# cap_table

Read issued instruments, vesting and recognized convertible commitments. Dilution combines issued classes one-for-one; options and unconverted financing are excluded from the diluted share total.

## What it shows

Issued native instruments and holder quantities as of as_of, with vested and unvested restricted units; outstanding recognized convertible financing (SAFEs, convertible notes), including unfunded commitments, per originating contract and holder; and a fully diluted view combining every share class one-for-one per holder. Shared ledgers are counted once; ownership percentages use outstanding units (unvested included). Options are not modeled and unconverted financing has no share count, so neither is in the diluted total.

A ledger_id filter narrows instruments and the diluted view to that ledger and leaves convertibles empty.

## Example MCP App view

The read-only example below uses illustrative demo data and the same report component as the MCP App. These are not your books or the result of the request example.

<iframe class="docs-report-preview" src="/docs/report-previews/cap_table.html" title="cap_table report view with demo data" loading="lazy" sandbox referrerpolicy="no-referrer"></iframe>

[Open the full example view](/docs/report-previews/cap_table.html).

## Inputs

Send the fixed `kind` and these parameters at the top level of the report request, not inside `input`.

Required means required within its containing object; an optional parent can be omitted.

| Field | Type | Required | Meaning and accepted values |
|---|---|---|---|
| `as_of` | string | No | The date (YYYY-MM-DD) or UTC timestamp (RFC 3339) the report is taken at. A date is a UTC day and includes everything on it; a timestamp includes everything before that moment. A calendar date includes the whole UTC day (exclusive cutoff); an explicit timestamp keeps the stated instant. Format: moment. |
| `ledger_id` | string | No | Native ledger ID.  |
| `vesting_party_id` | string | No | Include this party's declared vesting calendars and next scheduled dates; quantities remain scheduled, not vested. Supply as_of. Instrument totals remain business-wide.  |
| `safe_party_id` | string | No | Include this party's explicitly declared SAFE terms and post-money ownership estimates at the cap, separately from issued equity. Partial settlement or conversion leaves the estimate unknown.  |

## Reading the result

Running this report does not change the books. Its description above distinguishes recorded-book summaries from previews based on supplied facts or assumptions. Interpret its totals, grouping, missing-data indicators and pagination using that description. Monetary amounts are integer strings in the reported unit; ratios and assumptions can be fractional numbers. An empty result is not evidence that the business had no activity.

The public OpenAPI contract does not enumerate this report's result fields. Fetch `GET /v1/reports` for its live description and parameters, and inspect the returned JSON rather than assuming an output shape.

## Example request


```json
{
  "kind": "cap_table"
}
```


[All reports](/docs/report-reference/) · [Operation and errors](/docs/api-reference/operations/reports-run/) · [Reusable schemas](/docs/api-reference/components/)

Keep credentials out of prompts; rehearse writes only in a disposable sandbox.

## Exact request schema


```json
{
  "type": "object",
  "additionalProperties": false,
  "properties": {
    "kind": {
      "const": "cap_table"
    },
    "as_of": {
      "description": "The date (YYYY-MM-DD) or UTC timestamp (RFC 3339) the report is taken at. A date is a UTC day and includes everything on it; a timestamp includes everything before that moment.",
      "type": "string",
      "minLength": 1
    },
    "ledger_id": {
      "description": "Native ledger ID.",
      "type": "string",
      "minLength": 1
    },
    "vesting_party_id": {
      "description": "Include this party's declared vesting calendars and next scheduled dates; quantities remain scheduled, not vested. Supply as_of. Instrument totals remain business-wide.",
      "type": "string",
      "minLength": 1
    },
    "safe_party_id": {
      "description": "Include this party's explicitly declared SAFE terms and post-money ownership estimates at the cap, separately from issued equity. Partial settlement or conversion leaves the estimate unknown.",
      "type": "string",
      "minLength": 1
    }
  },
  "required": [
    "kind"
  ]
}
```