Site Flow Review
Site Flow Review
Complete end-to-end feature audit ยท February 26, 2026
Feb 26, 2026 โ Greg Ochs Feedback Implemented โ
- 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
๐ Dashboard & Navigation
Stats, plans, ideas all load correctly.
State persisted in localStorage.
Appears on non-dashboard pages on mobile.
50+ admin items sorted alphabetically.
EN / ES / FR supported.
Authenticated users only.
Triggers loadDashboard() after threshold.
Contains all user plan data in readable format.
@media print hides sidebar and header.
๐ก Idea Generator
AI uses InvokeLLM with structured JSON schema.
Saves to BusinessIdea entity with RLS.
Industry + difficulty filters functional.
Navigates to BusinessPlans with idea context.
๐ Business Plans
Template selection + blank plan supported.
9 sections: summary, description, market, customers, competitive, SWOT, marketing, financial, operations.
Uses InvokeLLM with section-specific prompts.
AutoSaveIndicator + EnhancedVersionHistory components.
Updates as sections are filled.
ExportOptions + ExportToWordButton components.
Routes to PitchDeckGenerator with planId.
RealtimeCollaboration, CommentThread, PresenceIndicators.
Alert shown when limit reached.
๐ฐ Funding Hub
Credit score, revenue, time-in-business inputs.
Matches based on inputs.
Pre-fills from business plan data.
Filter by status, search, document upload.
UploadFile integration used.
Aggregates all funding options.
Displays top 2 with lender count.
๐ Financial Projections
Revenue streams, fixed/variable costs, employees.
Calculated from assumptions automatically.
Shown in ProjectionResults.
ScenarioComparison component.
GAAP-formatted view with year toggle. Addresses Greg Ochs feedback #3.
Net Income + Interest + Taxes + D&A. Addresses Greg Ochs feedback #4.
Expanded from 4 to full line items. Addresses Greg Ochs feedback #5.
Indirect method with working capital adjustments. Addresses Greg Ochs feedback #6.
Bank Package tab with benchmark interpretations. Addresses Greg Ochs feedback #8.
Credit score, net worth, bio, experience. Addresses Greg Ochs feedback #9.
Asset type, FMV, lien status, coverage pct. Addresses Greg Ochs feedback #10.
5-step visual flow: build โ pre-qualify โ match โ apply โ track. Addresses Greg Ochs feedback #11.
Funding Rounds supports debt type with DSCR calculation. Addresses Greg Ochs feedback #7.
ExportFinancialModel component.
IntegrationSetup + FieldMapping + SyncScheduler.
Locked for Starter plan โ LockedFeatureModal shown.
๐งฎ Tax & Legal
Sole Prop, LLC, S-Corp, C-Corp calculations.
Save, load, delete, compare scenarios.
StateTax entity with brackets and rates.
State + entity type โ relevant documents shown.
EinApplicationForm component.
Full 40-section attorney-drafted agreement with Schedule A.
Toggle non-compete, arbitration, IP assignment, confidentiality, buy-sell, drag-along, tag-along, key person.
Users can add titled custom provisions appended to document.
Full-screen formatted preview with zoom, quality checks, stats panel.
Dynamically generated per member with role labels, e-sign integration suggestions.
Stripe checkout via createFormationCheckout function.
Aggregates all tax/legal tools with New badge.
๐ฌ Content Creator Hub
Revenue + expense tracking components.
Add streams by type (subs, ads, donations, etc.).
Category-based deduction suggestions.
Real-time savings estimate.
๐ Learn & Community
LearnArticle entity + ExpertQA.
ForumPost, ForumReply, ForumLike entities.
Resource entity with guide/template/tool categories.
BlogPost entity with is_published filter.
๐ Pitch Decks
AI-generated slides via InvokeLLM.
SlideEditor component.
6 themes available.
VC / Angel / Crowdfunding / Bank / Corporate / General.
is_public flag + share_token on PitchDeck entity.
Locked for Starter and Builder plans.
๐ Agreement Manager & E-Signatures
Lists all GeneratedAgreement records with status badges.
GenerateAgreementModal โ populates placeholders โ saves GeneratedAgreement.
Canvas draw + typed name options. Consent checkbox required.
Includes signer name, email, role, timestamp, agreement hash.
Sends email to signer + admin on signing. Creates DocumentVersion record.
Beta Tester agreements notify lachoy@thelaunch-pad.com; all others notify ldj0671@gmail.com.
SendSignatureRequestButton with status, expiry, reminder interval.
DocumentVersionHistory component with expand/collapse.
Renders full agreement with CEO + Participant signature blocks.
Renders full agreement with seed investor + advisory role.
Full letter with e-signature integration.
Entity tree, cap table overview.
๐ค Account & Billing
Profile, notification preferences, data deletion.
Current plan, upgrade, cancel options.
Stripe checkout for each tier.
Shown at top of layout for trial users.
AffiliatePartner entity + commission tracking.
base44.users.inviteUser() available.
โ ๏ธ Known Gaps / Watch Items
New users with no data won't see the download section.
No print-specific pagination. Long dashboards may print across many pages.
Starter users can't export โ consider a 'preview' mode.
Public share should not require login for viewer.
Scrolling on mobile can be cumbersome. Consider collapsible sub-groups.
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