# EDGAR Filing Document

**Accession Number:** 0002069991
**File Stem:** 0001670254-25-000652
**Filing Date:** 2025-6
**Character Count:** 315276
**Document Hash:** bf744d6b802c5aa192e2e2cdd5531f24
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001670254-25-000652.hdr.sgml**: 20250612

**ACCESSION NUMBER**: 0001670254-25-000652

**CONFORMED SUBMISSION TYPE**: C

**PUBLIC DOCUMENT COUNT**: 18

**FILED AS OF DATE**: 20250612

**DATE AS OF CHANGE**: 20250611

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** DealMaker Playbook, Inc.
- **CENTRAL INDEX KEY:** 0002069991

**ORGANIZATION NAME:**
- **EIN:** 810968125
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** C
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 020-36010
- **FILM NUMBER:** 251041229

**BUSINESS ADDRESS:**
- **STREET 1:** 8200 STOCKDALE HWY M10-113
- **CITY:** BAKERSFIELD
- **STATE:** CA
- **ZIP:** 93311
- **BUSINESS PHONE:** 6282664770

**MAIL ADDRESS:**
- **STREET 1:** 8200 STOCKDALE HWY M10-113
- **CITY:** BAKERSFIELD
- **STATE:** CA
- **ZIP:** 93311

## Ex-99

### Attached PDF Documents

**Attachment 1:** `document_1.pdf`

# Form C

---

## Cover Page

Name of issuer:
DealMaker Playbook, Inc.

Legal status of issuer:
Form: Corporation
Jurisdiction of Incorporation/Organization: CA
Date of organization: 1/4/2016

Physical address of issuer:
8200 Stockdale Hwy M10-113
Bakersfield CA 93311

Website of issuer:
https://mavrek.com

Name of intermediary through which the offering will be conducted:
Wefunder Portal LLC

CIK number of intermediary:
0001670254

SEC file number of intermediary:
007-00033

CRD number, if applicable, of intermediary:
283503

Amount of compensation to be paid to the intermediary, whether as a dollar amount or a percentage of the offering amount, or a good faith estimate if the exact amount is not available at the time of the filing, for conducting the offering, including the amount of referral and any other fees associated with the offering:

&gt; 7.9% of the offering amount upon a successful fundraise, and be entitled to reimbursement for out-of-pocket third party expenses it pays or incurs on behalf of the Issuer in connection with the offering.

Any other direct or indirect interest in the issuer held by the intermediary, or any arrangement for the intermediary to acquire such an interest:

No

Type of security offered:

☐ Common Stock
☐ Preferred Stock
☐ Debt
☑ Other

If Other, describe the security offered:
Simple Agreement for Future Equity (SAFE)

Target number of securities to be offered:
50,000

Price:
$1.000000

Method for determining price:
Pro-rated portion of the total principal value of $50,000; interests will be sold in increments of $1; each investment is convertible to one share of stock as described under Item 13.

Target offering amount:
$50,000.00

Oversubscriptions accepted:
☑ Yes
☐ No

If yes, disclose how oversubscriptions will be allocated:
☐ Pro-rata basis
☐ First-come, first-served basis
☑ Other

If other, describe how oversubscriptions will be allocated:
As determined by the issuer

Maximum offering amount (if different from target offering amount):
$1,235,000.00

Deadline to reach the target offering amount:
4/30/2026

NOTE: If the sum of the investment commitments does not equal or exceed the target offering amount at the offering deadline, no securities will be sold in the offering, investment commitments will be cancelled and committed funds will be returned.

Current number of employees:
2

|  | Most recent fiscal year-end: | Prior fiscal year-end: |
| --- | --- | --- |
| Total Assets: | $591,440.00 | $436,485.00 |
| Cash & Cash Equivalents: | $100,657.00 | $85,170.00 |
| Accounts Receivable: | $0.00 | $0.00 |
| Current Liabilities: | $0.00 | $0.00 |
| Non-Current Liabilities: | $2,019,574.00 | $1,540,876.00 |
| Revenues/Sales: | $132.00 | $13,053.00 |
| Cost of Goods Sold: | $9,855.00 | $10,338.00 |
| Taxes Paid: | $800.00 | $800.00 |
| Net Income: | ($733,743.00) | ($220,156.00) |

Select the jurisdictions in which the issuer intends to offer the securities:

AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, BS, GU, PR, VI, 1V

---

## Offering Statement

Respond to each question in each paragraph of this part. Set forth each question and any notes, but not any instructions thereto, in their entirety. If disclosure in response to any question is responsive to one or more other questions, it is not necessary to repeat the disclosure. If a question or series of questions is inapplicable or the response is available elsewhere in the Form, either state that it is inapplicable, include a cross-reference to the responsive disclosure, or omit the question or series of questions.

Be very careful and precise in answering all questions. Give full and complete answers so that they are not misleading under the circumstances involved. Do not discuss any future performance or other anticipated event unless you have a reasonable basis to believe that it will actually occur within the foreseeable future. If any answer requiring significant information is materially inaccurate, incomplete or misleading, the Company, its management and principal shareholders may be liable to investors based on that information.

---

## THE COMPANY

1. Name of issuer:
DealMaker Playbook, Inc.

---

## COMPANY ELIGIBILITY

2. ☑ Check this box to certify that all of the following statements are true for the issuer.

- Organized under, and subject to, the laws of a State or territory of the United States or the District of Columbia.
- Not subject to the requirement to file reports pursuant to Section 13 or Section 15(d) of the Securities Exchange Act of 1934.
- Not an investment company registered or required to be registered under the Investment Company Act of 1940.
- Not ineligible to rely on this exemption under Section 4(a)(6) of the Securities Act as a result of a disqualification specified in Rule 503(a) of Regulation Crowdfunding.
- Has filed with the Commission and provided to investors, to the extent required, the ongoing annual reports required by Regulation Crowdfunding during the two years immediately preceding the filing of this offering statement (or for such shorter period that the issuer was required to file such

reports).

- Not a development stage company that (a) has no specific business plan or (b) has indicated that its business plan is to engage in a merger or acquisition with an unidentified company or companies.

INSTRUCTION TO QUESTION 2: If any of these statements are not true, then you are NOT eligible to rely on this exemption under Section 4(a)(6) of the Securities Act.

3. Has the issuer or any of its predecessors previously failed to comply with the ongoing reporting requirements of Rule 202 of Regulation Crowdfunding?

☐ Yes ☑ No

## DIRECTORS OF THE COMPANY

4. Provide the following information about each director (and any persons occupying a similar status or performing a similar function) of the issuer.

| Director | Principal Occupation | Main Employer Relentless | Year Joined as Director |
| --- | --- | --- | --- |
| Alex Minicucci | Software | Management Group | 2016 |
| Todd Wilson | CFO | Pape-Dawson Engineering | 2016 |
| Martin Hansen | Merger & Acquisition Specialist | DealMaker Playbook, Inc. \| Aegis Acquisitions | 2016 |

For three years of business experience, refer to Appendix D: Director &amp; Officer Work History.

## OFFICERS OF THE COMPANY

5. Provide the following information about each officer (and any persons occupying a similar status or performing a similar function) of the issuer.

| Officer | Positions Held | Year Joined |
| --- | --- | --- |
| Martin Hansen | President | 2016 |
| Martin Hansen | Secretary | 2016 |
| Martin Hansen | CEO | 2016 |
| Jonathan Hansen | CFO | 2019 |

For three years of business experience, refer to Appendix D: Director &amp; Officer Work History.

INSTRUCTION TO QUESTION 5: For purposes of this Question 5, the term officer means a president, vice president, secretary, treasurer or principal financial officer, comptroller or principal accounting officer, and any person that routinely performing similar functions.

## PRINCIPAL SECURITY HOLDERS

6. Provide the name and ownership level of each person, as of the most recent practicable date, who is the beneficial owner of 20 percent or more of the issuer's outstanding voting equity securities, calculated on the basis of voting power.

| Name of Holder | No. and Class of Securities Now Held | % of Voting Power Prior to Offering |
| --- | --- | --- |

Martin J. Hansen
1767283.0 common
46.9

INSTRUCTION TO QUESTION 6: The above information must be provided as of a date that is no more than 120 days prior to the date of filing of this offering statement.

To calculate total voting power, include all securities for which the person directly or indirectly has or shares the voting power, which includes the power to vote or to direct the voting of such securities. If the person has the right to acquire voting power of such securities within 60 days, including through the exercise of any option, warrant or right, the conversion of a security, or other arrangement, or if securities are held by a member of the family, through corporations or partnerships, or otherwise in a manner that would allow a person to direct or control the voting of the securities (or share in such direction or control - as, for example, a co-trustee) they should be included as being "beneficially owned." You should include an explanation of these circumstances in a footnote to the "Number of and Class of Securities Now Held." To calculate outstanding voting equity securities, assume all outstanding options are exercised and all outstanding convertible securities converted.

## BUSINESS AND ANTICIPATED BUSINESS PLAN

7. Describe in detail the business of the issuer and the anticipated business plan of the issuer.

For a description of our business and our business plan, please refer to the attached Appendix A, Business Description &amp; Plan

INSTRUCTION TO QUESTION 7: Wefunder will provide your company's Wefunder profile as an appendix (Appendix A) to the Form C in PDF format. The submission will include all Q&amp;A items and "read more" links in an un-collapsed format. All videos will be transcribed.

This means that any information provided in your Wefunder profile will be provided to the SEC in response to this question. As a result, your company will be potentially liable for misstatements and omissions in your profile under the Securities Act of 1933, which requires you to provide material information related to your business and anticipated business plan. Please review your Wefunder profile carefully to ensure it provides all material information, is not false or misleading, and does not omit any information that would cause the information included to be false or misleading.

## RISK FACTORS

A crowdfunding investment involves risk. You should not invest any funds in this offering unless you can afford to lose your entire investment.

In making an investment decision, investors must rely on their own examination of the issuer and the terms of the offering, including the merits and risks involved. These securities have not been recommended or approved by any federal or state securities commission or regulatory authority. Furthermore, these authorities have not passed upon the accuracy or adequacy of this document.

The U.S. Securities and Exchange Commission does not pass upon the merits of any securities offered or the terms of the offering, nor does it pass upon the accuracy or completeness of any offering document or literature.

These securities are offered under an exemption from registration; however, the U.S. Securities and Exchange Commission has not made an independent determination that these securities are exempt from registration.

8. Discuss the material factors that make an investment in the issuer speculative or risky:

Investing in early-stage companies involves a high degree of risk. The Company is a startup with limited operating history, evolving strategies, and unproven business assumptions. Startups often face unexpected challenges, including changes in market conditions, competitive dynamics, technical hurdles, or capital constraints. There is no guarantee that the Company will achieve its goals, generate sustainable revenue, or reach profitability. Investors should be prepared for the possibility of partial or complete loss of their investment.

The Company has incurred cumulative operating losses to date and continues to operate at a net loss. While development and go-to-market efforts are ongoing, the Company has not yet reached a scale or revenue level sufficient to cover operating expenses. There is no guarantee that the Company will become profitable within a predictable timeframe, and it may require additional capital infusions to sustain operations before reaching break-even.

The Company has generated minimal revenue to date. While the Company has made progress in developing and launching its platform, it has not yet proven that its current business model can reliably attract paying customers or generate recurring revenue. There is no guarantee that the Company will be able to convert early interest into sustained revenue growth, and future success will depend on its ability to monetize its offering, refine pricing strategies, and scale its sales efforts effectively.

The Company is in the early stages of monetizing its product offering and has not yet demonstrated sustained product-market fit. While initial customer interest and use cases have been identified, it is unclear whether the current platform features, pricing, and positioning will lead to broad market adoption. If the Company is unable to refine its product based on user feedback or if its market assumptions prove incorrect, growth and retention may be significantly impacted.

The Company is targeting a large but highly fragmented market of small business owners, advisors, and intermediaries involved in M&amp;A and ownership transitions. This audience often relies on informal, relationship-based deal processes and may be slow to adopt new digital platforms. Although demographic trends such as the "Silver Tsunami" suggest a growing need for business succession tools, market adoption may be slower than anticipated due to skepticism of new technology, lack of awareness, or limited digital literacy among prospective users.

The Company operates in a competitive and evolving segment that includes a mix of traditional business brokers, listing marketplaces, and new digital platforms. Many of these competitors have significantly greater financial and marketing resources, deeper networks, and more established brands. Although the Company seeks to differentiate itself through workflow automation and AI-supported tools, there is no guarantee that these advantages will be sufficient to gain meaningful market share or that competitors will not replicate similar features. The Company's ability to maintain a competitive edge will depend on continuous product innovation, customer acquisition, and strong brand execution.

The Company's business model depends on the health of the small business sector and the broader market for private company transactions. A downturn in the U.S. economy,

tightening credit conditions, rising interest rates, or declining small business confidence could reduce the volume of business sales and acquisitions, directly impacting demand for the Company's platform. In addition, economic uncertainty may delay exit planning for business owners or reduce the number of qualified buyers in the market. These macroeconomic conditions-many of which are outside the Company's control-could materially affect its ability to grow revenue and achieve long-term sustainability.

The Company's platform is still in the early stages of development and commercialization. As of December 31, 2024, the Company had capitalized over $3 million in internal software development costs, indicating a substantial investment in proprietary technology. However, the product remains under active refinement, and there may be unforeseen challenges related to scalability, user experience, data integration, or feature completeness. Technical failures, delays, or bugs could hinder customer adoption, damage the Company's reputation, or lead to increased support costs. Sustained investment in engineering and infrastructure will be required to deliver a robust, market-ready product.

The Company's product roadmap and feature set remain under active development. While core functionality is in place, the addition of advanced features, integrations, and AI capabilities may take longer than expected or exceed budgeted resources. Any significant delays could slow market entry, reduce competitiveness, or negatively affect customer acquisition.

As a subscription-based software business, the Company's financial performance is highly sensitive to customer acquisition costs and user retention. If customers fail to renew, churn rates rise, or onboarding processes prove ineffective, it may indicate product-market fit challenges and could significantly impact recurring revenue projections.

The Company currently operates with a lean team, and several key roles-including those in technology, marketing, and operations-are either part-time or filled by outside consultants. This limited capacity may constrain the Company's ability to execute on its roadmap, respond to customer needs, or scale operations efficiently. Future success will require the Company to recruit and retain high-quality full-time employees, particularly in areas critical to growth. Competition for talent in the technology and SaaS sectors is intense, and there is no assurance that the Company will be able to build out its team at the pace or quality required to meet its objectives.

The Company currently relies on a lean team structure, with key functions-including software development, compliance, and IT security-supported by contractors or part-time personnel. This approach may limit institutional knowledge, slow execution, or increase coordination risk. The absence of full-time, dedicated staff in areas such as cybersecurity and regulatory compliance may expose the Company to operational vulnerabilities and delay the resolution of technical or legal issues.

The Company has filed a provisional patent application with the U.S. Patent and Trademark Office, but no final (non-provisional) patent has been issued. There is no guarantee that the patent application will be approved or that, if granted, it will provide meaningful protection against competitors.

The Company's platform may store sensitive information

about users, businesses, and transactions. While reasonable security measures are implemented, no system is immune to data breaches, unauthorized access, or malicious attacks. Any breach of the Company's systems or failure to comply with data privacy regulations (such as CCPA or future legislation) could result in reputational harm, legal exposure, or loss of customer trust.

The Company relies on third-party vendors for critical services, including cloud hosting, data processing, email communications, and software development tools. Any disruption, change in pricing, or termination of services by these providers could adversely affect the Company's ability to deliver its product and maintain uptime for users.

The Company may depend on integrations with or distribution through third-party platforms, APIs, or marketplaces. These platforms could change their terms of service, limit access, or deprecate key functionality. Such changes could impact the user experience, limit product capabilities, or require unexpected engineering resources to re-integrate or re-architect features.

The Company has incurred cumulative operating losses and continues to operate at a net loss. Its financial future depends on achieving a sustainable monetization model. Customer acquisition, onboarding, and retention will be critical to driving recurring revenue. If churn remains high or conversion rates are low, the Company may not generate sufficient income to cover operating costs without further fundraising.

While early adopters have shown interest, the Company has not yet achieved consistent customer retention or demonstrated scalable product-market fit. There is uncertainty as to whether the current feature set, pricing, and go-to-market strategy will result in broad adoption or repeat usage.

The Company targets a relationship-based, fragmented industry in which many business owners may resist adopting new digital platforms. This resistance is particularly strong among older users and those with limited digital literacy, which could slow customer growth and platform engagement.

Several critical functions, including engineering, IT, and compliance, are currently handled by part-time personnel or external contractors. This may affect execution speed, institutional knowledge, and operational consistency. In addition, the Company's success depends on a small leadership team, and the loss of any key individual or failure to hire for critical roles could hinder growth.

There is no guarantee that the Company will pursue or complete an equity financing or liquidity event. Investors may be required to hold their securities indefinitely, as these instruments are highly illiquid and subject to transfer restrictions.

## Financial Sustainability and Monetization Risk

The Company has incurred cumulative operating losses and continues to operate at a net loss. Its financial future depends on achieving a sustainable monetization model. Customer acquisition, onboarding, and retention will be critical to driving recurring revenue. If churn remains high or conversion rates are low, the Company may not generate sufficient income to cover operating costs without further fundraising.

## Evolving Product-Market Fit

While early adopters have shown interest, the Company has not yet achieved consistent customer retention or

not yet delivered consistent customer retention or demonstrated scalable product-market fit. There is uncertainty as to whether the current feature set, pricing, and go-to-market strategy will result in broad adoption or repeat usage

## Market Resistance Due to Demographics and Behavior

The Company targets a relationship-based, fragmented industry in which many business owners may resist adopting new digital platforms. This resistance is particularly strong among older users and those with limited digital literacy, which could slow customer growth and platform engagement.

## Execution Risk Due to Team Constraints

Several critical functions, including engineering, IT, and compliance, are currently handled by part-time personnel or external contractors. This may affect execution speed, institutional knowledge, and operational consistency. In addition, the Company's success depends on a small leadership team, and the loss of any key individual or failure to hire for critical roles could hinder growth.

## Liquidity and Exit Risk

There is no guarantee that the Company will pursue or complete an equity financing or liquidity event. Investors may be required to hold their securities indefinitely, as these instruments are highly illiquid and subject to transfer restrictions.

The Company may never receive a future equity financing or elect to convert the Securities upon such future financing. In addition, the Company may never undergo a liquidity event such as a sale of the Company or an IPO. If neither the conversion of the Securities nor a liquidity event occurs, the Purchasers could be left holding the Securities in perpetuity. The Securities have numerous transfer restrictions and will likely be highly illiquid, with no secondary market on which to sell them. The Securities are not equity interests, have no ownership rights, have no rights to the Company's assets or profits and have no voting rights or ability to direct the Company or its actions.

Our future success depends on the efforts of a small management team. The loss of services of the members of the management team may have an adverse effect on the company. There can be no assurance that we will be successful in attracting and retaining other personnel we require to successfully grow our business.

Jonathan Hansen is a part-time officer. As such, it is likely that the company will not make the same progress as it would if that were not the case.

**INSTRUCTION TO QUESTION 8:** Avoid generalized statements and include only those factors that are unique to the issuer. Discussion should be tailored to the issuer's business and the offering and should not repeat the factors addressed in the legends set forth above. No specific number of risk factors is required to be identified.

## The Offering

### USE OF FUNDS

9. What is the purpose of this offering?

The Company intends to use the net proceeds of this offering for working capital and general corporate purposes, which

10. How does the issuer intend to use the proceeds of this offering?

If we raise: $50,000

Use of Proceeds:
If we meet our minimum goal of $50,000, the funds will be used to support essential go-to-market activities and sustain product momentum. Specifically:

- 60% - Sales &amp; Marketing: Develop outbound email campaigns, invest in basic CRM tools, and test paid advertising to generate qualified leads.
- 25% - Product Development: Cover key engineering hours to improve product UX, onboard early users, and address technical debt.
- 7.9% - Wefunder Fees: Covers Wefunder's fee for hosting and processing the campaign.
- 7.1% - Legal &amp; Admin: Supports basic legal filings, accounting, and compliance costs associated with the campaign and operations.

If we raise: $1,235,000

Use of Proceeds:
If we raise the full $1,235 million permitted under Regulation CF with CPA-reviewed financials, we will invest heavily in growth and long-term product innovation. Funds will be used as follows:

- 40% - Sales &amp; Marketing Expansion: Build a dedicated sales team, increase digital marketing spend, launch outbound prospecting and events strategy, and invest in brand development.
- 35% - Product Development &amp; Engineering: Accelerate roadmap, hire engineering talent, and enhance infrastructure, AI integrations, and analytics features.
- 10% - Customer Success &amp; Support: Build out onboarding flows, support resources, and success team to retain and expand accounts.
- 7.9% - Wefunder Fees &amp; Transaction Costs: Covers Wefunder's success fee and payment processing costs.
- 7.1% - General &amp; Administrative: Invest in legal, financial, and operational functions to support team scaling.

INSTRUCTION TO QUESTION 10: An issuer must provide a reasonably detailed description of any intended use of proceeds, such that investors are provided with an adequate amount of information to understand how the offering proceeds will be used. If an issuer has identified a range of possible uses, the issuer should identify and describe each probable use and the factors the issuer may consider in allocating proceeds among the potential uses. If the issuer will accept proceeds in excess of the target offering amount, the issuer must describe the purpose, method for allocating oversubscriptions, and intended use of the excess proceeds with similar specificity. Please include all potential uses of the proceeds of the offering, including any that may apply only in the case of oversubscriptions. If you do not do so, you may later be required to amend your Form C. Wefunder is not responsible for any failure by you to describe a potential use of offering proceeds.

DELIVERY &amp; CANCELLATIONS

11. How will the issuer complete the transaction and deliver securities to the investors?

Book Entry and Investment in the Co-Issuer. Investors will make their investments by investing in interests issued by one or more co-issuers, each of which is a special purpose vehicle ("SPV"). The SPV will invest all amounts it receives from investors in securities issued by the Company. Interests issued to investors by the SPV will be in book entry form. This means that the investor will not receive a certificate representing his or her investment. Each investment will be recorded in the books and records of the SPV. In addition, investors' interests in the investments will be recorded in each investor's "Portfolio" page on the Wefunder platform. All references in this Form C to an Investor's investment in the Company (or similar phrases) should be interpreted to include investments in a SPV.

12. How can an investor cancel an investment commitment?

NOTE: Investors may cancel an investment commitment until 48 hours prior to the deadline identified in these offering materials.

The intermediary will notify investors when the target offering amount has been met. If the issuer reaches the target offering amount prior to the deadline identified in the offering materials, it may close the offering early if it provides notice about the new offering deadline at least five business days prior to such new offering deadline (absent a material change that would require an extension of the offering and reconfirmation of the investment commitment).

If an investor does not cancel an investment commitment before the 48-hour period prior to the offering deadline, the funds will be released to the issuer upon closing of the offering and the investor will receive securities in exchange for his or her investment.

If an investor does not reconfirm his or her investment commitment after a material change is made to the offering, the investor's investment commitment will be cancelled and the committed funds will be returned.

An Investor's right to cancel. An Investor may cancel his or her investment commitment at any time until 48 hours prior to the offering deadline.

If there is a material change to the terms of the offering or the information provided to the Investor about the offering and/or the Company, the Investor will be provided notice of the change and must re-confirm his or her investment commitment within five business days of receipt of the notice. If the Investor does not reconfirm, he or she will receive notifications disclosing that the commitment was cancelled, the reason for the cancellation, and the refund amount that the investor is required to receive. If a material change occurs within five business days of the maximum number of days the offering is to remain open, the offering will be extended to allow for a period of five business days for the investor to reconfirm.

If the Investor cancels his or her investment commitment during the period when cancellation is permissible, or does not reconfirm a commitment in the case of a material change to the investment, or the offering does not close, all of the Investor's funds will be returned within five business days.

Within five business days of cancellation of an offering by the Company, the Company will give each investor notification of the cancellation, disclose the reason for the cancellation, identify the refund amount the Investor will receive, and refund the Investor's funds.

The Company's right to cancel. The Investment Agreement you will execute with us provides the Company the right to cancel for any reason before the offering deadline.

If the sum of the investment commitments from all investors does not equal or exceed the target offering amount at the time of the offering deadline, no securities will be sold in the offering, investment commitments will be cancelled and committed funds will be returned.

# Ownership and Capital Structure

## THE OFFERING

13. Describe the terms of the securities being offered.

To view a copy of the SAFE you will purchase, please see Appendix B, Investor Contracts. The main terms of the SAFEs are provided below.

The SAFEs. We are offering securities in the form of a Simple Agreement for Future Equity ("SAFE"), which provides Investors the right to Preferred Stock in the Company ("Preferred Stock"), when and if the Company sponsors an equity offering that involves Preferred Stock, on the standard terms offered to other Investors.

Conversion to Preferred Equity. Based on our SAFEs, when we engage in an offering of equity interests involving Preferred Stock, Investors will receive a number of shares of Preferred Stock calculated using the method that results in the greater number of Preferred Stock:

i. the total value of the Investor's investment, divided by
a. the price of Preferred Stock issued to new Investors multiplied by
b. the discount rate (90%), or
ii. if the valuation for the company is more than $18,500,000.00 (the "Valuation Cap"), the amount invested by the Investor divided by the quotient of
a. the Valuation Cap divided by
b. the total amount of the Company's capitalization at that time.
iii. For investors up to the first $50,000.00 of the securities, investors will receive a valuation cap of $15,000,000.00 and a discount rate of 90.0%. Wefunder VIP investors will be entitled to these terms for the entire duration of the offering, even if the threshold limit noted above is met.

Additional Terms of the Valuation Cap. For purposes of option (ii) above, the Company's capitalization calculated as of

immediately prior to the Equity Financing and (without double-counting, in each case calculated on an as-converted to Common Stock basis):

- Includes all shares of Capital Stock issued and outstanding;
- Includes all Converting Securities;
- Includes all (i) issued and outstanding Options and (ii) Promised Options; and
- Includes the Unissued Option Pool, except that any increase to the Unissued Option Pool in connection with the Equity Financing shall only be included to the extent that the number of Promised Options exceeds the Unissued Option Pool prior to such increase.

**Liquidity Events.** If the Company has an initial public offering or is acquired by, merged with, or otherwise taken over by another company or new owners prior to Investors in the SAFEs receiving Preferred Stock, Investors will receive

- proceeds equal to the greater of (i) the Purchase Amount (the "Cash-Out Amount") or (ii) the amount payable on the number of shares of Common Stock equal to the Purchase Amount divided by the Liquidity Price (the "Conversion Amount")

**Liquidity Priority.** In a Liquidity Event or Dissolution Event, this Safe is intended to operate like standard nonparticipating Preferred Stock. The Investor's right to receive its Cash-Out Amount is:

i. Junior to payment of outstanding indebtedness and creditor claims, including contractual claims for payment and convertible promissory notes (to the extent such convertible promissory notes are not actually or notionally converted into Capital Stock);
ii. On par with payments for other Safes and/or Preferred Stock, and if the applicable Proceeds are insufficient to permit full payments to the Investor and such other Safes and/or Preferred Stock, the applicable Proceeds will be distributed pro rata to the Investor and such other Safes and/or Preferred Stock in proportion to the full payments that would otherwise be due; and
iii. Senior to payments for Common Stock.

## VIP Bonus

Mavrek will offer a discount to the normal terms listed in this Form C for all investments that are committed by investors who are part of Wefunder, Inc's VIP program. This means eligible Wefunder investors will receive a discount for any securities they purchased in this offering. For more specific details on the company's discount, please review the description of the terms above.

The discount is only valid until the offering closes. Investors eligible for the bonus will also receive priority if they are on a waitlist to invest and the company exceeds its maximum funding goal. They will be given the first opportunity to invest if space in the offering becomes available due to the cancellation or failure of previous investments.

## Securities Issued by the SPV

Instead of issuing its securities directly to investors, the Company has decided to issue its securities to the SPV, which

will then issue interests in the SPV to investors. The SPV is formed concurrently with the filing of the Form C. Given this, the SPV does not have any financials to report. The SPV is managed by Wefunder Admin, LLC and is a co-issuer with the Company of the securities being offered in this offering. The Company's use of the SPV is intended to allow investors in the SPV to achieve the same economic exposure, voting power, and ability to assert State and Federal law rights, and receive the same disclosures, as if they had invested directly in the Company. While the Issuer may be required to pay an annual administrative fee for the maintenance of the SPV, investors should note the Company's use of the SPV will not result in any additional fees being charged to investors.

The SPV has been organized and will be operated for the sole purpose of directly acquiring, holding and disposing of the Company's securities, will not borrow money and will use all of the proceeds from the sale of its securities solely to purchase a single class of securities of the Company. As a result, an investor investing in the Company through the SPV will have the same relationship to the Company's securities, in terms of number, denomination, type and rights, as if the investor invested directly in the Company.

## Voting Rights

If the securities offered by the Company and those offered by the SPV have voting rights, those voting rights may be exercised by the investor or his or her proxy. The applicable proxy is the Lead Investor, if the Proxy (described below) is in effect.

## Proxy to the Lead Investor

The SPV securities have voting rights. With respect to those voting rights, the investor and his, her, or its transferees or assignees (collectively, the "Investor"), through a power of attorney granted by Investor in the Investor Agreement, has appointed or will appoint the Lead Investor as the Investor's true and lawful proxy and attorney (the "Proxy") with the power to act alone and with full power of substitution, on behalf of the Investor to: (i) vote all securities related to the Company purchased in an offering hosted by Wefunder Portal, and (ii) execute, in connection with such voting power, any instrument or document that the Lead Investor determines is necessary and appropriate in the exercise of his or her authority. Such Proxy will be irrevocable by the Investor unless and until a successor lead investor ("Replacement Lead Investor") takes the place of the Lead Investor. Upon notice that a Replacement Lead Investor has taken the place of the Lead Investor, the Investor will have five (5) calendar days to revoke the Proxy. If the Proxy is not revoked within the 5-day time period, it shall remain in effect.

## Restriction on Transferability

The SPV securities are subject to restrictions on transfer, as set forth in the Subscription Agreement and the Limited Liability Company Agreement of Wefunder SPV, LLC, and may not be transferred without the prior approval of the Company, on behalf of the SPV.

14. Do the securities offered have voting rights?

☐ Yes
☑ No

15. Are there any limitations on any voting or other rights identified above?

See the above description of the Proxy to the Lead Investor.

16. How may the terms of the securities being offered be modified?

Any provision of this Safe may be amended, waived or modified by written consent of the Company and either:

i. the Investor or
ii. the majority-in-interest of all then-outstanding Safes with the same "Post-Money Valuation Cap" and "Discount Rate" as this Safe (and Safes lacking one or both of such terms will be considered to be the same with respect to such term(s)), provided that with respect to clause (ii):

A. the Purchase Amount may not be amended, waived or modified in this manner,
B. the consent of the Investor and each holder of such Safes must be solicited (even if not obtained), and
C. such amendment, waiver or modification treats all such holders in the same manner. "Majority-in-interest" refers to the holders of the applicable group of Safes whose Safes have a total Purchase Amount greater than 50% of the total Purchase Amount of all of such applicable group of Safes.

Pursuant to authorization in the Investor Agreement between each Investor and Wefunder Portal, Wefunder Portal is authorized to take the following actions with respect to the investment contract between the Company and an investor:

A. Wefunder Portal may amend the terms of an investment contract, provided that the amended terms are more favorable to the investor than the original terms; and
B. Wefunder Portal may reduce the amount of an investor's investment if the reason for the reduction is that the Company's offering is oversubscribed.

