CapZen

📊 Cap Table & Equity Management Platform for Indian Startups 📊

✨ Real-time Cap Tables  |  🤖 AI Equity Advisor  |  🇮🇳 100% INR Native

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📋 Table of Contents

#	Section
1	✨ Overview
2	🎯 Features
3	🧠 Tech Stack
4	📂 Project Structure
5	🚀 Getting Started
6	🔧 Environment Variables
7	▶️ Running the App
8	🔌 API Reference
9	🗄️ Database Schema
10	🔐 Security
11	❤️ Contributors

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✨ Overview

CapZen is a full-stack SaaS application that gives Indian startups a single source of truth for all things equity. Built on React + Vite (frontend) and Node.js + Express + SQLite (backend), with optional OpenAI GPT-4 integration for the AI Equity Advisor.

Key design decisions:

• All monetary values are in INR (₹) — no USD ever.
• All data is auto-saved per user to a SQLite database on every change.
• A race-condition-safe isDataLoaded flag ensures saved data is never overwritten by an empty session on login.
• Fully self-hostable — no cloud dependencies required.

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🎯 Features

Feature	Description
📊 Cap Table Management	Real-time ownership percentages across all share classes
👥 Shareholder Registry	Founders, investors, employees, advisors — all in one place
💰 Investment Rounds	Log Seed, Series A/B/C, and Bridge rounds with full term details
📉 Dilution Modeling	Simulate future rounds and see ownership impact instantly
📄 Convertible Instruments	Track SAFEs and convertible notes with cap & discount logic
🎁 ESOP & Stock Grants	Manage employee option pools with vesting schedules
🌊 Waterfall Analysis	Model exit scenarios — acquisition, IPO, or liquidation
🤖 AI Equity Advisor	Plain-English equity Q&A powered by OpenAI GPT-4
📥 XLSX Export	One-click export of board-ready cap table reports
🔑 Secure Auth	Signup/login with PBKDF2-SHA512 password hashing

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🧠 Tech Stack

🎨 Frontend

Technology	Version	Purpose
React	18.3	UI framework
TypeScript	5.5	Type safety
Vite	5.4	Build tool & dev server
Tailwind CSS	3.4	Utility-first styling
Radix UI	Various	Accessible component primitives
React Router DOM	6.26	Client-side routing
Recharts	2.12	Equity visualizations
xlsx	0.18	Excel export

⚙️ Backend

Technology	Purpose
Node.js + Express	REST API server
better-sqlite3	Lightweight, fast SQLite driver
OpenAI SDK	AI Equity Advisor integration
crypto (built-in)	PBKDF2-SHA512 password hashing
dotenv	Environment variable management

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📂 Project Structure

CapZen/
├── server/
│   └── index.js                   ← Express API (auth, data save/load, AI)
├── src/
│   ├── components/
│   │   ├── AIEquityCalculator.tsx  ← AI Advisor UI
│   │   ├── CapTableDisplay.tsx     ← Ownership table + chart
│   │   ├── CompanyInfo.tsx         ← Company setup form
│   │   ├── ConvertibleInstruments.tsx
│   │   ├── InvestmentRounds.tsx
│   │   ├── ShareholderManagement.tsx
│   │   ├── StockGrants.tsx
│   │   ├── WaterfallAnalysis.tsx
│   │   └── Logo.tsx / Footer.tsx
│   ├── contexts/
│   │   └── AuthContext.tsx         ← Auth state + API helpers
│   ├── pages/
│   │   ├── Landing.tsx             ← Marketing landing page
│   │   ├── Login.tsx / Signup.tsx
│   │   └── Index.tsx               ← Main dashboard
│   ├── types/index.ts              ← TypeScript interfaces
│   └── utils/enhancedExportUtils.ts← XLSX export logic
├── .env                            ← API keys (not committed)
├── package.json
└── vite.config.ts

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🚀 Getting Started

Prerequisites

• Node.js v18+
• npm v9+
• OpenAI API key (optional — only for AI Advisor)

Installation

# 1. Clone the repo
git clone https://github.com/sakshinikam05/CapZen.git
cd CapZen

# 2. Install dependencies
npm install

# 3. Set up environment
cp .env.example .env
# Edit .env with your OpenAI key

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🔧 Environment Variables

# .env — place in project root
OPENAI_API_KEY=sk-your-openai-api-key-here

The AI Equity Advisor is the only feature requiring an API key. All other features work without it.

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▶️ Running the App

📌 Notes

• Make sure Node.js is installed before running the project.
• Keep the .env file private.
• Use npm install before starting the app.

CapZen runs two processes in parallel:

# Terminal 1 — Backend API (port 3001)
node server/index.js

# Terminal 2 — Frontend dev server (port 8080)
npm run dev

Or run both together (macOS/Linux):

node server/index.js & npm run dev

On first run, the SQLite database is automatically created at server/capzen.db.

Production build:

npm run build   # Output in dist/

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🔌 API Reference

Base URL: http://localhost:3001

Auth

Method	Endpoint	Description
POST	/api/signup	Create account
POST	/api/login	Authenticate user

Cap Table Data

Method	Endpoint	Description
POST	/api/data/save	Save a data section (company, shareholders, etc.)
GET	/api/data/load/:userId	Load all data for a user

AI Advisor

Method	Endpoint	Description
POST	/api/ai/calculate	Submit equity question to GPT-4

Health

Method	Endpoint	Description
GET	/api/health	Server + DB status check

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🗄️ Database Schema

SQLite with WAL mode · Auto-created on first run

users

Column	Type	Notes
id	TEXT (PK)	UUID
name	TEXT	Full name
email	TEXT UNIQUE	Login email
password_hash	TEXT	PBKDF2-SHA512 + random salt
created_at	DATETIME	Auto timestamp

cap_table_data

Column	Type	Notes
id	TEXT (PK)	{userId}_{dataType}
user_id	TEXT (FK)	References users.id
data_type	TEXT	company, shareholders, etc.
data_json	TEXT	JSON-serialized data
updated_at	DATETIME	Last save timestamp

Uses UPSERT — each save replaces the previous version of that data type.

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🔐 Security

Concern	Implementation
🔑 Passwords	PBKDF2 + SHA-512 + 16-byte random salt
🔒 Sessions	Stored in localStorage post-auth
🌐 CORS	Scoped to localhost:8080 in dev
💾 Database	Local SQLite file, never publicly exposed
📁 Data isolation	All queries scoped strictly by userId

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❤️ Contributors

Sakshi Nikam

Sneha Andhale

Shrushti Pawar

Vishakha Patil

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Built with 💻 & ☕ for India's startup ecosystem

© CapZen 2026 · MIT License · Industry Project