DREAM FOUNDATION – Course Material

About Course

DREAM CERTIFICATION PROGRAM

DeFi Real Estate Asset Manager

EXAM 4 — DREAM-FOUNDATION

CapSeriesX Platform · Partnership Tiers · Target Audiences · Sales Process · Property Submission

STUDY GUIDE

Bronze Tier & Above · Required Before Active Outreach

Course Content

Module 1: What Is CapSeriesX? — Platform Overview

1.1 The Core Concept
1.2 The Series LLC Advantage
1.3 Four Problems CapSeriesX Solves
1.4 Two Business Models Within CapSeriesX

Module 2: What Is DevRaise? — The Second Product

About Course

Course Content

Module 1: What Is CapSeriesX? — Platform Overview

1.1 The Core Concept

1.2 The Series LLC Advantage

1.3 Four Problems CapSeriesX Solves

1.4 Two Business Models Within CapSeriesX

Module 2: What Is DevRaise? — The Second Product

2.1 DevRaise vs CapSeriesX — At a Glance

2.2 DevRaise 6-Step Process

Module 3: The Partnership Tiers — Bronze through Standalone

3.1 The Five Tiers — Full Comparison

3.2 Who Each Tier Is Best For

3.3 Monthly Platform Fees (from First Meeting Decks)

Module 4: The Four Target Audiences

4.1 Full Audience Profile Comparison

4.2 Real Estate Agents — Deep Dive

4.3 Syndicators — Deep Dive

4.4 Tech Professionals — Deep Dive

4.5 Builders/Developers — Deep Dive

Module 5: The 7-Stage Sales Process

The 7-Stage Sales Process

5.1 Weekly Success Metrics

Module 6: Lead Generation & Cold Outreach

6.1 Lead Sources by Audience

6.2 Daily Lead Activity Targets

6.3 The 7-Day Multi-Channel Outreach Sequence

6.4 Expected Response Rates by Channel

Module 7: The Qualification Call

7.1 Call Structure — 15–20 Minutes

7.2 Qualification Criteria — Must Know Per Audience

Module 8: The First Meeting — Audience Presentations

8.1 First Meeting Structure — 45–60 Minutes

8.2 The Four Presentation Decks — Key Facts

8.3 Closing Techniques

8.4 First Meeting Success Rate Target

Module 9: Objection Handling

9.1 The Four Main Objections & Responses

9.2 Post-Meeting Follow-Up Sequences

Module 10: Partner Onboarding — 7 Stages

Partner Onboarding — 7 Stages

10.1 Welcome Package Contents (Stage 3)

10.2 LAUNCH Phase Week-by-Week (Stage 4)

Module 11: Property Submission Requirements by Tier

11.1 Submission Effort & Responsibility by Tier

11.2 Partner Role by Tier

11.3 Gold/Platinum Additional Requirements Beyond Silver

Module 12: ROI Calculator & Value Propositions

12.1 The ROI Calculator — Four Versions

12.2 Key Value Propositions by Audience — Numbers to Know

Module 13: KPIs, Weekly Activity & Reporting

13.1 Weekly Activity Report — Required Every Monday by 5pm EST

13.2 First 7 Days — Quick Start Checklist

13.3 Application Scoring

QUICK-REFERENCE FLASHCARDS

Critical Numbers

True / False Flashcard Drill