TRAINING MANUAL
SDR TRAINING MANUALRegulation A Tier 2 and Tokenization
Sales Development Representatives and Team Members — Capital formation, investment structures, and executive conversations.
Capital formation • Investment structures • Executive conversations
How to use this manual
Learn the business conversation first
The manual is organized so a new SDR learns the business conversation first and uses the detailed material when a prospect needs it. Read the foundation and communication chapters before conducting outreach. Use the instrument chapters to prepare for relevant opportunities.
Keep three decisions separate: who issues the security; what rights investors receive; and how those rights
are represented and administered. A token is a digital representation. Regulation A is an offering pathway.
Neither label answers all three questions.
Start here