## RESTRICTIONS ON TRANSFER OF THE SECURITIES BEING OFFERED:

The securities being offered may not be transferred by any purchaser of such securities during the one year period beginning when the securities were issued, unless such securities are transferred:

1. to the issuer;
2. to an accredited investor;
3. as part of an offering registered with the U.S. Securities and Exchange Commission; or
4. to a member of the family of the purchaser or the equivalent, to a trust controlled by the purchaser, to a trust created for the benefit of a member of the family of the purchaser or the equivalent, or in connection with the death or divorce of the purchaser or other similar circumstance.

NOTE: The term "accredited investor" means any person who comes within any of the categories set forth in Rule 501(a) of Regulation D, or who the seller reasonably believes comes within any of such categories, at the time of the sale of the securities to that person.

The term "member of the family of the purchaser or the equivalent" includes a child, stepchild, grandchild, parent, stepparent, grandparent, spouse or spousal equivalent, sibling, mother-in-law,

father-in-law, son-in-law, daughter-in-law, brother-in-law, or sister-in-law of the purchaser, and includes adoptive relationships. The term "spousal equivalent" means a cohabitant occupying a relationship generally equivalent to that of a spouse.

## DESCRIPTION OF ISSUER'S SECURITIES

17. What other securities or classes of securities of the issuer are outstanding? Describe the material terms of any other outstanding securities or classes of securities of the issuer.

| Class of Security | Securities (or Amount) Authorized | Securities (or Amount) Outstanding | Rights |
| --- | --- | --- | --- |
| Common | 10,000,000 | 3,764,970 | Yes ☑ |

| Class of Security | Securities Reserved for Issuance upon Exercise or Conversion |
| --- | --- |
| Warrants: |  |
| Options: | Total Pool: Issued: |

Describe any other rights:

The company has not yet authorized preferred stock, which investors in the SAFE (if converted) will receive. Preferred stock has liquidation preferences over common stock.

18. How may the rights of the securities being offered be materially limited, diluted or qualified by the rights of any other class of security identified above?

The holders of a majority-in-interest of voting rights in the Company could limit the Investor's rights in a material way. For example, those interest holders could vote to change the terms of the agreements governing the Company's operations or cause the Company to engage in additional offerings (including potentially a public offering).

These changes could result in further limitations on the voting rights the Investor will have as an owner of equity in the Company, for example by diluting those rights or limiting them to certain types of events or consents.

To the extent applicable, in cases where the rights of holders of convertible debt, SAFES, or other outstanding options or warrants are exercised, or if new awards are granted under our equity compensation plans, an Investor's interests in the Company may be diluted. This means that the pro-rata portion of the Company represented by the Investor's securities will decrease, which could also diminish the Investor's voting and/or economic rights. In addition, as discussed above, if a majority-in-interest of holders of securities with voting rights cause the Company to issue additional equity, an Investor's interest will typically also be diluted.

Based on the risk that an Investor's rights could be limited, diluted or otherwise qualified, the Investor could lose all or part of his or her investment in the securities in this offering, and may never see positive returns.

Additional risks related to the rights of other security holders are discussed below, in Question 20.

19. Are there any differences not reflected above between the securities being offered and each other class of security of the issuer?

No.

20. How could the exercise of rights held by the principal shareholders identified in Question 6 above affect the purchasers of the securities being offered?

As holders of a majority-in-interest of voting rights in the Company, the shareholders may make decisions with which the Investor disagrees, or that negatively affect the value of the Investor's securities in the Company, and the Investor will have no recourse to change these decisions. The Investor's interests may conflict with those of other investors, and there is no guarantee that the Company will develop in a way that is optimal for or advantageous to the Investor.

For example, the shareholders may change the terms of the articles of incorporation for the company, change the terms of securities issued by the Company, change the management of the Company, and even force out minority holders of securities. The shareholders may make changes that affect the tax treatment of the Company in ways that are unfavorable to you but favorable to them. They may also vote to engage in new offerings and/or to register certain of the Company's securities in a way that negatively affects the value of the securities the Investor owns. Other holders of securities of the Company may also have access to more information than the Investor, leaving the Investor at a disadvantage with respect to any decisions regarding the securities he or she owns.

The shareholders have the right to redeem their securities at any time. Shareholders could decide to force the Company to redeem their securities at a time that is not favorable to the Investor and is damaging to the Company. Investors' exit may affect the value of the Company and/or its viability.

In cases where the rights of holders of convertible debt, SAFES, or other outstanding options or warrants are exercised, or if new awards are granted under our equity compensation plans, an Investor's interests in the Company may be diluted. This means that the pro-rata portion of the Company represented by the Investor's securities will decrease, which could also diminish the Investor's voting and/or economic rights. In addition, as discussed above, if a majority-in-interest of holders of securities with voting rights cause the Company to issue additional stock, an Investor's interest will typically also be diluted.

21. How are the securities being offered being valued? Include examples of methods for how such securities may be valued by the issuer in the future, including during subsequent corporate actions.

The offering price for the securities offered pursuant to this Form C has been determined arbitrarily by the Company, and does not necessarily bear any relationship to the Company's book value, assets, earnings or other generally accepted valuation criteria. In determining the offering price, the Company did not employ investment banking firms or other outside organizations to make an independent appraisal or evaluation. Accordingly, the offering price should not be considered to be indicative of the actual value of the securities offered hereby.

The initial amount invested in a SAFE is determined by the investor, and we do not guarantee that the SAFE will be converted into any particular number of shares of Preferred Stock. As discussed in Question 13, when we engage in an

offering of equity interests involving Preferred Stock, Investors may receive a number of shares of Preferred Stock calculated as either (i) the total value of the Investor's investment, divided by the price of the Preferred Stock being issued to new Investors, or (ii) if the valuation for the company is more than the Valuation Cap, the amount invested divided by the quotient of (a) the Valuation Cap divided by (b) the total amount of the Company's capitalization at that time.

Because there will likely be no public market for our securities prior to an initial public offering or similar liquidity event, the price of the Preferred Stock that Investors will receive, and/or the total value of the Company's capitalization, will be determined by our board of directors. Among the factors we may consider in determining the price of Preferred Stock are prevailing market conditions, our financial information, market valuations of other companies that we believe to be comparable to us, estimates of our business potential, the present state of our development and other factors deemed relevant.

In the future, we will perform valuations of our stock (including both common stock and Preferred Stock) that take into account, as applicable, factors such as the following:

- unrelated third party valuations;
- the price at which we sell other securities in light of the relative rights, preferences and privileges of those securities;
- our results of operations, financial position and capital resources;
- current business conditions and projections;
- the marketability or lack thereof of the securities;
- the hiring of key personnel and the experience of our management;
- the introduction of new products;
- the risk inherent in the development and expansion of our products;
- our stage of development and material risks related to our business;
- the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business;
- industry trends and competitive environment;
- trends in consumer spending, including consumer confidence;
- overall economic indicators, including gross domestic product, employment, inflation and interest rates; and
- the general economic outlook.

We will analyze factors such as those described above using a combination of financial and market-based methodologies to determine our business enterprise value. For example, we may use methodologies that assume that businesses operating in the same industry will share similar characteristics and that the Company's value will correlate to those characteristics, and/or methodologies that compare transactions in similar securities issued by us that were conducted in the market.

22. What are the risks to purchasers of the securities relating to minority ownership in the issuer?

An Investor in the Company will likely hold a minority position in the Company, and thus be limited as to its ability to control or influence the governance and operations of the Company.

The marketability and value of the Investor's interest in the Company will depend upon many factors outside the control of the Investor. The Company will be managed by its officers and be governed in accordance with the strategic direction and decision-making of its Board Of Directors, and the Investor will have no independent right to name or remove an officer or member of the Board Of Directors of the Company.

Following the Investor's investment in the Company, the Company may sell interests to additional investors, which will dilute the percentage interest of the Investor in the Company. The Investor may have the opportunity to increase its investment in the Company in such a transaction, but such opportunity cannot be assured.

The amount of additional financing needed by the Company, if any, will depend upon the maturity and objectives of the Company. The declining of an opportunity or the inability of the Investor to make a follow-on investment, or the lack of an opportunity to make such a follow-on investment, may result in substantial dilution of the Investor's interest in the Company.

23. What are the risks to purchasers associated with corporate actions, including additional issuances of securities, issuer repurchases of securities, a sale of the issuer or of assets of the issuer or transactions with related parties?

**Additional issuances of securities.** Following the Investor's investment in the Company, the Company may sell interests to additional investors, which will dilute the percentage interest of the Investor in the Company. The Investor may have the opportunity to increase its investment in the Company in such a transaction, but such opportunity cannot be assured. The amount of additional financing needed by the Company, if any, will depend upon the maturity and objectives of the Company. The declining of an opportunity or the inability of the Investor to make a follow-on investment, or the lack of an opportunity to make such a follow-on investment, may result in substantial dilution of the Investor's interest in the Company.

**Issuer repurchases of securities.** The Company may have authority to repurchase its securities from shareholders, which may serve to decrease any liquidity in the market for such securities, decrease the percentage interests held by other similarly situated investors to the Investor, and create pressure on the Investor to sell its securities to the Company concurrently.

**A sale of the issuer or of assets of the issuer.** As a minority owner of the Company, the Investor will have limited or no ability to influence a potential sale of the Company or a substantial portion of its assets. Thus, the Investor will rely upon the executive management of the Company and the Board of Directors of the Company to manage the Company so as to maximize value for shareholders. Accordingly, the success of the Investor's investment in the Company will depend in large part upon the skill and expertise of the executive management of the Company and the Board of

Directors of the Company. If the Board Of Directors of the Company authorizes a sale of all or a part of the Company, or a disposition of a substantial portion of the Company's assets, there can be no guarantee that the value received by the Investor, together with the fair market estimate of the value remaining in the Company, will be equal to or exceed the value of the Investor's initial investment in the Company.

Transactions with related parties. The Investor should be aware that there will be occasions when the Company may encounter potential conflicts of interest in its operations. On any issue involving conflicts of interest, the executive management and Board of Directors of the Company will be guided by their good faith judgement as to the Company's best interests. The Company may engage in transactions with affiliates, subsidiaries or other related parties, which may be on terms which are not arm's-length, but will be in all cases consistent with the duties of the management of the Company to its shareholders. By acquiring an interest in the Company, the Investor will be deemed to have acknowledged the existence of any such actual or potential conflicts of interest and to have waived any claim with respect to any liability arising from the existence of any such conflict of interest.

24. Describe the material terms of any indebtedness of the issuer:

| Loan |  |
| --- | --- |
| Lender | Martin Hansen |
| Issue date | 01/01/24 |
| Amount | $275,000.00 |
| Outstanding principal plus interest | $288,614.00 as of 06/04/25 |
| Interest rate | 5.0% per annum |
| Current with payments | Yes |

Loan matures upon the occurrence of a liquidity event.

| Convertible Note |  |
| --- | --- |
| Issue date | 09/04/24 |
| Amount | $950,400.00 |
| Interest rate | 9.5% per annum |
| Discount rate | 0.0% |
| Valuation cap | $30,000,000.00 |
| Maturity date | 12/31/25 |

Converts at Series A PPS if $5M+ raised. Change of Control triggers conversion at $30M cap.

INSTRUCTION TO QUESTION 24: name the creditor, amount owed, interest rate, maturity date, and any other material terms.

25. What other exempt offerings has the issuer conducted within the past three years?

| Offering Date | Exemption | Security Type | Amount Sold | Use of Proceeds |
| --- | --- | --- | --- | --- |
| 2/2023 | Section 4(a) | Common | $225,000 | General |

|  | (2) | stock |  | operations |
| --- | --- | --- | --- | --- |
| 1/2024 | Section 4(a) | Common | $200,000 | General |
|  | (2) | stock |  | operations |
| 9/2024 | Section 4(a) | Convertible | $950,400 | General |
|  | (2) | Note |  | operations |
| 3/2025 | Section 4(a) | SAFE | $250,000 | General |
|  | (2) |  |  | operations |
| 4/2025 | Section 4(a) | SAFE | $100,000 | General |
|  | (2) |  |  | operations |

26. Was or is the issuer or any entities controlled by or under common control with the issuer a party to any transaction since the beginning of the issuer's last fiscal year, or any currently proposed transaction, where the amount involved exceeds five percent of the aggregate amount of capital raised by the issuer in reliance on Section 4(a)(6) of the Securities Act during the preceding 12-month period, including the amount the issuer seeks to raise in the current offering, in which any of the following persons had or is to have a direct or indirect material interest:

1. any director or officer of the issuer;
2. any person who is, as of the most recent practicable date, the beneficial owner of 20 percent or more of the issuer's outstanding voting equity securities, calculated on the basis of voting power;
3. if the issuer was incorporated or organized within the past three years, any promoter of the issuer;
4. or any immediate family member of any of the foregoing persons.

☑ Yes
☐ No

For each transaction specify the person, relationship to issuer, nature of interest in transaction, and amount of interest.

| Name | Martin Hansen |
| --- | --- |
| Amount Invested | $2,000.00 |
| Transaction type | Priced round |
| Issue date | 12/21/15 |
| Relationship | Founder |

| Name | Martin Hansen |
| --- | --- |
| Amount Invested | $275,000.00 |
| Transaction type | Loan |
| Issue date | 01/01/24 |
| Outstanding principal plus interest | $288,614.00 as of 06/04/25 |
| Interest rate | 5.0% per annum |
| Current with payments | Yes |
| Relationship | Founder |

INSTRUCTIONS TO QUESTION 26: The term transaction includes, but is not limited to, any financial transaction, arrangement or relationship (including any indebtedness or guarantee of indebtedness) or any series of similar transactions, arrangements or relationships.

Beneficial ownership for purposes of paragraph (2) shall be determined as of a date that is no more than 120 days prior to the date of filing of this offering statement and using the same calculation described in Question 6 of this Question and Answer format.

The term "member of the family" includes any child, stepchild, grandchild, parent, stepparent, grandparent, spouse or spousal equivalent, sibling, mother-in-law, father-in-law, son-in-law, daughter-in-law, brother-in-law, or sister-in-law of the person, and includes adoptive relationships. The term "spousal equivalent" means a cohabitant occupying a relationship generally equivalent to that of a spouse.

Compute the amount of a related party's interest in any transaction without regard to the amount of the profit or loss involved in the transaction. Where it is not practicable to state the approximate amount of the interest, disclose the approximate amount involved in the transaction.

# FINANCIAL CONDITION OF THE ISSUER

27. Does the issuer have an operating history?

☑ Yes
☐ No

28. Describe the financial condition of the issuer, including, to the extent material, liquidity, capital resources and historical results of operations.

## Management's Discussion and Analysis of Financial Condition and Results of Operations

You should read the following discussion and analysis of our financial condition and results of operations together with our financial statements and the related notes and other financial information included elsewhere in this offering. Some of the information contained in this discussion and analysis, including information regarding the strategy and plans for our business, includes forward-looking statements that involve risks and uncertainties. You should review the "Risk Factors" section for a discussion of important factors that could cause actual results to differ materially from the results described in or implied by the forward-looking statements contained in the following discussion and analysis.

## Overview

Sell, Transfer or Buy a Business with Mavrek.

DealMaker Playbook, Inc. is a company dedicated to developing software platforms that provide SME's (Small Business Enterprises) and their advisors with a digitalized process to sell or buy a small business. DealMaker Playbook's platform streamlines and simplifies the complex process of selling or buying a business. DealMaker Playbook's mission is to empower business owners and their advisors by offering innovative tools and resources that facilitate successful business transactions.

## Milestones

DealMaker Playbook, Inc. was incorporated in the State of California in January 2016.

Since then, we have:

- Every one of America's 33M business owners will one day exit their company. Most are unprepared
- The Silver Tsunami is building fast: 51% of small business owners are at or near retirement age
- The process of selling &amp; buying small businesses is broken-it's disjointed, inefficient, and costly
- Only -20% of deals successfully close, leading to missed opportunities and financial hardship
- Mavrek's step-by-step, AI-supported process is like Turbo Tax for business deals (&gt;80% close rate)
- We've validated market demand and plan to ramp up our monetization campaign after the raise
- Our powerhouse team of M&amp;A experts and industry veterans from Sony and PayPal is unmatched

The Company is subject to risks and uncertainties common to early-stage companies. Given the Company's limited operating history, the Company cannot reliably estimate how much revenue it will receive in the future.

## Historical Results of Operations

- Revenues &amp; Gross Margin. For the period ended December 31, 2024, the Company had revenues of $132 compared to the year ended December 31, 2023, when the Company had revenues of $13,053. Our gross margin was -7365.91% in fiscal year 2024, and 20.8% in 2023.
- Assets. As of December 31, 2024, the Company had total assets of $591,440, including $100,657 in cash. As of December 31, 2023, the Company had $436,485 in total assets, including $85,170 in cash.
- Net Loss. The Company has had net losses of $733,743 and net losses of $220,156 for the fiscal years ended December 31, 2024 and December 31, 2023, respectively.
- Liabilities. The Company's liabilities totaled $2,019,574 for the fiscal year ended December 31, 2024 and $1,540,876 for the fiscal year ended December 31, 2023.

## Related Party Transaction

Refer to Question 26 of this Form C for disclosure of all related party transactions.

## Liquidity &amp; Capital Resources

To-date, the company has been financed with $275,000 in debt, $1,062,000 in equity, $2,465,400 in convertibles, and $350,000 in SAFEs.

After the conclusion of this Offering, should we hit our minimum funding target, our projected runway is 18 months before we need to raise further capital.

We plan to use the proceeds as set forth in this Form C under "Use of Funds". We don't have any other sources of capital in the immediate future.

We will likely require additional financing in excess of the proceeds from the Offering in order to perform operations over the lifetime of the Company. We plan to raise capital in 12 months. Except as otherwise described in this Form C, we do not have additional sources of capital other than the proceeds

from the offering. Because of the complexities and uncertainties in establishing a new business strategy, it is not possible to adequately project whether the proceeds of this offering will be sufficient to enable us to implement our strategy. This complexity and uncertainty will be increased if less than the maximum amount of securities offered in this offering is sold. The Company intends to raise additional capital in the future from investors. Although capital may be available for early-stage companies, there is no guarantee that the Company will receive any investments from investors.

## Runway &amp; Short/Mid Term Expenses

DealMaker Playbook, Inc. cash in hand is approximately $43,000, as of June 2025. Over the last three months, revenues have averaged $260/month, cost of goods sold has averaged $900/month, and operational expenses have averaged $78,703/month, for an average burn rate of $79,343 per month. Our intent is to be profitable in 24 months.

There have been no material changes or trends to the Company's finances or operations since the date our financials cover.

In the next 3-6 months, the Company expects revenues to be between $1K to $10K per month and expenses to be similar to their current levels, approximately $79k per month.

The Company is not currently profitable. Management believes that between $2M to $4M in funding would be needed to make the Company profitable in the next two years.

Besides Wefunder, the Company has existing angel investors who financed its creation and early operations. If needed, management will work with them on a bridge to cover short-term burn.

All projections in the above narrative are forward-looking and not guaranteed.

**INSTRUCTIONS TO QUESTION 28:** The discussion must cover each year for which financial statements are provided. For issuers with no prior operating history, the discussion should focus on financial milestones and operational, liquidity and other challenges. For issuers with an operating history, the discussion should focus on whether historical results and cash flows are representative of what investors should expect in the future. Take into account the proceeds of the offering and any other known or pending sources of capital. Discuss how the proceeds from the offering will affect liquidity, whether receiving these funds and any other additional funds is necessary to the viability of the business, and how quickly the issuer anticipates using its available cash. Describe the other available sources of capital to the business, such as lines of credit or required contributions by shareholders. References to the issuer in this Question 28 and these instructions refer to the issuer and its predecessors, if any.

## FINANCIAL INFORMATION

29. Include financial statements covering the two most recently completed fiscal years or the period(s) since inception, if shorter:

Refer to Appendix C, Financial Statements

I, Martin Hansen, certify that:

(1) the financial statements of DealMaker Playbook, Inc. included in this Form are true and complete in all material respects; and
(2) the financial information of DealMaker Playbook, Inc. included in this Form reflects accurately the information reported on the tax return for DealMaker Playbook, Inc. filed for the most recently completed fiscal year.

Martin Hansen
CEO

# STAKEHOLDER ELIGIBILITY

30. With respect to the issuer, any predecessor of the issuer, any affiliated issuer, any director, officer, general partner or managing member of the issuer, any beneficial owner of 20 percent or more of the issuer's outstanding voting equity securities, any promoter connected with the issuer in any capacity at the time of such sale, any person that has been or will be paid (directly or indirectly) remuneration for solicitation of purchasers in connection with such sale of securities, or any general partner, director, officer or managing member of any such solicitor, prior to May 16, 2016:

(1) Has any such person been convicted, within 10 years (or five years, in the case of issuers, their predecessors and affiliated issuers) before the filing of this offering statement, of any felony or misdemeanor:

i. in connection with the purchase or sale of any security?
☐ Yes ☑ No

ii. involving the making of any false filing with the Commission?
☐ Yes ☑ No

iii. arising out of the conduct of the business of an underwriter, broker, dealer, municipal securities dealer, investment adviser, funding portal or paid solicitor of purchasers of securities?
☐ Yes ☑ No

(2) Is any such person subject to any order, judgment or decree of any court of competent jurisdiction, entered within five years before the filing of the information required by Section 4A(b) of the Securities Act that, at the time of filing of this offering statement, restrains or enjoins such person from engaging or continuing to engage in any conduct or practice:

i. in connection with the purchase or sale of any security?
☐ Yes ☑ No

ii. involving the making of any false filing with the Commission?
☐ Yes ☑ No

iii. arising out of the conduct of the business of an underwriter, broker, dealer, municipal securities dealer, investment adviser, funding portal or paid solicitor of purchasers of securities?
☐ Yes ☑ No

(3) Is any such person subject to a final order of a state securities commission (or an agency or officer of a state performing like functions); a state authority that supervises or examines banks, savings associations or credit unions; a state insurance commission (or an agency or officer of a state performing like functions); an appropriate federal banking agency; the U.S. Commodity Futures Trading

Commission; or the National Credit Union Administration that:

i. at the time of the filing of this offering statement bars the person from:

A. association with an entity regulated by such commission, authority, agency or officer? ☐ Yes ☑ No
B. engaging in the business of securities, insurance or banking? ☐ Yes ☑ No
C. engaging in savings association or credit union activities? ☐ Yes ☑ No

ii. constitutes a final order based on a violation of any law or regulation that prohibits fraudulent, manipulative or deceptive conduct and for which the order was entered within the 10-year period ending on the date of the filing of this offering statement? ☐ Yes ☑ No

(4) Is any such person subject to an order of the Commission entered pursuant to Section 15(b) or 15B(c) of the Exchange Act or Section 203(e) or (f) of the Investment Advisers Act of 1940 that, at the time of the filing of this offering statement:

i. suspends or revokes such person's registration as a broker, dealer, municipal securities dealer, investment adviser or funding portal? ☐ Yes ☑ No
ii. places limitations on the activities, functions or operations of such person? ☐ Yes ☑ No
iii. bars such person from being associated with any entity or from participating in the offering of any penny stock? ☐ Yes ☑ No

(5) Is any such person subject to any order of the Commission entered within five years before the filing of this offering statement that, at the time of the filing of this offering statement, orders the person to cease and desist from committing or causing a violation or future violation of:

i. any scienter-based anti-fraud provision of the federal securities laws, including without limitation Section 17(a)(1) of the Securities Act, Section 10(b) of the Exchange Act, Section 15(c) (1) of the Exchange Act and Section 206(1) of the Investment Advisers Act of 1940 or any other rule or regulation thereunder? ☐ Yes ☑ No
ii. Section 5 of the Securities Act? ☐ Yes ☑ No

(6) Is any such person suspended or expelled from membership in, or suspended or barred from association with a member of, a registered national securities exchange or a registered national or affiliated securities association for any act or omission to act constituting conduct inconsistent with just and equitable principles of trade?

☐ Yes ☑ No

(7) Has any such person filed (as a registrant or issuer), or was any such person or was any such person named as an underwriter in, any registration statement or Regulation A offering statement filed with the Commission that, within five years before the filing of this offering statement, was the subject of a refusal order, stop order, or order suspending the Regulation A exemption, or is any such person, at the time of such filing, the subject of an investigation or proceeding to determine whether a stop order or suspension order should be issued?

☐ Yes ☑ No

(8) Is any such person subject to a United States Postal Service false representation order entered within five years before the filing of the information required by Section 4A(b) of the Securities Act, or is any such person, at the time of filing of this offering statement, subject to a temporary restraining order or preliminary injunction with respect to conduct alleged by the United States Postal Service to constitute a scheme or device for obtaining money or property through the mail by means of false representations?

☐ Yes ☑ No

If you would have answered "Yes" to any of these questions had the conviction, order, judgment, decree, suspension, expulsion or bar occurred or been issued after May 16, 2016, then you are NOT eligible to rely on this exemption under Section 4(a)(6) of the Securities Act.

INSTRUCTIONS TO QUESTION 30: Final order means a written directive or declaratory statement issued by a federal or state agency, described in Rule 503(a)(3) of Regulation Crowdfunding, under applicable statutory authority that provides for notice and an opportunity for hearing, which constitutes a final disposition or action by that federal or state agency.

No matters are required to be disclosed with respect to events relating to any affiliated issuer that occurred before the affiliation arose if the affiliated entity is not (i) in control of the issuer or (ii) under common control with the issuer by a third party that was in control of the affiliated entity at the time of such events.

# OTHER MATERIAL INFORMATION

31. In addition to the information expressly required to be included in this Form, include:

- (1) any other material information presented to investors; and
- (2) such further material information, if any, as may be necessary to make the required statements, in the light of the circumstances under which they are made, not misleading.

The Lead Investor. As described above, each Investor that has entered into the Investor Agreement will grant a power of attorney to make voting decisions on behalf of that Investor to the Lead Investor (the "Proxy"). The Proxy is irrevocable unless and until a Successor Lead Investor takes the place of the Lead Investor, in which case, the Investor has a five (5) calendar day period to revoke the Proxy. Pursuant to the Proxy, the Lead Investor or his or her successor will make voting decisions and take any other actions in connection with the voting on Investors' behalf.

The Lead Investor is an experienced investor that is chosen to act in the role of Lead Investor on behalf of Investors that have a Proxy in effect. The Lead Investor will be chosen by the Company and approved by Wefunder Inc. and the identity of the initial Lead Investor will be disclosed to Investors before Investors make a final investment decision to purchase the securities related to the Company.

The Lead Investor can quit at any time or can be removed by Wefunder Inc. for cause or pursuant to a vote of investors as detailed in the Lead Investor Agreement. In the event the Lead Investor quits or is removed, the Company will choose a Successor Lead Investor who must be approved by Wefunder Inc. The identity of the Successor Lead Investor will be disclosed to Investors, and those that have a Proxy in effect can choose to either leave such Proxy in place or revoke such Proxy during a 5-day period beginning with notice of the replacement of the Lead Investor.

The Lead Investor will not receive any compensation for his or her services to the SPV. The Lead Investor may receive compensation if, in the future, Wefunder Advisors LLC forms a fund ("Fund") for accredited investors for the purpose of

investing in a non-Regulation Crowdfunding offering of the Company. In such a circumstance, the Lead Investor may act as a portfolio manager for that Fund (and as a supervised person of Wefunder Advisors) and may be compensated through that role.

Although the Lead Investor may act in multiple roles with respect to the Company's offerings and may potentially be compensated for some of its services, the Lead Investor's goal is to maximize the value of the Company and therefore maximize the value of securities issued by or related to the Company. As a result, the Lead Investor's interests should always be aligned with those of Investors. It is, however, possible that in some limited circumstances the Lead Investor's interests could diverge from the interests of Investors, as discussed in section 8 above.

Investors that wish to purchase securities related to the Company through Wefunder Portal must agree to give the Proxy described above to the Lead Investor, provided that if the Lead Investor is replaced, the Investor will have a 5-day period during which he or she may revoke the Proxy. If the Proxy is not revoked during this 5-day period, it will remain in effect.

Tax Filings. In order to complete necessary tax filings, the SPV is required to include information about each investor who holds an interest in the SPV, including each investor's taxpayer identification number ("TIN") (e.g., social security number or employer identification number). To the extent they have not already done so, each investor will be required to provide their TIN within the earlier of (i) two (2) years of making their investment or (ii) twenty (20) days prior to the date of any distribution from the SPV. If an investor does not provide their TIN within this time, the SPV reserves the right to withhold from any proceeds otherwise payable to the Investor an amount necessary for the SPV to satisfy its tax withholding obligations as well as the SPV's reasonable estimation of any penalties that may be charged by the IRS or other relevant authority as a result of the investor's failure to provide their TIN. If applicable, the Company may also be required to pay Wefunder certain fees for the preparation of tax filings. Such fees and the Company's obligation to deliver required tax documents are further specified in the related Tax Services Agreement ("TSA").

Investors should carefully review the terms of the SPV Subscription Agreement for additional information about tax filings.

Potential Dissolution of the SPV. The Company has agreed that it will pay an administrative fee and / or certain tax fees to Wefunder, in addition to delivering required tax information in the manner prescribed by the TSA, where applicable. Failure to pay such fees or provide Wefunder with required tax information could result in the dissolution of the SPV (an "SPV Dissolution Event"). Subsequent to an SPV Dissolution Event, the securities held by the SPV would be distributed directly and proportionally to the individual investors. This could create administrative complexities, as investors would need to manage the securities themselves rather than having them held and administered by the SPV. Additionally, the unplanned distribution of securities may not align with investors' intended investment strategy or asset

allocation.

Upon an SPV Dissolution Event, the Investor hereby consents to and agrees to accept direct assignment of the SPV's rights and obligations under any investment agreements between the SPV and the Company that is located in the Form C or C/A offering materials. The Investor acknowledges they will be bound by all terms and conditions of such agreements as if they were an original party thereto.

**INSTRUCTIONS TO QUESTION 30:** If information is presented to investors in a format, media or other means not able to be reflected in text or portable document format, the issuer should include:

(a) a description of the material content of such information;
(b) a description of the format in which such disclosure is presented; and
(c) in the case of disclosure in video, audio or other dynamic media or format, a transcript or description of such disclosure.

# ONGOING REPORTING

32. The issuer will file a report electronically with the Securities &amp; Exchange Commission annually and post the report on its website, no later than:

120 days after the end of each fiscal year covered by the report.

33. Once posted, the annual report may be found on the issuer's website at:

https://mavrek.com/invest

The issuer must continue to comply with the ongoing reporting requirements until:

1. the issuer is required to file reports under Exchange Act Sections 13(a) or 15(d);
2. the issuer has filed at least one annual report and has fewer than 300 holders of record;
3. the issuer has filed at least three annual reports and has total assets that do not exceed $10 million;
4. the issuer or another party purchases or repurchases all of the securities issued pursuant to Section 4(a)(6), including any payment in full of debt securities or any complete redemption of redeemable securities; or the issuer liquidates or dissolves in accordance with state law.

# APPENDICES

Appendix A: Business Description &amp; Plan

Appendix B: Investor Contracts

SPV Subscription Agreement - Early Bird
Early Bird SAFE (Simple Agreement for Future Equity)

SPV Subscription Agreement
SAFE (Simple Agreement for Future Equity)
Appendix C: Financial Statements
Financials 1
Financials 2
Appendix D: Director &amp; Officer Work History
Alex Minicucci
Jonathan Hansen
Martin Hansen
Martin Hansen
Todd Wilson
Appendix E: Supporting Documents
ttw_communications_121830_200952.pdf
ttw_communications_121830_200949.pdf

# Signatures

Intentional misstatements or omissions of facts constitute federal criminal violations. See 18 U.S.C. 1001.

