basecase Manifesto
The best investment teams don't need AI to think for them — they need it to handle everything else.
basecase is operational software purpose-built for private markets, automating the repetitive workflows that slow your team down so they can focus on what actually matters.
Why "basecase"?
In finance, the base case is the scenario you trust. The most likely outcome. The foundation you build everything else on top of, before you stretch assumptions, before you model the upside, before you make the call.
Every analyst knows: if your base case is wrong, nothing above it matters.
We took that name because the entire industry made the opposite mistake.
Everyone else is solving the wrong problem.
The first generation of AI-for-finance companies went straight for the top of the stack: synthesize documents, surface insights, replace the analyst. It sounds compelling in a pitch deck. In practice, it asks investors to trust a black box with the work that is their edge.
You shouldn't have to. The real bottleneck for an investor isn't thinking. It's the hours of manual work that surround the thinking. Pulling financials out of PDFs into Excel. Updating credit monitoring spreadsheets from quarterly reports that come in a different form. Drafting the same documents over and over.
basecase exists to eliminate the operational drudgery where accuracy is verifiable, the trust bar is reachable, and every hour saved compounds across the portfolio.
Boring solutions that actually work.
Our first product, Extract, is an Excel plugin. Drop a financial document into the sidebar. Your credit model populates. Every number traced back to its source. No faith required.
We're building the infrastructure layer that connects data extraction to analysis to reporting, turning the most tedious parts of private market investing into something that just works. Reliably, repeatedly, at scale.