Transparent Venture Capital by Tribe Global Ventures

Tribe Talkin' Ep 21: Don't get bitter, get better. Riches are in niches, or are they? Kiki turns freaky. Gov and VC's are undermining startups.

In today's Tribe Talkin' episode: - The Federal Government's proposed changes to Sophisticated Investor rules and the likely consequences.- A fintech founder thinks local VCs are undermining Australian startups. Fair or not? - Kiki turns freaky. Kiki's pivot into a NYC "girls club". - Can AI overcome "gut feel" in VC? - Koala narrows losses with $48 Million convertible note due in July. - The richest are in the niches. Or are they? hello@tribeglobal.vc 

Investor Focus Ep 4: Anne-Marie Birkill of OneVentures

Anne-Marie Birkill is a Co-Founder, Venture Partner, and Director at OneVentures, with over $700m in funds under management. 
Anne-Marie’s interest in the innovation sector was forged during 15 years in leadership roles in agri-business companies, developing and commercialising new cultivars of ornamental, aquatic, food, and forestry plants. Prior to co-founding OneVentures in 2010, she was CEO of i.lab Incubator, having previously spent five years in the senior management team at UniQuest.
Anne-Marie is an Industry Fellow with The University of Queensland (UQ) Business School, Chair of the Investment Committee for the UQ-lead “Trailblazer” Food and Beverage Accelerator,  and director for InterFinancial Corporate Finance and the PPK Group (ASX:PPK).
One of the trailblazers of the Australian venture capital landscape, and a great friend and mentor to Tribe, it is our pleasure to chat with Anne-Marie today.

Investor Focus Ep 3: Sarah Nolet of Tenacious Ventures

Sarah Nolet is a co-founder of Tenacious Ventures, a venture firm focused on agriculture’s role in addressing climate change. With her co-founder J Matthew Pryor, Tenacious Ventures backs early stage start-ups who are building tomorrow’s agri-food system. We love their open and empathetic approach to sharing their journey of building Tenacious Ventures through their blogs and podcasts making Sarah a perfect guest for our Transparent VC podcast. Tribe has a co-investment with Tenacious in SwarmFarm, a Queensland headquarters autonomous farming robot that is scaling internationally, and we’ve very much enjoyed our interactions. Sarah holds a Masters in System Design and Management from MIT, and a Bachelor of Science in Computer Science and Human Factors Engineering from Tufts University. Sarah is also the host of the AgTech...So What? podcast, telling the stories of the innovators building the food system of the future. On the back of their successful raising and deployment of their first fund, Tenacious are currently raising their second fund with a $70 Millon target and we think are well worth a chat for sophisticated investors looking for agtech exposure.In this episode you’ll hear Sarah’s deep passion and expertise for the sector and we hope you enjoy this episode as much as we enjoyed the discussion. 

Tribe Talkin’ Ep 20: 2023 End of Year Review- Lessons, Screw Ups, Bad Singing, Portfolio Summary, Looking Ahead to 2024

Tribe Global Ventures 2023 in review: 
The lessons
Investor sentiment in a higher interest rate environment
Deal flow
Portfolio review 
The One-liners
Looking ahead to 2024
hello@tribeglobal.vc 

Tribe Talkin’ Ep 19: Cash Returns, AI raising, Criticism of Blackbird- Fair? Moving The Diversity Needle, Askthegrapevine.com.

In this weeks episode: 
X launches Grok (Capital Brief).
OneVentures turns $8.8 Million investment into Employment Hero into $116.2 Million return (AFR).
Appen seeking to us AI as its turnaround story (Capital Breif). 
8 Aussie startups raised $81 Million (Smart Company).
Death Tech: the addressable market of everyone (Capital Brief). 
People getting on board the "boring"  B2B train (Capital Brief). 
AI companies Relevance AI and Clove completing capital raisings (Capital Brief). 
Blackbird under pressure- fair (Startup Daily)? 
Gender diversity in early stage investing. 
www.askthegrapevine.com initiative.
hello@tribeglobal.vc

Tribe Talkin’ Ep 18: News, Elon Musk: the stupid person’s idea of a genius, Actionable B2B growth hacking ideas in the age of AI.

In this weeks episode: 
The best bits of the Ten13 Runway Conference in Brisbane. 
Edrolo- all maybe not what it seems. 
Charlie Munger's passing: a few quotes 
Seven enduring lessons (and what isn't learnt) from 33 years of top start ups
Funding and founding is down. 
Growth is becoming harder, startups are disappearing quicker.
Rode's quest to be the biggest. 
Elon- the stupid person's idea of a genius. Elon loses the plot and tells advertisers to go F themselves so that he can kill twitter and blame it on advertisers.
Deep Dive: B2B growth hacking in the age of AI. The Tribe team unpack an awesome episode of 20VC with actionable growth hacking ideas in the age of AI. The 20VC episode is a must listen. 
hello@tribeglobal.vc 

Tribe Talkin’ Ep 17: Death by AI, changes to cold email, CAC is rising, the fastest growing companies, the difference between first time and experienced founders.

In this weeks episode of Tribe Talkin':
It was alleged Sam Altman's dismissal was due to "Q*" achieving true artificial general intelligence (AGI) capabilities. 
An interesting break down of an alleged letter sent to the board describing the AGI discovery. 
It's funny because its true: how some VC's are approaching AI. 
Edrolo and other EdTech being affected by AI. 
Changes coming to your ability to send "cold" email. 
Cost to acquire customers (CAC) is rising, although some companies like Datadog and Monday.com are hitting it out of the park. 
Canva continue to lead in lead up to IPO. 
AFR top 100 fastest growing companies list is released. 
"First time founders concentrate on product, second time founders concentrate on distribution". 
The lines blurring between VC and PE. 
hello@tribeglobal.vc 
 
 
 

Investor Focus Ep 2: Adrian Di Marco- A master class in early stage investing from a $5Bill journey

Today's Investor Focus guest is Adrian Di Marco, Founder of Technology One which is listed on the ASX  with a market cap of approximately $5billion.
Adrian was our guest for our Founder Focus Ep 3 where we discussed his journey founding and turning Technology One into one of Australia’s most successful tech companies, that has produced record revenues and profits for an impressive 14 years in a row.
Since retiring from Technology One, Adrian focuses his energy towards the Di Marco Family Office, which invests in public markets, alternative investments, and a growing venture capital portfolio which currently sits at more than 40 investments.
As an investor and mentor to early stage Founders, Adrian brings many of the lessons and structures that helped turn Tech One into the $5billion powerhouse it is today.
This episode goes deeper into early-stage investment related ideas such as:
Board reporting and ideas on what the first one or two pages of every board report should look like.
Founder accountability.
Creating a culture of simplicity when communicating ideas and making decisions.
Reviewing people, process, structure, and strategy when things aren’t going as forecast.
We talk pricing and when to discount and when not to.
Remuneration and incentive structures.
The difference between leadership and management, and fostering both within an organisation.
What Adrian looks for in a Founder and an investment. 
And much more
This episode is a real master class for founders and investors and we hope you find these ideas useful.
hello@tribeglobal.vc