QSTAK®
SDR Training Manual

QSTAK Exchange

Contents

Regulation A Tier 2 and Tokenization — 20 chapters and 4 appendices, organized so a new SDR learns the business conversation first and uses the detailed material when a prospect needs it.

Foundation

6 entries

The route, investor rights, and how to ask useful questions.

  1. 01The Big Picture: Capital Formation and the SDR’s Role
  2. 02Understanding Regulation A+ Tier 2
  3. 03Understanding Tokenization
  4. 04Understanding Intellectual Property and Other Assets
  5. 05Valuation, GAAP, and Market Capitalization
  6. 06Choosing the Investment Structure

Instruments

6 entries

The five investment structures and how they compare.

  1. 07Tokenized Secured Notes
  2. 08Royalty-Linked Instruments
  3. 09Tokenized Preferred Shares
  4. 10Tokenized IP-Subsidiary Shares
  5. 11Tokenized Parent-Company Shares
  6. 12Comparing the Five Structures

Execution & Process

8 entries

Offering stages, trading, service providers, and the SDR conversation.

  1. 13From Initial Discussion to Offering Launch
  2. 14Trading, Transfer, Custody, and Liquidity
  3. 15NASDAQ- and NYSE-Listed Company Considerations
  4. 16Explaining the Platform and Its Service Providers
  5. 17Prospect Identification and Discovery
  6. 18SDR Messaging and Objection Handling
  7. 19Communication Standards and Escalation
  8. 20Practice Scenarios and Knowledge Assessment

Reference

5 entries

Glossary, templates, comparison tables, and the source register.

  1. ACategorized Glossary
  2. BDiscovery and Handoff Templates
  3. CInvestment Structure Comparison Reference
  4. DSources and Manual Maintenance
  5. §Unified source register