← Back to all toolkits Available now

Partnering Readiness Bundle

When your asset must move from a first non-confidential introduction to structured review under CDA, use these two toolkits to keep the story clear, staged, and decision-ready. Both kits include a completed worked example.

From US$239 SAVE US$39 · 14% 2 complete toolkits PowerPoint + PDF guides
Partnering Readiness Bundle cover
Complete workflow 2 complete toolkits Editable decks + PDF guides

One coordinated partnering workflow for both sides of the CDA.

Non-Confidential Asset Summary Kit cover
Included toolkit

Non-Confidential Asset Summary Kit

First-round communication that helps a recipient decide whether to meet, sign a CDA, or request more data.

View individual toolkit ↗
Confidential Asset Partnering Kit cover
Included toolkit

Confidential Asset Partnering Kit

A confidential asset review and initial diligence toolkit for licensing, option, and co-development opportunities.

View individual toolkit ↗
Partnering Readiness Bundle cover preview
Covers: the non-confidential and confidential decks in the bundle Thesis: non-confidential opportunity thesis slide Diligence materials: available now versus upon CDA Key evidence: chart with interpretation and limitation beside it Template vs example: the diligence readiness slide as the editable template with bracketed prompts, beside the completed worked example

About these previews. The images show the included worked examples, built for a fictional company. The last image puts one slide beside the editable template, which uses [bracketed prompts] for your own content.

Canva compatibility. The included PowerPoint files can be imported into Canva. Minor font, line-break, or spacing adjustments may be required. Canva-native templates are not included.

Included files

Complete, editable systems for the full workflow.

Use the included toolkits together or independently, depending on the audience, disclosure level, and stage of the conversation.

  • ✓ Non-Confidential Asset Summary Kit: 19 slides + 11-page guide
  • ✓ Confidential Asset Partnering Kit: 29 slides + 14-page guide
  • ✓ A worked example for each kit, PPTX + PDF
  • ✓ License statement for your selected tier
  • ✓ All files delivered together as one ZIP download
Use it for

Partnering communication from non-confidential outreach through confidential asset review and initial diligence.

Not designed for

Deal-term negotiation, valuation modeling, full data-room management, final diligence responses, legal offers, or regulatory submissions.

Choose the license that matches your work.

Single user

Standard

US$278 $239USD
SAVE US$39 · 14%

For one founder, researcher, or innovator.

  • One named user
  • Use for your own research or venture
  • No source-file sharing or paid client work
Commercial client use

Consultant

US$1748 $1499USD
SAVE US$249 · 14%

For one independent consultant serving clients.

Practical ROI One client engagement can cover the license.
  • One named consultant
  • Unlimited paid client projects
  • Deliver customized PPTX or PDF files
Compare full license permissions Expand to compare users, source-file sharing, client work, and delivery rights.
Permission Standard Professional Consultant
Users included1 named userUp to 10 internal users1 named consultant
Own research, venture, or businessIncludedIncludedIncluded
Use within one organizationUser onlyEntity-wideConsultant’s business
Share reusable source files internallyNot permittedWithin one legal entityNot permitted
Paid third-party client workNot permittedNot permittedUnlimited projects
Deliver customized PPTX or PDF files to clientsNot permittedNot permittedPermitted
Transfer the original template, guide, or source kitNot permittedNot permittedNot permitted
Resell, sublicense, or upload to a template marketplaceNot permittedNot permittedNot permitted
Additional peopleSeparate license per userAdditional license above 10 usersSeparate license per consultant

Only the Consultant license permits paid client work and delivery of customized client-facing files. The original NarraFlect template, guide, and reusable source kit remain non-transferable under every license.

Checkout & license

Checkout opens securely with Polar. Customized client deliverables may be shared under the Consultant license. The original template, user guide, and reusable source kit may not be resold, sublicensed, or redistributed under any tier.

Digital product notice

Change-of-mind refunds are not available once any product file has been downloaded or accessed, except where required by applicable law. Read the Refund Policy.

Before you choose a license.

Clear scope protects both the buyer and the integrity of the toolkit.

Will the toolkit write my scientific content for me?+

No. It provides the structure, prompts, slide logic, and review process. You remain responsible for the accuracy, suitability, and confidentiality of your content.

Do I need to upload confidential data to use the toolkit?+

No. The toolkit is delivered as editable PowerPoint and PDF files. NarraFlect does not receive the scientific or business content you add. You can work locally or within your organization’s approved environment. If you use cloud-based software or AI tools, that provider’s data-handling terms and your organization’s confidentiality policies apply.

Can I use it in Canva?+

Yes. You can import the included PowerPoint file into Canva and continue editing it there. The toolkit is designed and quality-checked in Microsoft PowerPoint, so some text boxes, line breaks, spacing, charts, or other elements may require minor adjustment after import. A separate Canva-native template or share link is not included.