Basis Partners provides managed monitoring and oversight for lenders and private equity funds after capital is deployed.
We build the control layer for your team, without the cost of building it internally. Our work is ongoing, structured, and designed to produce outputs your investment committee, credit committee, and LPs can rely on.
Most credit and equity teams have some form of portfolio monitoring in place. What they lack is the discipline and consistency to maintain it — especially as the portfolio grows, staff turn over, and reporting quality deteriorates.
We step in as a managed service. We work from your existing files, reports, and data. We set up the control view, maintain it on a regular cycle, and produce the outputs your team needs to act earlier and report with more confidence.
This is not advisory work. It is an operating function — one we run alongside your team so you get the benefit without the overhead.