The issuer certifies that it has established means to keep accurate records of the holders of the securities it would offer and sell through the intermediary's platform.

The following documents will be filed with the SEC:
Cover Page XML
Offering Statement (this page)
Appendix A: Business Description &amp; Plan
Appendix B: Investor Contracts
SPV Subscription Agreement - Early Bird
Early Bird SAFE (Simple Agreement for Future Equity)
SPV Subscription Agreement
SAFE (Simple Agreement for Future Equity)
Appendix C: Financial Statements
Financials 1
Financials 2
Appendix D: Director &amp; Officer Work History
Alex Minicucci
Jonathan Hansen
Martin Hansen

Martin Hansen

Todd Wilson

Appendix E: Supporting Documents

ttw_communications_121830_200952.pdf

ttw_communications_121830_200949.pdf

Pursuant to the requirements of Sections 4(a)(6) and 4A of the Securities Act of 1933 and Regulation Crowdfunding (§ 227.100 et seq.), the issuer certifies that it has reasonable grounds to believe that it meets all of the requirements for filing on Form C and has duly caused this Form to be signed on its behalf by the duly authorized undersigned.

DealMaker Playbook, Inc.

By

Martin J Hansen

CEO and Founder

Pursuant to the requirements of Sections 4(a)(6) and 4A of the Securities Act of 1933 and Regulation Crowdfunding (§ 227.100 et seq.), this Form C and Transfer Agent Agreement has been signed by the following persons in the capacities and on the dates indicated.

Martin J Hansen

CEO and Founder

6/9/2025

Jonathan P Hansen

CFO

6/9/2025

Alexander P Minicucci

Board Member

6/10/2025

The Form C must be signed by the issuer, its principal executive officer or officers, its principal financial officer, its controller or principal accounting officer and at least a majority of the board of directors or persons performing similar functions.

I authorize Wefunder Portal to submit a Form C to the SEC based on the information I

provided through this online form and my company's Wefunder profile.

As an authorized representative of the company, I appoint Wefunder Portal as the company's true and lawful representative and attorney-in-fact, in the company's name, place and stead to make, execute, sign, acknowledge, swear to and file a Form C on the company's behalf. This power of attorney is coupled with an interest and is irrevocable. The company hereby waives any and all defenses that may be available to contest, negate or disaffirm the actions of Wefunder Portal taken in good faith under or in reliance upon this power of attorney.

**Attachment 2:** `document_2.pdf`

![img-0.jpeg](img-0.jpeg)

# LACK PROCESS &amp; CRITICAL TOOLS

INVEST IN MAVREK

Sell, Transfer or Buy a Business with Mavrek

mavrek.com
Bakersfield, California

In
S
Technology
Fintech &amp; Finance
B2B
SaaS
AI

# Highlights

**Repeat Founder**
Started a prior company with $2M+ in funding or revenue

Every one of America's 33M business owners will one day exit their

company. Most are unprepared

2. The Silver Tsunami is building fast: 51% of small business owners are at or near retirement age

3. The process of selling &amp; buying small businesses is broken-it's disjointed, inefficient, and costly

4. Only ~20% of deals successfully close, leading to missed opportunities and financial hardship

5. Mavrek's step-by-step, AI-supported process is like Turbo Tax for business deals (&gt;80% close rate)

6. We've validated market demand and plan to ramp up our monetization campaign after the raise

7. Our powerhouse team of M&amp;A experts and industry veterans from Sony and PayPal is unmatched

8. "I have multiple deals on the Mavrek platform, and clients love it." -Marla D. (Business Broker)

## Featured Investor

| Q | Wesley Ray Furrh Jr Syndicate Lead | Follow | Invested $1,070,000 |
| --- | --- | --- | --- |

"As a small business owner, I had a wake-up call when I learned that all 33 million small business owners in America will eventually face one of the most important moments of their lives: the day they step away from the business they built. That includes me. And yet, despite decades of effort, passion and sacrifice, over 80% will fail to exit on their own terms. That's unacceptable to me. They won't find a buyer. They won't get what their business is worth. They won't have a clear path forward. For

most, the process is overwhelming, opaque and discouraging. Years of dedication can vanish in a poorly planned transition-or worse, in no transition at all. This is a deeply human problem, not just a business one. The Mavrek software has shown it doesn't have to be this way-and that's why I've invested. Mavrek exists because its founders have seen firsthand how broken the small business acquisition space is, from both the seller's and the buyer's perspective. Despite a projected $10 trillion in generational wealth transfer over the next decade, tools to support these exits barely exit. Most business owners are left to navigate legal, financial, and emotional landmines with little more than Google searches and expensive consultants. Mavrek changes that. They've built an end-to-end platform that guides both sellers and buyers through every step of a business exit. Think Turbo Tax for Selling your company-but enhanced with tools, insight, and structure that empower everyday entrepreneur's, not just the top 1%. Mavrek simplifies one of the most complex, high-stakes transactions in a person's life. It organizes financials, clarifies valuation, assembles the right team, tracks progress, and brings confidence through clarity. For buyers, it streamlines deal evaluation, financing, and negotiations-finally bringing professionalism to a market that desperately needs it. This isn't just software. It's dignity, legacy, and opportunity in motion. They're on a mission to help millions of founders exist with peace of mind and to help the next wave of entrepreneur's step into ownership with their eyes wide open. Where they are now: -Live and onboarding users -Rapid iteration based on real-world feedback -A world-class team of M&amp;A experts, operators, and technologists -Targeting product-market fit by Q3 -Gaining traction with both sellers and independent buyers This is why I'm proud to be Mavrek's lead investor-because I see what they see: -A massive, underserved market -A broken, outdated system -And a chance to build the infrastructure for the largest generational transfer of small business ownership in history If you've been waiting for an opportunity that blends profit with purpose, and impact with scale-join me. Let's build something that helps people finish their story with pride and begin the next one with confidence."

# Our Team

![img-1.jpeg](img-1.jpeg)

## Martin J Hansen CEO and Founder

Martin is responsible for generating billions of dollars for clients who sold their businesses with his assistance. He realized that SMBs lack professional access to the expertise needed to get deals done, leading him to create the Mavrek platform.

![img-2.jpeg](img-2.jpeg)

## Alana Dobbins Head of Customer Experience

Alana brings a career in investment banking to Mavrek, where she works hands-on with clients and is the voice of the customer. Her expertise in growth and exit strategies ensures customers get invaluable support in closing their deals successfully.

2

Isabella Willett

# Small Business is Nearing a Crisis...

# Mavrek

Every business owner will exit.
4 out of 5 will fail-until now.

MAVREK.COM

The "Silver Tsunami" is Here

51% of SMB owners are at or near retirement age

![img-3.jpeg](img-3.jpeg)

at of near retirement age, creating a $10 trillion wealth-transfer opportunity.

However, most owners are unprepared.

![img-4.jpeg](img-4.jpeg)

MAVREK.COM

# NO DEAL

## 80% of SMB Deals Fail

- Lack of preparation, use of unproven processes, mismatched expectations, and due-diligence surprises cause approximately 4 in 5 deals to fail.1
- The result is financial and emotional stress for SMB sellers &amp; buyers and others that are involved in transaction.

1 Morgan &amp; Westfield estimates a 15-20% success rate for SMB sales, while Exit Strategies Group cites a 25% rate.

MAVREK.COM

Sources: Morgan &amp; Westfield, Exit Strategies Group

## We Know How to Fix It

Mavrek’s workflow platform flips the script on SMB deals.

![img-5.jpeg](img-5.jpeg)

- Improves the Odds: Boosts successful close rates from 20% to over 80%.
- Faster Time to Close: Streamlined workflow reduces deal time by up to 50%.
- Cost Savings: Reduces advisor fees and minimizes legal costs.
- Increased Transparency: Sellers and buyers gain real-time visibility into every step.

gain real-time visibility into every step.

MAVREK.COM

# How Our Platform Works

It's like TurboTax for selling SMBs-simple, guided, &amp; structured.

- Preparation: SMB owners know exactly what they need to do to get their business ready to be sold.
- Process: A transparent, proprietary step-by-step process guides all parties through the entire transaction with support by AI.
- Tools: AI supported process, customizable transaction templates and a secure data room ensure confidentiality and clarity.
- Mutual Visibility: An activity log reduces surprises and keeps all parties on the same page throughout the deal.

![img-6.jpeg](img-6.jpeg)

MAVREK.COM

# Users Love Our Product

SMB sellers, buyers, and advisors are using Mavrek's workflow platform for speed, cost savings, and risk mitigation.

My client wanted to sell their business and retire. I teamed up with my client's CPA and completed the deal in approximately ninety days on the Mavrek software. My client saved over $100,000 in fees.

- John H., Attorney

I learned about the Mavrek software from my CPA and that it would walk me through the process of selling my business. With minimal assistance from the CPA we completed a deal in less than 6 months.

- Gary C., Business Owner

I have multiple deals on the Mavrek platform, and the clients love it. Mavrek reduces all the emails back and forth with the clients and allows them to know exactly where their deal is in the process.

- Marla D., Business Broker

MAVREK.COM

# Now It's Time to Monetize

## Product Lifecycle:
- PROTOTYPE
- MARKET VALIDATION
- MVP
- MONETIZATION
- PRODUCT-MARKET FIT
- SCALING

![img-7.jpeg](img-7.jpeg)

After facilitating hundreds of SMB sales and incorporating user feedback to refine our workflow platform, Mavrek is ready to monetize and commence a steady march toward product-market fit.

MAVREK.COM

# Unlocking Multiple Revenue Streams

![img-8.jpeg](img-8.jpeg)

Mavrek's platform can capture value at every deal. We'll bring new revenue streams online annually starting in 2025.

1) Subscription Income (2025)
a. Recurring revenue from sellers, buyers, and business advisors.
b. Tiered plans tailored to individual users and professional firms.

2) Referral Income (2026)
a. Fees from connecting users to trusted service providers (e.g., CPAs, attorneys, lenders).

3) Transaction-Support Services (2027)
a. "Navigator" to offer hands-on assistance for complex deals.
b. Includes document prep, deal coaching, and white-glove support.

MAVREK.COM

Future projections are not guaranteed.

Product Vision: A Structured Approach to SMB Deals

![img-9.jpeg](img-9.jpeg)

Our monetization strategy aligns with our product roadmap. Over the next 18 months, we'll build automation into the existing workflow platform to guide SMBs from preparation to post-sale.

- Smart Onboarding: AI-guided workflows ensure sellers and buyers are fully prepared before entering the market.
- Intelligent Deal-Matching: Proprietary algorithms match sellers to pre-qualified buyers based on key deal criteria.
- Transaction Support: Streamlined, step-by-step process with secure data rooms, customizable templates, and guided navigation.
- Closing &amp; Post-Sale Support: Full transparency during handoff ensures a smooth closing and confident transition.
- Rebroadcast Mechanism: If a deal falls through, the listing is automatically re-engaged with a new pool of qualified buyers.

MAVREK.COM

# What a $10 Trillion* Opportunity Looks Like

"Roughly 10 million small companies... will likely go up for sale in the next decade as Baby Boomers start to exit the marketplace."

MINORITY BUSINESS REVIEW

## Growing Number of Buyers are seeking SMBs:

- There are more qualified buyers than sellers who are prepared to list and sell their SMB (source: SBA).
- "PE firms are often buying or investing in businesses owned by Baby Boomers looking to retire and exit the business" (source: Marcum).

## Meanwhile, the "Silver Tsunami" is forming:

- Baby Boomers are 21% of the population but own 51% of the 33M U.S. SMBs (source: Minority Business Review).
- Studies suggest up to 85% of older owners lack a succession plan (source: WashU Olin Business).

* 10M SMBs for Sale x $1M Avg. Sale Price = $10 Trillion Wealth Transfer

MAVREK.COM

# Our Competitive Advantage

Unlike companies in the upper and middle markets, lower market companies don't have the option to engage a full service investment.

![img-10.jpeg](img-10.jpeg)

![img-11.jpeg](img-11.jpeg)

engage a full-service investment bank to lead them through match-making and the deal process.

Mayreek stands to address this unmet need, which will surge over the next few years as Baby Boomers look to exit their businesses.

Deal

BizBuySell Flippa. LoopNet

DIY Process Tools

legalzoom HubSpot Dropbox

Business Advisors

ABA
AICPA

Deal Process

MAVREK.COM

# Mavrek

## Our Experienced Team is Ready

![img-12.jpeg](img-12.jpeg)
Martin Hansen
CEO

![img-13.jpeg](img-13.jpeg)
Jon Stirling
LEAD ENGINEER

![img-14.jpeg](img-14.jpeg)
Alana Dobbins
CLIENT SUCCESS

![img-15.jpeg](img-15.jpeg)
David Lee
PRODUCT

![img-16.jpeg](img-16.jpeg)
Eric Jackson
STRATEGY

MAVREK.COM

# Mavrek

Millions of Businesses.
Trillions in Value.
One Platform.
Mavrek is leading the charge-join us.

![img-17.jpeg](img-17.jpeg)

MAVREK.COM

**Attachment 3:** `document_3.pdf`

THIS INSTRUMENT AND ANY SECURITIES ISSUABLE PURSUANT HERETO HAVE NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED (THE "SECURITIES ACT"), OR UNDER THE SECURITIES LAWS OF CERTAIN STATES. THESE SECURITIES MAY NOT BE OFFERED, SOLD OR OTHERWISE TRANSFERRED, PLEDGED OR HYPOTHECATED EXCEPT AS PERMITTED IN THIS SAFE AND UNDER THE ACT AND APPLICABLE STATE SECURITIES LAWS PURSUANT TO AN EFFECTIVE REGISTRATION STATEMENT OR AN EXEMPTION THEREFROM.

DealMaker Playbook, Inc.

## SAFE (Simple Agreement for Future Equity)

THIS CERTIFIES THAT in exchange for the payment by [INVESTOR NAME] (the "Investor") of $[INVESTMENT AMOUNT] (the "Purchase Amount") on or about [EFFECTIVE DATE], DealMaker Playbook, Inc., a California corporation (the "Company"), issues to the Investor the right to certain shares of the Company's Capital Stock, subject to the terms described below.

This Safe is one of the forms available at http://ycombinator.com/documents and the Company and the Investor agree that neither one has modified the form, except to fill in blanks and bracketed terms, and remove the requirement to be an accredited investor.

The "Post-Money Valuation Cap" is $18,500,000.00

The "Discount Rate" is 90.000%

See Section 2 for certain additional defined terms.

## 1. Events

(a) **Equity Financing.** If there is an Equity Financing before the termination of this Safe, on the initial closing of such Equity Financing, this Safe will automatically convert into the number of shares of Safe Preferred Stock equal to the Purchase Amount divided by the Conversion Price.

In connection with the automatic conversion of this Safe into shares of Safe Preferred Stock, the Investor will execute and deliver to the Company all of the transaction documents related to the Equity Financing; provided, that such documents (i) are the same documents to be entered into with the purchasers of Standard Preferred Stock, with appropriate variations for the Safe Preferred Stock if applicable, and (ii) have customary exceptions to any drag-along applicable to the Investor, including (without limitation) limited representations, warranties, liability and indemnification obligations for the Investor.

(b) **Liquidity Event.** If there is a Liquidity Event before the termination of this Safe, the Investor will automatically be entitled (subject to the liquidation priority set forth in Section 1(d) below) to receive a portion of Proceeds, due and payable to the Investor immediately prior to, or concurrent with, the consummation of such Liquidity Event, equal to the greater of (i) the Purchase Amount (the "Cash-Out Amount") or (ii) the amount payable on the number of shares of Common Stock equal to the Purchase Amount divided by the Liquidity Price (the "Conversion Amount"). If any of the Company's securityholders are given a choice as to the form and amount of Proceeds to be received in a Liquidity Event, the Investor will be given the same choice, provided that the Investor may not choose to receive a form of consideration that the Investor would be ineligible to receive as a result of the Investor's failure to satisfy any requirement or limitation generally applicable to the Company's securityholders, or under any applicable laws.

Notwithstanding the foregoing, in connection with a Change of Control intended to qualify as a tax-free reorganization, the Company may reduce the cash portion of Proceeds payable to the Investor by the amount determined by its board of directors in good faith for such Change of Control to qualify as a tax-free reorganization for U.S. federal income tax purposes, provided that such reduction (A) does not reduce the total Proceeds payable to such Investor and (B) is applied in the same manner and on a pro rata basis to all securityholders who have equal priority to the Investor under Section 1(d).

(c) **Dissolution Event.** If there is a Dissolution Event before the termination of this Safe, the Investor will automatically be entitled (subject to the liquidation priority set forth in Section 1(d) below) to receive a portion of Proceeds equal to the Cash-Out Amount, due and payable to the Investor immediately prior to the consummation of the Dissolution Event.

(d) **Liquidation Priority** In a Liquidity Event or Dissolution Event, this Safe is intended to operate like standard non-participating Preferred Stock. The Investor's right to receive its Cash-Out Amount is:

(i) Junior to payment of outstanding indebtedness and creditor claims, including contractual claims for payment and convertible promissory notes (to the extent such convertible promissory notes are not actually or notionally converted into Capital Stock);

(ii) On par with payments for other Safes and/or Preferred Stock, and if the applicable Proceeds are insufficient to permit full payments to the Investor and such other Safes and/or Preferred Stock, the applicable Proceeds will be distributed pro rata to the Investor and such other Safes and/or Preferred Stock in proportion to the full payments that would otherwise be due; and

(iii) Senior to payments for Common Stock.

The Investor's right to receive its Conversion Amount is (A) on par with payments for Common Stock and other Safes and/or Preferred Stock who are also receiving Conversion Amounts or Proceeds on a similar as-converted to Common Stock basis, and (B) junior to payments described in clauses (i) and (ii) above (in the latter case, to the extent such payments are Cash-Out Amounts or similar liquidation preferences).

(e) **Termination.** This Safe will automatically terminate (without relieving the Company of any obligations arising from a prior breach of or non-compliance with this Safe) immediately following the earliest to occur of: (i) the issuance of Capital Stock to the Investor pursuant to the automatic conversion of this Safe under Section 1(a); or (ii) the payment, or setting aside for payment, of amounts due the Investor pursuant to Section 1(b) or Section 1(c).

2. Definitions

"Capital Stock" means the capital stock of the Company, including, without limitation, the "Common Stock" and the "Preferred Stock".

"Change of Control" means (i) a transaction or series of related transactions in which any "person" or "group" (within the meaning of Section 13(d) and 14(d) of the Securities Exchange Act of 1934, as amended), becomes the "beneficial owner" (as defined in Rule 13d-3 under the Securities Exchange Act of 1934, as amended), directly or indirectly, of more than 50% of the outstanding voting securities of the Company having the right to vote for the election of members of the Company's board of directors, (ii) any reorganization, merger or consolidation of the Company, other than a transaction or series of related transactions in which the holders of the voting securities of the Company outstanding immediately prior to such transaction or series of related transactions retain, immediately after such transaction or series of related transactions, at least a majority of the total voting power represented by the outstanding voting securities of the Company or such other surviving or resulting entity or (iii) a sale, lease or other disposition of all or substantially all of the assets of the Company.

"Company Capitalization" is calculated as of immediately prior to the Equity Financing and (without double-counting, in each case calculated on an as-converted to Common Stock basis):

- Includes all shares of Capital Stock issued and outstanding;
- Includes all Converting Securities;
- Includes all (i) issued and outstanding Options and (ii) Promised Options; and
- Includes the Unissued Option Pool, except that any increase to the Unissued Option Pool in connection with the Equity Financing will only be included to the extent that the number of Promised Options exceeds the Unissued Option Pool prior to such increase.

"Conversion Price" means either: (1) the Safe Price or (2) the Discount Price, whichever calculation results in a greater number of shares of Safe Preferred Stock.

"Converting Securities" includes this Safe and other convertible securities issued by the Company, including but not limited to: (i) other Safes; (ii) convertible promissory notes and other convertible debt instruments; and (iii) convertible securities that have the right to convert into shares of Capital Stock.

"Direct Listing" means the Company's initial listing of its Common Stock (other than shares of Common Stock not eligible for resale under Rule 144 under the Securities Act) on a national securities exchange by means of an effective registration statement on Form S-1 filed by the Company with the SEC that registers shares of existing capital stock of the Company for resale, as approved by the Company's board of directors. For the avoidance of doubt, a Direct Listing will not be deemed to be an underwritten offering and will not involve any underwriting services.

"Discount Price" means the price per shares of the Standard Preferred Stock sold in the Equity Financing multiplied by the Discount Rate.

"Dissolution Event" means (i) a voluntary termination of operations, (ii) a general assignment for the benefit of the Company's creditors or (iii) any other liquidation, dissolution or winding up of the Company (excluding a Liquidity Event), whether voluntary or involuntary.

"Dividend Amount" means, with respect to any date on which the Company pays a dividend on its outstanding Common Stock, the amount of such dividend that is paid per share of Common Stock multiplied by (x) the Purchase Amount divided by (y) the Liquidity Price (treating the dividend date as a Liquidity Event solely for purposes of calculating such Liquidity Price).

"Equity Financing" means a bona fide transaction or series of transactions with the principal purpose of raising capital, pursuant to which the Company issues and sells Preferred Stock at a fixed valuation, including but not limited to, a pre-money or post-money valuation.

"Initial Public Offering" means the closing of the Company's first firm commitment underwritten initial public offering of Common Stock pursuant to a registration statement filed under the Securities Act.

"Liquidity Capitalization" is calculated as of immediately prior to the Liquidity Event, and (without double-counting, in each case calculated on an as-converted to Common Stock basis):

- Includes all shares of Capital Stock issued and outstanding;
- Includes all (i) issued and outstanding Options and (ii) to the extent receiving Proceeds, Promised Options;
- Includes all Converting Securities, other than any Safes and other convertible securities (including without limitation shares of Preferred Stock) where the holders of such securities are receiving Cash-Out Amounts or similar liquidation preference payments in lieu of Conversion Amounts or similar "as-converted" payments; and
- Excludes the Unissued Option Pool.

"Liquidity Event" means a Change of Control, a Direct Listing or an Initial Public Offering.

"Liquidity Price" means the price per share equal to the Post-Money Valuation Cap divided by the Liquidity Capitalization.

"Options" includes options, restricted stock awards or purchases, RSUs, SARs, warrants or similar securities, vested or unvested.

"Proceeds" means cash and other assets (including without limitation stock consideration) that are proceeds from the Liquidity Event or the Dissolution Event, as applicable, and

legally available for distribution.

"Promised Options" means promised but ungranted Options that are the greater of those (i) promised pursuant to agreements or understandings made prior to the execution of, or in connection with, the term sheet or letter of intent for the Equity Financing or Liquidity Event, as applicable (or the initial closing of the Equity Financing or consummation of the Liquidity Event, if there is no term sheet or letter of intent), (ii) in the case of an Equity Financing, treated as outstanding Options in the calculation of the Standard Preferred Stocks price per share, or (iii) in the case of a Liquidity Event, treated as outstanding Options in the calculation of the distribution of the Proceeds.

"Safe" means an instrument containing a future right to shares of Capital Stock, similar in form and content to this instrument, purchased by investors for the purpose of funding the Company's business operations. References to "this Safe" mean this specific instrument.

"Safe Preferred Stock" means the shares of the series of Preferred Stock issued to the Investor in an Equity Financing, having the identical rights, privileges, preferences, seniority, liquidation multiple and restrictions as the shares of Standard Preferred Stock, except that any price-based preferences (such as the per share liquidation amount, initial conversion price and per share dividend amount) will be based on the Safe Price.

"Safe Price" means the price per share equal to the Post-Money Valuation Cap divided by the Company Capitalization.

"Standard Preferred Stock" means the shares of the series of Preferred Stock issued to the investors investing new money in the Company in connection with the initial closing of the Equity Financing.

"Unissued Option Pool" means all shares of Capital Stock that are reserved, available for future grant and not subject to any outstanding Options or Promised Options (but in the case of a Liquidity Event, only to the extent Proceeds are payable on such Promised Options) under any equity incentive or similar Company plan.

## 3. Company Representations

(a) The Company is a corporation duly organized, validly existing and in good standing under the laws of its state of incorporation, and has the power and authority to own, lease and operate its properties and carry on its business as now conducted.

(b) The execution, delivery and performance by the Company of this Safe is within the power of the Company and has been duly authorized by all necessary actions on the part of the Company (subject to section 3(d)). This Safe constitutes a legal, valid and binding obligation of the Company, enforceable against the Company in accordance with its terms, except as limited by bankruptcy, insolvency or other laws of general application relating to or affecting the enforcement of creditors' rights generally and general principles of equity. To its knowledge, the Company is not in violation of (i) its current certificate of incorporation or bylaws, (ii) any material statute, rule or regulation applicable to the Company or (iii) any material debt or contract to which the Company is a party or by which it is bound, where, in each case, such violation or default, individually, or together with all such violations or defaults, could reasonably be expected to have a material adverse effect on the Company.

(c) The performance and consummation of the transactions contemplated by this Safe do not and will not: (i) violate any material judgment, statute, rule or regulation applicable to the Company; (ii) result in the acceleration of any material debt or contract to which the Company is a party or by which it is bound; or (iii) result in the creation or imposition of any lien on any property, asset or revenue of the Company or the suspension, forfeiture, or nonrenewal of any material permit, license or authorization applicable to the Company, its business or operations.

(d) No consents or approvals are required in connection with the performance of this Safe, other than: (i) the Company's corporate approvals; (ii) any qualifications or filings under applicable securities laws; and (iii) necessary corporate approvals for the authorization of Capital Stock issuable pursuant to Section 1.

(e) To its knowledge, the Company owns or possesses (or can obtain on commercially reasonable terms) sufficient legal rights to all patents, trademarks, service marks, trade names, copyrights, trade secrets, licenses, information, processes and other intellectual property rights necessary for its business as now conducted and as currently proposed to be conducted, without any conflict with, or infringement of the rights of, others.

## 4. Investor Representations

(a) The Investor has full legal capacity, power and authority to execute and deliver this Safe and to perform its obligations hereunder. This Safe constitutes a valid and binding obligation of the Investor, enforceable in accordance with its terms, except as limited by bankruptcy, insolvency or other laws of general application relating to or affecting the enforcement of creditors' rights generally and general principles of equity.

(b) The Investor has been advised that this Safe and the underlying securities have not been registered under the Securities Act, or any state securities laws and, therefore, cannot be resold unless they are registered under the Securities Act and applicable state securities laws or unless an exemption from such registration requirements is available. The Investor is purchasing this Safe and the securities to be acquired by the Investor hereunder for its own account for investment, not as a nominee or agent, and not with a view to, or for resale in connection with, the distribution thereof, and the Investor has no present intention of selling, granting any participation in, or otherwise distributing the same. The Investor has such knowledge and experience in financial

and business matters that the Investor is capable of evaluating the merits and risks of such investment, is able to incur a complete loss of such investment without impairing the Investor's financial condition and is able to bear the economic risk of such investment for an indefinite period of time.

## 5. Miscellaneous

(a) Any provision of this Safe may be amended, waived or modified by written consent of the Company and either (i) the Investor or (ii) the majority-in-interest of all then-outstanding Safes with the same "Post-Money Valuation Cap" and "Discount Rate" as this Safe (and Safes lacking one or both of such terms will be considered to be the same with respect to such term(s)), provided that with respect to clause (ii): (A) the Purchase Amount may not be amended, waived or modified in this manner, (B) the consent of the Investor and each holder of such Safes must be solicited (even if not obtained), and (C) such amendment, waiver or modification treats all such holders in the same manner. "Majority-in-interest" refers to the holders of the applicable group of Safes whose Safes have a total Purchase Amount greater than 50% of the total Purchase Amount of all of such applicable group of Safes.

(b) Any notice required or permitted by this Safe will be deemed sufficient when delivered personally or by overnight courier or sent by email to the relevant address listed on their Wefunder account, or 48 hours after being deposited in the U.S. mail as certified or registered mail with postage prepaid, addressed to the party to be notified at such party's address listed on their Wefunder account, as subsequently modified by written notice.

(c) The Investor is not entitled, as a holder of this Safe, to vote or be deemed a holder of Capital Stock for any purpose other than tax purposes, nor will anything in this Safe be construed to confer on the Investor, as such, any rights of a Company stockholder or rights to vote for the election of directors or on any matter submitted to Company stockholders, or to give or withhold consent to any corporate action or to receive notice of meetings, until shares have been issued on the terms described in Section 1. However, if the Company pays a dividend on outstanding shares of Common Stock (that is not payable in shares of Common Stock) while this Safe is outstanding, the Company will pay the Dividend Amount to the Investor at the same time.

(d) Neither this Safe nor the rights in this Safe are transferable or assignable, by operation of law or otherwise, by either party without the prior written consent of the other; provided, however, that this Safe and/or its rights may be assigned without the Company's consent by the Investor (i) to the Investor's estate, heirs, executors, administrators, guardians and/or successors in the event of Investor's death or disability, or (ii) to any other entity who directly or indirectly, controls, is controlled by or is under common control with the Investor, including, without limitation, any general partner, managing member, officer or director of the Investor, or any venture capital fund now or hereafter existing which is controlled by one or more general partners or managing members of, or shares the same management company with, the Investor.

(e) In the event any one or more of the provisions of this Safe is for any reason held to be invalid, illegal or unenforceable, in whole or in part or in any respect, or in the event that any one or more of the provisions of this Safe operate or would prospectively operate to invalidate this Safe, then and in any such event, such provision(s) only will be deemed null and void and will not affect any other provision of this Safe and the remaining provisions of this Safe will remain operative and in full force and effect and will not be affected, prejudiced, or disturbed thereby.

(f) All rights and obligations hereunder will be governed by the laws of the State of California, without regard to the conflicts of law provisions of such jurisdiction.

(g) The parties acknowledge and agree that for United States federal and state income tax purposes this Safe is, and at all times has been, intended to be characterized as stock, and more particularly as common stock for purposes of Sections 304, 305, 306, 354, 368, 1036 and 1202 of the Internal Revenue Code of 1986, as amended. Accordingly, the parties agree to treat this Safe consistent with the foregoing intent for all United States federal and state income tax purposes (including, without limitation, on their respective tax returns or other informational statements).

(Signature page follows)

IN WITNESS WHEREOF, the undersigned have caused this Safe to be duly executed and delivered.

COMPANY:

DealMaker Playbook, Inc.

By: *Founder Signature*

Name: Martin J Hansen

Title: CEO and Founder

INVESTOR:

[INVESTOR NAME]

By: *Investor Signature*

Name: [INVESTOR NAME]

Title:

☐ Accredited Investor
☐ Unaccredited Investor

Read and Approved (for IRA use only)

By:

Name:

**Attachment 4:** `document_4.pdf`

Mavrek I (THE "SPV"), a series of Wefunder SPV, LLC, a Delaware limited liability company (the "LLC")

# Subscription Agreement

## [INVESTMENT AMOUNT]

## [INVESTMENT DATE]

Mavrek I (the "SPV"), a series of Wefunder SPV, LLC (the "LLC"), is a special purpose vehicle that will invest all of its assets in securities issued by DealMaker Playbook, Inc. (the "Company"). By making an investment in the SPV through the Wefunder website, I understand and agree to the representations set forth below.

