In the current venture capital landscape, a phenomenon known as the "funding desert" is reshaping how investors and startups interact.
Today we examine Kapital, an emerging market fintech company focused on serving LatAm SMEs, that we believe exemplifies a new generation of fintechs that have discovered how to thrive in a capital-scarce world.
Introducing our Tech Adoption Gauge, a core report we use internally as part of our Macro Insights technology stack.
In this essay, we examine how the venture funding landscape has shifted, why capital is scarcer, and what founders can do to survive the current drought.
We're seeing a record shortage of venture capital right now. We have quantified this shortage and are sharing our findings.
In this conversation, our partner Arjun Sethi joins Ted Seides from Capital Allocators to discuss Arjun's upbringing in an immigrant family, his early endeavors as an entrepreneur, success as an angel investor, and different ways of looking at venture investing.
In this article we will present our high-level framework for understanding and visualizing unit economics (UE) for a variety of different businesses as well as show several hopefully illustrative and interesting examples.
In this episode, our partner Arjun Sethi joins Anthony Scaramucci to discuss early stage venture, Bitcoin, and China.
In this episode, our partner Ted Maidenberg joins Samir Kaji to discuss the importance of trust in venture teams, the role of partnership dynamics, and maintaining firm culture.
In this webinar, our partner Jonathan Hsu joins Emad Hasan to discuss product market fit and how Tribe uses it to help founders and make investment decisions.
In this episode, our partners Alexander Chee and Jake Ellowitz join Erik Torenberg to discuss how the product and engineering-oriented mindset at Tribe impacts their investing and why it forms part of their investment thesis.
In this episode, our partners Arjun Sethi and Jake Ellowitz join Amit Somani to discuss various tactics and strategies for understanding product market fit.
In this conversation, our partner Jonathan Hsu joins Nick to discuss a quantitative approach to PMF, Tribe's Magic 8 Ball for objective evaluation, and approaches to reduce talent biases.
Today, we are excited to announce that Bolt has taken two big steps towards realizing this vision. Bolt has closed a Series C led by Westcap and it has launched its second-act product.
In this conversation, our partner Arjun Sethi joins Elias Rubel to share lessons learned along his journey and what it takes to overcome the challenges of scale.
In this episode, our partner Arjun Sethi joins Romeen Sheth to discuss a range of topics including the transition from operator to investor, force multipliers, 1-of-N versus N-of-1, and retesting underlying assumptions in the era of COVID-19
In this conversation, our partner Arjun Sethi discuss market timing for product-market fit, the cyclical nature of growth tactics, slow vs fast money, N-of-1 companies, and Tribe's view on cryptocurrency.
Today we are sharing additional research on the impact historical downturns have had on VC behavior. The report -- originally shared within our investment team then sent to all our partners and founders -- is included within.
In this article, we share an internal email on how we think about startup financing during a downturn.
In this conversation, our partner Jonathan Hsu discusses talent evaluation, common misconceptions surrounding product-market fit, how to support strategy with data, and how we evaluate pre-product market fit companies.
When investors underwrite seed-stage companies, the new company's team and product, and even market, might have not yet materialized. Even with so much uncertainty, investors still develop confidence, but how?
In this conversation, our partner Ted Maidenberg discusses how he went from founding Social Capital to founding a new platform Tribe Capital with partners Arjun and Jonathan, and the learnings building the firm around data science.
An overview on the basics behind how we quantify product-market fit at Tribe Capital. These are the underpinnings of our underwriting framework.
In this conversation, our partner Jonathan Hsu discusses data in VC, portfolio construction, reserve allocation, and N of 1 markets.
In this conversation, our partner Arjun Sethi discusses our approach to evaluation and data-driven analysis.
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