Equity incentive platform

Pulse Equity

Cap table, equity grant, vesting, preferred yield, and distribution workflow tooling for finance-heavy organizations.

Timeline

Archived project

Role

Full-stack engineering across financial workflows, stakeholder permissions, portfolio views, and serverless backend services.

Outcome

Turned complex equity and incentive operations into auditable digital workflows with clearer portfolio visibility for holders.

AWS ServerlessCognitoAppSync GraphQLLambdaPostgreSQL

Overview

Cap table, equity grant, vesting, preferred yield, and distribution workflow tooling for finance-heavy organizations.

Why it mattered

Companies managing complex equity incentives needed clearer systems for ownership records, vesting, valuations, distributions, and stakeholder visibility.

Key decision

Model equity operations with loan-system-like primitives such as accounts, holders, balances, accruals, state transitions, audits, and reports.

Hard part

Equity workflows combine sensitive financial data, multi-role permissions, scheduled calculations, and distribution logic, so correctness and traceability mattered at every step.

Outcome

Turned complex equity and incentive operations into auditable digital workflows with clearer portfolio visibility for holders.

My contribution

Role: Full-stack engineering across financial workflows, stakeholder permissions, portfolio views, and serverless backend services.

  • Built workflows for cap tables, equity grants, vesting schedules, preferred yield calculations, valuations, and distribution waterfalls.
  • Implemented role-based access, stakeholder management, equity issuance, transfer, repurchase, audit trails, notifications, and scenario modeling.
  • Supported holder-facing portfolio views for equity value, accumulated distributions, future vesting, and recent activity.

Outcome

  • Digitized complex equity and incentive management workflows.
  • Improved traceability across ownership, distributions, vesting, and stakeholder activity.

Tech stack

AWS ServerlessCognitoAppSync GraphQLLambdaPostgreSQL

Product preview

A quick look at the shipped interface and workflow.

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Pulse Equity

This case study focuses on the product workflow, technical decisions, and delivery scope rather than a visual screenshot.

Product snapshot

Cap table, equity grant, vesting, preferred yield, and distribution workflow tooling for finance-heavy organizations.

FintechEquityServerlessWorkflowReporting

Implementation notes

Equity workflows combine sensitive financial data, multi-role permissions, scheduled calculations, and distribution logic, so correctness and traceability mattered at every step.

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