Episode Details
Back to EpisodesDecamillionaire Fireside Chat: Due Diligence Tools, Strategies and Case Studies | Marc Halpern
Description
What does real due diligence actually look like in private investing?
In this fireside chat, Richard C. Wilson sits down with Marc Halpern, co-founder of the Deep Due Diligence Investors Club, to break down the tools, strategies, and real-world case studies behind smarter investing.
Marc shares how experienced private investors evaluate opportunities by looking at the jockey, the horse, and the track — meaning the sponsor, the deal itself, and the macro environment. He explains why most investors don’t go deep enough, how AI can help screen deal flow faster, and why due diligence can reduce risk — but never eliminate it.
This conversation also covers:
How to evaluate sponsors vs. deals
Why deep due diligence works best in teams
How to use AI tools for investment screening
The difference between minimizing risk and managing risk
Why diversification matters across sponsors and asset classes
How investors stress test operators during changing market conditions
Common mistakes sponsors make when raising capital
If you invest in private placements, real estate, private equity, or alternative assets, this session will give you a more disciplined framework for evaluating deals and avoiding costly mistakes.
Marc and the Deep Due Diligence Investors Club have helped put roughly $10 million of equity checks to work across deals, and this session gives you a look into how serious investors think before wiring capital.
Watch this if you want a sharper lens on:
due diligence, deal screening, sponsor evaluation, private investing, and portfolio strategy.