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How to Add a Group

Groups allow you to cluster holders with the same terms. For example, investors in the same round will be in the same group.

This guide will cover the differences of adding a group pre and post Set Token and dive into each setting in detail.

Pre Set Token

Creating a new group before setting a token works exactly the same as when you were launching your cap table. You are given the same options of choosing the allocation, exercise, vesting, and lockup settings.


To see what group name, allocation, preferred group and exercise cost settings entail, visit how to launch a cap table.


Want to add holders to a group right away? Learn more about how to add holders after creating a group.


To see what cadence, unit, installments, cliff and vesting start date settings entail, visit how to launch a cap table.


Holders can also have settings separate from the group. Learn more about individual settings.

Post Set-Token

The flow and settings will remain the same when adding a group post set-token. The only difference is that you will be asked to approve the transfer of funds when allocating new supply.

When collateralizing your cap table, you had to transfer funds so each holder could claim their allocation. We maintain this state in your cap table. So when adding a new group you will be asked to transfer the equivalent % of ERC20 token total supply to the allocation supply you reserved for the group. For example, if your new investor group has 5% of total supply, you will transfer 5% of your ERC20 tokens total supply.

These tokens can be recovered later if they are never allocated to holders by rebalancing the group supply.