FundNest

“Nest Your Dreams, Fund Your Future”

FundNest is a full-stack web platform that connects startups and investors via AI-powered matchmaking, real-time messaging, KYC verification, and subscription gating. Built with Vite + React (JSX), Node.js + Express, and PostgreSQL, it’s designed to be production-ready, responsive across devices, and extensible into AI features.

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📦 Features

• Role-based onboarding: Startup, Investor, Admin
• KYC / identity verification during signup (file upload)
• AI integration placeholders:
  • Pitch review
  • Match scoring
  • Valuation estimator
  • Chat assistant
• Real-time messaging with Socket.io
• Subscription gating (Free vs Pro) – control who can message / download pitches
• Profile pages, dashboards, settings, and admin panel
• Responsive UI for mobile / tablet / desktop
• Seed data for initial demo of startups, investors, matches, and messages
• Secure authentication with JWT + bcrypt
• Local file uploads (e.g., KYC docs) stored under /server/uploads

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📁 Project Structure

/client
├─ public/
├─ src/
│   ├─ pages/            # React route pages (Landing, Login, Signup, etc.)
│   ├─ components/       # Reusable UI components (Navbar, Cards, Buttons, etc.)
│   ├─ services/         # API, auth, socket, AI service stubs
│   ├─ App.jsx
│   ├─ main.jsx
│   └─ index.css
├─ tailwind.config.cjs
├─ postcss.config.cjs
└─ package.json

/server
├─ server.js             # Entry point for Express server
├─ config/
│   └─ db.js             # PostgreSQL pool setup
├─ routes/               # API route modules (auth, kyc, users, messages, etc.)
├─ middleware/           # Auth, role checks, multer file upload config, validation
├─ uploads/               # Directory for storing uploaded files (KYC docs, etc.)
├─ migrations/
│   └─ 001_create_tables.sql
├─ seeds/
│   └─ seed.sql
├─ package.json
└─ .env.example

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🛠️ Setup & Running Locally

Prerequisites

• Node.js (v16+)
• PostgreSQL (ensure a database is running and accessible)
• npm or yarn package manager

Steps

1. Clone the repository

   git clone https://github.com/SohamAI99/FundNest.git
   cd FundNest
   

2. Backend setup

   cd server
   npm install
   cp .env.example .env
   # Edit .env to include your DATABASE_URL, JWT_SECRET, etc.
   npm run migrate      # run the SQL migrations
   npm run seed         # seed sample data
   npm run start        # e.g. node server.js or nodemon

3. Frontend setup

   cd ../client
   npm install
   npm run dev

4. Access the app

   • Client at: http://localhost:5173
   • Backend API at: http://localhost:8080 (or whichever port in your .env)

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🎯 Environment Variables (.env)

Use .env.example as template and configure values:

DATABASE_URL=postgres://USER:PASSWORD@HOST:PORT/FUNDNEST_DB
JWT_SECRET=your_jwt_secret_key
OPENAI_API_KEY=your_openai_key (optional for later)
PORT=8080

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🧱 Database Schema & Migrations

The migrations/001_create_tables.sql file creates the following core tables:

• users (stores user info, roles, KYC status, is_pro, etc.)
• kyc_documents (stores file path, status, admin notes)
• startups
• investors
• subscriptions
• messages
• matches

The seeds/seed.sql file inserts sample users (startups, investors, admin), sample profiles, match records, and messages to help you test out dashboards and flows.

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🔐 Authentication & Authorization

• Users sign up with email + password. Passwords are salted and hashed using bcrypt.

• JWT tokens are issued on login and used to access protected API endpoints.

• Middleware ensures:

  • Authenticated access (authMiddleware)
  • Role-based access (roleMiddleware) (e.g. only admins can approve KYC)
  • Subscription gating (some API actions restricted to Pro users)

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📡 Real-Time & Messaging

• Uses Socket.io (both client & server)

• Clients authenticate via JWT on socket connection

• Events:

  • send_message → server persists in messages table, then emits to receiver if online
  • receive_message → delivered to client
  • Notifications: e.g. KYC approval, match updates

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🤖 AI Integration (Mock / Placeholder)

• API routes under /api/ai/ currently return mock JSON responses

• UI is wired to consume them as though real AI

• Future integration: in server/services/openaiService.js call OpenAI API using OPENAI_API_KEY

• Endpoints include:

  • /api/ai/pitch-review
  • /api/ai/match
  • /api/ai/valuation
  • /api/ai/assistant

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📦 Usage Workflow

1. Visitor lands on homepage → explores features → signs up / logs in.
2. After signup, user directed to KYC Page to verify identity.
3. KYC review status shown on KYC Status Page (pending / approved / reject).
4. Once approved, user lands in their dashboard (startup or investor).
5. Dashboards offer AI match suggestions, upload pitches, browse profiles, send messages (if Pro).
6. Messaging Page enables real-time chat with proper gating.
7. Subscription Page allows upgrading to Pro to unlock features.
8. Settings Page for user preferences, password changes, profile edits.
9. Admin Panel allows platform admin to review KYC requests and manage users.

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🧪 Testing & Development Tips

• Use seed data for initial login (admin, some Pro users)
• Test KYC flows: upload docs, approve via admin panel, see redirections
• Test role gating: attempt investor-only or startup-only pages
• Test messaging: Pro → Pro, Free → blocked, see real-time delivery
• Use browser dev tools to test responsiveness (mobile, tablet sizes)
• Monitor console / logs for errors in API calls or socket connections

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🎬 Future Enhancements

• Replace mock AI endpoints with real OpenAI / other LLM calls
• Integrate OAuth (Google, LinkedIn) for faster onboarding
• Use cloud storage (AWS S3, Cloudinary) instead of local /uploads
• Add email verification, password reset flows
• Add analytics dashboards (growth trends, match success rates)
• Add push notifications for mobile/web
• Add role “Mentor” or “Advisor” to enrich ecosystem
• Add advanced filters, investor portfolios, valuation history

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✉️ Contact & Support

• Maintainer / Author: SohamAI99
• Project hosted: GitHub – FundNest
• Live deployment (if available): fund-nest-india.vercel.app

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Thank you for exploring FundNest! 🚀 Please report issues / feature requests via the GitHub Issues tab.