The Martell Method w/ Dan Martell

I’m Investing $100M and Buying 12 Companies in 2024 (here’s how I’ll do it)

Feb 10, 2024
Discover the strategy of investing $100 million in 12 companies in 12 months. Learn about the criteria for buying companies and the pipeline process. Explore the process of buying a company, including the letter of intent and due diligence. Find out how to maximize ROI and build with the right focus.
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INSIGHT

Key Investment Filters

  • Dan Martell filters investments by market stability, trustworthiness of the team, and where he can add value.
  • He prefers boring, durable markets that resist disruption to protect his investments.
ADVICE

Master Your Deal Pipeline

  • Build a detailed pipeline starting with hundreds of prospects to eventually narrow down to a few quality deals.
  • Use snapshots, offers, and letters of intent to evaluate and progress each opportunity methodically.
ADVICE

Critical Due Diligence Areas

  • Due diligence must cover financials, technology, team structure, and legal documents thoroughly.
  • Missing key contracts like IP assignment agreements can derail deals, so detailed review is critical.
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