I have reviewed the following information and documents in connection with this Subscription Agreement:

1. The information on the Wefunder website about the Company. I acknowledge that this information was prepared solely by either the Company or a third party whose work has been verified by the Company, and that none of Wefunder, Inc., Wefunder Portal, LLC, Wefunder Admin, LLC or Wefunder Advisors, LLC, nor any of their affiliates, employees or agents, are responsible for the adequacy, completeness, or accuracy of this information;

2. The Form C relating to this investment, which provides information about investment in the Company through the use of the SPV;

3. The Series Appendix, an appendix to the Wefunder SPV, LLC limited liability company agreement (the "LLC Agreement"), which sets forth certain specific terms of the SPV;

4. The Terms Appendix, which summarizes the terms of the Company securities to be purchased by the SPV;

5. The LLC Agreement, which sets forth other terms applicable to each SPV;

6. This Subscription Agreement, which sets forth the terms governing your investment in the SPV, and that sets forth certain representations you are making in connection with your investment in the SPV;

7. The Wefunder Investor Agreement; and

8. The Wefunder Terms of Service.

By making an investment in the SPV through the Wefunder website, I agree to be bound by this Subscription Agreement and the terms of the other agreements listed above with respect to my investment in the SPV.

# Subscription Agreement

## SCOPE OF AGREEMENT AND INVESTOR ELIGIBILITY REPRESENTATIONS

A. This agreement ("Agreement") applies to each investment in a series ("SPV") of Wefunder SPV, LLC (the "LLC"). Each series is a separate pool of assets from every other series. Each SPV will invest all of its assets in securities issued by a single company ("Company") as set forth in the applicable series appendix ("Series Appendix") to the Wefunder SPV, LLC limited liability company agreement ("LLC Agreement"). The terms of the Company securities to be purchased by the SPV are summarized in an appendix ("Terms Appendix") attached to this Agreement.

B. Each SPV is formed by and operated by Wefunder Admin, LLC on behalf of the Company in whose securities that SPV invests.

C. Important information about the Company, about the related SPV, and more generally about investments through the Wefunder website, is available through the Wefunder website. The Investor should review that information, and all relevant Company Information (as defined below), carefully before making an investment in any SPV.

D. Each SPV will offer membership interests ("Interests") in that SPV pursuant to Regulation Crowdfunding under the U.S. Securities Act of 1933, as amended (the "Securities Act").

E. You hereby agree that each time you make an investment in any SPV, you will be deemed to have entered into this Agreement, and will be deemed to have made each representation and covenant contained in this Agreement.

F. Except as the context otherwise requires, any reference in this Subscription Agreement to:

1. a "SPV" shall mean "The LLC acting solely on behalf of and for the account of the SPV";

2. "Investor" and "you" shall mean a person (whether individually, jointly with another person, or through his or her individual retirement account) who has agreed to invest, or has invested, in any SPV; and

3. "Company Information" means:

a. The information on the Wefunder website about the Company. I acknowledge that this information was prepared solely by either the Company or a third party whose work has been verified by the Company, and that neither Wefunder, Inc., Wefunder Portal, LLC, Wefunder Admin, LLC or Wefunder Advisors, LLC (together, the "Wefunder entities," nor any of their affiliates, employees or agents, are responsible for the adequacy, completeness, or accuracy of this information;

b. The Form C relating to this investment, which provides information about investment in the Company through the use of the SPV;

c. The Series Appendix, an appendix to the Wefunder SPV, LLC limited liability company agreement (the "LLC Agreement"), which sets forth certain specific terms of the SPV;

d. The Terms Appendix, which summarizes the terms of the Company securities to be purchased by the SPV;

e. The LLC Agreement, which sets forth other terms applicable to each SPV;

f. This Subscription Agreement, which sets forth the terms governing your investment in the SPV, and that sets forth certain representations you are making in connection with your investment in the SPV;

g. The Wefunder Investor Agreement; and

h. The Wefunder Terms of Service.

INVESTOR'S REPRESENTATIONS AND COVENANTS

## 1. Investor's Review of Information and Investment Decision

1.1. The Investor has carefully read and understands the Company Information. The Investor acknowledges that it has made an independent decision to invest indirectly in the Company through the SPV and that, in making its decision to invest in a SPV, the Investor has relied solely upon the Company Information, any other relevant information on the Wefunder website, and independent investigations made by the Investor. The Investor understands that no representations or warranties have been made to the Investor by the LLC, the relevant SPV, any administrator appointed from time to time with respect to the SPV (the "Administrator"), any lead investor appointed from time to time with respect to the SPV (the "Lead Investor"), or any partner, member, officer, employee, agent, affiliate or subsidiary of any of them regarding the Company.

1.2. The Investor has been provided an opportunity to request additional information concerning the Company and the offering through the Ask A Question feature on wefunder.com.

1.3. The Investor understands and agrees that neither Wefunder, Inc., Wefunder Portal, LLC, Wefunder Admin, LLC, any of their affiliates, nor any director, manager, officer, shareholder, member, employee or agent of Wefunder, Inc., Wefunder Portal, LLC, Wefunder Admin, LLC or any of their affiliates (each, a "Wefunder Party," and collectively, "Wefunder Parties") shall be liable in connection with any information or omission of information contained in materials prepared or supplied by the Company. Such materials may include, but are not limited to, information provided by the Company in the Form C related to the offering, information available through the Wefunder website, and materials distributed to the Investor by the SPV on behalf of a Company.

1.4. The Investor represents and agrees that no Wefunder Party has recommended or suggested any investment in a SPV, or any investment related to a Company, to the Investor.

1.5. Investor understands that no Wefunder Party is an adviser to Investor, and that Investor is not an advisory or other client of any Wefunder Party.

1.6. The Investor is not relying on any Wefunder Party or any other person or entity with respect to the legal, accounting, business, investment, pension, tax or other economic considerations involved in this investment other than the Investor's own advisers that are not affiliated with any of the foregoing persons.

1.7. The Investor has such knowledge and experience in financial and business matters that the Investor is capable of evaluating the merits and risks of the Investor's investment in the SPV and is able to bear such risks. The Investor has obtained, in the Investor's judgment, sufficient information to evaluate the merits and risks of such investment. The Investor has evaluated the risks of investing in the SPV, understands there are substantial risks of loss incidental to the purchase of an Interest and has determined that the Interest is a suitable investment for the Investor and consistent with the general investment objectives of the Investor.

## 2. Investor's Representations Related To Investment in a SPV.

2.1. The Investor is acquiring the Interest for its own account, for investment purposes only and not with an intent to resell or distribute the Interest (or any distributions received from the SPV in whole or in part), and the Investor agrees that it will not sell or otherwise transfer the Interest unless in compliance with Regulation Crowdfunding and other applicable securities laws, and with the terms and conditions of this Agreement.

2.2. The Investor's investment in the Interest is consistent with the investment purposes, objectives and cash flow requirements of the Investor and will not adversely affect the Investor's overall need for diversification and liquidity.

2.3. The Investor has all requisite power, authority and capacity to acquire and hold the Interest and to execute, deliver and comply with the terms of each of the instruments required to be executed and delivered by the Investor in connection with the Investor's subscription for the Interest, including without limitation this Subscription Agreement, and such execution, delivery and compliance does not conflict with, or constitute a default under, any instruments governing the Investor, any law, regulation or order, or any agreement or other undertaking to which the Investor is a party or by which the Investor may be bound. If the Investor is an entity, the person executing and delivering

each of such instruments on behalf of the Investor has all requisite power, authority and capacity to execute and deliver such instruments, and, upon request by the SPV, will furnish to the SPV a true and correct copy of any instruments governing the Investor, including all amendments thereto. The signature on each of such instruments is genuine and each of such instruments constitutes a legal, valid and binding obligation of the Investor enforceable against the Investor in accordance with its terms.

2.4. The Wefunder Parties are each hereby authorized and instructed to accept and execute any instructions in respect of the Interest given by the Investor in written or electronic form. The Wefunder Parties may rely conclusively upon and shall incur no liability in respect of any action taken upon any notice, consent, request, instructions or other instrument believed in good faith to be genuine or to be signed by properly authorized persons of the Investor.

2.5. Pursuant to the requirements of Treas. Reg. § 301.6109-1(c), the Investor has provided, or agrees to provide upon the earlier of (i) two years of an acquisition of an Interest or (ii) twenty (20) days before any distribution is to be made from the SPV, his, her or its taxpayer identification number (e.g., social security number or employer identification number) under penalties of perjury and has or will attest that the Internal Revenue Service has not notified the Investor that he, she or it is subject to backup withholding.

# 3. The Manager Has The Right To Reject Any Subscription, In Whole Or In Part.

3.1. The Investor understands that the SPV will not register as an investment company under the U.S. Investment Company Act of 1940, as amended (the "Investment Company Act"), nor will it make a public offering of its securities within the United States.

3.2. The Investor understands that the value of all investments in any SPV made through individual retirement accounts ("IRAs") must be less than 25% of the value of the SPV's assets.

3.3. If the Investor is investing in a SPV through an employee benefit plan of any kind, including an individual retirement account (the "Plan"), and an individual or entity (the "Fiduciary") has entered into this Agreement on behalf of the Plan, the Fiduciary hereby makes the following representations, warranties, and covenants:

i. The Fiduciary is a fiduciary of the Plan who is authorized to invest Plan assets or is acting at the direction of a Plan fiduciary authorized to invest Plan assets. The Fiduciary has determined that an investment in the Fund is consistent with the Fiduciary's responsibilities to the Plan under Employee Retirement Income Security Act of 1974, as amended ("ERISA") or other applicable law, and is qualified to make such investment decision. The Fiduciary is authorized to make all representations, covenants and agreements set forth in this Agreement about and on behalf of the Investor, and the Fiduciary hereby agrees that, except for the representations, covenants and agreements contained in this section 3.3. all representations, covenants and agreements contained in this Agreement are made on behalf of the Investor who is investing through the Plan.

ii. The execution and delivery of this Subscription Agreement, and the investment contemplated hereby has been duly authorized by all appropriate and necessary parties pursuant to the provisions of the instrument or instruments governing the Plan and any related trust; and (B) will not violate, and is not otherwise inconsistent with, the terms of such instrument or instruments.

iii. The Fiduciary acknowledges that the assets of the Fund will be invested in accordance with the Company Information related to that Fund.

iv. The Plan's purchase and holding of an Interest will not constitute a non-exempt transaction prohibited under ERISA, Section 4975 of the Internal Revenue Code (the "Code"), or any similar laws or other federal, state, local, foreign or other laws or regulations applicable to the Plan and its investments. None of the Wefunder entities nor any of their affiliates, agents, or employees: (A) exercises any authority or control with respect to the management or disposition of assets of the Plan used to purchase an Interest, (B) renders investment advice for a fee (pursuant to an agreement or understanding that such advice will serve as a primary basis for investment decisions and that such advice will be based on the particular investment needs of the Plan), with respect to such assets of the Plan, or has the authority to do so, or (C) is an employer maintaining or contributing to, or any of whose employees are covered by, the Plan.

v. The Fiduciary understands and agrees to the fee arrangements described in the Company Information.

vi. The Fiduciary understands and agrees that, to prevent the assets of the SPV from being treated as "plan assets" for purposes of ERISA and Section 4975 of the Code, the Investor may be prohibited from purchasing or acquiring an Interest or may be required to redeem its Interest or a portion thereof.

3.4. The Investor acknowledges that the SPV and any Administrator, on the SPV's behalf, may not accept any investment from an Investor if the Investor cannot truthfully make the representations contained herein.

# 4. The Correctness And Accuracy Of All Information Provided By Investor To The LLC Or The SPV.

4.1. The Investor confirms that all information and documentation provided to the LLC, the SPV, and any Administrator, including, but not limited to, all information regarding the Investor's identity, taxpayer identification number, the source of the funds to be invested in the SPV, and the Investor's eligibility to invest in offerings under Regulation Crowdfunding, is true, correct and complete. Should any such information change or no longer be accurate, the Investor agrees and covenants that they will promptly notify the Wefunder Parties of such changes via the wefunder.com platform. The Investor agrees and covenants that he, she or it will maintain accurate and up-to-date contact information (including email and mailing address) on the wefunder.com platform and will promptly update such information in the event it changes or is no longer accurate.

4.2. The representations, warranties, agreements, undertakings and acknowledgments made by the Investor in this Subscription Agreement will be relied upon by the LLC, the SPV, and any Administrator in determining the Fund's compliance with federal and state securities laws, and shall survive the Investor's admission as a Member of the SPV.

4.3. All information that the Investor has provided to the LLC, the SPV, and any Administrator concerning the knowledge and experience of financial, tax and business matters of the Investor is correct and complete.

# 5. The Wefunder Parties' Right To Use Investor Information.

5.1. The Investor agrees and consents to the Wefunder Parties, their delegates and their duly authorized agents and any of their respective related, associated or affiliated companies obtaining, holding, using, disclosing and processing the Investor's data:

a. to facilitate the acceptance, management and administration of the Investor's subscription for an Interest on an on-going basis;

b. for any other specific purposes where the Investor has given specific consent to do so;

c. to carry out statistical analysis, market research, and tracking of investment performance over time;

d. to comply with legal or regulatory requirements applicable to the SPV and any Administrator or the Investor, including, but not limited to, in connection with anti-money laundering and similar laws;

e. for disclosure or transfer to third parties including the Investor's financial adviser (where appropriate), regulatory bodies, auditors, technology providers or to the SPV, any Administrator, any Lead Investor, and their delegates or their duly appointed agents and any of their respective related, associated or affiliated companies for the purposes specified above;

f. if the contents thereof are relevant to any issue in any action, suit or proceeding to which the LLC, the SPV, any Administrator, any Lead Investor, or their affiliates are a party or by which they are or may be bound;

g. for other legitimate business of the LLC, the SPV, any Administrator, or any Lead Investor.

5.2. The Investor acknowledges and agrees that it will provide additional information or take such other actions as may be necessary or advisable for the SPV or any Administrator (in the sole judgment of the SPV and/or any Administrator) to comply with any disclosure and compliance policies, related legal process or appropriate requests (whether formal or informal) or otherwise.

5.3. The Investor agrees and consents to disclosure by the LLC, the SPV and any of their agents, including any Administrator or any Lead Investor, to relevant third parties of information pertaining to the Investor in respect of disclosure and compliance policies or information requests related thereto. Without limiting the generality of the foregoing, the Investor agrees that information about the Investor may be provided to the Company in whose securities a SPV will or proposes to invest.

5.4. The Investor authorizes the LLC, the SPV, any Administrator, and each SPV service provider to disclose the Investor's nonpublic personal information to comply with regulatory and contractual requirements applicable to the SPV and its investments. Any such disclosure shall be permitted notwithstanding any privacy policy or similar restrictions regarding the disclosure of the Investor's nonpublic personal information.

## 6. Key Risk Factors

6.1. The Investor understands that investment in a SPV may involve a complete loss of the Investor's investment. In this regard, the Investor understands that such venture investments involve a high degree of risk, and that many or most venture company investments lose money. An Investor may ultimately receive cash, securities, or a combination of cash and securities (and in many cases nothing at all). If the Investor receives securities, the securities may not be publicly traded, and may not have any significant value.

6.2. The Investor understands and agrees that the Interests are subject to restrictions on transfer and cannot be redeemed. Instead, an Investor typically must hold his or her Interest in a SPV until the SPV has sold or otherwise disposed of its investments and the SPV distributes its investments to the investors in the SPV (a "Liquidation Event"). An Investor typically will not receive any distributions until such a Liquidation Event (and may not receive anything even upon a Liquidation Event), which may not occur for many years. The Investor must therefore bear the economic risk of holding their investment for an indefinite period of time.

6.3. The Investor understands and agrees that the Interests: (a) have not been registered under the Securities Act or any other law of the United States, or under the securities laws of any state or other jurisdiction, and therefore an Interest cannot be resold, pledged, assigned or otherwise disposed of unless it is so registered or an exemption from registration is available; and (b) can only be transferred as permitted under Regulation Crowdfunding and subject to the terms and conditions of this Agreement.

6.4. The Investor understands that no guarantees have been made to the Investor about future performance or financial results of the SPV, and an investment in the SPV may result in a gain or loss upon termination or liquidation of the SPV. It is possible that the investors in a SPV will have "phantom income," which could require them to pay taxes on their investment in a SPV even though the SPV does not distribute any income (or does not distribute sufficient income to pay the taxes).

6.5. The Investor understands and agrees that the SPV was formed by and is operated by Wefunder Admin, LLC on behalf of the Company. Investors will have no right to manage or influence the management of any SPV or of the LLC.

6.6. The Investor understands the Issuer may be required to pay an administrative fee for maintenance and operation of the SPV. Failure of the Issuer to pay such a fee could result in the dissolution of the SPV (an "SPV Dissolution Event"). Subsequent to an SPV Dissolution Event, the securities held by the SPV would be distributed directly and proportionally to the individual investors. The Investor understands that dissolution of the SPV pursuant to an SPV Dissolution Event could create administrative complexities, as investors would need to manage the securities themselves rather than having them held and administered by the SPV. Additionally, the unplanned distribution of securities may not align with investors' intended investment strategy or asset allocation. Upon an SPV Dissolution Event, the Investor hereby consents to and agrees to accept direct assignment of the SPV's rights and obligations under any investment agreements between the SPV and the Issuer that is located in the Form C or C/A offering materials. The Investor acknowledges they will be bound by all terms and conditions of such agreements as if they were an original party thereto.

6.7. The Investor understands and agrees that the Company may appoint a Lead Investor and that, if appointed, pursuant to a power of attorney granted by the Investor in the Investor Agreement, the Lead Investor will exercise voting authority on behalf of the Investor with respect to the SPV securities the Investor owns.

6.8. The Investor represents that he or she has read and understands the risk factors contained in the Company Information. The Investor understands and agrees that each Company is solely responsible for providing risk factors, conflicts of interest, and other disclosures that investors should consider when investing in securities issued by that Company (including through a SPV), and that the Wefunder Parties have no ability to assure, and have not in any way assured, that any or all such risk factors, conflicts of interest and other disclosures have been presented fully and fairly, or have been presented at all.

6.9. The Investor understands that any privacy statements, reports or other communications regarding the SPV and the Investor's investment in the SPV (including annual and other updates, and tax documents) will be delivered via electronic means, including through wefunder.com. The Investor hereby consents to electronic delivery as described in the preceding sentence. In so consenting, the Investor acknowledges that email messages are not secure and may contain computer viruses or other defects, may not be accurately replicated on other systems, or may be intercepted, deleted or interfered with, with or without the knowledge of the sender or the intended recipient. The Investor also acknowledges that an email from the Wefunder Parties may be accessed by recipients other than the Investor and may be interfered with, may contain computer viruses or other defects and may not be successfully replicated on other systems. No Wefunder Party gives any warranties in relation to these matters.

6.10. The Investor understands and agrees that if he, she or it does not provide a valid taxpayer identification number under penalties of perjury, and attest that the Investor has not been notified by the Internal Revenue Service that he, she or it is subject to backup withholding, the SPV will be required to withhold from any proceeds otherwise payable to the Investor an amount necessary to satisfy the SPV's backup withholding obligations.

6.11. The Investor understands and agrees that if he, she or it does not provide a valid taxpayer identification number to the SPV, the SPV will withhold from any proceeds otherwise payable to the Investor an amount necessary for the SPV to satisfy its tax withholding obligations with respect to such amount. The SPV may also withhold any other amounts representing the SPV's reasonable estimation of penalties that may be charged by the Internal Revenue Service or any other taxing authority as a result of the Investor's failure to provide a valid taxpayer identification number.

6.12. The Investor understands that the Issuer may be required to pay to Wefunder certain fees for the rendering of tax services and may be required to furnish Wefunder with certain tax documents in connection with these services. These obligations are specified in the Tax Services Agreement ("TSA"), where applicable. The Investor further understands and agrees that failure by the Issuer to pay such fees or failure to deliver required tax documents in the manner prescribed in the TSA, may each constitute an SPV Dissolution Event, the consequences of which are detailed in Section 6.6.

7. Compliance With Anti-Money Laundering Laws.

7.1. The Investor represents and warrants that the Investor's investment was not directly or indirectly derived from illegal activities, including any activities that would violate U.S. Federal or State laws or any laws and regulations of other countries.

7.2. The Investor acknowledges that U.S. Federal law, regulations and Executive Orders administered by the U.S. Treasury Department's Office of Foreign Assets Control ("OFAC") may prohibit the SPV, any Administrator, or any Lead Investor from, among other things, engaging in transactions with, and the provision of services to, persons on the list of Specially Designated Nationals and Blocked Persons and persons, foreign countries and territories that are the subject of U.S. sanctions administered by OFAC (collectively, the "OFAC Maintained Sanctions").

7.3. The Investor acknowledges that the SPV prohibits the investment of funds by any persons or entities that are (i) the subject of OFAC Maintained Sanctions, (ii) acting, directly or indirectly, in contravention of any applicable laws and regulations, including anti-money laundering regulations or conventions, or on behalf of persons or entities subject to an OFAC Maintained Sanction, (iii) acting, directly or indirectly, for a senior foreign political figure, any member of a senior foreign political figure's immediate family or any close associate of a senior foreign political figure, unless the SPV, after being specifically notified by the Investor in writing that it is such a person, conducts further due diligence, and determines that such investment shall be permitted, or (iv) acting, directly or indirectly, for a foreign shell bank (such persons or entities in (i) - (iv) are collectively referred to as "Prohibited Persons"). The Investor represents and warrants that it is not, and is not acting directly or indirectly on behalf of, a Prohibited Person.

7.4. To the extent the Investor has any beneficial owners, (i) it has carried out thorough

due diligence to establish the identities of such beneficial owners, (ii) based on such due diligence, the Investor reasonably believes that no such beneficial owners are Prohibited Persons, (iii) it holds the evidence of such identities and status and will maintain all such evidence for at least five years from the date of the liquidation or termination of the SPV, and (iv) it will make available such information and any additional information requested by the SPV that is required under applicable regulations.

7.5. The Investor acknowledges and agrees that the SPV or any Administrator may "freeze the account" of the Investor, including, but not limited to, by suspending distributions from the SPV to which the Investor would otherwise be entitled, if necessary to comply with anti-money laundering statutes or regulations.

7.6. The Investor acknowledges and agrees that the SPV and/or any Administrator, in complying with anti-money laundering statutes, regulations and goals, may file voluntarily and/or as required by law suspicious activity reports ("SARs") or any other information with governmental and law enforcement agencies that identify transactions and activities that the SPV or any Administrator or their agents reasonably determine to be suspicious, or is otherwise required by law. The Investor acknowledges that the LLC, the SPV, and any Administrator are prohibited by law from disclosing to third parties, including the Investor, any filing or the substance of any SARs.

7.7. The Investor agrees that, upon the request of the LLC, the SPV, or any Administrator, it will provide such information as the LLC, the SPV, or any Administrator requires to satisfy applicable anti-money laundering laws and regulations, including, without limitation, background documentation about the Investor

## 8. Regulatory Provisions

8.1. The Investor understands that no federal or state agency has passed upon the Interests or made any findings or determination as to the fairness of this investment.

8.2. The Investor certifies that the information contained in the executed copy of Form W-9 submitted to the SPV (if any) and/or the taxpayer identification provided to the SPV is correct. The Investor agrees to provide such other documentation as the SPV determines may be necessary for the SPV to fulfill any tax reporting and/or withholding requirements.

8.3. The Investor understands and agrees that the Company may cause the SPV to make an election under Section 754 of the Internal Revenue Code (the "Code") or an election to be treated as an "electing investment partnership" for purposes of Section 743 of the Code. If the SPV elects to be treated as an electing investment partnership, the Investor shall cooperate with the SPV to maintain that status and shall not take any action that would be inconsistent with such election. Upon request, the Investor shall provide the SPV with any information necessary to allow the SPV to comply with (a) its obligations to make tax basis adjustments under Section 734 or 743 of the Code and (b) its obligations as an electing investment partnership.

8.4. The Investor consents to receive any Schedule K-1 (Partner's Share of Income, Deductions, Credits, etc.) from the SPV electronically via email, the Internet and/or another electronic reporting medium in lieu of paper copies. The Investor agrees that it will confirm this consent electronically at a future date in a manner set forth by the Company at such time and as required by the electronic receipt consent rules set forth by the Internal Revenue Service. The Investor may request a paper copy of the Investor's Schedule K-1 by contacting Wefunder Inc. at support@wefunder.com or such other email address as specified on the wefunder.com platform. Requesting a paper copy will not constitute a withdrawal of the Investor's consent to receive reports or other communications, including Schedule K-1, electronically. The Investor may withdraw its consent for electronic delivery or change its contact preferences for such delivery at any time by writing to support@wefunder.com or such other email address as specified on the wefunder.com platform. Such withdrawal will take effect promptly after receipt, unless otherwise agreed upon. Upon receipt of a withdrawal request, the SPV will confirm the withdrawal and the date on which it takes effect in writing (either electronically or on paper). A withdrawal of consent does not apply to a statement that was furnished electronically before the date on which the withdrawal of consent takes effect. The SPV will cease providing information electronically upon termination of the SPV. Notwithstanding the Investor's consent to receive materials electronically, the Investor still may be required to print and attach its Schedule K-1 to a federal, state or local tax return.

## 9. Miscellaneous Provisions

### 9.1. Indemnification

9.1.1. The Investor agrees to indemnify and hold harmless the LLC, the SPV, any Administrator, any Lead Investor, or any partner, member, officer, employee, agent, affiliate or subsidiary of any of them, and each other person, if any, who controls, is controlled by, or is under common control with, any of the foregoing, within the meaning of Section 15 of the Securities Act, and their respective officers, directors, partners, members, shareholders, owners, employees and agents (collectively, the "Indemnified Parties") against any and all loss, liability, claim, damage and expense whatsoever (including all expenses reasonably incurred in investigating, preparing or defending against any claim whatsoever) arising out of or based upon (i) any false representation or warranty made by the Investor, or breach or failure by the Investor to comply with any covenant or agreement made by the Investor, in this Subscription Agreement or in any other document furnished by the Investor to any of the foregoing in connection with this transaction, or (ii) any action for securities law violations instituted by the Investor that is finally resolved by judgment against the Investor.

9.1.2. The Investor also agrees to indemnify each Indemnified Party for any and all costs, fees and expenses (including legal fees and disbursements) in connection with any damages resulting from the Investor's misrepresentation or misstatement contained herein, or the assertion of the Investor's lack of proper authorization from the beneficial owner to enter into this Subscription Agreement or perform the obligations thereof.

9.1.3. The Investor agrees to indemnify and hold harmless each Indemnified Party from and against any tax, interest, additions to tax, penalties, reasonable attorneys' and accountants' fees and disbursements, together with interest on the foregoing amounts at a rate determined by the SPV or any Administrator computed from the date of payment through the date of reimbursement, arising from the failure to withhold and pay over to the U.S. Internal Revenue Service or the taxing authority of any other jurisdiction any amounts computed, as required by applicable law, with respect to the income or gains allocated to or amounts distributed to the Investor with respect to its Interest during the period from the Investor's acquisition of the Interest until the Investor's transfer of the Interest in accordance with this Agreement, the LLC Agreement, and Regulation Crowdfunding.

9.1.4. If for any reason (other than the willful misfeasance or gross negligence of the entity that would otherwise be indemnified) the foregoing indemnification is unavailable to, or is insufficient to hold such Indemnified Party harmless, then the Investor shall contribute to the amount paid or payable by the Indemnified Party as a result of such loss, claim, damage or liability in such proportion as is appropriate to reflect not only the relative benefits received by the Investor on the one hand and the Indemnified Parties on the other but also the relative fault of the Investor and the Indemnified Parties, as well as any relevant equitable considerations.

9.1.5. The reimbursement, indemnity and contribution obligations of the Investor under this section shall be in addition to any liability that the Investor may otherwise have, and shall be binding upon and inure to the benefit of any successors, assigns, heirs and personal representatives of the Indemnified Parties.

9.2. **Limitation of Liability.** The LLC is a Delaware "multi-series" limited liability company. As a multi-series limited liability company, the LLC may operate multiple series with the benefit of segregation of assets and liabilities among each of its series pursuant to the Delaware Limited Liability Company Act, as amended (the "Delaware Act"). Accordingly, the Investor hereby agrees that the debts, liabilities, obligations and expenses incurred, contracted for or otherwise existing with respect to a series (including the SPV) shall be enforceable against the assets of that series only and not against the LLC generally or the assets of any other series. In addition, none of the debts, liabilities, obligations and expenses incurred, contracted for or otherwise existing with respect to the LLC generally, or any particular series, shall be enforceable against the assets of any other series.

9.3. **Counsel.** The Investor understands that Morrison &amp; Foerster LLP serves as legal counsel on certain matters to Wefunder, Inc., Wefunder Portal, LLC, Wefunder Admin, LLC and Wefunder Advisors, LLC and not to the SPV or any Investor by virtue of its investment in the SPV, and that no independent counsel has been retained to represent the SPV or Investors in the SPV. The Investor also understands that Morrison &amp; Foerster LLP has not independently verified any factual assertions made in the Company Information or on the Wefunder website and is not responsible for the SPV's compliance with its investment program or applicable law.

9.4. **Power of Attorney.** The Investor hereby appoints each of the Company and Wefunder Admin, LLC as its true and lawful representative and attorney-in-fact, in its name,

place and stead to make, execute, sign, acknowledge, swear to and file:

9.4.1. a Certificate of Formation of the LLC and any amendments required under the Delaware Act

9.4.2. the LLC Agreement and any duly adopted amendments;

9.4.3. any and all instruments, certificates and other documents that may be deemed necessary or desirable to effect the winding-up and termination of the LLC or the SPV (including a Certificate of Cancellation of the Certificate of Formation); and

9.4.4. any business certificate, fictitious name certificate, related amendment or other instrument or document of any kind necessary or desirable to accomplish the LLC's or the SPV's business, purpose and objectives or required by any applicable U.S., state, local or other law.

This power of attorney is coupled with an interest, is irrevocable, and shall survive and shall not be affected by the subsequent death, disability, incompetence, termination, bankruptcy, insolvency or dissolution of the Investor; provided, however, that this power of attorney will terminate upon the substitution of another SPV member for all of the Investor's investment in the LLC or the SPV or upon the liquidation or termination of the LLC or the SPV. The Investor hereby waives any and all defenses that may be available to contest, negate or disaffirm the actions of the LLC, the SPV, and any Administrator taken in good faith under this power of attorney.

## 9.5. Confidentiality.

9.5.1. The Investor agrees that the Company Information and all financial statements (if any), tax reports (if any), portfolio valuations (if any), private placement memoranda (if any), reviews or analyses of potential or actual investments (if any), reports or other materials prepared or produced by the SPV and/or any Administrator and all other documents and information concerning the affairs of the SPV and/or the Fund's investments, including, without limitation, information about the Company, and/or the persons directly or indirectly investing in the SPV (collectively, the "Confidential Information") that the Investor may receive pursuant to or in accordance with the use of the Wefunder website, an investment in one or more SPVs, or otherwise as a result of its ownership of an Interest in the SPV, constitute proprietary and confidential information about the SPV, any Administrator, and/or any Lead Investor (the "Affected Parties").

9.5.2. The Investor acknowledges that the Affected Parties derive independent economic value from the Confidential Information not being generally known and that the Confidential Information is the subject of reasonable efforts to maintain its secrecy. The Investor further acknowledges that the Confidential Information is a trade secret, the disclosure of which is likely to cause substantial and irreparable competitive harm to the Affected Companies or their respective businesses. The Investor shall not reproduce any of the Confidential Information or portion thereof or make the contents thereof available to any third party other than a disclosure on a need-to-know basis to the Investor's legal, accounting or investment advisers, auditors and representatives (collectively, "Advisers"), except to the extent compelled to do so in accordance with applicable law (in which case the Investor shall promptly notify the SPV of the Investor's obligation to disclose any Confidential Information) or with respect to Confidential Information that otherwise becomes publicly available other than through breach of this provision by the Investor.

