Help Requested: Looking for Note Evaluation Template for Tapes

[Nicholas DiPasquale]

Hello, note investors. I have been studying note investing over the past several months through books (Jimmy Napier, Martin Saenz, Josh Andrews, Dave Van Horn, Gordon Moss, etc.), podcasts and BP forum posts. While all of these have been massively helpful, I am stuck when it comes to finding a good spreadsheet template for assessing tapes. I thought I heard Chris Seveney mention in an early podcast episode that he had posted some resources on the Good Deeds Note Investing site, but have been unable to locate them so far.

Does anyone have a template they are willing to share or know a place where I can download one? I am looking to start with a good baseline for practice & criteria refinement before I jump in with any bids. I would be happy to take something in bullet form and create my own if someone had that and did not feel comfortable sharing their template.

Thank you so much… and Happy Holidays!!

[Andy Mirza]

@Nicholas DiPasquale This is one of those things that most experienced investors won't be willing to share because it's what gives us our advantages over the competition. The better your pricing model is, the faster you can accurately, price out tapes, which results in faster bids. We spent a couple of thousand bucks developing our model and won't share it outside the company.

You may find something for free but my guess is that it won't be too helpful. You'll need to tweak it yourself according to the metrics that you're seeking. Good luck!