One of the best things about the note investment process? You can rinse and repeat. Chris Seveney welcomes Dan Deppen, the Senior Product Manager and Retail Integrations at Ibotta, Inc. Dan shares how he systematizes his note investment process. He touches upon doing due diligence in Confluence®, creating a workflow system, and how his processes have evolved over time. Dan also talks about the hiring process and offers some great insights to consider when thinking about your internal SOPs. If you want more tips on creating a repeatable note investment process, don’t miss this episode!

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