Basefund

Step-by-step guide to adding prior debt information in Basefund. Access debt service breakdown, manage debt details, and update payment records.

How to Add Prior Debt in Basefund

Learn how to view and manage callable bond dates in Basefund. Navigate to callable summary and track your next call date for debt payments.

How to Manage Call Dates in Basefund

Manage client transparency ratings and underlying ratings in Basefund. Edit proceeds, enter municipal bond data, and maintain compliance records.

How to Manage Ratings in Basefund

Guide to managing financial transparency for clients in Basefund. Access transparency tools, edit proceeds, and maintain municipal bond financial data.

How to Manage Transparency in Basefund

Set up debt series with multiple funding sources in Basefund. Create parent series, assign funding sources, and manage complex bond structures easily.

Managing Multiple Funding Sources

Quick guide to adding your first client in Basefund. Enter client details, submit information, and start managing their account.

How to Create Your First Client in Basefund

Learn how to create teams within client organizations in Basefund. Access the organization section and add team members in minutes.

How to Create Your Team in Basefund

Track Basefund transactions through their full lifecycle — call dates, prior debt, ratings, and real-time monitoring of outstanding debt obligations.

Debt Management

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