The Ultimate Playbook for Safer Passive Deals with Pascal Wagner

Update: 2025-09-15

Description

Tech founder turned LP, Pascal Wagner, breaks down a no-nonsense framework for evaluating sponsors, reading loan tapes, and building an LP pipeline that actually compounds. From “business-casual” relationship building on LinkedIn to why transparency beats glossy decks, he shows physicians and busy pros how to underwrite people first, structure cash reserves, and avoid shiny-object mistakes. So, better tune in!

Key takeaways to listen for

[05:40 ] Why relationships beat ads for sourcing deals
[13:40 ] The transparency test that reveals red flags instantly
[20:55 ] How to skim a loan tape to spot risk fast
[33:19 ] Must-have diligence docs every operator should share
[44:18 ] Portfolio guardrails to cap per-deal exposure

Resources mentioned in this episode

[03:30 ] Techstars
[05:40 ] Gobundance
[24:10 ] DLP Capital
[46:52 ] The Hands-Off Investor by Brian Burke | Paperback and Kindle

[48:15 ] Get Pascal’s Passive Investing Starter Kit, a free LP toolkit at growyourcashflow.io. Designed for high-income professionals, it shows you how to turn a volatile stock portfolio into predictable cash flow with the right education, systems, and investments. Start building six figures in passive income today!

About Pascal Wagner

Pascal Wagner is a Techstars-backed entrepreneur, a limited partner in real estate, and the founder of Grow Your Cash Flow. He created the Passive Investing Starter Kit to help busy professionals confidently evaluate syndication deals and sponsors, analyze debt structures, and build a consistent pipeline of passive investments. Pascal hosts the Best Ever Passive Income Playbook, where he interviews top LPs and GPs to uncover strategies for building long-term wealth. With a background in tech startups and a data-driven approach to investing, he empowers others to achieve financial freedom without sacrificing their time.

Connect with Pascal