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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 1%

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

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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
Black Ore
79%
Soraban
76%
Filed
76%

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

Abigail Burlington

Office Of CEO

Executive Team

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.

  • Jul 20, 2026

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

  • Jul 19, 2026

    Open roles increased to 153, 956% of headcount.

Basis Filings

SEC and related filings with document metadata.

Data table
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Basis Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersNew York City, New York
Employee Range155
Year Founded2023
Last FundingFeb 24, 2026

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