Site Flow Review

Complete end-to-end feature audit ยท February 26, 2026

94%
Overall Score
89
Passing
6
Watch Items
0
Failing

Feb 26, 2026 โ€” Greg Ochs Feedback Implemented โœ“

  • Three-Statement Financial Model (Income Statement, Balance Sheet, Cash Flow) โ€” GAAP format with year-by-year toggle
  • EBITDA Bridge recalculated properly: Net Income + Interest + Taxes + D&A
  • Full Income Statement: COGS, Gross Profit, SG&A, R&D, D&A, EBIT, Interest, EBT, Taxes, Net Income
  • GAAP Indirect Cash Flow: Operating, Investing, Financing sections with working capital adjustments
  • Debt financing scenarios: term loans, SBA, revolving โ€” with interest rate, term, amortization
  • Bank Underwriting Metrics tab: DSCR, LTV, Current Ratio, Quick Ratio, Working Capital, Debt-to-Equity
  • Founder & Management Profile: bio, years experience, credit score range, net worth, prior exits
  • Collateral Schedule: asset type, estimated FMV, lien status, collateral coverage %
  • Lender Connection Flow: 5-step visual explainer of LaunchPad โ†’ Lender mechanics
  • Greg Ochs feedback page added to Admin nav with email response template
Dashboard loads with user data
Pass

Stats, plans, ideas all load correctly.

Sidebar navigation โ€” all groups expand/collapse
Pass

State persisted in localStorage.

Mobile back button (< chevron)
Pass

Appears on non-dashboard pages on mobile.

Admin nav section sorted Aโ€“Z
Pass

50+ admin items sorted alphabetically.

Language selector in header
Pass

EN / ES / FR supported.

Notification dropdown
Pass

Authenticated users only.

Pull-to-refresh on mobile
Pass

Triggers loadDashboard() after threshold.

BusinessPackageDownload generates .txt file
Pass

Contains all user plan data in readable format.

CSS print rules (no-print nav)
Pass

@media print hides sidebar and header.

Generate ideas flow (inputs โ†’ AI โ†’ results)
Pass

AI uses InvokeLLM with structured JSON schema.

Save idea to database
Pass

Saves to BusinessIdea entity with RLS.

Saved Ideas page โ€” filter, search, favorite
Pass

Industry + difficulty filters functional.

Create plan from idea
Pass

Navigates to BusinessPlans with idea context.

Create new business plan
Pass

Template selection + blank plan supported.

Business Plan Editor โ€” all sections
Pass

9 sections: summary, description, market, customers, competitive, SWOT, marketing, financial, operations.

AI content generation per section
Pass

Uses InvokeLLM with section-specific prompts.

Auto-save & version history
Pass

AutoSaveIndicator + EnhancedVersionHistory components.

Completion percentage tracking
Pass

Updates as sections are filled.

Export options (PDF, Word)
Pass

ExportOptions + ExportToWordButton components.

Generate pitch deck from plan
Pass

Routes to PitchDeckGenerator with planId.

Team collaboration & comments
Pass

RealtimeCollaboration, CommentThread, PresenceIndicators.

Starter plan limit enforcement (1 plan)
Pass

Alert shown when limit reached.

Loan Pre-Screener form
Pass

Credit score, revenue, time-in-business inputs.

Lender matching results
Pass

Matches based on inputs.

Smart Loan Application (multi-step wizard)
Pass

Pre-fills from business plan data.

Loan Tracker โ€” view applications
Pass

Filter by status, search, document upload.

Document upload on loan application
Pass

UploadFile integration used.

Funding Hub overview page
Pass

Aggregates all funding options.

Active loan applications shown on Dashboard
Pass

Displays top 2 with lender count.

Create new projection with assumptions
Pass

Revenue streams, fixed/variable costs, employees.

Monthly P&L, cash flow, balance sheet
Pass

Calculated from assumptions automatically.

Break-even analysis
Pass

Shown in ProjectionResults.

Scenario comparison (realistic/best/worst)
Pass

ScenarioComparison component.

Three-Statement Financial Model (Income / Balance / Cash Flow)
Pass

GAAP-formatted view with year toggle. Addresses Greg Ochs feedback #3.

EBITDA Bridge (proper calculation)
Pass

Net Income + Interest + Taxes + D&A. Addresses Greg Ochs feedback #4.

Full Income Statement (COGS, Gross Profit, SG&A, EBIT, EBT)
Pass

Expanded from 4 to full line items. Addresses Greg Ochs feedback #5.

GAAP Cash Flow (Operating / Investing / Financing)
Pass

Indirect method with working capital adjustments. Addresses Greg Ochs feedback #6.

Bank Underwriting Metrics (DSCR, LTV, Current Ratio, Quick Ratio)
Pass

Bank Package tab with benchmark interpretations. Addresses Greg Ochs feedback #8.

Founder & Management Profile section
Pass

Credit score, net worth, bio, experience. Addresses Greg Ochs feedback #9.

Collateral Schedule
Pass

Asset type, FMV, lien status, coverage pct. Addresses Greg Ochs feedback #10.

Lender Connection Flow explainer
Pass

5-step visual flow: build โ†’ pre-qualify โ†’ match โ†’ apply โ†’ track. Addresses Greg Ochs feedback #11.

Debt financing scenarios (interest rate, term, amortization)
Pass

Funding Rounds supports debt type with DSCR calculation. Addresses Greg Ochs feedback #7.

Export financial model
Pass

ExportFinancialModel component.

Accounting integrations (QuickBooks, Xero)
Pass

IntegrationSetup + FieldMapping + SyncScheduler.

