In this weeks episode of Tribe Talkin': Startmate's Top 20 most valuable alumni. Frugal founders. Nvidia leadership team of 60 people . Fewer employees at SaaS S eries A. Connecting the money you raise to peeling layers of risk. Salesforce decelerating growth , as we've seen with the rest of the market. Modus Partners shares data on SaaS valuations. Sharts: hello@tribeglobal.vc...
Jun 06, 2024•55 min•Ep. 59
Today's Investor Focus guest is Edward Keelan of Octopus Ventures. This is an awesome episode as we love the way Ed simplifies topics that are often made overly complex. The episode discusses; Ed's Startup Experience, Lessons, & Entry Into VC. B2B Software Investing. Resilient Founders and Teams. Importance of Funnel Metrics as Accountability and Evaluation Tools. Concept of "Tilt". Top-of-the-Funnel Focus. Sales Process & Scalability. Avoiding Weighted Pipelines. Market Expansion Challe...
Jun 05, 2024•54 min•Ep. 58
In this weeks episode: Go-Catch v Uber windup. Government continues to have sexy fingers with taxing unrealised capital gains. Reasons why Sam Altman was fired. Extortion attempt: WiseTech CEO says criminals tried to impersonate him using AI. Not all AI is very clever. YouTube's original seed investment. Canva continues to go enterprise. Airwallex staff turnover continues. Capital on the capital. WeMoney capital raise. Find good investors that will support you. Sharts hello@tribeglobal.vc...
May 30, 2024•1 hr 5 min•Ep. 57
In this weeks episode: Recap on concerns from the VC community on CrowdFunding. Don't loose your sense of humor from Jerry Seinfeld. Startup Daily Best in Tech Awards nominations now open. What was in the Budget for the startup ecosystem. Build Club: a new AI founder focused accelerator seeking to fix "broken' accelerator models. Create your own advice GPT. Nothing happens without action: old video from Steve Jobs. Development costs may not come down with AI . Rayn Wong wants to speak to the man...
May 22, 2024•1 hr 24 min•Ep. 56
On this weeks episode of Tribe Talkin' news: Labor’s bold $1b bet on Aussie quantum start-up . Has it ever been harder to get from Seed to Series A? Birchal defends VC criticism of Crowdfunding. VC red flags. Xero hikes it prices . Demonstrated structural competitive advantage. Don't be Geoff Bozo . The best founders can cold email. Outbound is dying . How Bumble got clever early awareness . Charts hello@tribeglobal.vc...
May 09, 2024•1 hr 13 min•Ep. 55
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 hello@t...
May 01, 2024•1 hr 5 min•Ep. 54
In this week's episode of Tribe Talkin':
Apr 24, 2024•40 min•Ep. 53
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 hello@tribeglobal.vc...
Apr 18, 2024•57 min•Ep. 52
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 startu...
Apr 15, 2024•1 hr 17 min•Ep. 51
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 companies die? Charts hello@tribeglobal.vc...
Apr 11, 2024•58 min•Ep. 50
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 Angel s and provides significant value to the founders he...
Apr 09, 2024•1 hr 11 min•Ep. 49
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 ...
Apr 05, 2024•1 hr 30 min•Ep. 48
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 ...
Mar 27, 2024•1 hr 4 min•Ep. 47
In this episode of Tribe Talkin': Financial Services Minister Stephen Jones has vowed to crack down on companies seeking to circumvent laws designed to 'staple' workers to a single superannuation fund during employee onboarding programs. (Capital Brief Anthony Galloway) Emerging venture capital managers have raised concerns about the influence super funds have gained over the local startup ecosystem. (Capital Brief Bronwen Clune) Australian workforce management software maker Deputy has cracked ...
Mar 20, 2024•54 min•Ep. 46
In today’s episode of Founder Focus, we talk with Dan Jovevski from WeMoney . WeMoney is a Perth headquartered financial platform designed to help users manage their finances more effectively by connecting their entire financial life in one place, tracking budgets, monitoring net worth, understanding credit scores, and fostering a community for sharing financial experiences and advice. Dan shares the story of WeMoney, emphasizing its mission to help individuals achieve financial clarity and free...
