Four Partnership Tiers
Choose the Right Path for Your Goals
BRONZE
FREE
- Test the model
- 5-hour intro course
- Community access
- Upgrade anytime
Perfect for: Testing first
SILVER
$2,500
- Build for us
- Dev + PM fees
- No capital raising
- Low risk entry
Perfect for: Builders
GOLD/PLATINUM
$10-25K
- Co-GP partnership
- Higher economics
- Full training
- Bi-weekly mentoring
Perfect for: Serious operators
STANDALONE
$35-50K
- Own your company
- 100% economics
- Complete platform
- Build for exit
Perfect for: Independence
All tiers follow Launch → Learn → Lead philosophy with systematic progression
2 / 10
The 30-60-90 Day Framework
Launch → Learn → Lead Progression
Foundation & Setup
- Complete application & background check
- Sign partnership agreement
- Platform orientation (2 hours)
- Access training portal
- Begin certification track
Milestone: System Access
Full platform access, training begun, first 1:1 scheduled
Training & Certification
- Complete 45-hour curriculum (GOLD/PLATINUM)
- Pass 3 certification exams
- Weekly coaching calls
- Shadow existing deals
- Build investor pipeline
Milestone: CRETS Certified
All certifications passed, ready to source deals
First Deal Execution
- Source and submit first property
- Complete due diligence
- Structure tokenization
- Begin capital raising
- Close first deal
Milestone: First Deal Closed
Property acquired, capital raised, asset under management
3 / 10
Month 1: Week-by-Week Breakdown
LAUNCH Phase - Foundation & Setup
Week 1
Application & Onboarding
- Submit application (15 min)
- Background check initiated
- Welcome email & resources sent
- Schedule orientation call
Week 2
Legal & Platform Setup
- Partnership agreement signed
- Payment processed
- Platform credentials issued
- 2-hour orientation session
Week 3
Training Begins
- Access training portal
- Begin Compliance & Legal module
- First 1:1 coaching call
- Join partner community
Week 4
Foundation Module
- Complete 10-hour foundation course
- Pass foundation exam
- Begin deal sourcing training
- Weekly activity report submitted
End of Month 1: Platform access complete, foundation certified, ready for advanced training
4 / 10
BRONZE Tier Onboarding
Test the Model - Zero Risk Entry
Timeline: 2-3 Weeks
Week 1: Application approved instantly, welcome email with portal access
Week 2-3: Complete 5-hour intro course at your own pace
Ongoing: Access community forum, resource library, upgrade path available
What You Get
✓ 5-hour introductory course
✓ Community forum access
✓ Resource library (templates, guides)
✓ Monthly webinars
✓ Upgrade to GOLD anytime
BRONZE Onboarding Checklist
- Complete 10-minute application form
- Receive welcome email (instant)
- Log into training portal
- Watch Module 1: Asset Management Basics (90 min)
- Watch Module 2: Real Estate Tokenization (90 min)
- Watch Module 3: Partnership Overview (90 min)
- Complete knowledge check quiz
- Join partner community forum
- Attend monthly Q&A webinar (optional)
- Decide: Continue as BRONZE or upgrade to GOLD
Perfect for: Testing the waters, learning the business model, deciding if full partnership is right for you
5 / 10
GOLD/PLATINUM Tier Onboarding
Comprehensive 90-Day Program
| Phase |
Duration |
Key Activities |
Deliverables |
| Application |
Week 1 |
Detailed app, background check, interview |
Approved & payment processed |
| Setup |
Week 2 |
Agreement signed, platform setup, orientation |
Full system access |
| Foundation |
Weeks 3-4 |
10-hour foundation module, exam |
Foundation certified |
| Compliance |
Weeks 5-6 |
15-hour compliance training, exam |
Compliance certified |
| Advanced |
Weeks 7-10 |
20-hour advanced module, exam |
CRETS certified |
| Practice |
Weeks 11-12 |
Shadow deals, build pipeline, first submission |
First deal sourced |
Weekly Touchpoints
• Bi-weekly 1:1 coaching (30 min)
• Weekly activity reports (required)
