 2023 |
Key People
Founding team and executive leadership
Basis Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| GV | Series B |
| Khosla Ventures | Series B, Series A |
| Better Tomorrow Ventures | Series A, Series B, Seed |
| Avid Ventures | Series A, Series B, Seed |
| BoxGroup | Series A, Series B, Seed |
| NFDG | Series A, Series B |
| Accel | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 23, 2026
Grew 29% QoQ, from 155 to 200 employees.
- Aug 10, 2026
Open roles increased to 271, 1694% of headcount.
Basis Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently 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, so its shares have no public market price. Caplight tracks Basis's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
When was Basis's last funding round?
Basis's most recent funding round was Series B on February 24, 2026.
Who are the main investors in Basis?
Key investors in Basis include Khosla Ventures, Better Tomorrow Ventures, 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 in Basis's shares on secondary markets.