For Municipal Advisors

Your reputation closes deals.
Basefund protects them.

Coordinate municipal bond closings from one secure workspace, with every participant confirmed, every receiving account validated, and every step documented before money moves.

The Problem
Every quarterback needs a playbook.
By closing day, the municipal advisor is expected to know where everything stands — and whether every detail can be trusted.
  • Sign-offs, confirmations, and counsel documents scattered across email threads and shared drives
  • Trustee details and wire instructions moving by phone call and spreadsheet
  • No single view of what’s verified, what’s complete, and what’s outstanding
The Basefund Approach
One platform. Full visibility. Total accountability.
Basefund brings the closing into one secure workspace.
  • Participants independently verified, receiving accounts validated
  • Documents and milestones visible to everyone at the table
  • The transaction record builds automatically as the closing moves forward

Capabilities

Everything your closing process has been missing.

Closing coordination
Bring participants, documents, milestones, and payment information into one shared transaction workspace.
Operational visibility
See who's verified, what's complete, what's outstanding, and where the closing stands without reconstructing the answer from email.
Independent verification
Confirm participant identities and validate receiving accounts before funds move, reducing reliance on emailed instructions and manual callbacks.
Transaction insurance
Eligible transactions can include coverage tied to the verified participants, validated accounts, and specific funds in motion.
Audit-ready records
Maintain a durable record of verification, approvals, documents, and transaction activity without manually rebuilding the file after closing.
Client differentiation
Give issuers a more secure and transparent closing process and bring a stronger operational story into pitches, RFPs, and client conversations.
"Basefund has become a trusted part of our workflow. Every participant knows the funds are verified, insured, and transparent — and that peace of mind is invaluable during closings."
Austin Ficken
Assistant Vice President, Masterson Advisors

Related

Solutions for the entire team.

Secure Closings

The product behind the verified closing workspace.

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Issuers & Municipalities

Protect public money from closing through ongoing disbursement.

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Underwriters

Add independent participant and account verification to the closing process.

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Bond Counsel

Support the closing record with independently verified information.

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Close transactions your clients can trust.

See how municipal advisors are bringing more security, visibility, and accountability to the closing process.

Get Started