• Thursday group calls (optional)
• On-demand Slack support
Success Metrics
• All 3 certifications passed
• 10+ investors in pipeline
• 2-3 properties identified
• First deal submitted by Day 90
6 / 10
STANDALONE Package Onboarding
Build Your Own Asset Management Company
Consultation & Planning
- 60-minute strategy session
- Business plan review
- Package selection & pricing
- Contract signing
- Payment & setup kickoff
Company Formation & Training
- 45-hour intensive training program
- Entity formation (LLC/Series LLC)
- Legal document customization
- Platform configuration & branding
- Complete all 3 certifications
First Deal Execution
- Company is fully operational
- Submit first property for tokenization
- Capital raising campaign launch
- Close first deal under YOUR brand
- Begin building YOUR portfolio
Result: YOUR asset management company, YOUR brand, 100% of economics, building toward $3-5M exit value
7 / 10
CRETS Certification Program
Certified Real Estate Tokenization Specialist
Level 1
Compliance & Legal
- SEC Regulations (D, S, CF)
- Securities compliance
- Investor accreditation
- Legal documentation
- Risk disclosures
15 hours • 50-question exam
Level 2
Foundation
- Asset management basics
- Deal sourcing & analysis
- Investor relations
- Tokenization mechanics
- Platform operations
10 hours • 40-question exam
Level 3
Advanced Sales
- Capital raising strategies
- Investor presentations
- Objection handling
- Deal structuring
- Portfolio scaling
20 hours • 60-question exam
Exam Requirements
• 80% passing score on all exams
• Unlimited retakes available
• Open book format
• Must pass all 3 to become certified
• Average completion: 4-6 weeks
Post-Certification
• CRETS designation earned
• Authorized to raise capital
• Can submit deals for approval
• Quarterly continuing education
• Annual recertification (free)
8 / 10
Success Metrics & Accountability
How We Track Progress & Ensure Success
Weekly Activity Reports (Required)
Partners submit every Monday by 5pm EST:
• Properties reviewed (target: 5+ per week)
• Investor conversations (target: 10+ per week)
• Training hours completed
• Deals in pipeline status
• Challenges & support needed
30-Day Checkpoints
Day 30: Foundation complete, platform mastery
Day 60: All certifications passed, deal pipeline built
Day 90: First deal submitted, investor network active
Accountability Mechanisms
• Bi-weekly 1:1 coaching calls
• Peer accountability groups
• Public commitment declarations
• Performance dashboards
• Monthly partner leaderboards
What Happens If You Fall Behind?
Weeks 1-4: Daily check-ins, additional support resources
Weeks 5-8: Intensive coaching, revised timeline if needed
Week 9+: Decision point - continue with extended timeline or refund eligibility review
Our goal: 85%+ of partners close first deal within 90 days
9 / 10
After Your First Deal
Scaling From 1 to 10+ Properties
Build Momentum
- Close 2-3 additional properties
- Refine investor pitch based on results
- Expand geographic markets
- Build repeatable systems
- Coaching frequency: Monthly
Systematic Growth
- Target: 8-12 properties under management
- Develop specialized niches
- Build consistent deal flow
- Create passive investor base
- Coaching: Quarterly strategy sessions
Elite Performance
- 15-20+ properties per year
- Transition to standalone (if desired)
- Build toward company exit
- Mentor new partners
- Lifetime peer network access
Ongoing Support
• Monthly partner roundtables
• Quarterly training updates
• Annual partner summit
• Private mastermind groups
• Direct access to leadership
Growth Pathways
• Upgrade tiers as you scale
• Transition to Standalone ownership
• Expand into new markets
• Build team beneath you
• Exit strategy planning (Year 3+)
Success breeds success. Partners who close 1 deal typically close 5+ in Year 1, 10+ in Year 2.
10 / 10