Transparent Venture Capital by Tribe Global Ventures

Tribe Talkin' Ep 36: Co-Founders More Likely To Build Unicorns. First Time Or Second Time Founders Best? Farquar Steps Down. Canva Staff To Buy Houses.

In this weeks episode: 
Spac listing hobbled Tritium making it hard to raise fresh capital. Reasons for failure coming out in administration process. 
Scott Farquar stepping down from Atlassian.
Canva employees are going to buy houses and pay off debt. 
First time vs second time founders: is success more likely? 
Co-founders more likely to build unicorns.
Industries more likely or less likely to have 4+ co-founders vs solo founders
Do what you say you will do & keep turning up.
Charts
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Tribe Talkin' Ep 35: VC a Giant Ponzi? Tritium In Administration. Kiki. The Atlassian Machine. Pivot To Enterprise

In this week's episode of Tribe Talkin': 
 

Tribe Talkin' Ep 34: What Makes a "Good" Founder. OpenAI Will Steamroll You! Too Many Startups. When You Don't Get Follow On.

In this weeks episode of Tribe Talkin': 
OpenAI CEO Sam Altman makes it clear they're going to steamroll you.
M&A proposed rule changes. 
Google releases new tools for Gemini: write your emails and create your spreadsheets. 
Speed of AI making it hard for firms to invest. 
How to avoid raising too much money. A great article by Ben Armstrong from Archangel in Startup Daily. 
What happens when Blackbird doesn't follow on? 
Too many startups in the US? 
Charts
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Founder Focus Ep 12: Lucy Wark of Sexual Wellness Co. Normal, Career Skills Co. FuzzyHQ & Safety & Respect Advocacy Co. Grapevine

In this episode of Founder Focus, we are joined by Lucy Wark. Lucy is the co-founder of a number of for-profit and not-for-profit entities including: 
🤝 Career-accelerating skills @ fuzzyhq.com🥰 Sexual wellness for all @ itsnormal.com🍇 Making startups safer @ askthegrapevine.com
This is a great episode for founders with key topics such as:
Entrepreneurial Journey: Lucy shares her personal journey to entrepreneurship, which includes moving overseas for education and her involvement in startups, highlighting the diverse paths that can lead to founding a company.
Empowering Negotiation Skills: Lucy discusses the importance of negotiation skills, an essential tool for founders who need to navigate deals and partnerships effectively in all fields. A link to Fuzzy HQ's negotiation course Negotiation for Leaders & Operators can be found here. 
Insights into Consumer and Social Dynamics: With Lucy's background in social sciences, she shares various "mental models" that help her in her company building journey.
Social Impact and Business Models: A theme of Lucy's entrepreneurial focus is combining profit with purpose, by pairing products with educational content.
Investment into female founders: Lucy's shares her belief that at least 50/50 investment representation is possible and why. 
Grapevine: Why this initiative is so important and what it is seeking to achieve. 
And much more!hello@tribeglobal.vc

Tribe Talkin' Ep 33: Why Companies Die. What VC's Really Mean. SaaS Growth Slows. Canva $ Hit. GoCatch Wasn't Exactly Doing Well. Charts.

In this episode of Tribe Talkin':
GoCatch v Uber
First day in court 
GoCatch faces questions 
GoCatch had actually lost 90% of users by the time UberX came.
Canva money hits bank accounts. 
SaaS growth continues to slow. 
The "Tech Winter" is persisting.
Quantum of capital is different at different stages 
 What VC's really mean when they talk about "need to see traction". 
Why do companies die? 
Charts
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Investor Focus Ep 6: Adrian Bunter of Employment Hero, Modus Partners & Sydney Angels