Mar 17, 2024•59 min•Ep. 45
In this episode of Tribe Talkin': More reflections from Southstart. Event with Vu Tran of Go1. Employment Hero V Hostplus. Hostplus calls for CEO's head. (AFR: Tess Bennett, Lucy Dean & Nick Bonyhady) New female founder grants in South Australia. Resources for addressing sexism, harassment, and bullying put together by Elaine Stead. US and European data for female funding. What are the chances your startup gets bought? Not high. Dovetail "struggling" with staff turnover and chur n. (AFR: Jes...
Mar 14, 2024•1 hr 4 min•Ep. 44
In todays episode of Tribe Talkin': We're at Southstart! Bitcoin all time highs. And so is Gold. Employment Hero vs Hostplus . (Capital Brief: Bronwen Clune). Elon sues OpenAI Lawyers in Elon's pay case want US$6 Billion. One Ventures breaks down venture debt myths. Raising season is open. Raid fire capital raises. How long it takes to get to certain points of investments. ESOPs can make life difficult . (Capital Breif: Dan Van Boom). Secondary sales at Hopin. (AFR: Nick Bonyhady) Crossing the c...
Mar 08, 2024•55 min•Ep. 43
In this episode of Founder Focus: Dr. Judy Halliday is an exceptionally rare and valuable asset in the Australian innovation ecosystem, having operated in every pillar of the innovation landscape as an inventor, founder, investor, academic, director, advisor & industry professional across both private and public sectors as well as universities. A prominent figure in the South Australian innovation and entrepreneurship landscape. She currently serves as the Director of the Office of the South...
Mar 03, 2024•51 min•Ep. 42
In today's episode of Tribe Talkin' Listener feedback "keep the sh*t bits in". Sophisticated investor changes are likely to happen: Bronwen Clune of Capital Brief summarises the key submissions from the ecosystem . Financial Services Council says hike the threshold to $5 Million. Berkshire Hathaway annual report . The first post Charlie's passing. Australia's venture capital scene is facing a 'cleansing' by Nick Bonyhady of the AFR. Rayn Wong explains what you need to be able to do to be good in...
Feb 28, 2024•1 hr 1 min•Ep. 41
Episode Webpage with all the charts : https://go.tribeglobal.vc/podcast/episode-39-tribe-talkin-ep-29-canva-cfo In todays episode of Tribe Talkin': Canva's CFO Damien Singh resigns: Tegan Jones of Smart Company first article. Bronwen Clune of Capital Brief first article. Tess Bennett and Jessica Sier of AFR article. Tegan Jones of Smart Company second article. Bronwen Clune of Capital Brief second article. Jessica Sier and Paul Smith of AFR article. David Swan of SMH article. Bronwen Clune of Ca...
Feb 22, 2024•1 hr 39 min•Ep. 40
In this episode of Tribe Talkin': Facebook turns 20. An article by Daivd Swan on Facebook being the poster child for "enshittification". Kiki's founder Toby Thomas-Smith issues an apology. We share what we think of it. "The Founders Dilemma": what to focus on and the customer should be number one. An article in Startup Daily. We have a different view. People are trying to work out the LinkedIn algorithm. We think this explains it: Vu Tran provides great post on "sales velocity". Is a funding fre...
Feb 14, 2024•1 hr 22 min•Ep. 39
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 Af...
Feb 07, 2024•1 hr 1 min•Ep. 38
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...
Jan 31, 2024•57 min•Ep. 37
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 sh...
Jan 24, 2024•1 hr 8 min•Ep. 36
In today's Tribe Talkin' episode: - The Federal Government's proposed changes to Sophisticated Investor rule s and the likely consequences. - A fintech founder thinks local V Cs are undermining Australian startup s. 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...
Jan 18, 2024•1 hr 8 min•Ep. 35
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...
Jan 01, 2024•53 min•Ep. 34
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 Swarm...
Dec 26, 2023•58 min•Ep. 33
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
Dec 22, 2023•1 hr 27 min•Ep. 32
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 pre...
Dec 13, 2023•1 hr 2 min•Ep. 31
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 bla...
Dec 06, 2023•1 hr 36 min•Ep. 30
