$1 trillion in equity: How Carta is set to unlock the private markets
A few of our thoughts on the incoming changes to equity, and its importance for entrepreneurship.
Essays
A selection of our musings on company building and data science.
“From Madmen to Moneyball” on Prime Venture Partners Podcast
In this episode, our partners Arjun Sethi and Jake Ellowitz join Amit Somani to discuss various tactics and strategies for understanding product market fit.
“From GAAP to Product Market Fit” on Full Ratchet
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.
Bolt, perfecting the checkout experience
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.
“Overcoming the Challenges of Scale” on Best in SaaS
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.
“Who you know v.s. what you know” on Square One
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
Fast Money / Slow Money in VC during a financial crisis
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.
Some perspectives on startup financing in a downturn
This email was originally shared within our investment team then sent to all our partners and founders. Given the rapidly evolving situation facing many entrepreneurs,…
A Quantitative Approach to Seed Investors
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?
A Quantitative Approach to Product Market Fit
A overview on the basics behind how we quantify product-market fit at Tribe Capital. These are the underpinnings of our underwriting framework.