Transparent Venture Capital by Tribe Global Ventures

Investor Focus Ep 10: Tom Humphrey of Blackbird. GTM. AI as a Service. Traditional Outbound Is Dead.

Tom Humphrey is a venture capital investor with Blackbird, one of Australia's leading venture capital firms. At Blackbird, he focuses on partnering with early-stage technology startups and providing the guidance and capital necessary to help these companies scale. With a deep understanding of the startup ecosystem, Tom is known for his strategic insights into what it takes for founders to build transformative businesses.
Before joining Blackbird, Tom had extensive experience as COO of Kanopy, a video streaming platform for academic and public libraries that went through 2 financing rounds and exited to KKR. This background enables him to understand both the investor and founder perspectives, making him a valuable partner for the entrepreneurs he supports.
Tom contributes exceptional content aimed at educating and empowering both founders and investors. His writings hosted on Blackbird's website delve into topics such finding product market fit, and the evolving nature of AI as a service. We highly recommend consuming any content Tom puts out. 
Key aspects of this episode include: 
Traditional outbound channels are now "dead". 
The generational shift changing go-to-market strategies. 
AI in vertical SaaS.
Much more!
hello@tribeglobal.vc 

Investor Focus Ep 9: Tom Waterhouse. Racing Identity to Venture Capitalist.

Tom Waterhouse, renowned racing identity turned venture capitalist, joins us on the podcast to share his journey from the world of racing to founding his investment firm, Waterhouse VC. Tom founded Waterhouse VC in 2019, focusing on investing in global businesses related to the wagering and gaming sectors. The fund primarily invests in B2B services to wagering operators rather than consumer-facing companies. They target companies that provide essential services to wagering operators. This includes investing in businesses at the intersection of wagering, video gaming, and media. Waterhouse sees emerging opportunities in the Metaverse and online ecosystems where wagering services could play a role.Tom offers insights into how he approaches venture capital investment using options, his key areas of focus, and the vision behind Waterhouse VC. The fund leverages the Waterhouse family’s extensive experience in the wagering industry and targets high-growth opportunities, particularly in sectors where regulatory pressures on operators could create demand for innovative B2B services.hello@tribeglobal.vc 

Tribe Talkin' 58: VC Funding Plumets Again. Go1 Secondary. Circonomy In Liquidation. Bookable Raises $5mil. NotebookLM. Sharts

In this weeks episode: 
Q3 2024 Cut Through Venture Report: VC funding plummets again as mega deals remain elusive.
$3b Queensland unicorn Go1’s investors prep secondary. 
Bookings platform Attekus raises $5m from Five V, QIC Ventures.
Brisbane recycling social enterprise Circonomy placed in voluntary liquidation.
VC firm Antler exceeds target for second Australian fund. 
Google NotebookLM.
Sharts:
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Tribe Talkin' Ep 57: The SaaS Era Over? VCs Chasing M&A. VCs Question Scalare. Losing PMF Part 3. Startmate Returns.

In this week's episode: 
 'Venture capital is broken': Scalare pitches backdoor IPO as VCs question model.
Ed Keelan of Octopus Ventures releases Losing Product Market Fit part 3. 
Startmate returns. 
Cannon-Brookes-backed millennial super fund Spaceship snapped up by eToro in $80 million merger. 
VC's looking for low hanging M&A fruit.
Is the SaaS era over? 
SaaS Growth is cooling but free trials are converting at double the rate to freemium models.
What are your competitors doing? By Magic Breif. 
Sharts: 
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Tribe Talkin' Ep 56: Investors That Charge Portfolio For Everything. Burn To Earn. Blurred Funding Lines. Death as a Service. Listener Questions On VC. Sharts.

In this week's episode:
Eucalyptus pauses Compound, its $1000-a-month men's longevity program. 
The curious case of scale-up advisory's backdoor ASX listing via a defunct lolly shop. 
The lines between equity, secondary sales and debt are blurring. 
"You gotta burn to earn", but how much is too much?   
DAAS capital: Death-as-a-service platform Willed raises $3 million as media company Seven signs on. 
Great listener questions:
Investment into the GP
How IC's work
Sharts 
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Tribe Talkin' Ep 55: AI Snake Oil. Bluejay.AI Goes Into Liquidation. Persistence. Shiffman To Pay Legal Costs. Startup Daily Awards. Australia's Liquidity. Sharts.

In this weeks episode:
Investor Adir Shiffman must pay Sleeping Duck co-founders' legal costs, court orders.
Startup Daily Awards.
Persistence. 
Persistence combined with the right focus. 
Build it and the likely wont come. 
Australia’s startup scene has delivered the 3rd-highest liquidity behind the U.S. and China, new analysis shows.
AI getting rid of internal systems at Klana. 
Bluejay AI goes into liquidation owing approximately $8million.
Snake oil’: Don’t believe the artificial intelligence hype.
- Sharts hello@tribeglobal.vc 

Tribe Talkin' Ep 54: Ash Joins Tribe. Founder's Walking With 0. SafetyCulture's $165Mil. Taking Advice. Marketing & Personas. VC Red Flags. Sharts.

In this weeks episode: 
Why Uber abandoned Carshare for Turo.
Losing product market fit. Ed Keelan's Part 2 Blog. 
SafetyCulture raises $165Mil in primary and secondary at $2.5 billion valuation. 
Calling it a $165Mil raise is not right by Simon Thomsen. 
You can raise $10Mil and still walk away with zero.
 Why Startup Marketers Should Be Diagnosticians — Advice from OpenAI's and Stripe's First Marketing Hire.
Beware of marketing personas. 
Taking advice from founders and investors.
VC red flags 
Sharts
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Tribe Talkin' Ep 52: Losing PMF. Startups Shutting Down. Super Funds Squeezed Out Of VC. Early DPI. Sharts

In this week's episode: 
Nvidia slumps on earnings day. 
AustralianSuper takes billion-dollar hit on venture capital failure. 
Super funds squeezed out of VC. 
Uber scraps $105m Aussie car-sharing division. 
Drive Mate hopes to fill Uber's gap. 
Startups shutting down at a greater rate. 
Losing product market fit by Ed Keelan. 
Retention.com cuts staff, talks about loosing PMF.
Early DPI may not be a good thing. 
Sharts:
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