Guided demo · Opportunity intake

Add only what you know.

The sample is anchored to September 1, 2026. Try adding one item or preview a CSV import; nothing is saved.

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Choose how to add inventory

Enter one opportunity or import several from a spreadsheet.

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Want to see a complete recommendation?

Fill a realistic sample, then change any number to see what matters.

Identify the inventory

Needs input

Name the inventory and where it came from. These details keep later purchase and payout matching unambiguous.

Opportunity name

Item code (SKU)

Needs input

Use per-unit values unless the label says total. Leave an unknown value blank; Capital OS will show Needs information instead of guessing.

Unit costNeeded for a recommendation

Quantity availableNeeded for a recommendation

Expected sale price / unitYour best current estimate

Lower sale price / unitA realistic lower outcome

Time to cashUsed for timing and credit cost

Acquisition costs and funding (currently included as entered)

Tax rate

Inbound shipping total

Supplies per unit

Other acquisition costs

Preferred funding order

Reserve and credit limits still apply when the purchase is approved.

Needs input

Record what supports the sale prices and when you checked it. Confidence describes the evidence quality, not how much you like the item.

Price-evidence sourceLeave blank only when evidence is not yet available

Date checked

Decision deadlineOptional

Evidence confidence

Judge the evidence quality—not how much you like the opportunity.

HighDirect, recent compsMediumRelevant but imperfectLowThin or indirect evidence

Opportunity readiness

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