Operating System for Basic Capital

The command center behind the retirement revolution

Basic Capital is reinventing 401(k)s with leveraged retirement financing. BasicCapOS is the internal engine that keeps the operation sharp, compliant, and scaling.

$25M
Series A Raised
5:1
Contribution Leverage
$35T
Target Market

Everything your team needs to scale post-Series A

Employer Pipeline Tracker

Real-time visibility into every employer prospect, from first contact to plan activation. Know exactly where each deal stands.

Compliance Monitoring

50% of fast-growing companies risk failing annual compliance tests. Surface issues before they become problems across every client plan.

Competitive Intelligence

Automated tracking of Guideline, Human Interest, ForUsAll, and others. Pricing changes, feature launches, and market moves delivered daily.

Outreach Automation

AI-powered outreach to HR leaders at companies that would benefit from leveraged 401(k) contributions. Personalized, research-driven, always-on.

The retirement market hasn't changed in 40 years. Basic Capital is changing that.

From a Harvard Innovation Lab to backing by Ackman, Kravis, Forerunner, and Lux Capital, Basic Capital is building the financial infrastructure that democratizes wealth-building at scale. BasicCapOS exists to make sure the team behind that mission operates at the pace the opportunity demands.

Autonomous operations, daily progress