9.5.3. To the fullest extent permitted by law, the Investor agrees not to request disclosure or inspection of any such information after the Investor is notified (whether in response to the Investor's request for information or otherwise) that the SPV has determined not to disclose such information.

9.5.4. The Investor agrees that the LLC, the SPV, and the SPV service providers would be subject to potentially irreparable injury as a result of any breach by the Investor of the covenants and agreements set forth in this Item 9.5, and that monetary damages would not be sufficient to compensate or make whole the LLC, the SPV, and the SPV services providers for any such breach. Accordingly the Investor agrees that the LLC, the SPV, and the SPV service providers shall be entitled to equitable and injunctive relief, on an emergency, temporary, preliminary and/or permanent basis, to prevent any such breach or the continuation thereof.

9.6. Amendments. Neither this Subscription Agreement nor any term hereof may be

supplemented, changed, waived, discharged or terminated except with the written consent of the Investor and the Company on behalf of the relevant SPV. For the sake of clarity, the restriction on the Company in the preceding sentence applies solely to the form of this Subscription Agreement applicable to SPVs that have had a closing, and does not prevent the Company from changing the form and content of this Subscription Agreement for use in offerings of SPVs that have not had a closing.

9.7. **Assignability and Transferability.** This Subscription Agreement is not transferable or assignable by the Investor without the prior written consent of the Company on behalf of the SPV, and any transfer or assignment in violation of this provision shall be null and void. The Interests in the SPV being acquired by Investor herein may only be transferred by Investor in compliance with Regulation Crowdfunding and the terms and conditions of this Agreement. If Investor seeks to transfer the Interests, Investor shall first give written notice to the Company and Wefunder Admin, LLC, including the number of Interests that Investor desires to transfer, the proposed price, the name and contact information of the proposed buyer, and any other information that the Company or Wefunder Admin, LLC may reasonably request. To the extent possible, such notice shall be provided through the Wefunder.com website. Any transfer of Interests shall be subject to execution by Investor and the proposed transferee of appropriate documentation, as may be required by the Company or Wefunder Admin, LLC, in their discretion. Investor further acknowledges that pursuant to the LLC Agreement, Wefunder Admin, LLC (as Series Manager of the SPV), may impose additional restrictions on or prohibit the Transfer of Interests for any reason or no reason, in its sole discretion.

9.8. **Repurchase.** In the event that the SPV or any Administrator determines that it is likely that within twelve (12) months the securities of the SPV or the Company will be held of record by a number of persons that would require the SPV or the Company to register a class of its equity securities under the Securities Exchange Act of 1934, as amended ("Exchange Act"), as required by Section 12(g) or 15(d) thereof, the SPV shall have the option to repurchase the Interests from each Investor to the extent necessary to avoid the requirement to register a class of its securities under the Exchange Act. Such repurchase of Interests shall be for the greater of (i) the purchase price of the Interests, or (ii) the fair market value of the Interests, as determined by an independent appraiser of securities chosen by the Administrator. Any such repurchase may only occur with the consent of Wefunder Admin, LLC, as Series Manager of the SPV.

9.9. **Governing Law:** Consent to Jurisdiction. Notwithstanding the place where this Subscription Agreement may be executed by any of the parties hereto, the parties expressly agree that all the terms and provisions hereof shall be construed under the laws of the State of Delaware. Any action or proceeding brought by the SPV or any SPV service provider against one or more investors in the SPV relating in any way to this Subscription Agreement or the LLC Agreement may, and any action or proceeding brought by any other party against the SPV or any SPV service provider relating in any way to this Subscription Agreement or the Company Information shall, be brought and enforced in the state courts of the State of Delaware located in Wilmington or (to the extent subject matter jurisdiction exists therefore) in the courts of the United States located in the District of Delaware; and the Investor and the SPV irrevocably submit to the jurisdiction of both such state and federal courts in respect of any such action or proceeding. The Investor and the SPV irrevocably waive, to the fullest extent permitted by law, any objection that they may now or hereafter have to laying the venue of any such action or proceeding in the courts of the State of Delaware located in Wilmington or in the courts of the United States located in the District of Delaware and any claim that any such action or proceeding brought in any such court has been brought in an inconvenient forum.

9.10. **Severability.** If any provision of this Subscription Agreement is invalid or unenforceable under any applicable law, then such provision shall be deemed inoperative to the extent that it may conflict therewith and shall be deemed modified to conform with such applicable law. Any provision hereof that may be held invalid or unenforceable under any applicable law shall not affect the validity or enforceability of any other provisions hereof, and to this extent the provisions hereof shall be severable.

9.11. **Headings.** The headings in this Subscription Agreement are for convenience of reference only, and shall not limit or otherwise affect the meaning hereof.

9.12. **General.** This Subscription Agreement shall be binding upon the Investor and the legal representatives, successors and assigns of the Investor, shall survive the admission of the Investor as a member of a SPV, and shall, if the Investor consists of more than one person, be the joint and several obligation of all such persons.

[Remainder of page intentionally left blank. Signature page follows.]

The undersigned have executed this instrument as of the date first above written.

**SPV**

**Mavrek I, as series of Wefunder SPV, LLC**
By: Wefunder Admin, LLC, its Manager

By: Wefunder Signature
Date:

Name: Nicholas Tommarello
Title: Chief Executive Officer

**Investor**

**[INVESTOR NAME]**

By: Investor Signature
Date:

CONTACT INFORMATION:

Name: **[INVESTOR NAME]**

Mailing Address:

City:

Country:

E-mail:

# TERMS APPENDIX FOR THE PURCHASE OF DealMaker Playbook, Inc. SECURITIES BY Mayrek
## I. A SERIES OF WEFUNDER SPV. LLC. A DELAWARE LIMITED LIABILITY COMPANY

**Type of Security:** Future Equity

**Terms** $18.5M valuation cap and 10% discount

{ To view a copy of the contract, please see <b>Appendix B, Investor Contracts</b> of the Form C. The latest Form C or C/A filing be found here:<br/>
<a target='blank' href="https://www.sec.gov/cgi-bin/srch-edgar?text=%28FORM-TYPE%3DC%2FA+or+FORM-TYPE%3DC%29+and+CIK%3D0002069991&amp;first=2016">https://www.sec.gov/cgi-bin/srch-edgar?text=%28FORM-TYPE%3DC%2FA+or+FORM-TYPE%3DC%29+and+CIK%3D0002069991&amp;first=2016</a> }

**Attachment 5:** `document_5.pdf`

THIS INSTRUMENT AND ANY SECURITIES ISSUABLE PURSUANT HERETO HAVE NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED (THE "SECURITIES ACT"), OR UNDER THE SECURITIES LAWS OF CERTAIN STATES. THESE SECURITIES MAY NOT BE OFFERED, SOLD OR OTHERWISE TRANSFERRED, PLEDGED OR HYPOTHECATED EXCEPT AS PERMITTED IN THIS SAFE AND UNDER THE ACT AND APPLICABLE STATE SECURITIES LAWS PURSUANT TO AN EFFECTIVE REGISTRATION STATEMENT OR AN EXEMPTION THEREFROM.

DealMaker Playbook, Inc.

## SAFE (Simple Agreement for Future Equity)

THIS CERTIFIES THAT in exchange for the payment by [INVESTOR NAME] (the "Investor") of $[INVESTMENT AMOUNT] (the "Purchase Amount") on or about [EFFECTIVE DATE], DealMaker Playbook, Inc., a California corporation (the "Company"), issues to the Investor the right to certain shares of the Company's Capital Stock, subject to the terms described below.

This Safe is one of the forms available at http://ycombinator.com/documents and the Company and the Investor agree that neither one has modified the form, except to fill in blanks and bracketed terms, and remove the requirement to be an accredited investor.

The "Post-Money Valuation Cap" is $15,000,000.00

The "Discount Rate" is 90.000%

See Section 2 for certain additional defined terms.

## 1. Events

(a) **Equity Financing.** If there is an Equity Financing before the termination of this Safe, on the initial closing of such Equity Financing, this Safe will automatically convert into the number of shares of Safe Preferred Stock equal to the Purchase Amount divided by the Conversion Price.

In connection with the automatic conversion of this Safe into shares of Safe Preferred Stock, the Investor will execute and deliver to the Company all of the transaction documents related to the Equity Financing; provided, that such documents (i) are the same documents to be entered into with the purchasers of Standard Preferred Stock, with appropriate variations for the Safe Preferred Stock if applicable, and (ii) have customary exceptions to any drag-along applicable to the Investor, including (without limitation) limited representations, warranties, liability and indemnification obligations for the Investor.

(b) **Liquidity Event.** If there is a Liquidity Event before the termination of this Safe, the Investor will automatically be entitled (subject to the liquidation priority set forth in Section 1(d) below) to receive a portion of Proceeds, due and payable to the Investor immediately prior to, or concurrent with, the consummation of such Liquidity Event, equal to the greater of (i) the Purchase Amount (the "Cash-Out Amount") or (ii) the amount payable on the number of shares of Common Stock equal to the Purchase Amount divided by the Liquidity Price (the "Conversion Amount"). If any of the Company's securityholders are given a choice as to the form and amount of Proceeds to be received in a Liquidity Event, the Investor will be given the same choice, provided that the Investor may not choose to receive a form of consideration that the Investor would be ineligible to receive as a result of the Investor's failure to satisfy any requirement or limitation generally applicable to the Company's securityholders, or under any applicable laws.

Notwithstanding the foregoing, in connection with a Change of Control intended to qualify as a tax-free reorganization, the Company may reduce the cash portion of Proceeds payable to the Investor by the amount determined by its board of directors in good faith for such Change of Control to qualify as a tax-free reorganization for U.S. federal income tax purposes, provided that such reduction (A) does not reduce the total Proceeds payable to such Investor and (B) is applied in the same manner and on a pro rata basis to all securityholders who have equal priority to the Investor under Section 1(d).

(c) **Dissolution Event.** If there is a Dissolution Event before the termination of this Safe, the Investor will automatically be entitled (subject to the liquidation priority set forth in Section 1(d) below) to receive a portion of Proceeds equal to the Cash-Out Amount, due and payable to the Investor immediately prior to the consummation of the Dissolution Event.

(d) **Liquidation Priority** In a Liquidity Event or Dissolution Event, this Safe is intended to operate like standard non-participating Preferred Stock. The Investor's right to receive its Cash-Out Amount is:

(i) Junior to payment of outstanding indebtedness and creditor claims, including contractual claims for payment and convertible promissory notes (to the extent such convertible promissory notes are not actually or notionally converted into Capital Stock);

(ii) On par with payments for other Safes and/or Preferred Stock, and if the applicable Proceeds are insufficient to permit full payments to the Investor and such other Safes and/or Preferred Stock, the applicable Proceeds will be distributed pro rata to the Investor and such other Safes and/or Preferred Stock in proportion to the full payments that would otherwise be due; and

(iii) Senior to payments for Common Stock.

The Investor's right to receive its Conversion Amount is (A) on par with payments for Common Stock and other Safes and/or Preferred Stock who are also receiving Conversion Amounts or Proceeds on a similar as-converted to Common Stock basis, and (B) junior to payments described in clauses (i) and (ii) above (in the latter case, to the extent such payments are Cash-Out Amounts or similar liquidation preferences).

(e) **Termination.** This Safe will automatically terminate (without relieving the Company of any obligations arising from a prior breach of or non-compliance with this Safe) immediately following the earliest to occur of: (i) the issuance of Capital Stock to the Investor pursuant to the automatic conversion of this Safe under Section 1(a); or (ii) the payment, or setting aside for payment, of amounts due the Investor pursuant to Section 1(b) or Section 1(c).

2. Definitions

"Capital Stock" means the capital stock of the Company, including, without limitation, the "Common Stock" and the "Preferred Stock".

"Change of Control" means (i) a transaction or series of related transactions in which any "person" or "group" (within the meaning of Section 13(d) and 14(d) of the Securities Exchange Act of 1934, as amended), becomes the "beneficial owner" (as defined in Rule 13d-3 under the Securities Exchange Act of 1934, as amended), directly or indirectly, of more than 50% of the outstanding voting securities of the Company having the right to vote for the election of members of the Company's board of directors, (ii) any reorganization, merger or consolidation of the Company, other than a transaction or series of related transactions in which the holders of the voting securities of the Company outstanding immediately prior to such transaction or series of related transactions retain, immediately after such transaction or series of related transactions, at least a majority of the total voting power represented by the outstanding voting securities of the Company or such other surviving or resulting entity or (iii) a sale, lease or other disposition of all or substantially all of the assets of the Company.

"Company Capitalization" is calculated as of immediately prior to the Equity Financing and (without double-counting, in each case calculated on an as-converted to Common Stock basis):

- Includes all shares of Capital Stock issued and outstanding;
- Includes all Converting Securities;
- Includes all (i) issued and outstanding Options and (ii) Promised Options; and
- Includes the Unissued Option Pool, except that any increase to the Unissued Option Pool in connection with the Equity Financing will only be included to the extent that the number of Promised Options exceeds the Unissued Option Pool prior to such increase.

"Conversion Price" means either: (1) the Safe Price or (2) the Discount Price, whichever calculation results in a greater number of shares of Safe Preferred Stock.

"Converting Securities" includes this Safe and other convertible securities issued by the Company, including but not limited to: (i) other Safes; (ii) convertible promissory notes and other convertible debt instruments; and (iii) convertible securities that have the right to convert into shares of Capital Stock.

"Direct Listing" means the Company's initial listing of its Common Stock (other than shares of Common Stock not eligible for resale under Rule 144 under the Securities Act) on a national securities exchange by means of an effective registration statement on Form S-1 filed by the Company with the SEC that registers shares of existing capital stock of the Company for resale, as approved by the Company's board of directors. For the avoidance of doubt, a Direct Listing will not be deemed to be an underwritten offering and will not involve any underwriting services.

"Discount Price" means the price per shares of the Standard Preferred Stock sold in the Equity Financing multiplied by the Discount Rate.

"Dissolution Event" means (i) a voluntary termination of operations, (ii) a general assignment for the benefit of the Company's creditors or (iii) any other liquidation, dissolution or winding up of the Company (excluding a Liquidity Event), whether voluntary or involuntary.

"Dividend Amount" means, with respect to any date on which the Company pays a dividend on its outstanding Common Stock, the amount of such dividend that is paid per share of Common Stock multiplied by (x) the Purchase Amount divided by (y) the Liquidity Price (treating the dividend date as a Liquidity Event solely for purposes of calculating such Liquidity Price).

"Equity Financing" means a bona fide transaction or series of transactions with the principal purpose of raising capital, pursuant to which the Company issues and sells Preferred Stock at a fixed valuation, including but not limited to, a pre-money or post-money valuation.

"Initial Public Offering" means the closing of the Company's first firm commitment underwritten initial public offering of Common Stock pursuant to a registration statement filed under the Securities Act.

"Liquidity Capitalization" is calculated as of immediately prior to the Liquidity Event, and (without double-counting, in each case calculated on an as-converted to Common Stock basis):

- Includes all shares of Capital Stock issued and outstanding;
- Includes all (i) issued and outstanding Options and (ii) to the extent receiving Proceeds, Promised Options;
- Includes all Converting Securities, other than any Safes and other convertible securities (including without limitation shares of Preferred Stock) where the holders of such securities are receiving Cash-Out Amounts or similar liquidation preference payments in lieu of Conversion Amounts or similar "as-converted" payments; and
- Excludes the Unissued Option Pool.

"Liquidity Event" means a Change of Control, a Direct Listing or an Initial Public Offering.

"Liquidity Price" means the price per share equal to the Post-Money Valuation Cap divided by the Liquidity Capitalization.

"Options" includes options, restricted stock awards or purchases, RSUs, SARs, warrants or similar securities, vested or unvested.

"Proceeds" means cash and other assets (including without limitation stock consideration) that are proceeds from the Liquidity Event or the Dissolution Event, as applicable, and

legally available for distribution.

"Promised Options" means promised but ungranted Options that are the greater of those (i) promised pursuant to agreements or understandings made prior to the execution of, or in connection with, the term sheet or letter of intent for the Equity Financing or Liquidity Event, as applicable (or the initial closing of the Equity Financing or consummation of the Liquidity Event, if there is no term sheet or letter of intent), (ii) in the case of an Equity Financing, treated as outstanding Options in the calculation of the Standard Preferred Stocks price per share, or (iii) in the case of a Liquidity Event, treated as outstanding Options in the calculation of the distribution of the Proceeds.

"Safe" means an instrument containing a future right to shares of Capital Stock, similar in form and content to this instrument, purchased by investors for the purpose of funding the Company's business operations. References to "this Safe" mean this specific instrument.

"Safe Preferred Stock" means the shares of the series of Preferred Stock issued to the Investor in an Equity Financing, having the identical rights, privileges, preferences, seniority, liquidation multiple and restrictions as the shares of Standard Preferred Stock, except that any price-based preferences (such as the per share liquidation amount, initial conversion price and per share dividend amount) will be based on the Safe Price.

"Safe Price" means the price per share equal to the Post-Money Valuation Cap divided by the Company Capitalization.

"Standard Preferred Stock" means the shares of the series of Preferred Stock issued to the investors investing new money in the Company in connection with the initial closing of the Equity Financing.

"Unissued Option Pool" means all shares of Capital Stock that are reserved, available for future grant and not subject to any outstanding Options or Promised Options (but in the case of a Liquidity Event, only to the extent Proceeds are payable on such Promised Options) under any equity incentive or similar Company plan.

## 3. Company Representations

(a) The Company is a corporation duly organized, validly existing and in good standing under the laws of its state of incorporation, and has the power and authority to own, lease and operate its properties and carry on its business as now conducted.

(b) The execution, delivery and performance by the Company of this Safe is within the power of the Company and has been duly authorized by all necessary actions on the part of the Company (subject to section 3(d)). This Safe constitutes a legal, valid and binding obligation of the Company, enforceable against the Company in accordance with its terms, except as limited by bankruptcy, insolvency or other laws of general application relating to or affecting the enforcement of creditors' rights generally and general principles of equity. To its knowledge, the Company is not in violation of (i) its current certificate of incorporation or bylaws, (ii) any material statute, rule or regulation applicable to the Company or (iii) any material debt or contract to which the Company is a party or by which it is bound, where, in each case, such violation or default, individually, or together with all such violations or defaults, could reasonably be expected to have a material adverse effect on the Company.

(c) The performance and consummation of the transactions contemplated by this Safe do not and will not: (i) violate any material judgment, statute, rule or regulation applicable to the Company; (ii) result in the acceleration of any material debt or contract to which the Company is a party or by which it is bound; or (iii) result in the creation or imposition of any lien on any property, asset or revenue of the Company or the suspension, forfeiture, or nonrenewal of any material permit, license or authorization applicable to the Company, its business or operations.

(d) No consents or approvals are required in connection with the performance of this Safe, other than: (i) the Company's corporate approvals; (ii) any qualifications or filings under applicable securities laws; and (iii) necessary corporate approvals for the authorization of Capital Stock issuable pursuant to Section 1.

(e) To its knowledge, the Company owns or possesses (or can obtain on commercially reasonable terms) sufficient legal rights to all patents, trademarks, service marks, trade names, copyrights, trade secrets, licenses, information, processes and other intellectual property rights necessary for its business as now conducted and as currently proposed to be conducted, without any conflict with, or infringement of the rights of, others.

## 4. Investor Representations

(a) The Investor has full legal capacity, power and authority to execute and deliver this Safe and to perform its obligations hereunder. This Safe constitutes a valid and binding obligation of the Investor, enforceable in accordance with its terms, except as limited by bankruptcy, insolvency or other laws of general application relating to or affecting the enforcement of creditors' rights generally and general principles of equity.

(b) The Investor has been advised that this Safe and the underlying securities have not been registered under the Securities Act, or any state securities laws and, therefore, cannot be resold unless they are registered under the Securities Act and applicable state securities laws or unless an exemption from such registration requirements is available. The Investor is purchasing this Safe and the securities to be acquired by the Investor hereunder for its own account for investment, not as a nominee or agent, and not with a view to, or for resale in connection with, the distribution thereof, and the Investor has no present intention of selling, granting any participation in, or otherwise distributing the same. The Investor has such knowledge and experience in financial

and business matters that the Investor is capable of evaluating the merits and risks of such investment, is able to incur a complete loss of such investment without impairing the Investor's financial condition and is able to bear the economic risk of such investment for an indefinite period of time.

## 5. Miscellaneous

(a) Any provision of this Safe may be amended, waived or modified by written consent of the Company and either (i) the Investor or (ii) the majority-in-interest of all then-outstanding Safes with the same "Post-Money Valuation Cap" and "Discount Rate" as this Safe (and Safes lacking one or both of such terms will be considered to be the same with respect to such term(s)), provided that with respect to clause (ii): (A) the Purchase Amount may not be amended, waived or modified in this manner, (B) the consent of the Investor and each holder of such Safes must be solicited (even if not obtained), and (C) such amendment, waiver or modification treats all such holders in the same manner. "Majority-in-interest" refers to the holders of the applicable group of Safes whose Safes have a total Purchase Amount greater than 50% of the total Purchase Amount of all of such applicable group of Safes.

(b) Any notice required or permitted by this Safe will be deemed sufficient when delivered personally or by overnight courier or sent by email to the relevant address listed on their Wefunder account, or 48 hours after being deposited in the U.S. mail as certified or registered mail with postage prepaid, addressed to the party to be notified at such party's address listed on their Wefunder account, as subsequently modified by written notice.

(c) The Investor is not entitled, as a holder of this Safe, to vote or be deemed a holder of Capital Stock for any purpose other than tax purposes, nor will anything in this Safe be construed to confer on the Investor, as such, any rights of a Company stockholder or rights to vote for the election of directors or on any matter submitted to Company stockholders, or to give or withhold consent to any corporate action or to receive notice of meetings, until shares have been issued on the terms described in Section 1. However, if the Company pays a dividend on outstanding shares of Common Stock (that is not payable in shares of Common Stock) while this Safe is outstanding, the Company will pay the Dividend Amount to the Investor at the same time.

(d) Neither this Safe nor the rights in this Safe are transferable or assignable, by operation of law or otherwise, by either party without the prior written consent of the other; provided, however, that this Safe and/or its rights may be assigned without the Company's consent by the Investor (i) to the Investor's estate, heirs, executors, administrators, guardians and/or successors in the event of Investor's death or disability, or (ii) to any other entity who directly or indirectly, controls, is controlled by or is under common control with the Investor, including, without limitation, any general partner, managing member, officer or director of the Investor, or any venture capital fund now or hereafter existing which is controlled by one or more general partners or managing members of, or shares the same management company with, the Investor.

(e) In the event any one or more of the provisions of this Safe is for any reason held to be invalid, illegal or unenforceable, in whole or in part or in any respect, or in the event that any one or more of the provisions of this Safe operate or would prospectively operate to invalidate this Safe, then and in any such event, such provision(s) only will be deemed null and void and will not affect any other provision of this Safe and the remaining provisions of this Safe will remain operative and in full force and effect and will not be affected, prejudiced, or disturbed thereby.

(f) All rights and obligations hereunder will be governed by the laws of the State of California, without regard to the conflicts of law provisions of such jurisdiction.

(g) The parties acknowledge and agree that for United States federal and state income tax purposes this Safe is, and at all times has been, intended to be characterized as stock, and more particularly as common stock for purposes of Sections 304, 305, 306, 354, 368, 1036 and 1202 of the Internal Revenue Code of 1986, as amended. Accordingly, the parties agree to treat this Safe consistent with the foregoing intent for all United States federal and state income tax purposes (including, without limitation, on their respective tax returns or other informational statements).

(Signature page follows)

IN WITNESS WHEREOF, the undersigned have caused this Safe to be duly executed and delivered.

COMPANY:

DealMaker Playbook, Inc.

By: *Founder Signature*

Name: Martin J Hansen

Title: CEO and Founder

INVESTOR:

[INVESTOR NAME]

By: *Investor Signature*

Name: [INVESTOR NAME]

Title:

☐ Accredited Investor
☐ Unaccredited Investor

Read and Approved (for IRA use only)

By:

Name:

**Attachment 6:** `document_6.pdf`

Mavrek I EB (THE "SPV"), a series of Wefunder SPV, LLC, a Delaware limited liability company (the "LLC")

# Subscription Agreement

## [INVESTMENT AMOUNT]

## [INVESTMENT DATE]

Mavrek I EB (the "SPV"), a series of Wefunder SPV, LLC (the "LLC"), is a special purpose vehicle that will invest all of its assets in securities issued by DealMaker Playbook, Inc. (the "Company"). By making an investment in the SPV through the Wefunder website, I understand and agree to the representations set forth below.

I have reviewed the following information and documents in connection with this Subscription Agreement:

1. The information on the Wefunder website about the Company. I acknowledge that this information was prepared solely by either the Company or a third party whose work has been verified by the Company, and that none of Wefunder, Inc., Wefunder Portal, LLC, Wefunder Admin, LLC or Wefunder Advisors, LLC, nor any of their affiliates, employees or agents, are responsible for the adequacy, completeness, or accuracy of this information;
2. The Form C relating to this investment, which provides information about investment in the Company through the use of the SPV;
3. The Series Appendix, an appendix to the Wefunder SPV, LLC limited liability company agreement (the "LLC Agreement"), which sets forth certain specific terms of the SPV;
4. The Terms Appendix, which summarizes the terms of the Company securities to be purchased by the SPV;
5. The LLC Agreement, which sets forth other terms applicable to each SPV;
6. This Subscription Agreement, which sets forth the terms governing your investment in the SPV, and that sets forth certain representations you are making in connection with your investment in the SPV;
7. The Wefunder Investor Agreement; and
8. The Wefunder Terms of Service.

By making an investment in the SPV through the Wefunder website, I agree to be bound by this Subscription Agreement and the terms of the other agreements listed above with respect to my investment in the SPV.

# Subscription Agreement

## SCOPE OF AGREEMENT AND INVESTOR ELIGIBILITY REPRESENTATIONS

A. This agreement ("Agreement") applies to each investment in a series ("SPV") of Wefunder SPV, LLC (the "LLC"). Each series is a separate pool of assets from every other series. Each SPV will invest all of its assets in securities issued by a single company ("Company") as set forth in the applicable series appendix ("Series Appendix") to the Wefunder SPV, LLC limited liability company agreement ("LLC Agreement"). The terms of the Company securities to be purchased by the SPV are summarized in an appendix ("Terms Appendix") attached to this Agreement.

B. Each SPV is formed by and operated by Wefunder Admin, LLC on behalf of the Company in whose securities that SPV invests.

C. Important information about the Company, about the related SPV, and more generally about investments through the Wefunder website, is available through the Wefunder website. The Investor should review that information, and all relevant Company Information (as defined below), carefully before making an investment in any SPV.

D. Each SPV will offer membership interests ("Interests") in that SPV pursuant to Regulation Crowdfunding under the U.S. Securities Act of 1933, as amended (the "Securities Act").

E. You hereby agree that each time you make an investment in any SPV, you will be deemed to have entered into this Agreement, and will be deemed to have made each representation and covenant contained in this Agreement.

F. Except as the context otherwise requires, any reference in this Subscription Agreement to:

1. a "SPV" shall mean "The LLC acting solely on behalf of and for the account of the SPV";

2. "Investor" and "you" shall mean a person (whether individually, jointly with another person, or through his or her individual retirement account) who has agreed to invest, or has invested, in any SPV; and

3. "Company Information" means:

a. The information on the Wefunder website about the Company. I acknowledge that this information was prepared solely by either the Company or a third party whose work has been verified by the Company, and that neither Wefunder, Inc., Wefunder Portal, LLC, Wefunder Admin, LLC or Wefunder Advisors, LLC (together, the "Wefunder entities," nor any of their affiliates, employees or agents, are responsible for the adequacy, completeness, or accuracy of this information;

b. The Form C relating to this investment, which provides information about investment in the Company through the use of the SPV;

c. The Series Appendix, an appendix to the Wefunder SPV, LLC limited liability company agreement (the "LLC Agreement"), which sets forth certain specific terms of the SPV;

d. The Terms Appendix, which summarizes the terms of the Company securities to be purchased by the SPV;

e. The LLC Agreement, which sets forth other terms applicable to each SPV;

f. This Subscription Agreement, which sets forth the terms governing your investment in the SPV, and that sets forth certain representations you are making in connection with your investment in the SPV;

g. The Wefunder Investor Agreement; and

h. The Wefunder Terms of Service.

INVESTOR'S REPRESENTATIONS AND COVENANTS

## 1. Investor's Review of Information and Investment Decision

1.1. The Investor has carefully read and understands the Company Information. The Investor acknowledges that it has made an independent decision to invest indirectly in the Company through the SPV and that, in making its decision to invest in a SPV, the Investor has relied solely upon the Company Information, any other relevant information on the Wefunder website, and independent investigations made by the Investor. The Investor understands that no representations or warranties have been made to the Investor by the LLC, the relevant SPV, any administrator appointed from time to time with respect to the SPV (the "Administrator"), any lead investor appointed from time to time with respect to the SPV (the "Lead Investor"), or any partner, member, officer, employee, agent, affiliate or subsidiary of any of them regarding the Company.

1.2. The Investor has been provided an opportunity to request additional information concerning the Company and the offering through the Ask A Question feature on wefunder.com.

1.3. The Investor understands and agrees that neither Wefunder, Inc., Wefunder Portal, LLC, Wefunder Admin, LLC, any of their affiliates, nor any director, manager, officer, shareholder, member, employee or agent of Wefunder, Inc., Wefunder Portal, LLC, Wefunder Admin, LLC or any of their affiliates (each, a "Wefunder Party," and collectively, "Wefunder Parties") shall be liable in connection with any information or omission of information contained in materials prepared or supplied by the Company. Such materials may include, but are not limited to, information provided by the Company in the Form C related to the offering, information available through the Wefunder website, and materials distributed to the Investor by the SPV on behalf of a Company.

1.4. The Investor represents and agrees that no Wefunder Party has recommended or suggested any investment in a SPV, or any investment related to a Company, to the Investor.

1.5. Investor understands that no Wefunder Party is an adviser to Investor, and that Investor is not an advisory or other client of any Wefunder Party.

1.6. The Investor is not relying on any Wefunder Party or any other person or entity with respect to the legal, accounting, business, investment, pension, tax or other economic considerations involved in this investment other than the Investor's own advisers that are not affiliated with any of the foregoing persons.

1.7. The Investor has such knowledge and experience in financial and business matters that the Investor is capable of evaluating the merits and risks of the Investor's investment in the SPV and is able to bear such risks. The Investor has obtained, in the Investor's judgment, sufficient information to evaluate the merits and risks of such investment. The Investor has evaluated the risks of investing in the SPV, understands there are substantial risks of loss incidental to the purchase of an Interest and has determined that the Interest is a suitable investment for the Investor and consistent with the general investment objectives of the Investor.

## 2. Investor's Representations Related To Investment in a SPV.

2.1. The Investor is acquiring the Interest for its own account, for investment purposes only and not with an intent to resell or distribute the Interest (or any distributions received from the SPV in whole or in part), and the Investor agrees that it will not sell or otherwise transfer the Interest unless in compliance with Regulation Crowdfunding and other applicable securities laws, and with the terms and conditions of this Agreement.

