About
Managed portfolio oversight, from deal close to exit.

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.

Our team has worked across
What we do
We run the portfolio oversight function so your deal team can run the portfolio.

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.

Our team has worked across IFC, J.P. Morgan, United Nations programmes, National Treasury, and investment funds across Southern Africa.
The difference
How the service is structured.
01
A managed function
We run the monitoring function — the structured, recurring analytical work that keeps your oversight current between board meetings and quarter-ends.
02
Continuous coverage
Portfolio oversight requires a consistent inter-period layer. We maintain a monthly cycle — performance vs. plan, KPI updates, thesis compliance flags, governance exceptions — so your team is current before every board meeting.
03
Evidence-based outputs
Every output we produce is analyst-reviewed and traceable to source data. When your LP asks about a valuation or your IC challenges a thesis assessment, the evidence is already assembled and ready.
04
External and independent
Our position external to your fund structure is a deliberate design choice. We flag what the data shows — including divergences from thesis, management team concerns, and exit readiness gaps — with the objectivity that an independent analytical layer provides.
Fund lifecycle coverage
From the first close to the final exit.

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.

The service
01
Performance vs. plan, KPI discipline, investment thesis compliance, board information rights, and management team risk — structured and tracked across the full portfolio each cycle.
02
VCP execution monitoring across revenue growth, EBITDA improvement, strategic initiative progress, bolt-on M&A milestones, and management alignment — month by month throughout the hold period.
03
Scored assessment of every company against operational, financial, governance, and commercial exit indicators — updated each cycle, with gap flags and recommended actions maintained ahead of any process.
04
Quarterly LP packs, IC-ready company briefs, and IPEV-aligned fair value evidence — prepared as part of the managed service, not assembled under quarter-end pressure by a stretched deal team.
Start with a portfolio diagnostic.