FinTech · Case Study

Liquidity.io

Cap Table Management Platform

Liquidity.io is the cap table and equity-management product in the Satchel Inc FinTech suite. Founders, CFOs, and investors use it as the single source of truth for ownership — modeling rounds, issuing shares, tracking vesting, and producing audit-ready financial reports. I worked on the platform end-to-end across React, Redux Toolkit, and Node.js services.

Role

Full Stack Developer

Industry

Equity & Cap Table Management

Year

2023–2025

Duration

20+ months

At a Glance

10,000+

API Requests / Day

99.9%

Uptime SLA

50+

Redux Components

Enterprise

Active Tenants

The Problem

What needed solving

Equity management is one of the highest-stakes workflows in any company — every share issuance, vesting event, and ownership change has legal and financial implications. The platform needed to support complex multi-class cap structures, real-time collaboration between founders and finance teams, audit-quality reporting, and strict access controls — without sacrificing the responsive feel of a modern SaaS product.

The Approach

How I built it

  • Architected the React frontend around 50+ feature-scoped Redux Toolkit slices with normalized entities, RTK Query for server state, and selectors that keep large cap tables performant on re-render.

  • Designed reusable equity primitives (share class, grant, transaction) so issuance, transfer, vesting, and reporting flows compose from the same domain model.

  • Built Node.js + Express services with PostgreSQL transactions for every ownership-changing operation, ensuring cap tables can never enter an inconsistent state.

  • Implemented role-based access control with row-level checks — founders, employees, investors, and auditors each see a tailored, permission-aware view of the same dataset.

  • Containerized services with Docker and deployed to AWS behind a load balancer, with structured logging and CloudWatch alarms for the high-traffic endpoints.

Tech Stack

Tools used on this project

Frontend

ReactNext.jsTypeScriptRedux ToolkitRTK QueryTailwind CSS

Backend

Node.jsExpressTypeScriptREST APIs

Database

PostgreSQLPrisma / SQL migrations

Infrastructure

AWS (EC2, RDS, S3)DockerCloudWatch

Tooling

GitHub ActionsJestESLint

Outcomes

Results that matter

10,000+ requests/day

Sustained throughput

The API tier comfortably handles 10K+ daily requests across cap-table reads and ownership-changing writes without degradation.

99.9% uptime

Production reliability

Health checks, graceful restarts, and AWS auto-scaling keep the platform within enterprise SLA targets.

Faster cap-table loads

Optimized rendering

Memoized selectors and virtualised tables eliminated re-render storms on cap tables with hundreds of stakeholders.

Lessons

What I took away

  • Treat money-touching writes as transactional first, UX second — every ownership change is a single PostgreSQL transaction.
  • Normalised Redux entities are the difference between a snappy cap table and a frozen browser tab.

Have a similar project in mind?

I'm available for full-stack engagements — React, Next.js, Node.js, PostgreSQL, AWS. Let's talk through what you're building.