2.2. The Investor's investment in the Interest is consistent with the investment purposes, objectives and cash flow requirements of the Investor and will not adversely affect the Investor's overall need for diversification and liquidity.

2.3. The Investor has all requisite power, authority and capacity to acquire and hold the Interest and to execute, deliver and comply with the terms of each of the instruments required to be executed and delivered by the Investor in connection with the Investor's subscription for the Interest, including without limitation this Subscription Agreement, and such execution, delivery and compliance does not conflict with, or constitute a default under, any instruments governing the Investor, any law, regulation or order, or any agreement or other undertaking to which the Investor is a party or by which the Investor may be bound. If the Investor is an entity, the person executing and delivering

each of such instruments on behalf of the Investor has all requisite power, authority and capacity to execute and deliver such instruments, and, upon request by the SPV, will furnish to the SPV a true and correct copy of any instruments governing the Investor, including all amendments thereto. The signature on each of such instruments is genuine and each of such instruments constitutes a legal, valid and binding obligation of the Investor enforceable against the Investor in accordance with its terms.

2.4. The Wefunder Parties are each hereby authorized and instructed to accept and execute any instructions in respect of the Interest given by the Investor in written or electronic form. The Wefunder Parties may rely conclusively upon and shall incur no liability in respect of any action taken upon any notice, consent, request, instructions or other instrument believed in good faith to be genuine or to be signed by properly authorized persons of the Investor.

2.5. Pursuant to the requirements of Treas. Reg. § 301.6109-1(c), the Investor has provided, or agrees to provide upon the earlier of (i) two years of an acquisition of an Interest or (ii) twenty (20) days before any distribution is to be made from the SPV, his, her or its taxpayer identification number (e.g., social security number or employer identification number) under penalties of perjury and has or will attest that the Internal Revenue Service has not notified the Investor that he, she or it is subject to backup withholding.

# 3. The Manager Has The Right To Reject Any Subscription, In Whole Or In Part.

3.1. The Investor understands that the SPV will not register as an investment company under the U.S. Investment Company Act of 1940, as amended (the "Investment Company Act"), nor will it make a public offering of its securities within the United States.

3.2. The Investor understands that the value of all investments in any SPV made through individual retirement accounts ("IRAs") must be less than 25% of the value of the SPV's assets.

3.3. If the Investor is investing in a SPV through an employee benefit plan of any kind, including an individual retirement account (the "Plan"), and an individual or entity (the "Fiduciary") has entered into this Agreement on behalf of the Plan, the Fiduciary hereby makes the following representations, warranties, and covenants:

i. The Fiduciary is a fiduciary of the Plan who is authorized to invest Plan assets or is acting at the direction of a Plan fiduciary authorized to invest Plan assets. The Fiduciary has determined that an investment in the Fund is consistent with the Fiduciary's responsibilities to the Plan under Employee Retirement Income Security Act of 1974, as amended ("ERISA") or other applicable law, and is qualified to make such investment decision. The Fiduciary is authorized to make all representations, covenants and agreements set forth in this Agreement about and on behalf of the Investor, and the Fiduciary hereby agrees that, except for the representations, covenants and agreements contained in this section 3.3. all representations, covenants and agreements contained in this Agreement are made on behalf of the Investor who is investing through the Plan.

ii. The execution and delivery of this Subscription Agreement, and the investment contemplated hereby has been duly authorized by all appropriate and necessary parties pursuant to the provisions of the instrument or instruments governing the Plan and any related trust; and (B) will not violate, and is not otherwise inconsistent with, the terms of such instrument or instruments.

iii. The Fiduciary acknowledges that the assets of the Fund will be invested in accordance with the Company Information related to that Fund.

iv. The Plan's purchase and holding of an Interest will not constitute a non-exempt transaction prohibited under ERISA, Section 4975 of the Internal Revenue Code (the "Code"), or any similar laws or other federal, state, local, foreign or other laws or regulations applicable to the Plan and its investments. None of the Wefunder entities nor any of their affiliates, agents, or employees: (A) exercises any authority or control with respect to the management or disposition of assets of the Plan used to purchase an Interest, (B) renders investment advice for a fee (pursuant to an agreement or understanding that such advice will serve as a primary basis for investment decisions and that such advice will be based on the particular investment needs of the Plan), with respect to such assets of the Plan, or has the authority to do so, or (C) is an employer maintaining or contributing to, or any of whose employees are covered by, the Plan.

v. The Fiduciary understands and agrees to the fee arrangements described in the Company Information.

vi. The Fiduciary understands and agrees that, to prevent the assets of the SPV from being treated as "plan assets" for purposes of ERISA and Section 4975 of the Code, the Investor may be prohibited from purchasing or acquiring an Interest or may be required to redeem its Interest or a portion thereof.

3.4. The Investor acknowledges that the SPV and any Administrator, on the SPV's behalf, may not accept any investment from an Investor if the Investor cannot truthfully make the representations contained herein.

# 4. The Correctness And Accuracy Of All Information Provided By Investor To The LLC Or The SPV.

4.1. The Investor confirms that all information and documentation provided to the LLC, the SPV, and any Administrator, including, but not limited to, all information regarding the Investor's identity, taxpayer identification number, the source of the funds to be invested in the SPV, and the Investor's eligibility to invest in offerings under Regulation Crowdfunding, is true, correct and complete. Should any such information change or no longer be accurate, the Investor agrees and covenants that they will promptly notify the Wefunder Parties of such changes via the wefunder.com platform. The Investor agrees and covenants that he, she or it will maintain accurate and up-to-date contact information (including email and mailing address) on the wefunder.com platform and will promptly update such information in the event it changes or is no longer accurate.

4.2. The representations, warranties, agreements, undertakings and acknowledgments made by the Investor in this Subscription Agreement will be relied upon by the LLC, the SPV, and any Administrator in determining the Fund's compliance with federal and state securities laws, and shall survive the Investor's admission as a Member of the SPV.

4.3. All information that the Investor has provided to the LLC, the SPV, and any Administrator concerning the knowledge and experience of financial, tax and business matters of the Investor is correct and complete.

# 5. The Wefunder Parties' Right To Use Investor Information.

5.1. The Investor agrees and consents to the Wefunder Parties, their delegates and their duly authorized agents and any of their respective related, associated or affiliated companies obtaining, holding, using, disclosing and processing the Investor's data:

a. to facilitate the acceptance, management and administration of the Investor's subscription for an Interest on an on-going basis;

b. for any other specific purposes where the Investor has given specific consent to do so;

c. to carry out statistical analysis, market research, and tracking of investment performance over time;

d. to comply with legal or regulatory requirements applicable to the SPV and any Administrator or the Investor, including, but not limited to, in connection with anti-money laundering and similar laws;

e. for disclosure or transfer to third parties including the Investor's financial adviser (where appropriate), regulatory bodies, auditors, technology providers or to the SPV, any Administrator, any Lead Investor, and their delegates or their duly appointed agents and any of their respective related, associated or affiliated companies for the purposes specified above;

f. if the contents thereof are relevant to any issue in any action, suit or proceeding to which the LLC, the SPV, any Administrator, any Lead Investor, or their affiliates are a party or by which they are or may be bound;

g. for other legitimate business of the LLC, the SPV, any Administrator, or any Lead Investor.

5.2. The Investor acknowledges and agrees that it will provide additional information or take such other actions as may be necessary or advisable for the SPV or any Administrator (in the sole judgment of the SPV and/or any Administrator) to comply with any disclosure and compliance policies, related legal process or appropriate requests (whether formal or informal) or otherwise.

5.3. The Investor agrees and consents to disclosure by the LLC, the SPV and any of their agents, including any Administrator or any Lead Investor, to relevant third parties of information pertaining to the Investor in respect of disclosure and compliance policies or information requests related thereto. Without limiting the generality of the foregoing, the Investor agrees that information about the Investor may be provided to the Company in whose securities a SPV will or proposes to invest.

5.4. The Investor authorizes the LLC, the SPV, any Administrator, and each SPV service provider to disclose the Investor's nonpublic personal information to comply with regulatory and contractual requirements applicable to the SPV and its investments. Any such disclosure shall be permitted notwithstanding any privacy policy or similar restrictions regarding the disclosure of the Investor's nonpublic personal information.

## 6. Key Risk Factors

6.1. The Investor understands that investment in a SPV may involve a complete loss of the Investor's investment. In this regard, the Investor understands that such venture investments involve a high degree of risk, and that many or most venture company investments lose money. An Investor may ultimately receive cash, securities, or a combination of cash and securities (and in many cases nothing at all). If the Investor receives securities, the securities may not be publicly traded, and may not have any significant value.

6.2. The Investor understands and agrees that the Interests are subject to restrictions on transfer and cannot be redeemed. Instead, an Investor typically must hold his or her Interest in a SPV until the SPV has sold or otherwise disposed of its investments and the SPV distributes its investments to the investors in the SPV (a "Liquidation Event"). An Investor typically will not receive any distributions until such a Liquidation Event (and may not receive anything even upon a Liquidation Event), which may not occur for many years. The Investor must therefore bear the economic risk of holding their investment for an indefinite period of time.

6.3. The Investor understands and agrees that the Interests: (a) have not been registered under the Securities Act or any other law of the United States, or under the securities laws of any state or other jurisdiction, and therefore an Interest cannot be resold, pledged, assigned or otherwise disposed of unless it is so registered or an exemption from registration is available; and (b) can only be transferred as permitted under Regulation Crowdfunding and subject to the terms and conditions of this Agreement.

6.4. The Investor understands that no guarantees have been made to the Investor about future performance or financial results of the SPV, and an investment in the SPV may result in a gain or loss upon termination or liquidation of the SPV. It is possible that the investors in a SPV will have "phantom income," which could require them to pay taxes on their investment in a SPV even though the SPV does not distribute any income (or does not distribute sufficient income to pay the taxes).

6.5. The Investor understands and agrees that the SPV was formed by and is operated by Wefunder Admin, LLC on behalf of the Company. Investors will have no right to manage or influence the management of any SPV or of the LLC.

6.6. The Investor understands the Issuer may be required to pay an administrative fee for maintenance and operation of the SPV. Failure of the Issuer to pay such a fee could result in the dissolution of the SPV (an "SPV Dissolution Event"). Subsequent to an SPV Dissolution Event, the securities held by the SPV would be distributed directly and proportionally to the individual investors. The Investor understands that dissolution of the SPV pursuant to an SPV Dissolution Event could create administrative complexities, as investors would need to manage the securities themselves rather than having them held and administered by the SPV. Additionally, the unplanned distribution of securities may not align with investors' intended investment strategy or asset allocation. Upon an SPV Dissolution Event, the Investor hereby consents to and agrees to accept direct assignment of the SPV's rights and obligations under any investment agreements between the SPV and the Issuer that is located in the Form C or C/A offering materials. The Investor acknowledges they will be bound by all terms and conditions of such agreements as if they were an original party thereto.

6.7. The Investor understands and agrees that the Company may appoint a Lead Investor and that, if appointed, pursuant to a power of attorney granted by the Investor in the Investor Agreement, the Lead Investor will exercise voting authority on behalf of the Investor with respect to the SPV securities the Investor owns.

6.8. The Investor represents that he or she has read and understands the risk factors contained in the Company Information. The Investor understands and agrees that each Company is solely responsible for providing risk factors, conflicts of interest, and other disclosures that investors should consider when investing in securities issued by that Company (including through a SPV), and that the Wefunder Parties have no ability to assure, and have not in any way assured, that any or all such risk factors, conflicts of interest and other disclosures have been presented fully and fairly, or have been presented at all.

6.9. The Investor understands that any privacy statements, reports or other communications regarding the SPV and the Investor's investment in the SPV (including annual and other updates, and tax documents) will be delivered via electronic means, including through wefunder.com. The Investor hereby consents to electronic delivery as described in the preceding sentence. In so consenting, the Investor acknowledges that email messages are not secure and may contain computer viruses or other defects, may not be accurately replicated on other systems, or may be intercepted, deleted or interfered with, with or without the knowledge of the sender or the intended recipient. The Investor also acknowledges that an email from the Wefunder Parties may be accessed by recipients other than the Investor and may be interfered with, may contain computer viruses or other defects and may not be successfully replicated on other systems. No Wefunder Party gives any warranties in relation to these matters.

6.10. The Investor understands and agrees that if he, she or it does not provide a valid taxpayer identification number under penalties of perjury, and attest that the Investor has not been notified by the Internal Revenue Service that he, she or it is subject to backup withholding, the SPV will be required to withhold from any proceeds otherwise payable to the Investor an amount necessary to satisfy the SPV's backup withholding obligations.

6.11. The Investor understands and agrees that if he, she or it does not provide a valid taxpayer identification number to the SPV, the SPV will withhold from any proceeds otherwise payable to the Investor an amount necessary for the SPV to satisfy its tax withholding obligations with respect to such amount. The SPV may also withhold any other amounts representing the SPV's reasonable estimation of penalties that may be charged by the Internal Revenue Service or any other taxing authority as a result of the Investor's failure to provide a valid taxpayer identification number.

6.12. The Investor understands that the Issuer may be required to pay to Wefunder certain fees for the rendering of tax services and may be required to furnish Wefunder with certain tax documents in connection with these services. These obligations are specified in the Tax Services Agreement ("TSA"), where applicable. The Investor further understands and agrees that failure by the Issuer to pay such fees or failure to deliver required tax documents in the manner prescribed in the TSA, may each constitute an SPV Dissolution Event, the consequences of which are detailed in Section 6.6.

7. Compliance With Anti-Money Laundering Laws.

7.1. The Investor represents and warrants that the Investor's investment was not directly or indirectly derived from illegal activities, including any activities that would violate U.S. Federal or State laws or any laws and regulations of other countries.

7.2. The Investor acknowledges that U.S. Federal law, regulations and Executive Orders administered by the U.S. Treasury Department's Office of Foreign Assets Control ("OFAC") may prohibit the SPV, any Administrator, or any Lead Investor from, among other things, engaging in transactions with, and the provision of services to, persons on the list of Specially Designated Nationals and Blocked Persons and persons, foreign countries and territories that are the subject of U.S. sanctions administered by OFAC (collectively, the "OFAC Maintained Sanctions").

7.3. The Investor acknowledges that the SPV prohibits the investment of funds by any persons or entities that are (i) the subject of OFAC Maintained Sanctions, (ii) acting, directly or indirectly, in contravention of any applicable laws and regulations, including anti-money laundering regulations or conventions, or on behalf of persons or entities subject to an OFAC Maintained Sanction, (iii) acting, directly or indirectly, for a senior foreign political figure, any member of a senior foreign political figure's immediate family or any close associate of a senior foreign political figure, unless the SPV, after being specifically notified by the Investor in writing that it is such a person, conducts further due diligence, and determines that such investment shall be permitted, or (iv) acting, directly or indirectly, for a foreign shell bank (such persons or entities in (i) - (iv) are collectively referred to as "Prohibited Persons"). The Investor represents and warrants that it is not, and is not acting directly or indirectly on behalf of, a Prohibited Person.

7.4. To the extent the Investor has any beneficial owners, (i) it has carried out thorough

due diligence to establish the identities of such beneficial owners, (ii) based on such due diligence, the Investor reasonably believes that no such beneficial owners are Prohibited Persons, (iii) it holds the evidence of such identities and status and will maintain all such evidence for at least five years from the date of the liquidation or termination of the SPV, and (iv) it will make available such information and any additional information requested by the SPV that is required under applicable regulations.

7.5. The Investor acknowledges and agrees that the SPV or any Administrator may "freeze the account" of the Investor, including, but not limited to, by suspending distributions from the SPV to which the Investor would otherwise be entitled, if necessary to comply with anti-money laundering statutes or regulations.

7.6. The Investor acknowledges and agrees that the SPV and/or any Administrator, in complying with anti-money laundering statutes, regulations and goals, may file voluntarily and/or as required by law suspicious activity reports ("SARs") or any other information with governmental and law enforcement agencies that identify transactions and activities that the SPV or any Administrator or their agents reasonably determine to be suspicious, or is otherwise required by law. The Investor acknowledges that the LLC, the SPV, and any Administrator are prohibited by law from disclosing to third parties, including the Investor, any filing or the substance of any SARs.

7.7. The Investor agrees that, upon the request of the LLC, the SPV, or any Administrator, it will provide such information as the LLC, the SPV, or any Administrator requires to satisfy applicable anti-money laundering laws and regulations, including, without limitation, background documentation about the Investor

## 8. Regulatory Provisions

8.1. The Investor understands that no federal or state agency has passed upon the Interests or made any findings or determination as to the fairness of this investment.

8.2. The Investor certifies that the information contained in the executed copy of Form W-9 submitted to the SPV (if any) and/or the taxpayer identification provided to the SPV is correct. The Investor agrees to provide such other documentation as the SPV determines may be necessary for the SPV to fulfill any tax reporting and/or withholding requirements.

8.3. The Investor understands and agrees that the Company may cause the SPV to make an election under Section 754 of the Internal Revenue Code (the "Code") or an election to be treated as an "electing investment partnership" for purposes of Section 743 of the Code. If the SPV elects to be treated as an electing investment partnership, the Investor shall cooperate with the SPV to maintain that status and shall not take any action that would be inconsistent with such election. Upon request, the Investor shall provide the SPV with any information necessary to allow the SPV to comply with (a) its obligations to make tax basis adjustments under Section 734 or 743 of the Code and (b) its obligations as an electing investment partnership.

8.4. The Investor consents to receive any Schedule K-1 (Partner's Share of Income, Deductions, Credits, etc.) from the SPV electronically via email, the Internet and/or another electronic reporting medium in lieu of paper copies. The Investor agrees that it will confirm this consent electronically at a future date in a manner set forth by the Company at such time and as required by the electronic receipt consent rules set forth by the Internal Revenue Service. The Investor may request a paper copy of the Investor's Schedule K-1 by contacting Wefunder Inc. at support@wefunder.com or such other email address as specified on the wefunder.com platform. Requesting a paper copy will not constitute a withdrawal of the Investor's consent to receive reports or other communications, including Schedule K-1, electronically. The Investor may withdraw its consent for electronic delivery or change its contact preferences for such delivery at any time by writing to support@wefunder.com or such other email address as specified on the wefunder.com platform. Such withdrawal will take effect promptly after receipt, unless otherwise agreed upon. Upon receipt of a withdrawal request, the SPV will confirm the withdrawal and the date on which it takes effect in writing (either electronically or on paper). A withdrawal of consent does not apply to a statement that was furnished electronically before the date on which the withdrawal of consent takes effect. The SPV will cease providing information electronically upon termination of the SPV. Notwithstanding the Investor's consent to receive materials electronically, the Investor still may be required to print and attach its Schedule K-1 to a federal, state or local tax return.

## 9. Miscellaneous Provisions

### 9.1. Indemnification

9.1.1. The Investor agrees to indemnify and hold harmless the LLC, the SPV, any Administrator, any Lead Investor, or any partner, member, officer, employee, agent, affiliate or subsidiary of any of them, and each other person, if any, who controls, is controlled by, or is under common control with, any of the foregoing, within the meaning of Section 15 of the Securities Act, and their respective officers, directors, partners, members, shareholders, owners, employees and agents (collectively, the "Indemnified Parties") against any and all loss, liability, claim, damage and expense whatsoever (including all expenses reasonably incurred in investigating, preparing or defending against any claim whatsoever) arising out of or based upon (i) any false representation or warranty made by the Investor, or breach or failure by the Investor to comply with any covenant or agreement made by the Investor, in this Subscription Agreement or in any other document furnished by the Investor to any of the foregoing in connection with this transaction, or (ii) any action for securities law violations instituted by the Investor that is finally resolved by judgment against the Investor.

9.1.2. The Investor also agrees to indemnify each Indemnified Party for any and all costs, fees and expenses (including legal fees and disbursements) in connection with any damages resulting from the Investor's misrepresentation or misstatement contained herein, or the assertion of the Investor's lack of proper authorization from the beneficial owner to enter into this Subscription Agreement or perform the obligations thereof.

9.1.3. The Investor agrees to indemnify and hold harmless each Indemnified Party from and against any tax, interest, additions to tax, penalties, reasonable attorneys' and accountants' fees and disbursements, together with interest on the foregoing amounts at a rate determined by the SPV or any Administrator computed from the date of payment through the date of reimbursement, arising from the failure to withhold and pay over to the U.S. Internal Revenue Service or the taxing authority of any other jurisdiction any amounts computed, as required by applicable law, with respect to the income or gains allocated to or amounts distributed to the Investor with respect to its Interest during the period from the Investor's acquisition of the Interest until the Investor's transfer of the Interest in accordance with this Agreement, the LLC Agreement, and Regulation Crowdfunding.

9.1.4. If for any reason (other than the willful misfeasance or gross negligence of the entity that would otherwise be indemnified) the foregoing indemnification is unavailable to, or is insufficient to hold such Indemnified Party harmless, then the Investor shall contribute to the amount paid or payable by the Indemnified Party as a result of such loss, claim, damage or liability in such proportion as is appropriate to reflect not only the relative benefits received by the Investor on the one hand and the Indemnified Parties on the other but also the relative fault of the Investor and the Indemnified Parties, as well as any relevant equitable considerations.

9.1.5. The reimbursement, indemnity and contribution obligations of the Investor under this section shall be in addition to any liability that the Investor may otherwise have, and shall be binding upon and inure to the benefit of any successors, assigns, heirs and personal representatives of the Indemnified Parties.

9.2. **Limitation of Liability.** The LLC is a Delaware "multi-series" limited liability company. As a multi-series limited liability company, the LLC may operate multiple series with the benefit of segregation of assets and liabilities among each of its series pursuant to the Delaware Limited Liability Company Act, as amended (the "Delaware Act"). Accordingly, the Investor hereby agrees that the debts, liabilities, obligations and expenses incurred, contracted for or otherwise existing with respect to a series (including the SPV) shall be enforceable against the assets of that series only and not against the LLC generally or the assets of any other series. In addition, none of the debts, liabilities, obligations and expenses incurred, contracted for or otherwise existing with respect to the LLC generally, or any particular series, shall be enforceable against the assets of any other series.

9.3. **Counsel.** The Investor understands that Morrison &amp; Foerster LLP serves as legal counsel on certain matters to Wefunder, Inc., Wefunder Portal, LLC, Wefunder Admin, LLC and Wefunder Advisors, LLC and not to the SPV or any Investor by virtue of its investment in the SPV, and that no independent counsel has been retained to represent the SPV or Investors in the SPV. The Investor also understands that Morrison &amp; Foerster LLP has not independently verified any factual assertions made in the Company Information or on the Wefunder website and is not responsible for the SPV's compliance with its investment program or applicable law.

9.4. **Power of Attorney.** The Investor hereby appoints each of the Company and Wefunder Admin, LLC as its true and lawful representative and attorney-in-fact, in its name,

place and stead to make, execute, sign, acknowledge, swear to and file:

9.4.1. a Certificate of Formation of the LLC and any amendments required under the Delaware Act

9.4.2. the LLC Agreement and any duly adopted amendments;

9.4.3. any and all instruments, certificates and other documents that may be deemed necessary or desirable to effect the winding-up and termination of the LLC or the SPV (including a Certificate of Cancellation of the Certificate of Formation); and

9.4.4. any business certificate, fictitious name certificate, related amendment or other instrument or document of any kind necessary or desirable to accomplish the LLC's or the SPV's business, purpose and objectives or required by any applicable U.S., state, local or other law.

This power of attorney is coupled with an interest, is irrevocable, and shall survive and shall not be affected by the subsequent death, disability, incompetence, termination, bankruptcy, insolvency or dissolution of the Investor; provided, however, that this power of attorney will terminate upon the substitution of another SPV member for all of the Investor's investment in the LLC or the SPV or upon the liquidation or termination of the LLC or the SPV. The Investor hereby waives any and all defenses that may be available to contest, negate or disaffirm the actions of the LLC, the SPV, and any Administrator taken in good faith under this power of attorney.

## 9.5. Confidentiality.

9.5.1. The Investor agrees that the Company Information and all financial statements (if any), tax reports (if any), portfolio valuations (if any), private placement memoranda (if any), reviews or analyses of potential or actual investments (if any), reports or other materials prepared or produced by the SPV and/or any Administrator and all other documents and information concerning the affairs of the SPV and/or the Fund's investments, including, without limitation, information about the Company, and/or the persons directly or indirectly investing in the SPV (collectively, the "Confidential Information") that the Investor may receive pursuant to or in accordance with the use of the Wefunder website, an investment in one or more SPVs, or otherwise as a result of its ownership of an Interest in the SPV, constitute proprietary and confidential information about the SPV, any Administrator, and/or any Lead Investor (the "Affected Parties").

9.5.2. The Investor acknowledges that the Affected Parties derive independent economic value from the Confidential Information not being generally known and that the Confidential Information is the subject of reasonable efforts to maintain its secrecy. The Investor further acknowledges that the Confidential Information is a trade secret, the disclosure of which is likely to cause substantial and irreparable competitive harm to the Affected Companies or their respective businesses. The Investor shall not reproduce any of the Confidential Information or portion thereof or make the contents thereof available to any third party other than a disclosure on a need-to-know basis to the Investor's legal, accounting or investment advisers, auditors and representatives (collectively, "Advisers"), except to the extent compelled to do so in accordance with applicable law (in which case the Investor shall promptly notify the SPV of the Investor's obligation to disclose any Confidential Information) or with respect to Confidential Information that otherwise becomes publicly available other than through breach of this provision by the Investor.

9.5.3. To the fullest extent permitted by law, the Investor agrees not to request disclosure or inspection of any such information after the Investor is notified (whether in response to the Investor's request for information or otherwise) that the SPV has determined not to disclose such information.

9.5.4. The Investor agrees that the LLC, the SPV, and the SPV service providers would be subject to potentially irreparable injury as a result of any breach by the Investor of the covenants and agreements set forth in this Item 9.5, and that monetary damages would not be sufficient to compensate or make whole the LLC, the SPV, and the SPV services providers for any such breach. Accordingly the Investor agrees that the LLC, the SPV, and the SPV service providers shall be entitled to equitable and injunctive relief, on an emergency, temporary, preliminary and/or permanent basis, to prevent any such breach or the continuation thereof.

9.6. Amendments. Neither this Subscription Agreement nor any term hereof may be

supplemented, changed, waived, discharged or terminated except with the written consent of the Investor and the Company on behalf of the relevant SPV. For the sake of clarity, the restriction on the Company in the preceding sentence applies solely to the form of this Subscription Agreement applicable to SPVs that have had a closing, and does not prevent the Company from changing the form and content of this Subscription Agreement for use in offerings of SPVs that have not had a closing.

9.7. **Assignability and Transferability.** This Subscription Agreement is not transferable or assignable by the Investor without the prior written consent of the Company on behalf of the SPV, and any transfer or assignment in violation of this provision shall be null and void. The Interests in the SPV being acquired by Investor herein may only be transferred by Investor in compliance with Regulation Crowdfunding and the terms and conditions of this Agreement. If Investor seeks to transfer the Interests, Investor shall first give written notice to the Company and Wefunder Admin, LLC, including the number of Interests that Investor desires to transfer, the proposed price, the name and contact information of the proposed buyer, and any other information that the Company or Wefunder Admin, LLC may reasonably request. To the extent possible, such notice shall be provided through the Wefunder.com website. Any transfer of Interests shall be subject to execution by Investor and the proposed transferee of appropriate documentation, as may be required by the Company or Wefunder Admin, LLC, in their discretion. Investor further acknowledges that pursuant to the LLC Agreement, Wefunder Admin, LLC (as Series Manager of the SPV), may impose additional restrictions on or prohibit the Transfer of Interests for any reason or no reason, in its sole discretion.

9.8. **Repurchase.** In the event that the SPV or any Administrator determines that it is likely that within twelve (12) months the securities of the SPV or the Company will be held of record by a number of persons that would require the SPV or the Company to register a class of its equity securities under the Securities Exchange Act of 1934, as amended ("Exchange Act"), as required by Section 12(g) or 15(d) thereof, the SPV shall have the option to repurchase the Interests from each Investor to the extent necessary to avoid the requirement to register a class of its securities under the Exchange Act. Such repurchase of Interests shall be for the greater of (i) the purchase price of the Interests, or (ii) the fair market value of the Interests, as determined by an independent appraiser of securities chosen by the Administrator. Any such repurchase may only occur with the consent of Wefunder Admin, LLC, as Series Manager of the SPV.

9.9. **Governing Law:** Consent to Jurisdiction. Notwithstanding the place where this Subscription Agreement may be executed by any of the parties hereto, the parties expressly agree that all the terms and provisions hereof shall be construed under the laws of the State of Delaware. Any action or proceeding brought by the SPV or any SPV service provider against one or more investors in the SPV relating in any way to this Subscription Agreement or the LLC Agreement may, and any action or proceeding brought by any other party against the SPV or any SPV service provider relating in any way to this Subscription Agreement or the Company Information shall, be brought and enforced in the state courts of the State of Delaware located in Wilmington or (to the extent subject matter jurisdiction exists therefore) in the courts of the United States located in the District of Delaware; and the Investor and the SPV irrevocably submit to the jurisdiction of both such state and federal courts in respect of any such action or proceeding. The Investor and the SPV irrevocably waive, to the fullest extent permitted by law, any objection that they may now or hereafter have to laying the venue of any such action or proceeding in the courts of the State of Delaware located in Wilmington or in the courts of the United States located in the District of Delaware and any claim that any such action or proceeding brought in any such court has been brought in an inconvenient forum.

9.10. **Severability.** If any provision of this Subscription Agreement is invalid or unenforceable under any applicable law, then such provision shall be deemed inoperative to the extent that it may conflict therewith and shall be deemed modified to conform with such applicable law. Any provision hereof that may be held invalid or unenforceable under any applicable law shall not affect the validity or enforceability of any other provisions hereof, and to this extent the provisions hereof shall be severable.

9.11. **Headings.** The headings in this Subscription Agreement are for convenience of reference only, and shall not limit or otherwise affect the meaning hereof.

9.12. **General.** This Subscription Agreement shall be binding upon the Investor and the legal representatives, successors and assigns of the Investor, shall survive the admission of the Investor as a member of a SPV, and shall, if the Investor consists of more than one person, be the joint and several obligation of all such persons.

[Remainder of page intentionally left blank. Signature page follows.]

The undersigned have executed this instrument as of the date first above written.

SPV

Mavrek I EB, as series of Wefunder SPV, LLC
By: Wefunder Admin, LLC, its Manager

By: Wefunder Signature
Date:

Name: Nicholas Tommarello
Title: Chief Executive Officer

Investor

[INVESTOR NAME]

By: Investor Signature
Date:

CONTACT INFORMATION:

Name: [INVESTOR NAME]

Mailing Address:

City:

Country:

E-mail:

# TERMS APPENDIX FOR THE PURCHASE OF DealMaker Playbook. Inc. SECURITIES BY Mayrek I EB. A SERIES OF WEFUNDER SPV. LLC. A DELAWARE LIMITED LIABILITY COMPANY

Type of Security: Future Equity

Terms $15M valuation cap and 10% discount

{ To view a copy of the contract, please see <b>Appendix B, Investor Contracts</b> of the Form C. The latest Form C or C/A filing be found here:<br/>
<a target='blank' href="https://www.sec.gov/cgi-bin/srch-edgar?text=%28FORM-TYPE%3DC%2FA+or+FORM-TYPE%3DC%29+and+CIK%3D0002069991&amp;first=2016">https://www.sec.gov/cgi-bin/srch-edgar?text=%28FORM-TYPE%3DC%2FA+or+FORM-TYPE%3DC%29+and+CIK%3D0002069991&amp;first=2016</a> }

**Attachment 7:** `document_7.pdf`

# DEALMAKER PLAYBOOK, INC
(A California Corporation)

## Financial Statements and Supplementary Information

Year Ended December 31, 2024

(With Independent Auditor's Report)

Bill R. Walker
Certified Public Accountant

# DEALMAKER PLAYBOOK, INC.
## INDEX

Year Ended December 31, 2024

|  | Page |
| --- | --- |
| Independent Auditor's Report | 1-2 |
| Financial Statements: |  |
| Balance Sheet | 3 |
| Statement of Income | 4 |
| Statement of Retained Earnings | 5 |
| Statement of Cash Flows | 6 |
| Notes to Financial Statements | 7-12 |
| Supplementary Information: |  |
| Operating Expenses - Schedule I | 13 |

# BILL R. WALKER
## Certified Public Accountant

# INDEPENDENT AUDITOR'S REPORT

To the Shareholders
DealMaker Playbook, Inc.

