Roadmap

The Roadmap is a guide for moving through Cofounder's different features and building out your business.

It gives the workspace a structured path instead of a blank starting point.

What It Has

The Roadmap is organized into:

Stages like idea, initial setup, identity, build, GTM, launch, scale, and mature company work
Tracks across areas like product, engineering, brand, research, operations, revenue, and support
Steps for specific milestones in the journey

Each stage shows completion progress, such as 1/4, so you can see how far along that part of the company-building path is.

Step Status

Roadmap steps can show up as:

Available when you can work on them now
In Progress when work for that step is already underway
Completed when Cofounder sees that the step has been finished
Locked when another step still needs to happen first

Step Details

Open a step to see its detail panel.

Step details can explain:

why the step matters
how to move it forward
subtasks involved in the step
which prerequisite steps are required first
what completing the step unlocks

If the step is agent-backed and available, the detail panel includes a launch action that starts the task with the right agent.

Kicking Off Work

You can open the Roadmap from Canvas.

For steps that are agent-backed, you can launch the work directly from the Roadmap and Cofounder will start the task with the right seeded agent.

Some steps are not agent runs. Those can be manual actions, approvals, or system-managed steps.

Incorporating Your Business

Use the Incorporate LLC Roadmap node when you are ready to form the legal entity for your company.

Open Canvas, open the Roadmap, then select Incorporate LLC. Choose Incorporate LLC with Ramp to start a guided agent flow.

Cofounder now handles this as a conversation with an agent instead of a one-shot form. The agent can help you start or continue the Ramp application, gather the non-sensitive business details Ramp needs, look up available filing states and industry codes, and track what is still waiting on you, Ramp, or Cofounder.

During the flow, you may be asked to:

Start or connect your Ramp application.
Accept the Ramp email invite and choose Start application in Ramp.
Finish applicant-owned Ramp steps, such as identity or phone verification, directly in Ramp.
Confirm your formation details with the Cofounder agent.
Approve any application or formation submission before the agent sends it.
Return to the Roadmap to track application and incorporation status.

For LLC formation, Cofounder asks for the state where you want to form the LLC, your industry or NAICS code, a short business description, at least three ranked LLC name options, and a US mailing address with a contact phone number. The agent can look up Ramp-supported states, filing fees, and industry codes while you decide.

Cofounder does not collect SSNs in chat, documents, or tool inputs. If Ramp needs SSN or identity information, the agent sends you to the Ramp-hosted step so you can enter it directly with Ramp.

If Ramp still needs action from you, Cofounder sends you back to Ramp and checks the status afterward. If the filing needs a correction, such as a name conflict, Cofounder shows the reason and helps you prepare the updated details before resubmitting. After the formation is filed, Cofounder can check whether it is pending review, submitted with the state, approved, or rejected, and can list formation documents when Ramp makes them available.

If you completed incorporation outside Cofounder, the Roadmap can still let you record incorporation manually with an attestation.

Important: Incorporating through Ramp can involve filing costs. Cofounder can guide the workflow and send supported filing details through Ramp, but it does not replace legal, tax, or filing-provider advice.

How Items Get Checked Off

Roadmap items get checked off as Cofounder sees the workspace change.

That can include things like:

completed tasks
approved work
created artifacts
connected integrations
managed infrastructure or configuration being set up

As that evidence appears, steps move forward from locked or available to in progress and completed.

You can also mark a roadmap or tech-tree item complete manually when the work happened outside Cofounder's automated flow. Add a short attestation that explains why the item is done so the workspace keeps a readable record of the decision.

How To Use It

The Roadmap is useful when you want a clearer sense of what to do next across both the product and the business.

It also feeds suggested next steps, so Cofounder can point you toward the next available step instead of making you figure it out from scratch.