From Tape to Bid: Finding Deals & Running Your First Due Diligence

Last month, we broke down how to read a note tape — understanding the key columns and how to quickly screen assets.

This month, we’re taking the next step:
How to find deals within a tape — and what to review before making a bid.
If you’ve ever looked at a tape and thought,
“Okay… now which ones are actually worth pursuing?” — this session is for you.

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### We’ll cover:

• How to quickly identify potential deals within a tape
• What filters and criteria note investors use
• The first steps of preliminary due diligence
• What to look for before going deeper
• Common mistakes new investors make
• How to decide whether to pass, dig deeper, or move toward a bid

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### 🎯 Interactive Segment: Deal or No Deal

We’re also going to make this one interactive.
We’ll review 3 real notes from a tape, and as a group, you’ll decide:
👉 Deal or No Deal?
Then we’ll break down the reasoning behind each decision — so you can start thinking like an investor when evaluating opportunities.

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### And we won’t just talk about it…

You’ll see how experienced investors:
• Narrow down opportunities
• Prioritize their time
• Avoid costly mistakes early

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Whether you attended the last session or are just getting started, this meetup will help you move one step closer to confidently selecting note deals.