Shaping a Single Platform for Secondary Market Workflows

Every growing product reaches a point where structure matters as much as speed. A fintech startup continued building a SaaS platform for secondary market liquidity while bringing clarity, consistency, and performance into an advancing product.
Shaping a Single Platform for Secondary Market Workflows
FinTech
SaaS

About the Project

The client is a UK fintech startup building a SaaS product for participants in private markets, including limited partners, general partners, and wealth managers. The platform focuses on improving transparency, execution, and liquidity management for secondary transactions. It brings together multiple functional areas within a single interface: auction-based liquidity workflows, portfolio analytics, execution management, and forecasting tools. The platform is designed to support institutional decision-making and help users manage liquidity events more efficiently.

Client’s Needs

There was a clear need for consolidating existing functionality and developing new features simultaneously. The project required careful migration of functionality from previous internal products into a shared architecture, along with implementation of new UI designs based on Figma layouts. Performance and loading time improvements were also important, as the platform was expected to handle increasingly complex user workflows. Throughout this process, maintaining product stability and predictable behaviour was a priority as well.

Platform Structure and Performance

The team was preparing to launch a new platform that would combine earlier internal products while introducing additional functionality. The objective was to move from several separate solutions to a unified, scalable SaaS product that could support long-term growth.

Our approach combined product optimisation services, structured application migration, and frontend performance improvements within an active development environment.

Technical foundation

The platform was built using Next.js, React.js, Tailwind CSS, Express.js, Directus, and PostgreSQL, with infrastructure hosted across AWS and DigitalOcean. The stack was well-suited for adding features, improving speed, and maintaining a stable platform.

Product optimisation

Particular attention was given to frontend performance through focused Next.js application optimisation. We improved data-fetching patterns and introduced remote state management using SWR to reduce unnecessary requests and re-renders. As a result, we’ve seen faster load times and smoother user interactions across complex dashboards and workflows.

As part of the broader product optimisation services, we implemented new functionality, refined existing features during migration, and addressed bugs as the platform expanded. We also optimised frontend data handling and improved rendering performance in high-traffic areas of the platform.

Application migration services

A key part of the work involved migrating functionality from earlier internal projects into the new platform. Features were rebuilt within a single codebase, with logic improvements applied where appropriate to support consistency and maintainability. Here, we delivered incrementally to make the product stable while new components were introduced.

Improving reliability through tooling

To support long-term reliability, error monitoring was implemented using Sentry. Form handling and validation were improved using Zod and React Hook Form, while platform integrations were streamlined using the Directus SDK. Authentication flows relied on Auth.js for secure access control. 

Business Impact

The changes made during development had a direct effect on how the platform operated day to day. New features extended how private market players could use the product. Interface updates made workflows clearer and more consistent across different areas of the platform. Frontend and data-handling improvements reduced loading times and made interactions feel more predictable during regular use.

Better observability and ongoing optimisation reduced the number of issues reaching production and made new releases easier to stabilise as the platform grew in scope. Newly introduced functionality also opened up additional ways for the product to generate revenue, directly supporting its commercial evolution.

A more unified platform made performance more predictable and future changes easier to introduce.

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