> ## Documentation Index
> Fetch the complete documentation index at: https://docs.toku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Cap Table Management

> Track token ownership and grants across your organization

## Overview

The cap table in TGA provides a complete view of token ownership, including all grants, vesting status, and distributions.

***

## Viewing the Cap Table

Navigate to **Cap Table** from the sidebar to see:

* **Total tokens** allocated across all grants
* **Vested tokens** by holder
* **Unvested tokens** still in vesting periods
* **Distributed tokens** already sent to recipients

***

## Cap Table Views

### By Holder

See ownership grouped by individual:

* Name and email
* Total grants
* Vested and unvested amounts
* Percentage of total allocation

### By Grant Type

See ownership by grant type:

* RTU totals
* Option pools
* Warrant allocations
* Bonus awards

### By Department

If department data is available:

* Engineering allocation
* Sales allocation
* Executive allocation
* Etc.

***

## Key Metrics

| Metric               | Description                           |
| -------------------- | ------------------------------------- |
| **Fully Diluted**    | Total tokens if all grants fully vest |
| **Currently Vested** | Tokens that have vested to date       |
| **Outstanding**      | Vested but not yet distributed        |
| **Distributed**      | Tokens already sent to recipients     |
| **Forfeited**        | Tokens from cancelled grants          |

***

## Tracking Changes

### New Grants

When a grant is created, the cap table updates to show:

* Increased allocation to the recipient
* Updated totals for the grant type

### Vesting Events

As tokens vest:

* Unvested decreases
* Vested increases
* No change to total allocation

### Distributions

When tokens are distributed:

* Distributed amount increases
* Outstanding amount decreases

### Cancellations

When a grant is cancelled:

* Unvested tokens are forfeited
* Forfeited total increases

***

## Filtering and Search

Use filters to find specific information:

* **Date range** — View cap table as of a specific date
* **Grant type** — Filter by RTU, Options, etc.
* **Status** — Active, completed, or cancelled
* **Recipient** — Search by name or email

***

## Exporting Cap Table

Export the cap table for external use:

1. Apply any desired filters
2. Click **Export**
3. Choose format (CSV, Excel, PDF)
4. Download the file

***

## Historical Views

View the cap table at any point in time:

1. Navigate to **Cap Table**
2. Click **As of Date**
3. Select the date
4. View the cap table as it existed on that date

Useful for:

* Board meetings
* Audit requests
* Historical comparisons

***

<Tip>
  **TGA Client Guide** — Step 6 of 6. [Previous: Reporting & Compliance](/tga/client/reporting-and-compliance)
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Reporting" icon="chart-bar" href="/tga/client/reporting-and-compliance">
    Generate detailed reports
  </Card>

  <Card title="TGA FAQ" icon="circle-question" href="/tga/faq">
    Common questions
  </Card>
</CardGroup>