PPMWizard starter kit

Use these blank resources to organize your deal before drafting and prepare a
clear handoff for qualified securities counsel. No account is required to use
the downloaded files.

1. deal-facts-workbook.xlsx
   Start with Deal Facts. Track sources in Document Tracker. Give unresolved
   questions an owner and a next action in Open Questions. Pale green cells
   are editable. Status cells have dropdowns. Add rows for your deal.

2. ppm-preparation-checklist.pdf
   A printable two-page checklist for gathering facts, organizing source
   documents and preparing the review handoff.

3. counsel-handoff-template.docx
   An editable Word note for the review request, source attachments, questions
   and version record. Replace blank fields and add table rows as needed.

Keep completed files in a secure location and agree on a secure sharing method
with counsel. Do not put passwords in the workbook or handoff note. You decide
where to store these files. They do not send information back to PPMWizard.

This kit is for organization. It is not a securities document, legal advice or
a complete list of offering requirements. Qualified securities counsel should
review your offering and determine the requirements before use.

PPMWizard
https://ppmwizard.com/blog/free-ppm-starter-kit