## Opinion

I have audited the accompanying financial statements of DealMaker Playbook, Inc. (a California corporation), which comprise the balance sheet as of December 31, 2024, and the related statements of income, changes in retained (deficit), and cash flows for the year then ended, and the related notes to the financial statements.

In my opinion, the financial statements referred to above present fairly, in all material respects, the financial position of DealMaker Playbook, Inc. as of December 31, 2024, and the results of its operations and its cash flows for the year then ended in accordance with accounting principles generally accepted in the United States of America.

## Basis of Opinion

I conducted my audit in accordance with auditing standards generally accepted in the United States of America. My responsibilities under those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial Statements section of my report. I am required to be independent of DealMaker Playbook, Inc. and to meet my other ethical responsibilities, in accordance with the relevant ethical requirements relating to my audit. I believe that the audit evidence I have obtained is sufficient and appropriate to provide a basis for my audit opinion.

## Auditor’s Responsibilities for the Audit of the Financial Statements

My objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error and to issue an auditor’s report that includes my opinion. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore it is not a guarantee that an audit conducted in accordance with generally accepted auditing standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements.

In performing an audit in accordance with generally accepted auditing standards, I

- Exercise professional judgment and maintain professional skepticism throughout the audit.

- Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining on a test basis, evidence regarding the amounts and disclosures in the financial statements.

1805 Spring Grove Lane, Bakersfield, California 93311
Tel. 661-428-2919, Fax 661-369-7618, Email billwalkercpa@gmail.com

- Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of DealMaker Playbook, Inc.’s internal control. Accordingly, no such opinion is expressed.

- Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements.

- Conclude whether, in my judgment, there are conditions or events considered in the aggregate that raise substantial doubt about DealMaker Playbook, Inc.’s ability to continue as a going concern for a reasonable period of time.

## Report on Supplementary Information

My audit was conducted for the purpose of forming an opinion on the financial statements as a whole. The schedule of operating expenses is presented for the purpose of additional analysis and is not a required part of the financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the financial statements. The information has been subjected to the auditing procedures applied in the audit of the financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In my opinion, the information is fairly stated in all material respects in relation to the financial statements as a whole.

I am required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant findings, and certain internal control-related matters that I identified during the audit.

*Bill R. Walker*
Certified Public Accountant
Bakersfield, California

March 10, 2025

# FINANCIAL STATEMENTS

# DEALMAKER PLAYBOOK, INC.

## BALANCE SHEET

December 31, 2024

### ASSETS

| CURRENT ASSETS |  |
| --- | --- |
| Cash | $100,657 |
| Total Current Assets | 100,657 |
| SOFTWARE DEVELOPMENT COSTS AND SOFTWARE PATENTS |  |
| Software development costs | 3,217,512 |
| Software patents | 42,242 |
| Accumulated amortization | 3,259,754 |
|  | (2,768,971) |
| Net Software Development Costs and Software Patents | 490,783 |
| TOTAL ASSETS | 591,440 |
| LIABILITIES |  |
| LONG-TERM LIABILITIES |  |
| Accrued wages payable | 769,692 |
| State tax payable | 800 |
| Notes payable | 1,249,082 |
| Total Long-term Liabilities | 2,019,574 |
| TOTAL LIABILITIES | 2,019,574 |
| STOCKHOLDERS' EQUITY |  |
| Capital stock | 2,113,682 |
| Additional paid-in capital | 1,124,550 |
| Retained (deficit) | (4,666,366) |
| TOTAL STOCKHOLDERS' EQUITY | (1,428,134) |
| TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY | $591,440 |

The accompanying notes are integral parts of these financial statements

# DEALMAKER PLAYBOOK, INC.
## STATEMENT OF INCOME
For the Year Ending December 31, 2024

### REVENUES

| Sales of software | $132 |
| --- | --- |
| TOTAL REVENUES | 132 |
| COST OF GOODS SOLD | 9,855 |
| GROSS PROFIT | (9,723) |
| OPERATING EXPENSES - SCHEDULE I | 723,220 |
| TOTAL OPERATING EXPENSES | 723,220 |
| (LOSS) FROM OPERATIONS AND LOSS BEFORE TAXES | (732,943) |
| PROVISION FOR INCOME TAXES | 800 |
| NET (LOSS) | $(733,743) |

The accompanying notes are integral parts of these financial statements

# DEALMAKER PLAY BOOK, INC.
## STATEMENT OF RETAINED EARNINGS
For the Year Ending December 31, 2024

| Retained (Deficit), Beginning of Year - Restated | $(3,932,623) |
| --- | --- |
| Net (loss) for the year | (733,743) |
| Shareholder distributions | - |
| Retained (Deficit), End of Year | $(4,666,366) |

The accompanying notes are integral parts of these financial statements

# DEALMAKER PLAYBOOK, INC.
## STATEMENT OF CASH FLOWS
For the Year Ending December 31, 2024

## CASH FLOWS FROM OPERATING ACTIVITIES

| Net (loss) from operations | $(732,943) |
| --- | --- |
| Non cash items included in net income: |  |
| Amortization | 229,641 |
| Increase in accrued wages payable | 180,000 |
| Increase in state income tax payable | 800 |
| Net cash (used) by operating activities | (322,502) |

## CASH FLOWS FROM FINANCING ACTIVITIES

| Principal reductions in long-term debt | 700,000 |
| --- | --- |
| Net cash provided by financing activities | 700,000 |

## CASH FLOWS FROM INVESTING ACTIVITIES

| Software development costs and software patents | (362,011) |
| --- | --- |
| Net cash (used) by financing activities | (362,011) |
| Net increase in cash | 15,487 |
| Cash at Beginning of Year | 85,170 |
| CASH AT END OF YEAR | $100,657 |

The accompanying notes are integral parts of these financial statements

DEALMAKER PLAYBOOK, INC.
NOTES TO FINANCIAL STATEMENTS
YEAR ENDED DECEMBER 31, 2024

## NOTE 1 - GENERAL INFORMATION AND NATURE OF OPERATIONS

DealMaker Playbook, Inc. (the “Corporation”) is a company dedicated to developing software platforms that provide SME’s (Small Business Enterprises) and their advisors with a digitalized process to sell or buy a small business. DealMaker Playbook’s platform streamlines and simplifies the complex process of selling or buying a business. DealMaker Playbook’s mission is to empower business owners and their advisors by offering innovative tools and resources that facilitate successful business transactions. Formed in 2016, DealMaker Playbook is committed to leveraging technology to create a seamless and transparent business sale or purchase process for the SBE owner. DealMaker Playbook obtains support from a diverse range of stockholders, including business advisors, technology partners, and investors who are interested in advancing the small business economy. Through its cutting-edge platform, www.mavrek.com, DealMaker Playbook seeks to transform the way small businesses are bought and sold, increasing the odds of a successful close and fostering growth and development in the SME sector.

## NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES

This summary of DealMaker Playbook Inc.’s significant accounting policies is presented to assist in understanding the Corporation’s financial statements. These policies conform to generally accepted accounting principles and have been consistently applied in preparing financial statements.

### Basis of Accounting

The Corporation prepares its financial statements on the accrual basis of accounting and in accordance with accounting principles generally accepted in the United States of America. Income is recognized as earned, and expenses are recognized as incurred.

### Income and Receivables

Accounting principles generally accepted in the United States of America require that the allowance method be used to recognize bad debts; however, the effect of using the direct write-off method is not materially different from the results that would have been obtained under the allowance method. Management has determined that all receivables are collectible. No allowance for doubtful accounts is necessary.

DealMaker Playbook recorded no receivables for the year ending December 31, 2024.

7

DEALMAKER PLAYBOOK, INC.
NOTES TO FINANCIAL STATEMENTS
YEAR ENDED DECEMBER 31, 2024

## Income Taxes

DealMaker Playbook, Inc. is a California C corporation.

On the income statement, there is no provision for federal income tax expenses. In addition, the balance sheet does not present liability for federal income taxes incurred but not yet paid as of the balance sheet date.

Accounting principles generally accepted in the United States of America require Corporation management to evaluate tax positions taken by the Corporation and recognize a tax liability (or asset) if the Corporation has taken an uncertain position that more than likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Corporation and has concluded that as of December 31, 2024, there are no uncertain positions taken or expected to be taken that would require recognition as a liability (or asset) or disclosures in the financial statements. The Corporation is subject to routine examinations by tax authorities; however, there are currently no examinations for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to 2022.

## Use of Estimates

The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and the disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual amounts could differ from those estimates.

## Current Vulnerability Due to Certain Concentrations

The Corporation operates in the Western United States and, as such, is not affected by changes in economic or other conditions in such a wide geographical area.

## Concentration of Credit Risk

The Corporation maintains cash balances with various financial institutions. Accounts at each institution are insured by the Federal Deposit Insurance Corporation (FDIC) for up to $250,000. On December 31, 2024, the Corporation has no uninsured cash balances.

## Capitalization and Depreciation

The Corporation has no fixed assets on December 31, 2024. Capitalization and depreciation policies are as follows:

8

DEALMAKER PLAYBOOK, INC.
NOTES TO FINANCIAL STATEMENTS
YEAR ENDED DECEMBER 31, 2024

Fixed assets are recorded at cost. Certain improvements are depreciated over their estimated useful lives of 20 years under the straight-line method. Personal property is capitalized and depreciated over 5 to 10 years under the straight-line and declining balance methods. Improvements are capitalized, while expenditure for maintenance and repairs are charged to expenses as incurred. Upon disposal of depreciable property, the appropriate property accounts are reduced by the related costs and accumulated depreciation. Any resulting gains and losses are reflected in the statement of income.

## Amortization

The Corporation capitalizes Software Development Costs and Software Patents under the Tax Cuts and Jobs Act (TCJA) as per IRC 174 (b) and Reg.1.174-1 and amortizes the Software Development Costs over a 36-month period and Software Patents over a 180-month period under IRC 59 (c). The Corporation expensed $229,641 of amortization in the year ending December 31, 2024.

## Leases

In February 2016, the Financial Accounting Standards Board ("FASB") issued Accounting Standards Update ("ASU") No. 2016-02, "Leases (Topic842)". The new guidance was adopted by DealMaker Playbook, Inc. in the year ending December 31, 2017. ASC Topic 842 includes various other practical expedients that can be elected for new leases that are executed after the adoption of the new requirements. The Corporation elected the practical expedient to not separate lease and non-lease components. DealMaker Playbook, Inc. also elected to apply the short-term lease recognition which eliminates the requirement to present on the balance sheet leases with a term of twelve months or less. These two practical expedients were elected for all leases of underlying assets.

DealMaker Playbook, Inc. had no leases on December 31, 2024.

## Subsequent Events

Subsequent events were evaluated through March 10, 2025, which is the date the financial statements were available to be issued.

## NOTE 2 - SUPPLEMENTAL DISCLOSURE OF CASH FLOW INFORMATION

The Corporation considers all short-term investments with an original maturity of three months or less to be cash equivalents. On December 31, 2024, the Corporation had no cash equivalents.

9

DEALMAKER PLAYBOOK, INC.
NOTES TO FINANCIAL STATEMENTS
YEAR ENDED DECEMBER 31, 2024

Cash paid for interest and income taxes for the year ended December 31, 2024, was:

| Interest | $30,000 |
| --- | --- |
| Income taxes | $800 |

## NOTE 3 - ADVERTISING COSTS

The Corporation expenses advertising costs as incurred. Advertising expenses for the year ending December 31, 2024, were $6,380.

## NOTE 4 - LONG-TERM DEBT

On December 31, 2024, the Corporation’s long-term debt consisted of the following amounts:

All of the following notes are 10% with a three-year term. The notes are interest only, paid on the 1st, 2nd, and 3rd anniversary of the execution of the note. The note is then converted into common shares of stock at the listed price (in each note). The common stock of the Corporation secures the notes.

| Note Payable - 99 Auctions, Inc. | $200,000 |
| --- | --- |
| Note Payable - James H. Bock | 130,454 |
| Note Payable - Martin J. Hansen | 288,614 |
| Note Payable - Michael Hay | 25,000 |
| Note Payable - Todd A. Wilson | 105,014 |
| Note Payable - Wes Furrh | 500,000 |
|  | 1,249,082 |
| Less current maturities | ( - ) |
|  | $1,249,082 |

10

DEALMAKER PLAYBOOK, INC.
NOTES TO FINANCIAL STATEMENTS
YEAR ENDED DECEMBER 31, 2024

Maturities (and conversion of) notes are as follows:

December 31,

| 2025 | $ - |
| --- | --- |
| 2026 | 524,082 |
| 2027 | 725,000 |
| 2028 | - |
| 2029 | - |
|  | $1,249,082 |

## NOTE 5 - REVENUE

Revenue is measured based on considerations specified in a contract with a customer and excludes any sales incentives and amounts collected on behalf of third parties. Language Network, Inc. recognizes revenue when it satisfies a performance obligation by transferring control over a product or service to a customer.

Disaggregation of Revenue - In the following table, revenue is disaggregated by the timing of satisfaction of performance obligations for the year ending December 31, 2024:

Performance obligations satisfied at a point in time  $132

Performance obligations satisfied over time

Total  $132

Revenue from performance obligations satisfied at a point in time consists of sales of software

11

12
# DEALMAKER PLAYBOOK, INC.
## NOTES TO FINANCIAL STATEMENTS
### YEAR ENDED DECEMBER 31, 2024

## NOTE 6 - PRIOR PERIOD ADJUSTMENT

Examination of the Carta files for convertible debt revealed Notes Payable converted to Capital Stock without the conversion being recorded in the books and records. The examination of the Carta files also revealed accrued interest in the Notes Payable not recorded in the books and records.

Retained (Deficit), December 31, 2023, as originally reported  ($3,366,555)

Prior period adjustment  (566,068)

Retained (Deficit), December 31, 2023, restated  ($3,932,623)

## NOTE 7 - CASH IN BANK

Cash in Braintree Checking  $889

Cash in Operations Checking  99,768

Total Cash in Bank  $100,657

# SUPPLEMENTARY INFORMATION

13
# DEALMAKER PLAYBOOK, INC.
## OPERATING EXPENSES - SCHEDULE I
For the Year Ending December 31, 2024

### OPERATING EXPENSES

| Advertising and marketing | $6,380 |
| --- | --- |
| Amortization expense | 229,641 |
| Bank charges | 350 |
| Contractors | 250,294 |
| Fuel and gas | 233 |
| Insurance | 290 |
| Interest expense | 30,000 |
| Legal and professional services | 4,583 |
| Office supplies and software | 13,307 |
| Other business expenses | 1,662 |
| Payroll expenses and wages | 180,000 |
| Travel | 6,480 |
| Total Operating Expenses | $723,220 |

**Attachment 8:** `document_8.pdf`

# DEALMAKER PLAYBOOK, INC
(A California Corporation)

## Financial Statements
and Supplementary Information

### Year Ended December 31, 2023

(With Independent Accountant’s Review Report)

# DEALMAKER PLAYBOOK, INC. INDEX

Year Ended December 31, 2023

|  | Page |
| --- | --- |
| Independent Accountant's Review Report | 1 |
| Financial Statements: |  |
| Balance Sheet | 2 |
| Statement of Income | 3 |
| Statement of Retained Earnings | 4 |
| Statement of Cash Flows | 5 |
| Notes to Financial Statements | 6-12 |
| Supplementary Information: |  |
| Operating Expenses - Schedule I | 13 |

BILL R. WALKER
Certified Public Accountant
1805 Spring Grove Lane, Bakersfield, California 93311-1630
Tel. 661-428-2919, Fax 661-369-7618, E-mail billwalkercpa@gmail.com

# Independent Accountant's Review Report

To the Shareholders
DealMaker Playbook, Inc.
Bakersfield, California

I have reviewed the accompanying financial statements of DealMaker Playbook, Inc. (a California corporation) which comprise the balance sheet as of December 31, 2023, and the related statements of income, retained earnings, and cash flows for the year that ended, and the related notes to the financial statements. A review includes primarily applying analytical procedures to management's financial data and making inquiries of management. A review is substantially less in scope than an audit, the objective of which is the expression of an opinion regarding the financial statements as a whole. Accordingly, I do not express such an opinion.

## Management's Responsibility for the Financial Statements

Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement whether due to fraud or error.

## Accountant's Responsibility

My responsibility is to conduct the review engagement in accordance with the Statements on Standards for Accounting and Review Services promulgated by the Accounting and Review Services Committee of the AICPA. Those standards require me to perform procedures to obtain limited assurance as a basis for reporting whether I am aware of any material modifications that should be made to the financial statements for them to be in accordance with accounting principles generally accepted in the United States of America. I believe that the results of my procedures provide a reasonable basis for my conclusion.

## Accountant's Conclusion

Based on my review, I am not aware of any material modification that should be made to the accompanying financial statements for them to be in accordance with accounting principles generally accepted in the United States of America.

*Bill R. Walker, CPA*
June 2, 2025

# FINANCIAL STATEMENTS

# DEALMAKER PLAYBOOK, INC.

## BALANCE SHEET

December 31, 2023

## ASSETS

### CURRENT ASSETS

| Cash | $85,170 |
| --- | --- |
| Total Current Assets | 85,170 |

### SOFTWARE DEVELOPMENT COSTS AND SOFTWARE PATENTS

| Software development costs | 2,874,908 |
| --- | --- |
| Software patents | 15,737 |
|  | 2,890,645 |
| Accumulated amortization | (2,539,330) |
| Net Software Development Costs and Software Patents | 351,315 |

TOTAL ASSETS 436,485

## LIABILITIES

### LONG-TERM LIABILITIES

| Accrued wages payable | 589,692 |
| --- | --- |
| State tax payable | - |
| Notes payable | 951,184 |

| Total Long-term Liabilities | 1,540,876 |
| --- | --- |

TOTAL LIABILITIES 1,540,876

## STOCKHOLDERS' EQUITY

| Capital stock - 5,000 shares authorized and issued | 1,703,682 |
| --- | --- |
| Additional paid-in capital | 1,124,550 |
| Retained (deficit) | (3,932,623) |

TOTAL STOCKHOLDERS' EQUITY (1,104,391)

TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY $436,485

See Independent Accountant's Review Report

# DEALMAKER PLAYBOOK, INC.
## STATEMENT OF INCOME
For the Year Ending December 31, 2023

## REVENUES

| Contract revenues earned | $13,053 |
| --- | --- |
| TOTAL REVENUES | 13,053 |
| COST OF GOODS SOLD | 10,338 |
| GROSS PROFIT | 2,715 |
| OPERATING EXPENSES - SCHEDULE I | 290,071 |
| TOTAL OPERATING EXPENSES | 290,071 |
| (LOSS) FROM OPERATIONS AND LOSS BEFORE OTHER INCOME AND TAXES | (287,356) |
| OTHER INCOME |  |
| Cancellation of debt | 68,000 |
| TOTAL OTHER INCOME | 68,000 |
| PROVISION FOR INCOME TAXES | 800 |
| NET (LOSS) | $(220,156) |

See Independent Accountant's Review Report

# DEALMAKER PLAY BOOK, INC.
## STATEMENT OF RETAINED EARNINGS
### For the Year Ending December 31, 2023

| Retained (Deficit), Beginning of Year - Restated | $(3,712,467) |
| --- | --- |
| Net (loss) for the year | (220,156) |
| Shareholder distributions | - |
| Retained (Deficit), End of Year | $(3,932,623) |

See Independent Accountant's Review Report
4

# DEALMAKER PLAYBOOK, INC.
## STATEMENT OF CASH FLOWS
For the Year Ending December 31, 2023

## CASH FLOWS FROM OPERATING ACTIVITIES

| (Loss) from operations | $(287,356) |
| --- | --- |
| Non cash items included in net income: |  |
| Amortization | 187,089 |
| Increase in accrued wages payable | - |
| Increase in state income tax payable | 758 |
| Net cash (used) by operating activities | (99,509) |

## CASH FLOWS FROM FINANCING ACTIVITIES

| Related party financing | 491,175 |
| --- | --- |
| Principal reductions in long-term debt | (2,200) |
| Net cash provided by financing activities | 488,975 |

## CASH FLOWS FROM INVESTING ACTIVITIES

| Software development costs and software patents | (305,555) |
| --- | --- |
| Net cash (used) by financing activities | (305,555) |
| Net increase in cash | 83,911 |
| Cash at Beginning of Year | 1,259 |
| CASH AT END OF YEAR | $85,170 |

## NON-CASH TRANSACTIONS

| Forgiveness of debt | $68,000 |
| --- | --- |

See Independent Accountant's Review Report

DEALMAKER PLAYBOOK, INC.
NOTES TO FINANCIAL STATEMENTS
YEAR ENDED DECEMBER 31, 2023

## NOTE 1 - GENERAL INFORMATION AND NATURE OF OPERATIONS

DealMaker Playbook, Inc. (the “Corporation”) is a company dedicated to developing software platforms that provide SME’s (Small Business Enterprises) and their advisors with a digitalized process to sell or buy a small business. DealMaker Playbook’s platform streamlines and simplifies the complex process of selling or buying a business. DealMaker Playbook’s mission is to empower business owners and their advisors by offering innovative tools and resources that facilitate successful business transactions. Formed in 2016, DealMaker Playbook is committed to leveraging technology to create a seamless and transparent business sale or purchase process for the SBE owner. DealMaker Playbook obtains support from a diverse range of stockholders, including business advisors, technology partners, and investors who are interested in advancing the small business economy. Through its cutting-edge platform, www.mavrek.com, DealMaker Playbook seeks to transform the way small businesses are bought and sold, increasing the odds of a successful close and fostering growth and development in the SME sector.

## NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES

This summary of DealMaker Playbook Inc.’s significant accounting policies is presented to assist in understanding the Corporation’s financial statements. These policies conform to generally accepted accounting principles and have been consistently applied in preparing financial statements.

### Basis of Accounting

The Corporation prepares its financial statements on the accrual basis of accounting and in accordance with accounting principles generally accepted in the United States of America. Income is recognized as earned, and expenses are recognized as incurred.

### Income and Receivables

Accounting principles generally accepted in the United States of America require that the allowance method be used to recognize bad debts; however, the effect of using the direct write-off method is not materially different from the results that would have been obtained under the allowance method. Management has determined that all receivables are collectible. No allowance for doubtful accounts is necessary.

DealMaker Playbook recorded no receivables for the year ending December 31, 2023.

See Independent Accountant’s Review Report

# DEALMAKER PLAYBOOK, INC.
## NOTES TO FINANCIAL STATEMENTS
### YEAR ENDED DECEMBER 31, 2023

## Income Taxes

DealMaker Playbook, Inc. is a California C corporation.

On the income statement, there is no provision for federal income tax expenses. In addition, the balance sheet does not present liability for federal income taxes incurred but not yet paid as of the balance sheet date.

Accounting principles generally accepted in the United States of America require Corporation management to evaluate tax positions taken by the Corporation and recognize a tax liability (or asset) if the Corporation has taken an uncertain position that more than likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Corporation and has concluded that as of December 31, 2023, there are no uncertain positions taken or expected to be taken that would require recognition as a liability (or asset) or disclosures in the financial statements. The Corporation is subject to routine examinations by tax authorities; however, there are currently no examinations for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to 2022 for Federal purposes, and 2021 for California purposes.

## Use of Estimates

The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and the disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual amounts could differ from those estimates.

## Current Vulnerability Due to Certain Concentrations

The Corporation operates in the Western United States and, as such, is not affected by changes in economic or other conditions in such a wide geographical area.

## Concentration of Credit Risk

The Corporation maintains cash balances with various financial institutions. Accounts at each institution are insured by the Federal Deposit Insurance Corporation (FDIC) for up to $250,000. On December 31, 2023, the Corporation has no uninsured cash balances.

See Independent Accountant's Review Report

DEALMAKER PLAYBOOK, INC.
NOTES TO FINANCIAL STATEMENTS
YEAR ENDED DECEMBER 31, 2023

## Capitalization and Depreciation

The Corporation has no fixed assets on December 31, 2023. Capitalization and depreciation policies are as follows:

Fixed assets are recorded at cost. Certain improvements are depreciated over their estimated useful lives of 20 years under the straight-line method. Personal property is capitalized and depreciated over 5 to 10 years under the straight-line and declining balance methods. Improvements are capitalized, while expenditure for maintenance and repairs are charged to expenses as incurred. Upon disposal of depreciable property, the appropriate property accounts are reduced by the related costs and accumulated depreciation. Any resulting gains and losses are reflected in the statement of income.

## Amortization

The Corporation capitalizes Software Development Costs and Software Patents under the Tax Cuts and Jobs Act (TCJA) as per IRC 174 (b) and Reg.1.174-1 and amortizes the Software Development Costs over a 36-month period and Software Patents over a 180-month period under IRC 59 (e). The Corporation expensed $187,089 of amortization in the year ending December 31, 2023.

## Leases

In February 2016, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) No. 2016-02, “Leases (Topic842)”. The new guidance was adopted by DealMaker Playbook, Inc. in the year ending December 31, 2017. ASC Topic 842 includes various other practical expedients that can be elected for new leases that are executed after the adoption of the new requirements. The Corporation elected the practical expedient to not separate lease and non-lease components. DealMaker Playbook, Inc. also elected to apply the short-term lease recognition which eliminates the requirement to present on the balance sheet leases with a term of twelve months or less. These two practical expedients were elected for all leases of underlying assets.

DealMaker Playbook, Inc. had no leases on December 31, 2023.

## Subsequent Events

Subsequent events were evaluated through June 2, 2025, which is the date the financial statements were available to be issued.

See Independent Accountant’s Review Report

8

DEALMAKER PLAYBOOK, INC.
NOTES TO FINANCIAL STATEMENTS
YEAR ENDED DECEMBER 31, 2023

## NOTE 2 - SUPPLEMENTAL DISCLOSURE OF CASH FLOW INFORMATION

The Corporation considers all short-term investments with an original maturity of three months or less to be cash equivalents. On December 31, 2023, the Corporation had no cash equivalents.

Cash paid for interest and income taxes for the year ended December 31, 2023, was:

| Interest | $40,000 |
| --- | --- |
| Income taxes | $800 |

## NOTE 3 - ADVERTISING COSTS

The Corporation expenses advertising costs as incurred. Advertising expenses for the year ending December 31, 2023, was $1,791.

## NOTE 4 - LONG-TERM DEBT

On December 31, 2023, the Corporation’s long-term debt consisted of the following amounts:

All of the following notes are 10% with a three-year term. The notes are interest only, paid on the 1st, 2nd, and 3rd anniversary of the execution of the note. The note is then converted into common shares of stock at the listed price (in each note). The common stock of the Corporation secures the notes.

| Note Payable - Bruce Lackey | $240,000 |
| --- | --- |
| Note Payable - James H. Bock | 55,454 |
| Note Payable - Martin J. Hansen | 430,716 |
| Note Payable - Steven Eyherabide | 60,000 |
| Note Payable - Todd A. Wilson | 105,014 |
| Note Payable - Scott Garrison | 60,000 |

See Independent Accountant’s Review Report

9

# DEALMAKER PLAYBOOK, INC.
## NOTES TO FINANCIAL STATEMENTS
### YEAR ENDED DECEMBER 31, 2023

|  | 951,184 |
| --- | --- |
| Less current maturities | (____) |
|  | $951,184 |

Maturities (and conversion of) notes are as follows:

| December 31, |  |
| --- | --- |
| 2025 | - |
| 2026 | $226,184 |
| 2027 | 725,000 |
| 2028 | - |
| 2029 | - |
|  | $951,184 |

## NOTE 5 - REVENUE

The Company adopted Financial Accounting Standards Board (FASB) Accounting Standards Update (ASU) No 2014-09, Revenue from Contracts with Customers (Topic 606) effective January 1, 2023. Topic 606 was adopted on a modified retrospective basis, and the Company determined that there was no cumulative effect to retained earnings as of January 1, 2023 that was required to be disclosed as a result of adopting the standard.

Topic 606 provides a five-step model for recognizing revenue from contracts:

- Identify the contract with the customer
- Identify the performance obligations within the contract
- Determine the transaction price
- Allocate the transaction price to the performance obligations
- Recognize revenue when (or as) the performance obligations are satisfied

See Independent Accountant’s Review Report

# DEALMAKER PLAYBOOK, INC.
## NOTES TO FINANCIAL STATEMENTS
### YEAR ENDED DECEMBER 31, 2023

Most of the Company’s long-term contracts are considered to have a single performance obligation. Although multiple promises to transfer individual goods or services may exist, they are not typically distinct within the context of the contracts because the contract promises are interrelated, or they require the Company to perform critical integration so that the customer receives a completed project. Warranties provided under the Company’s contracts with customers are assurance-type and are included as elements of the single-performance obligations. Under previous revenue recognition guidance, the Company also generally accounted for its long-term contracts as single units of account (i.e., a single performance obligation).

The transaction price for a contract represents the amount of consideration to which the Company expects to be entitled in exchange for the promised goods or services in the contract. The consideration in the contract may be fixed, variable, or both, in nature. Variable consideration may include incentives, liquidated damages, change order requests, and requests for claims. The Company estimates variable consideration to which the Company will be entitled. The expected value method estimates variable consideration based on the sum of probability-weighted amounts in a range of possible consideration amounts, whereas the most likely amount method estimates the variable consideration based on the single most likely amount among a range of possible consideration amounts.

The Company considers all relevant information when estimating variable consideration and includes some or all of an amount of variable consideration estimated, only to the extent that it is profitable that a significant reversal in the amount of cumulative revenue recognized will not occur when the uncertainty associated with the variable consideration is subsequently resolved.

The Company’s contracts typically do not create an asset with an alternative use of the Company and provide an enforceable right to payment for progress completed to date, including profit at all times throughout the duration of the contract. As a result, the Company transfers control of a good or service over time, and therefore recognizes revenue over time as the performance obligation in the contract is satisfied.

Contract assets are defined in the new standard to include amounts that represent the rights to receive payment for goods or services that have been transferred to the project owner, with the rights conditional upon something other than the passage of time. Contract liabilities are defined in the new Revenue Recognition standard to include the amounts that reflect obligations to provide goods or services for which payment has been received.

The financial statements reflect the recognition of variable considerations related to pending change orders and claims on contract values. In each case, the Company has evaluated the underlying contractual terms related to these terms and determined that a contract modification has occurred based on the Company’s legal basis and enforceable rights under the contract.

See Independent Accountant’s Review Report

# DEALMAKER PLAYBOOK, INC.
## NOTES TO FINANCIAL STATEMENTS
### YEAR ENDED DECEMBER 31, 2023

The Company has constrained the estimates of variable consideration to include only those amounts for which it is probable that a significant reversal of cumulative contract revenue recognized will not result when the uncertainty associated with the variable consideration is subsequently resolved.

