Basis provides a managed portfolio visibility and value creation control service for private equity funds with active portfolio companies.
We work from your existing board packs, financial reports, KPI trackers, value creation plans, management updates, budgets, forecasts, and exit preparation materials.
We turn scattered portfolio information into a clearer operating layer across performance, risks, actions, reporting quality, value creation progress, and exit readiness.
Your team gets a sharper view of what changed, what is falling behind, which companies need attention, and which actions should be escalated.
For priority companies, we prepare analyst-reviewed review packs, action trackers, value creation notes, reporting summaries, and exit-readiness evidence.
The team receives operating rhythm with portfolio control, cleaner reporting, stronger follow-through, and clearer value creation discipline across the fund.
We help the fund keep better control after investment and prepare earlier for value creation, follow-up, and exit.
A holding-level view of performance, KPIs, issues, actions, and movement.
A managed view of what is being reported, what is missing, what is stale, and what needs follow-up.
A clear record of initiatives, owners, milestones, blockers, and progress.
A review of the quality, consistency, and usefulness of portfolio company reporting.
An early view of gaps that may affect valuation, diligence, buyer confidence, or exit timing.
Cleaner packs for investment committee, board, LP, and internal portfolio reviews.
Your team stays in control. We manage the process and prepare the outputs.
If useful, we continue as a managed monthly or quarterly oversight rhythm.