Basis Partners provides the managed oversight layer that sits between deal close and exit. We ensure that performance data, thesis tracking, and valuation evidence your team needs is always current, structured, and defensible.
We establish the oversight framework, maintain it on a structured monthly cycle, and produce the outputs your team needs to act earlier and report with confidence. We work from the information that already exists — IC papers, board packs, financial statements, management KPI reports, and value creation plans.
Early hold period. We establish the monitoring baseline — performance benchmarks, thesis assumptions, KPI sets, and value creation plan milestones — within the first ninety days of a new investment. The framework that will govern oversight for the entire hold period is set up while the investment rationale is still fresh.
Active hold period. Monthly performance tracking, thesis compliance review, value creation progress monitoring, and governance exception flagging. The portfolio view your team needs without the bandwidth it would cost to produce internally.
Exit preparation. Structured exit readiness scoring begins at least eighteen months before the target exit window. Financial quality, management depth, governance documentation, and commercial positioning — assessed, tracked, and improved ahead of any sale process or adviser appointment.