The Company continually records variable considerations in the form of pending orders in connection with the performance of the Company’s contracts. Pending change orders are work changes where the revision has been ordered or agreed to, but the associated quantity or price has been agreed to, and therefore judgement regarding eventual collection is required.

## NOTE 6 - DISAGGREGATION OF REVENUE

In the following table, revenue is disaggregated by the timing of satisfaction of performance obligations for the year ending December 31, 2023:

| Performance obligations satisfied at a point of time | $10,479 |
| --- | --- |
| Performance over time | - |
| Total | $10,479 |

Revenue from performance obligations satisfied at a point in time consists of sales of software.

## NOTE 7 - PRIOR PERIOD ADJUSTMENT

Examination of the Carta files for convertible debt revealed Notes Payable converted to Capital Stock without the conversion being recorded in the books and records. The examination of the Carta files also revealed accrued interest in the Notes Payable not recorded in the books and records.

| Retained (Deficit) December 31, 2022, as originally reported | ($3,146,399) |
| --- | --- |
| Prior period adjustment | (566,068) |
| Retained (Deficit) December 31, 2022, restated | ($3,712,467) |

## NOTE 8 - CASH IN BANK

| Cash in Braintree Checking | $757 |
| --- | --- |
| Cash in Operations Checking | 84,413 |
| Total Cash in Bank | $85,170 |

See independent accountant’s review report

# SUPPLEMENTARY INFORMATION

# DEALMAKER PLAYBOOK, INC.
## OPERATING EXPENSES - SCHEDULE I
For the Year Ending December 31, 2023

### OPERATING EXPENSES

| Advertising and marketing | $1,791 |
| --- | --- |
| Amortization expense | 187,089 |
| Bank charges | 1,535 |
| Contractors | 27,704 |
| Fuel and gas | 760 |
| Insurance | 678 |
| Interest expense | 40,000 |
| Legal and professional services | 9,477 |
| Office supplies and software | 11,685 |
| Other business expenses | 1,489 |
| Travel | 7,863 |
| Total Operating Expenses | $290,071 |

See Accompanying Independent Accountant's Report

**Attachment 9:** `document_9.pdf`

Page 1 of 5

# Contact

www.linkedin.com/in/alexminicucci (LinkedIn)
www.berelentless.com (Company)

# Top Skills

- Social Media
- Mobile Devices
- Mobile Marketing

# Languages

- English (Native or Bilingual)
- Spanish (Limited Working)

# Publications

- Leader in Disruptive and Mobile Marketing

# Alex Minicucci

Buy-Grow-Sell SaaS Companies | C-Suite Network HERO Member | Recipient of INC5000 and Deloitte 500 | Featured in SUCCESS Magazine
San Luis Obispo, California, United States

# Summary

Experience Matters.

After having taken my last privately held startup to the INC5000 list as the 66th fastest growing software company in the country, I discovered the fundamental flaw in tech company economics...

90% of tech companies fail because the founders are not operators. Yet investors supply these founders with capital expecting them to know how to spend it. Experience Matters.

The result: I have created a whole new approach to tech company development.

We call it "Venture Advisory", where we provide infrastructure and advice to growth stage software companies in exchange for ownership. My "Mini Dream Team" of pros know how to build tech companies, eliminating much of the guesswork and risk, while letting the founders focus on building the best product possible for their clients.

The yield: a better product, more efficient use of capital, shorter time to market, fewer mistakes and higher likelihood of success.

The tech business is hard, but with the right people, tools and focus, the chance of success can swing dramatically in your favor.

# Specialties:

- Mobile marketing strategies &amp; technology
- Business plan development &amp; forecasting
- Sales automation &amp; conversion
- Customer retention strategies
- Web application development

- Public company experience

## Accolades:

- Top 20 under 40
- Top 30 under 30
- INC5000 Fastest Growing Companies (#731)
- Featured in SUCCESS Magazine (CD interview)
- Deloitte's Fastest Growing Companies 2016 (#185)

Full time single-father of my two beautiful and funny daughters. I enjoy meditation, playing pool, throwing dice, a little golf, good tequila and traveling.

---

## Experience

### Relentless Management Group

**Founder / CEO**

February 2017 - Present (8 years 4 months)

San Luis Obispo, California

RELENTLESS specializes in the acquisition, growth and strategic sale of SaaS companies with ARR less than $10M/yr.

If you have a company your wish to sell, or looking to buy something of strategic value to your existing organization, please contact us.

### The Hero Club

**Member**

February 2019 - Present (6 years 4 months)

Guided by a servant mentality, I believe in giving back - to people, causes, and organizations. As a Hero Club member, I am committed to sharing my success and wealth with stakeholders and employees in order to improve our communities for the common good.

### Cal Poly Center for Innovation &amp; Entrepreneurship

**Founders Circle Member**

January 2013 - Present (12 years 5 months)

Supporting entrepreneurship in San Luis Obispo, Ca.

### The C-Suite Network

**Advisor**

Page 2 of 5

February 2019 - Present (6 years 4 months)

I enjoying leveraging my experiences to help entrepreneurs succeed.

## SpendSmart Networks (OTC: SSPC)

### CEO

February 2014 - February 2017 (3 years 1 month)

SpendSmart Networks Inc. (OTC:SSPC)

SpendSmart Networks, Inc. (previously known as SMS Masterminds), provided proprietary loyalty systems and a suite of digital engagement and marketing services to merchants. We delivered and managed loyalty platforms, such as merchant-funded rewards, loyalty rewards tablets/kiosks, and proprietary rewards management systems. We also offered mobile marketing technology, which included text and email messaging, customer analytics, propensity marketing, and a patent-pending automated engagement and drip marketing engine. We delivered and managed enterprise-level loyalty and mobile marketing consulting with monthly hands-on reviews by our Certified Masterminds, creating and optimizing campaigns, and localized support. In addition, we delivered and managed proprietary mobile-responsive website building platform(s), which included software that let resellers and merchants create and administer their own websites, run audits of existing merchant websites, and integrate social media streams and consumer reviews into their websites.

## SMS Masterminds

### CEO / Founder

November 2008 - February 2014 (5 years 4 months)

Founded, with my personal dollars, no investment or partners, an innovative service combining Text Message Marketing and Loyalty Rewards Tablets to give small business owners an affordable let lucrative way to connect with their customers.

We went from two people in a tiny one-room office to an INC Magazine 5000 company in just four short years. This eventually led to the successful acquisition of SMS Masterminds in 2014 by SpendSmart Payments Company, a Des Moines-based prepaid payments provider.

Lead company growth to a 70+ person team who built and marketed a digital mobile marketing SaaS platform that served nearly 10 million subscribers, processed over 7 million text messages a month, and transacted over $8M in annual billings.

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# Accomplishments

- Grew from an idea to $5MM run-rate in 6 years
- Achieved profitability in our first year
- Developed, planned, and implemented a national conference for our reseller network, improving buy-in to our systems and client acquisition model
- Achieved #731 on Inc Magazine's 5000 list, the first year we were eligible, with 629% revenue growth over 3 years
- Participated in transaction to merge with a public company and take SMS Masterminds through IPO
- Planned and implemented development of a new product offering that delivers mobile-responsive web, reputation management, review generation, and social media integration. This generated $1.5MM in additional revenue over the following year See less

# TechXpress, inc.

## Chief Operating Officer

January 2006 - October 2008 (2 years 10 months)

Responsible for the day-to-day operations of TechXpress, a full service IT Services company employing almost 40 people on the beautiful central coast of California.

Was brought in to help a struggling but foundationally strong company turn around and get profitable within months. Added a 'managed IT services' division, refocusing on B2B services.

# Bay Area News Group

## Director of Operations

2005 - 2006 (1 year)

After selling a company to them, and spending some time integrating that company with their core operations, I was offered the opportunity to work within the primary organization in an operational role. Worked to create collaboration between print and digital media services, offering a unique value proposition to local advertisers.

# SiBi - See It Buy It

## President/COO

June 2003 - September 2005 (2 years 4 months)

After selling my company to MNG, I served as President of Seeitbuyit for approx 2 years. During that time, I worked closely with ANG Newspapers in

an "unofficial" operations role, as well as liaison for Seeitbuyit to other MNG properties.

## USA Virtual Tours

### CEO/Founder
1999 - 2003 (4 years)

Founded USA Virtual Tours to provide internet based marketing services to Realtors. Within 24 months we had photographers in 13 states and shot over 15,000 homes.

### TooPhat.com

### CEO/Founder
January 1998 - January 1999 (1 year 1 month)
San Luis Obispo, California, United States

Full service web development firm.

### City-Beat Directories

### CEO/Founder
January 1997 - January 1998 (1 year 1 month)
San Luis Obispo, California, United States

Early web venture - online directory to catalogue and organize businesses in San Luis Obispo Country.

---

## Education

California Polytechnic State University-San Luis Obispo
Mechanical Engineering · (1996 - 1998)

California Polytechnic State University-San Luis Obispo
Business Administration and Management, General · (1996 - 1997)

Page 5 of 5

**Attachment 10:** `document_10.pdf`

Page 1 of 3

Contact

www.linkedin.com/in/jonathanphansen (LinkedIn)

Top Skills

Army

Military

Command

# Jonathan Hansen

Partner at Aegis Acquisitions, LLC

Granite Bay, California, United States

## Summary

Operations and financial advisory professional with 15 years of experience. Leader in mergers &amp; acquisitions advisory, deal management, and closing majority, minority, and management buyouts on both the buy and sell-side for companies and business owners in the lower-middle and middle market.

## Experience

Aegis Acquisitions, LLC

Partner

January 2020 - Present (5 years 5 months)

Bakersfield, California, United States

Aegis Acquisitions offers CONFIDENTIAL merger and acquisition pre-divestiture advisory and transactional advisory services for small to medium sized businesses. For the last twenty-five years, the principals of AEGIS have provided these advisory services to hundreds of businesses from the "mom &amp; pop" business with annual revenue of less than $500,000 to large closely held corporations with annual revenues in excess of $100 million.

DealMaker Playbook, Inc.

CFO

October 2019 - Present (5 years 8 months)

THE GENESIS: The need for DealMaker360 came from problems with other transactional participants lack of experience. Most Business Advisors and small business owners have little or no experience in conducting a sell/buy transaction of a business. They use an anecdotal process or the "flashlight in dark" method - neither are effective, ergo the nationwide closing ratio of 25%. DealMaker360 was created to level the playing field and close more deals in less time.

THE PROBLEM: Approximately 75% of these "deals" fail. U.S. business owners spend in excess $35B every year on professionals and other services

to help them transition their businesses, most unsuccessfully. Selling or buying a business is very complex process and difficult to manage properly.

THE OPPORTUNITY: There is a "tidal wave" of small businesses that will be for sale over the next decade. Annually, over a million U.S. business owners attempt to sell with an even greater number of buyers trying to buy.

THE SOLUTION: DealMaker360 is a SaaS based software with a proprietary step-by-step process that's both interactive and intuitive. It provides a simple yet disciplined "process" as well as the tools needed to dramatically increase the chances for success. The software speeds up the process and diminishes the many potential deal-killers that inevitably occur between sellers and buyers.

The Office of Martin J. Hansen
Mergers and Acquisitions Specialist
January 2019 - December 2019 (1 year)

5-73 CAV 3BCT 82nd Airborne Division &amp; Joint Multinational Readiness Center
Squadron Intelligence Officer &amp; Task Force Intelligence Observer, Coach, Trainer
April 2015 - December 2018 (3 years 9 months)

Supervisor for multi-echelon, collaborative intelligence collection, analysis, and systems management team consisting of 30 officers, soldiers, civilians, and contractors within garrison and combat environments. Led the synchronization and execution of intelligence reporting, analysis, and production within a Brigade Combat Team preparing for assumption of the Global Response Force for the United States Army. Managed the creation of procurement requests, integration, and testing for a $50MM aerial surveillance equipment package that supported numerous world-wide missions. Collaborated with senior US and NATO conventional and special operations forces officers and soldiers to establish training requirements, resource allocations, and exercise integration between conventional and special operations forces while in training and multinational exercises.

Military Intelligence Captain's Career Course
Intelligence Officer Advanced Course
August 2014 - March 2015 (8 months)

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2-11th ACR
Infantry Platoon Leader &amp; Executive Officer
February 2012 - July 2014 (2 years 6 months)
Fort Irwin, California

Developed, implemented, and supervised maintenance plans, property accountability systems, and logistical support for training and command post operations of a 130-soldier company with equipment valued in excess of $23M. Supervised the overhaul of logistical support processes and systems, systematic recovery, and redistribution of $580K of excess equipment in support of combat training rotations and complex Light Cavalry Gunnery. Supported eight training rotations for over 40,000 soldiers within Army Brigade Combat Teams at the National Training Center prior to worldwide operational deployments by developing enhanced tactical reconnaissance packages equipped with cutting-edge surveillance equipment to test and confirm the unit's mission readiness.

Education

The Johns Hopkins University - Carey Business School
Master of Business Administration (M.B.A.) · (2017 - 2021)

University of North Carolina at Chapel Hill
Master of Accounting (MAC) · (September 2023 - August 2025)

California State University, Fresno
Philosophy, Military Ethics · (2007 - 2011)

**Attachment 11:** `document_11.pdf`

Page 1 of 4

# Contact

www.linkedin.com/in/toddawilson01 (LinkedIn)

# Top Skills

- Finance
- Strategy
- Mergers &amp; Acquisitions

# Certifications

Certified Public Accountant (Inactive)

# Todd Wilson

Chief Financial Officer | Senior Operations Executive | Business Strategy &amp; Execution | M&amp;A | Performance Improvement
San Antonio, Texas, United States

# Summary

I am results-oriented executive with a proven record in environments ranging from small / medium high-growth companies to the Fortune 500. Experience spans domestic and international environments across a diverse group of industries. I have a growth bias (marketing penetration, revenue and profits) and I have thrived in and driven growth in successful companies and driven profitability and growth in turned-around / underperforming companies. My experience spans across domestic and international environments in diverse industries:

- Public Accounting;
- Private Equity (GP / LP / Portfolio Companies);
- Consumer / Mortgage Finance;
- Construction, Real Estate and Real Estate Investment;
- Consumer Electronics;
- Education;
- Manufacturing;
- Distribution, including Biotech/Pharmaceutical; and
- Printing.

Key core competencies: P&amp;L Management, Financial &amp; Cost Accounting, Corporate Finance, Managerial Finance, Financial Analysis, Forecasting, and Financial Modeling, Profit Optimization, Working Capital Optimization, Return on Investment Optimization.

# Experience

Pape-Dawson Engineers, Inc.
Chief Financial Officer
2021 - Present (4 years)
San Antonio, Texas, United States

AM Advisors, LLC
Principal
January 2014 - Present (11 years 5 months)

San Antonio, TX

Consulting with a focused on M&amp;A and General Advisory support.

## OnCourse Learning

Chief Financial Officer, EVP

February 2018 - November 2018 (10 months)

Greater Milwaukee Area

Hired to strengthen financial controls and reporting and to lead the preparation and successful execution of the sale of the PE-backed company.

## Prospect Mortgage, LLC

Chief Productivity Officer

2009 - January 2014 (5 years)

Irvine, CA

Planned, launched and managed both the Special Financing Services Division and the Project Management Office (PMO) to drive growth in revenue and profits.

- Special Financing Services drove $500M / month in loan production.
- PMO successes included cutting days to fund a loan by 50%.
- Other PMO successes included enhanced completing a financial controls and procedures review in preparation for a successful Bond offering and planned IPO.

## Sterling Partners

Operations Partner

2006 - 2009 (3 years)

Northbrook, IL

Hired to develop and implement enhancements to portfolio companies' operational capabilities, focused on driving accelerated profitability, through deployment of turn-key / repeatable operational tools. Major projects included:

- Prospect Mortgage: Interim COO where I successfully turned the business from losing $10M / month to a profit of $2M / month. Led the acquisition and integration of a failed bank origination platform and integrated multiple acquisitions focused on achieving scale, realizing synergies and profitability.
- Printing Company turn-around and sale.
- Interim CEO to stabilize and restructure both a manufacturing and distribution companies. This included driving the development of Drifire, a flame-resistant performance apparel line.

Page 2 of 4

- Cross-Portfolio Synergies: Developed and assisted in the deployment of management tools to improve financial / operational visibility as a foundation to accelerate value growth and profitability. Executive Sponsor for the Sterling Procurement Program, a cross-portfolio supplier program that harnessed the purchasing power across the entire portfolio, dramatically reducing overall costs.

## Fisher Scientific International
VP &amp; General Manager
2001 - 2006 (5 years)
Hampton, NH

Transferred from Fisher's ProcureNet spin-out to manage all of the international distribution operations (including Europe, Asia, North and South America):

- Increased Operating Income 8x, while decreasing Working Capital ~33%.
- Significant successful restructure and operational process improvement projects driving profit and working capital improvements.
- Developed and implemented a Regional European strategy substantially increasing revenue and profits.
- Implemented a successful Global Account Strategy.
- Negotiated and implemented market-changing Pan-European life science distribution agreement.
- Managed the Sarbanes-Oxley certification process for the international distribution operations.

## ProcureNet (Division of Fisher Scientific International)
VP of Finance/CFO
1998 - 2001 (3 years)
Fairfield, NJ

Hired as the CFO to spin-out the procurement software and outsourcing company from Fisher Scientific International:

- Prepared and executed the spin-out from Fisher Scientific. Implemented a new business strategy which significantly accelerated the growth of the business and led to sale to strategic buyer at 3.5x MOIC.

## Sega GameWorks
VP of Finance
1996 - 1997 (1 year)
Burbank, CA

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Transferred as the VP of Finance after assisting to spin-out Sega's Arcade game operations into a Joint Venture with Universal Studies and Dreamworks. The JV's operations where rolling-out a chain of location-based entertainment sites.

## Sega Enterprises
Director of Accounting and Financial Planning
1994 - 1996 (2 years)
Redwood City, CA

Hired as the VP of Finance, for the premier Consumer electronics (video game) manufacturer.

## ARB/Center Cal Properties
Controller/General Manager
1989 - 1993 (4 years)
Bakersfield, CA

Hired as the Controller for a diversified Engineering / Contractor.

## PwC
Senior Accountant
1988 - 1989 (1 year)
Bakersfield, CA

Audit Senior Accountant in a premier international Accounting firm.

## Deloitte, Haskins, Sells
Senior Accountant
1985 - 1988 (3 years)
San Francisco, CA

Audit Senior Accountant in a premier international Accounting firm.

## Education
University of California, Berkeley
Bachelor of Science, Business Administrative (Accounting / Finance) · (1985)

**Attachment 12:** `document_12.pdf`

Page 1 of 2

# Contact

www.linkedin.com/in/martin-hansen-343b00162 (LinkedIn)

## Top Skills

- Strategic Planning
- Management
- Leadership

# Martin Hansen

Founder | CEO at Mavrek &amp; Partner at Aegis Acquisitions
Las Vegas, Nevada, United States

## Summary

Mavrek is a software platform that offers a proven step by step process with a full suite of digitized tools to manage the transaction. The platform allows sellers, buyers and their trusted advisors to communicate, collaborate, manage, analyze and complete a transaction with status quo altering efficiently.

Aegis Acquisitions LLC provides confidential mergers &amp; acquisitions advisory services to business owners and corporations for both sell and buy-side transactions. We operate in all 50 states, Canada and Mexico and our industry agnostic.

## Experience

### Mavrek

Founder | CEO

January 2016 - Present (9 years 5 months)

U.S.

DealMaker Playbook, Inc. (DBA - Mavrek) was founded to develop web-based tools that unravel and simplify the complicated process of selling, buying, or transferring an SMB; and to provide SMB's, budding entrepreneurs, and their trusted advisors the tools to seamlessly sell, buy, or transfer an SMB anytime, anywhere, with anyone.

There are hundreds of software solutions that help SMB's become more efficient in some fashion, but none that assist with the sale, purchase, or transfer process; arguably the most important event for SMB's and budding entrepreneurs.

Mavrek is designed as a remedy to the current process, which is anecdotal and antiquated at best, not to mention expensive and stressful. Mavrek provides a clear, linear process that breaks down the process into easy to navigate "steps".

Users are provided a valuation tool, a bespoke marketplace (new) for listing a business for sale or for qualified buyers to review listed businesses for sale that fit their criteria; a proven six-step proven transactional process, AI

assisted tools, a secure data room, and customizable transactional document templates.

Thousands of users later, the Mavrek software v4.0 platform was developed to provide this easy-to-use software to a much larger user base - the millions of SMB's, budding entrepreneurs and trusted advisors in the U.S. and other English-speaking countries, manage the sale, purchase, or transfer of an SMB. The Mavrek 4.0 software launches in August and will provide the SMB, budding entrepreneur, and the trusted advisor an application that provides serious guidance through the entire transaction process and greatly enhances the chance of completing a deal.

www.mavrek.com

## Aegis Acquisitions

Senior Partner

January 1996 - Present (29 years 5 months)

United States

Aegis offers confidential Merger and Acquisition ("M&amp;A"), Pre-divestiture Advisory ("PDA"), and Employee Stock Ownership Plan Advisory ("ESOP") for small and medium sized businesses. For the last twenty-five years, the principals of Aegis have provided advisory services to businesses in multiple industries that typically generate five to two hundred million in revenue. The Aegis principals have successfully completed over 600 confidential transactions with an aggregate enterprise value of approximately $4.5B. Aegis' success in providing effective exit or purchase strategies to business owners in underserved communities across the United States has led Aegis to be rated by Axial as a top-tier lower middle-market firm.

## Education

California State University, Bakersfield

Metropolitan Police Academy

Criminal Justice/Police Science

**Attachment 13:** `document_13.pdf`

# Mavrek

Hi,

We're on the brink of something huge-and you're on the short list to hear about it first.

At Mavrek, we've built something powerful that addresses one of the most overlooked (and costly) problems in business today. And now-for the first time-we're opening the doors for you to join us.

**Hint:** 51% of small business owners are nearing retirement age. That's over 17 million owners... and most don't have an exit plan.

This shift is known as the "Silver Tsunami," and it's creating one of the largest business transitions in U.S. history.

In the next few days, I'll show you how Mavrek is turning this problem into a massive opportunity-and how you can be part of it.

## Stay tuned.

- Martin

PS - Looking for an early preview? Look no farther... [Here it is:]

## Martin Hansen

Chief Executive Officer

Mavrek, Inc.

https://mavrek.com/

Sent to: support@mavrek.com

## Unsubscribe

Mavrek by DealMaker Playbook, Inc., 8200 Stockdale Hwy Ste M10-113, Bakersfield, CA 93311, United States

**Attachment 14:** `document_14.pdf`

# Mavrek

Hi,

Most small business owners assume selling their business will be easy. But here's the reality:

- ☐ Less than 25% of small-to-medium-sized business (SMB) sales actually close
- ☐ Deals fall apart due to anecdotal processes, mismatched expectations, and last-minute surprises during due diligence

These failed transitions don't just affect business owners. They ripple through families, employees, and communities-leaving job losses, delayed retirements, and financial pain in their wake.

## It shouldn't be this way.

That's why we created Mavrek. We've built a smarter, structured way to help owners successfully sell-and buyers confidently close.

And you're invited to join us. As a business professional, we're inviting you to our community funding round before it goes live to the general public.

- See how it works-and reserve your spot »

- Martin

**Martin Hansen**
Chief Executive Officer
Mavrek, Inc.
https://mavrek.com/

Sent to: support@mavrek.com

**Unsubscribe**
Mavrek by DealMaker Playbook, Inc., 8200 Stockdale Hwy Ste M10-113, Bakersfield, CA 93311, United States

**Attachment 15:** `document_15.pdf`

# Message 1: Connection Request (No Link)

**Purpose:** Introduce yourself, reference shared context, and request to connect.
**Link:** Not included per LinkedIn spam filter guidance.

## Message:

Hey {first_name}, I came across your profile on WeFunder. I’m part of a team raising on the platform and would love to connect and share what we’re working on.

- Alana

---

# Message 2: Post-Connection (Link Included)

## Message:

Hi {first_name}, thanks for connecting!

I’m part of the team at Mavrek, and we’re working to fix the broken process of selling small businesses. Most SMB deals fail, leaving business owners in a financial bind-but our platform is helping change that.

If you’re curious, here’s our WeFunder page with all the details:
https://wefunder.com/mavrek

I’d value hearing your feedback, and I’d be happy to answer any questions you might have.

---

# Message 3: Follow-Up (If No Reply to Message 2)

## Message:

Hey {first_name}, just checking in-did you get a chance to take a look at Mavrek on WeFunder?

Our mission is to help small business owners exit successfully, and we’re excited about the traction we’re seeing. If you have questions or thoughts, I’d be happy to chat or loop in our CEO if you’d like to learn more.

Here’s the link again: https://wefunder.com/mavrek

# InMail Message (If No Connection Accepted)

Message:

Hi {first_name}, I reached out to connect recently but thought I'd follow up in case you missed it.

I'm working on Mavrek, a platform that helps small business owners successfully sell their companies-a process where 80% of deals currently fail. We're tackling this problem head-on.

I saw that you were active on WeFunder, and we currently are raising on their site. If you're interested in what we're building, here's the link:

https://wefunder.com/mavrek

Either way, I'd love to connect with you.

- Alana

**Attachment 16:** `document_16.pdf`

# Mavrek

## We're Solving a Huge Problem-and You're Invited to Join Us

I want to share something we've been working on for quite a while.

At Mavrek (www.mavrek.com), our team has built a powerful software platform to address a massive and often overlooked issue: nearly 80% of small business sales in the U.S. fall through-even though there are plenty of willing buyers.

With over 33 million small businesses in the U.S., this problem affects millions of families, communities, and legacies. Mavrek was created to change that.

So far, more than 30 professional investors have backed our vision, investing $3.95 million for two key reasons:

1. They believe in the solution we've built to solve this costly, systemic challenge.
2. They see the potential for a significant return if and when Mavrek is acquired.

Now, for the first time, we're opening the opportunity to the public through our equity crowdfunding campaign on Wefunder-and I want to invite you to be among the first to consider joining us.

## Click Here to See Our Company Page.

You can reserve your investment spot for as little as $250-or $1,000, $10,000, or more, depending on what feels right for you. It only takes a few minutes to reserve, with minimal paperwork. The final steps to invest will come later.

We started with family, now we're inviting friends, and shortly we'll open the opportunity to the broader public. Early momentum is crucial, and your early support can help amplify our impact.

## Why Mavrek?

Most small business sales don't fail due to a lack of buyers-they fail due to a lack of structure, tools, and guidance. After decades of working in this space, I've seen the pain points up close.

That's why we built Mavrek: a smart, AI-powered platform that simplifies every step of a business sale. Think TurboTax meets LegalZoom, but for selling your business.

Entrepreneurs and advisors in eight countries are already using Mavrek to successfully close deals.

We chose not to pursue traditional venture capital. Instead, we're raising through Wefunder to grow on our terms and stay mission-driven. With millions of Baby Boomer business owners preparing to exit, the market opportunity is enormous-and Mavrek is ready to lead.

If this aligns with your financial goals and you'd like to be part of this journey, I'd be honored to have your support.

## Click Here to Invest or Learn More

Thank you-and feel free to reach out to me directly with any questions or thoughts.

~ Martin

Mavrek.  * 8200 Stockdale Hwy M10-113, Bakersfield, CA 93311  * 661.808.7744

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM C

### UNDER THE SECURITIES ACT OF 1933

### Issuer Information

**Name of Issuer:** DealMaker Playbook, Inc.

**Legal Status:** Corporation

**Jurisdiction of Incorporation/Organization:** CA

**Date of Organization:** 01-04-2016

**Physical Address:** 8200 Stockdale Hwy M10-113, Bakersfield, CA, 93311

**Issuer Website:** https://mavrek.com

**Is there a Co-Issuer?:** Yes

**Intermediary Name:** Wefunder Portal LLC

**Intermediary CIK:** 0001670254

**Intermediary File Number:** 007-00033

**Intermediary CRD Number:** 283503

### Offering Information

**Compensation to Intermediary:** 7.9% of the offering amount upon a successful fundraise, and be entitled to reimbursement for out-of-pocket third party expenses it pays or incurs on behalf of the Issuer in connection with the offering.

**Financial Interest in Issuer:** No

**Type of Security Offered:** Other

**Other Description of Security:** Simple Agreement for Future Equity (SAFE)

**Number of Securities Offered:** 50000

**Price per Security:** $1.00

**Method for Determining Price:** Pro-rated portion of the total principal value of $50,000; interests will be sold in increments of $1; each investment is convertible to one share of stock as described under Item 13.

**Target Offering Amount:** $50,000.00

**Oversubscription Accepted:** Yes

**Oversubscription Allocation Type:** Other

**Description of Oversubscription:** As determined by the issuer

**Maximum Offering Amount:** $1,235,000.00

**Deadline to Reach Target Amount:** 04-30-2026

### Annual Report Disclosure Requirements

**Current Number of Employees:** 2

**Total Assets (Most Recent Fiscal Year):** $591,440.00

**Total Assets (Prior Fiscal Year):** $436,485.00

**Cash & Cash Equivalents (Most Recent Fiscal Year):** $100,657.00

**Cash & Cash Equivalents (Prior Fiscal Year):** $85,170.00

**Accounts Receivable (Most Recent Fiscal Year):** $0.00

**Accounts Receivable (Prior Fiscal Year):** $0.00

**Short-Term Debt (Most Recent Fiscal Year):** $0.00

**Short-Term Debt (Prior Fiscal Year):** $0.00

**Long-Term Debt (Most Recent Fiscal Year):** $2,019,574.00

**Long-Term Debt (Prior Fiscal Year):** $1,540,876.00

**Revenues/Sales (Most Recent Fiscal Year):** $132.00

**Revenues/Sales (Prior Fiscal Year):** $13,053.00

**Cost of Goods Sold (Most Recent Fiscal Year):** $9,855.00

**Cost of Goods Sold (Prior Fiscal Year):** $10,338.00

**Taxes Paid (Most Recent Fiscal Year):** $800.00

**Taxes Paid (Prior Fiscal Year):** $800.00

**Net Income (Most Recent Fiscal Year):** $-733,743.00

**Net Income (Prior Fiscal Year):** $-220,156.00

**Jurisdictions Offered:**

ALABAMA, ALASKA, ARIZONA, ARKANSAS, CALIFORNIA, COLORADO, CONNECTICUT, DELAWARE, DISTRICT OF COLUMBIA, FLORIDA, GEORGIA, HAWAII, IDAHO, ILLINOIS, INDIANA, IOWA, KANSAS, KENTUCKY, LOUISIANA, MAINE, MARYLAND, MASSACHUSETTS, MICHIGAN, MINNESOTA, MISSISSIPPI, MISSOURI, MONTANA, NEBRASKA, NEVADA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, NORTH CAROLINA, NORTH DAKOTA, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, SOUTH DAKOTA, TENNESSEE, TEXAS, UTAH, VERMONT, VIRGINIA, WASHINGTON, WEST VIRGINIA, WISCONSIN, WYOMING, B5, GU, PR, VI, 1V

### Signatures

**Issuer:** DealMaker Playbook, Inc.

**Signature:** Martin J Hansen

**Title:** CEO and Founder

---

**Signature:** Martin J Hansen

**Title:** CEO and Founder

**Date:** 06-09-2025

---

**Signature:** Jonathan P Hansen

**Title:** CFO

**Date:** 06-09-2025

---

**Signature:** Alexander P Minicucci

**Title:** Board Member

**Date:** 06-10-2025