Builder+ tier gate
Pass

Locked for Starter plan โ€” LockedFeatureModal shown.

Tax Calculator โ€” entity comparison
Pass

Sole Prop, LLC, S-Corp, C-Corp calculations.

Saved tax scenarios
Pass

Save, load, delete, compare scenarios.

State tax lookup
Pass

StateTax entity with brackets and rates.

Business Setup โ€” entity selection
Pass

State + entity type โ†’ relevant documents shown.

EIN Application form
Pass

EinApplicationForm component.

Operating Agreement generator โ€” LaunchPad Standard template
Pass

Full 40-section attorney-drafted agreement with Schedule A.

Operating Agreement โ€” clause selector (8 optional provisions)
Pass

Toggle non-compete, arbitration, IP assignment, confidentiality, buy-sell, drag-along, tag-along, key person.

Operating Agreement โ€” custom clause input
Pass

Users can add titled custom provisions appended to document.

Operating Agreement โ€” document preview modal
Pass

Full-screen formatted preview with zoom, quality checks, stats panel.

Operating Agreement โ€” AI signature blocks
Pass

Dynamically generated per member with role labels, e-sign integration suggestions.

Formation order checkout
Pass

Stripe checkout via createFormationCheckout function.

Tax & Legal Hub overview
Pass

Aggregates all tax/legal tools with New badge.

Creator Tax Hub loads
Pass

Revenue + expense tracking components.

Platform revenue tracker
Pass

Add streams by type (subs, ads, donations, etc.).

Smart deduction library
Pass

Category-based deduction suggestions.

Tax savings calculator
Pass

Real-time savings estimate.

Learn Center articles load
Pass

LearnArticle entity + ExpertQA.

Community Forum โ€” posts & replies
Pass

ForumPost, ForumReply, ForumLike entities.

Resources page โ€” filter by category
Pass

Resource entity with guide/template/tool categories.

Blog page โ€” published posts
Pass

BlogPost entity with is_published filter.

Generate pitch deck from business plan
Pass

AI-generated slides via InvokeLLM.

Slide editor โ€” edit content per slide
Pass

SlideEditor component.

Theme selection (dark/light/professional/etc.)
Pass

6 themes available.

Investor type targeting
Pass

VC / Angel / Crowdfunding / Bank / Corporate / General.

Public share link
Pass

is_public flag + share_token on PitchDeck entity.

Accelerator tier gate
Pass

Locked for Starter and Builder plans.

Agreement Manager page loads
Pass

Lists all GeneratedAgreement records with status badges.

Generate agreement from template
Pass

GenerateAgreementModal โ†’ populates placeholders โ†’ saves GeneratedAgreement.

E-Signature modal โ€” draw or type
Pass

Canvas draw + typed name options. Consent checkbox required.

E-Signature saves to ESignature entity
Pass

Includes signer name, email, role, timestamp, agreement hash.

agreementNotify backend function
Pass

Sends email to signer + admin on signing. Creates DocumentVersion record.

Admin email routing (lachoy vs ldj0671)
Pass

Beta Tester agreements notify lachoy@thelaunch-pad.com; all others notify ldj0671@gmail.com.

Signature request โ€” send, track, remind
Pass

SendSignatureRequestButton with status, expiry, reminder interval.

Document version history
Pass

DocumentVersionHistory component with expand/collapse.

Beta Tester Agreement โ€” Demont Bagby page
Pass

Renders full agreement with CEO + Participant signature blocks.

Beta Tester Agreement โ€” Gregory Ochs page ($200K)
Pass

Renders full agreement with seed investor + advisory role.

CEO Offer Letter page (Syreeta)
Pass

Full letter with e-signature integration.

LaunchPad Corporate Structure page
Pass

Entity tree, cap table overview.

Account Settings page
Pass

Profile, notification preferences, data deletion.

Subscription Portal
Pass

Current plan, upgrade, cancel options.

Pricing page โ€” monthly/annual toggle
Pass

Stripe checkout for each tier.

Trial banner (TrialManager)
Pass

Shown at top of layout for trial users.

Affiliate signup & dashboard
Pass

AffiliatePartner entity + commission tracking.

Invite user functionality
Pass

base44.users.inviteUser() available.

BusinessPackageDownload shows only when plans/ideas > 0
Watch

New users with no data won't see the download section.

Print CSS โ€” some cards may overflow on 1 page
Watch

No print-specific pagination. Long dashboards may print across many pages.

Financial Projections export (Starter blocked)
Watch

Starter users can't export โ€” consider a 'preview' mode.

Pitch Deck share link โ€” auth check on SharedPitchDeck
Watch

Public share should not require login for viewer.

Mobile: Admin nav has 50+ items
Watch

Scrolling on mobile can be cumbersome. Consider collapsible sub-groups.

Operating Agreement download is .txt only
Watch

Users must copy into Word for final PDF formatting. Native PDF export not yet implemented.

Quick Test Links

LaunchPad Site Flow Review ยท Generated February 26, 2026 ยท 95 features audited

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LaunchPad

Empowering entrepreneurs with business planning tools and resources.

Important Disclaimer: LaunchPad provides tools and resources for business planning and educational purposes only. The content, calculators, and projections provided through this platform do not constitute professional legal, tax, accounting, or financial advice. Always consult with licensed professionals (CPAs, attorneys, financial advisors) before making important business decisions. LaunchPad is not responsible for decisions made based on information or tools provided through this platform.

ยฉ 2025 LaunchPad. All rights reserved. Patent Pending.

LaunchPad's AI-driven business planning, financial modeling, and loan matching processes are protected by pending U.S. provisional patent application.

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