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 ↗Complete workflow bundle · Partnering & Licensing
Available nowWhen 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.
What you receive
Start with the right level of disclosure, then deepen the story under confidential review. Each editable deck includes a practical guide to help your team select content, calibrate claims, and support the next decision.
First-round communication that helps a recipient decide whether to meet, sign a CDA, or request more data.
View individual toolkit ↗
A confidential asset review and initial diligence toolkit for licensing, option, and co-development opportunities.
View individual toolkit ↗
Each included toolkit provides an editable PowerPoint deck and PDF guide. The license document matches the tier selected at checkout.
Partnering communication from non-confidential outreach through confidential asset review and initial diligence.
Deal-term negotiation, valuation modeling, full data-room management, final diligence responses, legal offers, or regulatory submissions.
2 toolkits · three ways to use them
Every tier includes all toolkit files in this bundle. The license determines who may use them and for what purpose.
Select by who will use the reusable source files.
Complete payment in the Lemon Squeezy checkout.
Receive all product files together as one ZIP.
Skip weeks of narrative structuring and help decision-makers grasp the evidence faster.
For one founder, researcher, or innovator.
For one startup, research team, or organization.
For one independent consultant serving clients.
| Permission | Standard | Professional | Consultant |
|---|---|---|---|
| Users included | 1 named user | Up to 10 internal users | 1 named consultant |
| Own research, venture, or business | |||
| Use within one organization | |||
| Share reusable source files internally | |||
| Paid third-party client work | |||
| Deliver customized PPTX or PDF files to clients | |||
| Transfer the original template, guide, or source kit | |||
| Resell, sublicense, or upload to a template marketplace | |||
| Additional people | Separate license per user | Additional license above 10 users | Separate 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 links can be added in WordPress as soon as the Lemon Squeezy variants are ready.
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.
Questions
Clear scope protects both the buyer and the integrity of the toolkit.
No. It provides the structure, prompts, slide logic, and review process. You remain responsible for the accuracy, suitability, and confidentiality of your content.
The toolkit is designed and tested for Microsoft PowerPoint. Importing it into other presentation software may change typography, spacing, or layout.
Yes. Standard covers one named person using the toolkit for their own research, venture, or work within their organization. It does not permit sharing the reusable source files.
A licensed consultant may deliver a customized presentation in PPTX or PDF format. The original NarraFlect template, guide, and reusable source kit may not be transferred to the client.