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Checklist · Revenue-Based Financing

Revenue-Based Financing launch checklist — Step by Step 2026

Launching a Revenue-Based Financing (RBF) platform requires careful planning and execution. This checklist provides a structured approach to ensure a successful launch, addressing key areas like core functionality, integrations, analytics, automation, and compliance. Avoid common pitfalls like integration challenges and adoption hurdles by following these steps.

50 checklist items Updated from migrated LaunchTry SEO content

Phase 01

Core Platform Setup

10 tasks
  • 1.1
    critical16 hours

    Define Core RBF Model

    Clearly define your RBF model, including financing terms, revenue share percentages, and repayment schedules. Consider using a tool like Leader A to model different scenarios.

  • 1.2
    critical40 hours

    Develop Loan Origination System

    Build a system for originating loans, including application processing, credit scoring, and due diligence. Incumbent offers a robust solution.

  • 1.3
    critical24 hours

    Implement Repayment Tracking

    Create a system to track revenue and automatically collect repayments. Ensure integration with accounting software like QuickBooks.

  • 1.4
    high8 hours

    Set Up User Authentication

    Implement secure user authentication and authorization to protect sensitive financial data. Use a service like Auth0.

  • 1.5
    critical32 hours

    Establish Legal Framework

    Ensure compliance with relevant regulations and establish a clear legal framework for your RBF operations. Consult with legal experts specializing in fintech.

  • 1.6
    high24 hours

    Design User Interface (UI)

    Create an intuitive and user-friendly UI for borrowers and investors to easily access and manage their accounts.

  • 1.7
    critical16 hours

    Implement Payment Gateway

    Integrate a secure payment gateway (e.g., Stripe, PayPal) to facilitate loan disbursements and repayments.

  • 1.8
    medium8 hours

    Configure Email Notifications

    Set up automated email notifications for important events such as loan approvals, repayment reminders, and account updates.

  • 1.9
    medium16 hours

    Define API Strategy

    Create a clear API strategy for future integrations with other platforms and services. This is crucial for scalability.

  • 1.10
    high8 hours

    Set up Customer Support Channels

    Implement channels for customer support, including email, chat, and phone. Zendesk or Intercom can be useful.

Phase 02

Integrations & Automation

10 tasks
  • 2.1
    high24 hours

    Integrate with Accounting Software

    Integrate with accounting software (e.g., QuickBooks, Xero) to automate financial reporting and reconciliation. Consider using an integration platform like Challenger.

  • 2.2
    high32 hours

    Automate Credit Scoring

    Automate the credit scoring process using data from various sources (e.g., credit bureaus, bank statements).

  • 2.3
    medium24 hours

    Connect to Bank APIs

    Connect to bank APIs to automatically verify borrower bank accounts and track revenue streams.

  • 2.4
    medium16 hours

    Integrate with CRM

    Integrate with a CRM system (e.g., Salesforce, HubSpot) to manage borrower relationships and track sales efforts.

  • 2.5
    medium16 hours

    Automate Legal Document Generation

    Automate the generation of legal documents (e.g., loan agreements) using templates and data from the application process.

  • 2.6
    high16 hours

    Set up Automated Reporting

    Implement automated reporting to track key metrics such as loan volume, repayment rates, and portfolio performance.

  • 2.7
    low8 hours

    Integrate with Marketing Automation Tools

    Integrate with marketing automation tools (e.g., Mailchimp, ActiveCampaign) to nurture leads and onboard new borrowers.

  • 2.8
    critical24 hours

    Automate Compliance Checks

    Automate compliance checks to ensure adherence to regulatory requirements (e.g., KYC, AML).

  • 2.9
    medium16 hours

    Implement Workflow Automation

    Use workflow automation tools to streamline internal processes such as loan approvals and customer onboarding.

  • 2.10
    low8 hours

    Integrate with Communication Platforms

    Integrate with communication platforms like Slack or Microsoft Teams to facilitate internal communication and collaboration.

Phase 03

Analytics & Reporting

10 tasks
  • 3.1
    high16 hours

    Implement Data Tracking

    Implement data tracking to collect data on user behavior, loan performance, and website traffic. Use tools like Google Analytics and Mixpanel.

  • 3.2
    high24 hours

    Build Dashboards

    Build interactive dashboards to visualize key metrics and track performance against goals. Consider using Tableau or Power BI.