In this episode of Investor Focus, we are joined for a second time by Adrian Bunter. Adrian is a partner at Modus Partners, a leading boutique M&A advisors with a passion for technology. Adrian is on the board of various private companies including Employment Hero and VenueNow, and non-executive director of ASX listed companies Carly Holdings Limited (ASX:CL8) and Live Verdure (ASX:LV1). Adrian has been a long term member of Sydney Angels and provides significant value to the founders he works with. Part of the discussion was on AI, so we thought it fitting to have ChatGPT summarise the transcript into the key highlights. This is what Chat says about the episode: In a dynamic conversation featuring Adrian Bunter, alongside hosts Don McKenzie and Aaron Birkby, this podcast episode delves into critical aspects of startup success and the challenges of capital raising. It offers practical advice and insights valuable for both investors and founders navigating the startup ecosystem.Key Highlights:Capital Raising Journey: Tips on effective engagement with investors, valuation insights, and the significance of early investor relations.Leveraging AI: The role of AI in startups, not as a trend but as a genuine business enhancer, emphasizing technology’s potential to solve real problems.Traits of Successful Founders: Discussion on what makes founders successful, including their resilience, passion, industry knowledge, and ability to communicate their vision.Scaling Beyond Initial Success: Challenges of expanding sales and operations beyond initial networks, underscoring the need for scalable strategies.Navigating the Investment Landscape: Insights into the evolving field of angel investing and venture capital, and strategies for fruitful founder-investor relationships.Why Listen?For entrepreneurs and investors alike, this episode is a treasure trove of wisdom, offering a deep dive into the startup world's complexities. It provides listeners with a roadmap to navigate the highs and lows of entrepreneurship and investment, highlighting strategies for long-term success.Thank you ChatGPT, pretty, pretty good. hello@tribeglobal.vc 

Tribe Talkin' Ep 32: AI Honeymoon Is Over. Creating Authentic Content. Companies In Liquidation. GoCatch v Uber Trial. VC Investment Criteria.

In this episode of Tribe Talkin': 
Subsequent reporting on Breakthrough Victoria (Capital Brief, Bronwen Clue) 
Plutora Pty Ltd going into voluntary administration in march over a dispute with the tax office. (news.com.au, Alex Turner-Cohen)
GoCatch vs Uber: Victorian courts will hear explosive claims of how it killed the competition. (Paul Smith, AFR)
Task Group creating $100 Mil payday for Houden family.(Tess Bennett, AFR). 
Growth of new angel investors falling. 
Airtree $100 mil + valuation list:
New partners at Ten13. (Capital Brief, Hugo Mathers)
AI honeymoon is over according to Canva's Cliff Obrecht. (Nick Bonyhady, AFR). 
Rayn Ong's new ebook, we think. (Simon Thomsen, Startupdaily)
Y Combinator: bets in a picture.
Why one VC invests. 
Peter Theil talks about going niche. 
Simon Beard talks about creating personal and authentic content. 
Charts
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Tribe Talkin' Ep 31: Breakthrough Vic. Shutdowns. Write-Downs. VC Co's Confident Underachievers? Square Peg Returns. M&A Canva. IPO Market. AI. Charts.

In this weeks episode: 
 Our upcoming DeepdiveMcDeepDiveFace episode on Go-To-Market Strategy.
Tech Council of Australia report. 
Startup shut downs rise. 
Investors in Baraja have written down their stakes to zero (Nick Bonyhady). 
Blackbird write-downs and write-ups in portfolio(Jessica Sier).
Are VC backed companies just overconfident underachievers?
Breakthrough Victoria: our thoughts on if it should exist. 
Main Sequence is not Breakthrough Victoria (Nick Bonyhady). 
Deep tech incubator Cicada Innovations launches Cicada x Tech23(Startup Daily). 
Square Peg's amazing returns to investors (Hugo Mathers).
Culture Amp acquisition of Orgnostic (Hugo Mathers).
Canva has acquired UK creative software suite Affinit (Jassmyn Goh).
Reddit & Truth Social IPO's
Nvidia launches new products (Paul Smith and John Davidson).
Technology differentiation going to zero. 
The singularity arriving 2029.
OpenAI needs some media training. 
Charts
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