Indicate N/A if unavailable

Date Received By Lazard TP

Management, Officers, Directors & Employees

• Key Management: include resumes & 3 business references

• Directors & Officers of the company: include contact information

• List all Employees: include job title, base salary, options/equity

• Current Organizational Chart

Capitalization/Securities

• Capitalization Structure: include a description of any rights attached to preferred shares

• List any Non-Employee holders of any options or rights to purchase securities including warrants

Business Description

• Business Plan

• Executive Summary

• Investor Presentation

Marketing & Sales

• Sales Plan

• Marketing Plan

• Company Marketing Materials and Brochures

• Historical Sales Data

• Customer Sales Pipeline for next 6 months

• Sales Literature describing Product Features & Applications

• Describe Sales Process

Customers

• Pricing Model and Current Price List

• Provide Complete Customer List

• Provide contact information for top 5 customers for product/service review

Target Market Sizing

• Provide any Third Party data supporting # of customers in US eligible to purchase Product/Service

Indicate N/A if unavailable

Date Received By Lazard TP

Competition

• Please complete attached Lazard Competitive Matrix template

Operations

• List of Top 10 Suppliers: include contact information

• Organizational Chart for R&D

• Development Calendar for next 12-24 months

Information Technology

• List Proprietary Technology & Patent references

• Technical Literature describing Product Design and Functionality

• Key Information Technology (IT) Suppliers

• List any Third Party Embedded Code

• Provide Graphic Layout of Technology Platform

Financial Information

• Latest Financial Statements

• Latest A/R Aging Schedule

• Revenue/Sales Projections & Budget

• Capital Expenditures Budget for next 12 months

• Create a Win/Loss Report

Intellectual Property (Patent, Trademarks, Copyrights)

• Schedule of Patent Registrations/Applications identifying each patent by title, registration number, date of registration & status

• Schedule of Trademark Registrations/Applications identifying each mark by title, registration number, date of registration & status

• List any Licensing Agreements and/or Merchandising Agreements relating to Patents, Technology, Trade Secrets, Trademarks and Copyrights

Contract & Strategic Partnerships

• List any Joint Venture or Strategic Partnership Agreements

• List Legal & Accounting Firms: include contact information