  • 3.3
    high24 hours

    Analyze Loan Portfolio

    Analyze the loan portfolio to identify trends, assess risk, and optimize lending strategies.

  • 3.4
    high16 hours

    Track Repayment Rates

    Track repayment rates by cohort, industry, and other factors to identify areas for improvement.

  • 3.5
    medium8 hours

    Monitor Customer Acquisition Cost (CAC)

    Monitor CAC to ensure that marketing efforts are cost-effective and sustainable.

  • 3.6
    medium8 hours

    Analyze Website Traffic

    Analyze website traffic to understand user behavior and optimize the user experience.

  • 3.7
    high8 hours

    Track Key Performance Indicators (KPIs)

    Track KPIs such as loan volume, revenue, and customer satisfaction to measure overall performance.

  • 3.8
    medium16 hours

    Segment Users

    Segment users based on demographics, behavior, and other factors to personalize the user experience.

  • 3.9
    medium16 hours

    Create Custom Reports

    Create custom reports to answer specific business questions and gain deeper insights into the data.

  • 3.10
    low8 hours

    Implement A/B Testing

    Implement A/B testing to optimize website design, marketing campaigns, and other aspects of the business.

Phase 04

Compliance & Security

10 tasks
  • 4.1
    critical32 hours

    Implement KYC/AML Procedures

    Implement Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures to comply with regulatory requirements.

  • 4.2
    critical24 hours

    Secure Data Storage

    Secure data storage using encryption and other security measures to protect sensitive financial data.

  • 4.3
    critical24 hours

    Conduct Security Audits

    Conduct regular security audits to identify and address vulnerabilities.

  • 4.4
    critical16 hours

    Comply with Data Privacy Regulations

    Comply with data privacy regulations such as GDPR and CCPA to protect user data.

  • 4.5
    high16 hours

    Implement Fraud Detection

    Implement fraud detection systems to prevent fraudulent activity.

  • 4.6
    high16 hours

    Develop Incident Response Plan

    Develop an incident response plan to address security breaches and other incidents.

  • 4.7
    medium8 hours

    Train Employees on Security Best Practices

    Train employees on security best practices to prevent human error and insider threats.

  • 4.8
    critical24 hours

    Obtain Necessary Licenses

    Obtain all necessary licenses and permits to operate as an RBF platform.

  • 4.9
    high8 hours

    Monitor Regulatory Changes

    Monitor regulatory changes to ensure ongoing compliance.

  • 4.10
    medium16 hours

    Implement Data Loss Prevention (DLP)

    Implement DLP measures to prevent sensitive data from leaving the organization.

Phase 05

Launch & Marketing

10 tasks
  • 5.1
    high16 hours

    Develop a Launch Strategy

    Develop a comprehensive launch strategy that includes target audience, marketing channels, and key messaging.

  • 5.2
    high24 hours

    Create a Marketing Plan

    Create a detailed marketing plan that outlines specific marketing activities, timelines, and budgets.

  • 5.3
    high24 hours

    Build a Website

    Build a professional website that showcases the platform's features and benefits. Ensure it's mobile-friendly and optimized for search engines.

  • 5.4
    medium16 hours

    Prepare Launch Materials

    Prepare launch materials such as press releases, blog posts, and social media content.

  • 5.5
    medium8 hours

    Engage on Social Media

    Engage with potential customers on social media platforms like LinkedIn and Twitter.

  • 5.6
    medium8 hours

    Launch on Product Hunt

    Launch the platform on Product Hunt to gain early traction and feedback.

  • 5.7
    medium8 hours

    List on G2

    List the platform on G2 to increase visibility and credibility.

  • 5.8
    low16 hours

    Attend Industry Events

    Attend industry events to network with potential customers and partners.

  • 5.9
    medium16 hours

    Run Targeted Ads

    Run targeted ads on platforms like Google Ads and LinkedIn to reach potential borrowers.

  • 5.10
    high8 hours

    Monitor Launch Performance

    Monitor launch performance and make adjustments as needed to optimize results.

Pro tips

  • Focus on seamless integrations with existing accounting and CRM systems to reduce friction for borrowers.
  • Prioritize automation to streamline the loan origination and repayment process, reducing operational costs.
  • Build a strong data analytics infrastructure to track key performance indicators and identify opportunities for improvement.
  • Ensure compliance with all relevant regulations to avoid legal and financial penalties.
  • Develop a strong brand and marketing strategy to attract borrowers and investors.