For Municipal Advisors

Your reputation closes deals.
Basefund protects them.

Every counterparty confirmed, every account verified, every step documented — before your name goes on the closing.

The Problem
Every quarterback needs a playbook.
Issuer sign-offs, underwriter confirmations, counsel opinions, trustee details — scattered across email threads and shared drives. By closing day, you're personally vouching for a process held together by phone calls.
The Basefund Approach
One platform. Full visibility. Total accountability.
Counterparties confirmed independently. Accounts verified in real time. Everything logged automatically — so you spend your time on the next mandate, not chasing wire confirmations.

Capabilities

Everything your deal room has been missing.

Client confidence
Walk into pitches with a closing process your competitors can't match — from participant checks to insured fund transfers.
Operational visibility
Every participant, document, and wire instruction in one place. See who's verified, who's pending, and what's outstanding.
Reduced liability
Independent verification replaces manual callbacks. Per-transaction insurance adds a financial backstop to every closing you manage.
Faster closings
Eliminate back-and-forth on participant verification. Pre-verified counterparties and validated accounts mean fewer delays and faster time to close.
Audit-ready records
Permanent, sealed records of every check, confirmation, and fund movement. Hand auditors a complete package instead of reconstructing it from email.
Competitive edge
Closing security is becoming a deciding factor. Lead with an insured, verified process that turns operational rigor into a differentiator.
"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

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