--- title: How to link an Entity to an Owner description: "Learn how to properly link an entity to an owner in Asora using a three-step workflow: create an asset, assign the issuing entity, and establish custody details. Supports ownership tracking, valuation, and reporting." --- [Skip to content](https://service.asora.com/knowledge-base/how-to-link-an-entity-to-an-owner#main-content) ![](https://service.asora.com/hs-fs/hubfs/Favicon-2.png?width=100&height=75&name=Favicon-2.png) - [Knowledge base](https://service.asora.com/knowledge-base) - [Releases & Updates](https://service.asora.com/release-notes) - [Blog](https://asora.com/blog/) - [Newsletter](https://asora.com/sign-up-newsletter/) - [Customer Portal](https://service.asora.com/tickets-view) - [File a Support Ticket](https://service.asora.com/tickets-view/new) Open main navigation Close main navigation - [Knowledge base](https://service.asora.com/knowledge-base) - [Releases & Updates](https://service.asora.com/release-notes) - [Blog](https://asora.com/blog/) - [Newsletter](https://asora.com/sign-up-newsletter/) - [Customer Portal](https://service.asora.com/tickets-view) - [File a Support Ticket](https://service.asora.com/tickets-view/new) Search the Asora Knowledge Base - There are no suggestions because the search field is empty. 1. [Asora Knowledge Base](https://service.asora.com/knowledge-base?hsLang=en) 2. [Onboarding Guide](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en) 3. [People & Entities](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#people-entities) July 31, 2025 # How to link an Entity to an Owner --- ### 🔗 How to Link an Entity to an Owner in Asora Linking an entity to an owner in Asora is how you represent **economic ownership** in your client’s structure. This workflow reflects the real-world relationship where an entity (like a trust, partnership, or company) **issues ownership units** (like private shares), and a person **holds** those units. This link enables: - Accurate ownership reporting and look-through visibility. - NAV-based valuation to flow from the entity to the owner. - Full transparency into how assets roll up under a person’s profile. The process is completed in **three clear steps**, using Assets as the bridge between People and Entities. --- ### ✅ Step 1: Create an Asset and Assign the Owner The first step is to create an asset that represents ownership units (e.g., shares) and assign the owner. ### Instructions: 1. **Click the blue + icon** and select **“Asset”**. 2. In the form, populate the following required fields: | **Field** | **Required Input** | | --- | --- | | **Category** | `Stock` | | **Subcategory** | `Private Shares` | | **Asset Type** | `Unitized Asset` | | **Ownership** | Select the Person who owns the shares | | **Deal Status** | `Owned` | | **Units / Value** | Enter the number of shares (e.g., 100) | | **Price Source** | `Formula` | | **Price Method** | `Nav` | 1. **Click “Create Asset”** to save. > 🧠 This step defines who owns what and enables NAV-based valuation to flow from the entity later. --- ### ✅ Step 2: Assign the Issuing Entity to the Asset Now, you’ll define *who issued* the ownership units by linking the asset to the entity. ### Instructions: 1. Search for and open the **Asset** created in Step 1. 2. Go to the **Details tab** of the asset profile. 3. Click **“Edit”**. 4. In the **Issuing Entity** field, select the entity (e.g., Green Trust). 5. Click **“Save”**. > 🧠 This step defines the other half of the link — showing which Entity issued the asset that the person owns. --- ### ✅ Step 3: Set Custody Dates and Units Outstanding The final step in linking an Entity to an Owner is establishing the **Custody Dates** and defining the total **Units Issued** by the Entity. This step completes the ownership relationship and calculates the **ownership percentage** based on how many units the Owner holds relative to the total issued. ### Instructions: 1. **Navigate to the Entity Record** - Use the search bar or in **Datahub** to find and open the **Entity** (e.g., *Green Trust*). 2. **Open the “Interest” or “Cap Table” Tab** - The tab name varies based on entity type: - Trusts and partnerships typically use **Interest** - Companies typically use **Cap Table** 3. **Click the Ellipsis (⋮) in the Top-Right** - In the upper-right corner of the tab, click the **three-dot menu (⋮)**. - Select **“Edit”** 4. **Enter the Custody Date (Shares Issuance Date)** - Use the **calendar selector** to choose the **date shares were issued** to the Owner. - Click the **blue “Add”** button — this creates a new row in the table. 5. **Link the Asset and Define Units Issued** In the new row: | **Field** | **What to Enter** | | --- | --- | | **Name** | Start typing the name of the **Asset** created in Step 1. Select it from the list. | | **Units** | Enter the **total number of units issued** by the Entity (e.g., `1`). | > Example: If *Hetty Green* holds 1 unit and the Entity has issued 1 total unit, she owns **100%**. 6. **Click “Save”** - Once the details are entered, click **“Save”** to confirm and finalize the relationship. --- ### 🧠 Why This Step Matters This step records the formal **issuance of shares** from the Entity to the Owner. It determines: - When the ownership started - How many units are in circulation - How ownership percentage is calculated and displayed throughout the platform --- ### 🎯 End Result Once these three steps are complete: - The **Person** holds an asset. - The **Asset** is issued by an **Entity**. - The **Entity** knows when and how many units were issued — creating a complete, trackable ownership relationship. --- ### 💡 Tips & Best Practices - **Follow the sequence**: The workflow must be followed in order — create the asset first, assign the issuing entity second, and define the custody details last. Skipping steps or doing them out of order can break the ownership structure. - **Use precise naming**: Be consistent with how you name assets, especially private shares. This ensures they can be easily selected when linking in the Cap Table or Interest tab. - **Set the Price Source and Method**: For ownership structures to correctly inherit value from the Entity, always set the **Price Source to “Formula”** and **Price Method to “Nav”** when creating the asset. - **Understand Units vs. Ownership**: The number of units a person holds compared to the total units issued by the entity directly determines their **ownership percentage**. - [Onboarding Guide](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#main-content) - [Getting Started](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#getting-started) - [People & Entities](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#people-entities) - [Accounts](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#accounts) - [Assets & Liabilities](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#assets-liabilities) - [Transactions](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#transactions) - [Reporting](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#reporting) - [Family Admin, Permissions, and Settings](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#family-admin-permissions-and-settings) - [Data Automation](https://service.asora.com/knowledge-base/data-automation?hsLang=en) - [Performance Monitoring](https://service.asora.com/knowledge-base/performance-monitoring?hsLang=en) - [Private Assets](https://service.asora.com/knowledge-base/private-assets?hsLang=en) - [Accounting](https://service.asora.com/knowledge-base/accounting?hsLang=en) - [Document Vault](https://service.asora.com/knowledge-base/document-vault?hsLang=en) - [Workflow & Alerts](https://service.asora.com/knowledge-base/workflow-alerts?hsLang=en) - [Mobile](https://service.asora.com/knowledge-base/mobile?hsLang=en) [![asora\_logo](https://service.asora.com/hs-fs/hubfs/asora_logo_dark.png?width=300&height=65&name=asora_logo_dark.png "asora_logo")](http://www.asora.com) 20 Hatch Street, Dublin 02, Dublin, Ireland [mailto:support@asora.com](mailto:support@asora.com) Copyright © 2025, Asora