Shift builds AI-powered workflow solutions for institutional finance, addressing one of the industry's most costly inefficiencies: fragmented research. Investment teams waste hours hunting for scattered information across emails, chats, research notes, models, and market platforms to piece together the intelligence they need. This fragmentation slows critical decisions and erodes alpha generation.

Our AI-first research platform, Basis, unifies scattered information into a single, secure workspace. Built for institutional finance, Basis enables teams to collaborate seamlessly, surface insights faster, and make better decisions. The platform is designed with compliance and security at its core, integrating with existing tools to provide a trusted foundation for research and analysis. By eliminating information silos, Basis allows investment professionals to spend more time analyzing and less time searching.