Transparent Venture Capital by Tribe Global Ventures

Tribe Talkin' Ep 24: State of Australian Startup Funding Report. Cake's Startup Equity Report. WeBack- Adam Neumann. Atlassian. Out-Of-Touch Ventures

In this weeks episode of Tribe Talkin': 
The State of Australia Startup Funding Report and the areas we found interesting. 
Cake Equity launched their State of Employee Equity Report .
Elon: the king of using equity. 
Deep fake fraud: company loses $25.6 Million on deep fake zoom call instructing an employee to transfer money. 
Adam Neumann is back seeking to buy WeWork. We intrigued. 
Atlassian joins "the three comma's club". 
Block not doing so well. Great reporting by Capital Brief. 
VC set up by Afterpay founders told to "wind the F'ing thing up". 
Tail winds of B2B maybe changing.  
Apple launches Vision Pro.
If you don't have word of mouth growth, you're already dead. 
hello@tribeglobal.vc 
 
 

Tribe Talkin' Ep 23: What's Happening to Vals. Median Time to Raise. Cool AI Tools. Poor Elon & Tesla Prediction. People Leave People.

On this weeks Tribe Talkin' episode: 
The median time it takes between capital raises 
What are valuations doing. 
How to pitch
Organic growth
Some cool AI tools. Heygen and Fathom. 
Telstra Ventures 
The sh*t show that is Elon, Tesla and his board. 
The revolving door of Twiggy Forrest. 
Why staff turnover matters. 
People follow people. 
hello@tribeglobal.vc

Tribe Talkin' Ep 22: What we got wrong on Kiki. Content is King. Mutinex. Branding $ and time in early B2B is a waste.

In this weeks Tribe Talkin' episode:
What we got wrong with Kiki: a fair bit. Reflections on our initial reactions, and we discuss their original pitch deck. 
Content is king, and it needs to be done inhouse. 
The value of MMM (Marketing Mix Modelling) for digital channels, and the rise of platforms such as Mutinex. 
Continued low rates of investments into early stage, however big tech companies filling the gap.  
Bootstrapping and being creative will need to be a core skill. A post from Rob Liu sharing some bootstrapping inspiration. 
Elon being Elon. Just wants an extra $80 billion of stock or he'll take his toys somewhere else. 
AI still needs to be supervised, which people killed in Autopilot crashes realise more than most.
Qantas plunges down to 41st on top branding lists. Triggers conversation about branding more broadly. 
Large amounts of money and time spend on "branding" in early stage B2B is a total waste of time. 
The importance of getting a clear message that makes your ideal customer sit up and take action. 
hello@tribeglobal.vc 

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