Indie Founder

#329 - Strategic Investing Strategies Post-Company Sale with Daniel's $500K SaaS Portfolio


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Hey fellow indie hackers, just wrapped up a super cool chat with Daniel, a 26-year-old entrepreneur who's totally killing it with a $500k SaaS portfolio. He and his brother started young, sold their first company, and now they're smartly reinvesting into more SaaS, real estate, and other assets. Daniel's all about that cautious growth and avoiding debt, which totally resonates with me as I navigate this indie maker life. We dived into his backstory, his big company sale (hello six figures!), and how he's handling his dough post-sale. Super insightful stuff on building a strong foundation before taking big leaps, and the importance of trust and due diligence when selling your biz. Plus, we got into the nitty-gritty of investing strategies and balancing risk with stability. So much to learn from this guy!


Links

Daniel's Twitter

Tiago's Twitter

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Timestamps

The podcast's next phase (00:00:12)

Selfish podcasting (00:02:02)

Learning from interviews (00:03:32)

Age and entrepreneurship (00:07:14)

Starting young (00:10:39)

Learning from failures (00:12:04)

Thinking in simpler terms (00:16:00)

Muscle Memory and Learning (00:19:22)

Starting as an Indie Maker (00:20:31)

Early Work Experience and Decision Making (00:22:34)

Mindset and Motivation for Investing (00:27:47)

Childhood Influences and Business Strategy (00:30:00)

Exit Strategy and Financial Success (00:33:34)

Acquisition Details and Financial Impact (00:37:20)

Selling the Company (00:37:45)

Acquisition Process (00:40:39)

Investment Strategy (00:48:00)

Real Estate Investment (00:50:01)

Liquidity and Safety Nets (00:53:41)

Taxes and Accounting (00:54:52)

Tax Rates and Comparisons (00:57:31)

Managing Time and Operations (01:00:26)

Investment Strategy and Criteria (01:04:36)

Financial Aspirations and Risk Management (01:08:26)

Reflection and Gratitude (01:12:32)

Closing Remarks and Future Conversations (01:12:37)

Podcasting Industry and Long-Term Investment (01:13:16)

Stable Results and Low Churn Investments (01:14:41)

Risk Management and Long-Term Growth (01:15:54)

Financial Aspirations and Comfortable Living (01:16:54)

Investing for Comfort and Security (01:18:10)

Prioritizing Comfort and Relationships Over Wealth (01:22:36)

...more
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Indie FounderBy Tiago Ferreira

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