Before you start
Start from the current portfolio state and treat the article as an operating checklist. If a required input is missing, record that gap instead of inventing precision.
Detailed steps
Open Assets > Business
Start from the screen named in the step and confirm the portfolio in the top bar before you change anything. If the wrong portfolio is selected, switch portfolios first.
Enter ownership percentage, enterprise value or owned equity value
Enter the values exactly as they appear in your source material. Include enough detail that you or an advisor can later understand what the record is and why the value is credible.
Add revenue, EBITDA, multiple and valuation notes when known
Enter the values exactly as they appear in your source material. Include enough detail that you or an advisor can later understand what the record is and why the value is credible.
Review whether company cash and debt should be modeled inside the business asset or as separate records
Compare the screen against your source before relying on the result. Check name, value, currency, date, ownership, liquidity and whether private data should stay hidden.
Field guide
The label you and your advisors will recognize.
Match source documents where possible.Current portfolio value.
Use current value, not purchase price, unless cost is the only defensible estimate.Native currency of the asset or liability.
Do not change currency to force a base-currency display.When the value was last reviewed.
Missing dates create stale-data risk.Why the value is credible.
Use imported, market, appraisal, manager mark or internal estimate honestly.Decision rules
What it adds
- Makes founder or operating company wealth visible without forcing it into public-market logic.
- Shows concentration and illiquidity risk in Capital Review.
- Documents valuation assumptions for future review.
What it does not do
- Capitelist does not perform a formal business valuation.
- Enterprise value assumptions can be highly sensitive.
- Company-level assets and debts may need accounting support.
Common mistakes
What to check
- Avoid optimistic multiples without evidence.
- Keep personal guarantees and company debts clearly documented.
- Update business valuations after funding rounds, audits or material performance changes.
Entering a clean-looking value without recording where it came from.
Ignoring currency, ownership percentage or valuation date because the total appears reasonable.
Using ordinary notes for private access information.
Assuming Business Ownership produces advice, verification or execution beyond the workflow described here.
After you save
- Return to Net Worth and confirm totals changed as expected.
- Open Capital Review to see whether the record created, resolved or changed any review item.
- Check whether the record should affect Forecast, Investment Plan, exports or share links.
- Revisit this pro guide when source evidence changes.