See what you own and how it adds up

Estimate values in one place. Add assets like cash, stocks, or property using your own entered price. Your total NAV updates right away, with a simple growth preview. You can also model a funding round by entering your valuation, raise amount, and dilution to estimate ownership and investor return scenarios.

How to use: 1) Add assets and click Compute NAV. 2) Check allocation and runway. 3) Enter raise details under Investor return & market check. 4) See net worth and percentile under Net worth.

Portfolio value (NAV)

Add what you own. Type a name, enter an amount, and a price if you know it. If price is blank, each unit counts as one dollar. Click Add asset, then Compute portfolio value to see your total.

Inputs
Ready

No assets yet. Add one to begin.

Assumptions

Assumptions only apply where price is blank.

Actions
How we total it
We total the value of each thing you added and show the combined amount. That is your portfolio value.
Waiting for assets...

Holdings

AssetQtyPriceValueDetail
Nothing yet. Add assets above.

Output

Total portfolio value -

Compute to see your total and charts.

This mini chart sketches a simple growth curve using your monthly growth rate.

Allocation breakdown

    Runway check

    Runway: -

    Runway is how many months your current cash can cover at your current spend.

    Investor return scenario and market check

    Enter a raise, typical dilution, and market size. We estimate ownership and the exit size needed to hit a target payback, then compare to market.

    Raise
    Ready
    Dilution

    We multiply the kept share after each round.

    Markets
    Results
    Ownership today
    -
    After future rounds
    -
    Exit size to hit target
    -
    Annual sales implied
    -
    Target payback
    -
    Annual EBITDA implied
    -
    Dilution later
    -
    % of TAM / SAM / SOM
    - / - / -
    %TAM -
    %SAM -
    %SOM -

    Net worth

    All local. We use your entered NAV as assets, let you add extra assets, subtract liabilities, then show a rough percentile estimate.

    Inputs

    Liabilities

    NameAmount
    No liabilities yet. Add one above.
    Total liabilities: -

    Results

    Assets
    -
    Liabilities
    -
    Net worth
    -
    Global percentile
    -

    Net worth equals assets minus liabilities. Percentile is a rough planning estimate, not an official wealth ranking.

    Export

    Download and print

    CSV includes holdings. Print includes the current view.