Basis Intel extracts financial, operational, and risk data from municipal bond documents — offering statements, audit reports, CAFRs, and disclosure filings — with institutional-grade accuracy.
Designed for professionals at
Municipal bond documents are dense, inconsistent, and buried in PDFs. Basis Intel reads them the way your best analyst would — and delivers structured data in seconds.
Extract par amounts, debt structures, covenants, security pledges, call provisions, and tax status from any OS — regardless of format or issuer.
Pull audited financials, operating statistics, assessed valuations, and key ratios from CAFRs and annual reports — structured and comparable across issuers.
Track EMMA filings across your portfolio. Surface material events, delinquent filings, and covenant triggers before they become problems.
Identify and monitor rate covenants, additional bonds tests, and reserve requirements across your entire holdings — automatically.
Compare issuers, series, or sectors side by side. Spot structural differences and credit trends across hundreds of documents instantly.
Push extracted data directly into Bloomberg, Excel, or your internal systems via API. No copy-paste, no rekeying, no errors.
Three steps from raw PDF to decision-ready data. No templates to configure, no training required.
Drag in an offering statement, audit report, CAFR, or disclosure filing. Any issuer, any format, any year.
Our extraction engine identifies, normalizes, and structures every relevant data point — with a confidence score on each field.
Review in our interface, export to Excel, or push to your systems via API. Data is ready for underwriting, surveillance, or compliance.
Basis Intel is in early access. We're onboarding a small group of municipal analysts, advisors, and lenders to shape the product. If that's you, we'd like to talk.