The entity that owns the buildings is an asset too
LLC, S-Corp, C-Corp, partnership, sole proprietorship or non-profit — bought, founded, or a stake in someone else's. No address required, because a business does not always have one, and the money questions are asked in the words a deal actually uses.
Recorded on the asset, shown wherever it appears
These are the type's own fields — not a description box you type notes into and never search again.
- Business Type
- Six entity types, from an LLC to a non-profit.
- Industry
- Twenty-two industries, from self-storage to professional services.
- EIN (Employer Identification Number)
- The federal number, on the asset where you can find it.
- Annual Revenue
- Top line, for context beside the transactions.
- Number of Employees
- Headcount.
- Founded Date
- When it started, which is not when you bought it.
- Website
- Where it lives.
- Description
- What it actually does, in your own words.
- How acquired
- Bought, started, or invested in — three different money questions.
- Investment Structure
- Equity, a convertible note, a SAFE, a JV — for a stake you hold.
- Ownership Stake (%)
- Your share, when you do not own all of it.
The numbers that decide anything
Computed from your transactions and your loan terms — there is no metrics screen to keep up to date.
ROI
Return on the capital you put in, however it went in.
Cash-on-cash
What the business returns against your cash.
DSCR
Whether it services its acquisition debt.
NOI
Operating income after expenses, before financing.
LTV
Where the acquisition loan stands.
Cap rate
Earnings against valuation, for a business you may sell.
Categories that already know this asset class
A new account is seeded from the pack that matches what you told us you invest in — out of a library of more than 240. Rename, recolour, add and delete freely; the seed is a starting point, not a schema.
The rest of the portfolio
You can hold all three side by side. That is the point.
Add your first business
Link the account it pays from and the history comes back with it.