Transparent VC by Tribe Global Ventures

All Episodes (31)

From new to old

From new to old From old to new

1. 

   1. Tribe Talkin’ Ep 17: Death by AI, changes to cold email, CAC is rising, the fastest growing companies, the difference between first time and experienced founders.

   In this weeks episode of Tribe Talkin':It was alleged Sam Altman's dismissal was due to "Q*" achieving true artificial general intelligence (AGI) capabilities. An interesting break down of an alleged letter sent to the board describing the AGI discovery. It's funny because its true: how some VC's are approaching AI. Edrolo and other EdTech being affected by AI. Changes coming to your ability to send "cold" email. Cost to acquire customers (CAC) is rising, although some companies like Datadog and

   Nov 29,2023 01:03:39
2. 

   2. Investor Focus Ep 2: Adrian Di Marco- A master class in early stage investing from a $5Bill journey

   Today's Investor Focus guest is Adrian Di Marco, Founder of Technology One which is listed on the ASX  with a market cap of approximately $5billion.Adrian was our guest for our Founder Focus Ep 3 where we discussed his journey founding and turning Technology One into one of Australia’s most successful tech companies, that has produced record revenues and profits for an impressive 14 years in a row.Since retiring from Technology One, Adrian focuses his energy towards the Di Marco Family Office, w

   Nov 27,2023 01:02:32
3. 

   3. Founder Focus Ep 10: Katherine McConnell of Brighte, raising $145Mil in equity and $1Bil in debt.

   Today’s Founder Focus Guest is Katherine McConnell of Brighte, Australia’s leader in solar finance and one-stop-shop for sustainable upgrade solutions. Katherine talks about the conditions that lead her to start Brighte, and the ingredients professionally and personally that drove it to happen. Katherine has raised $145Mil in equity from investors such as Grok Ventures, the investment company of Mike and Anni Cannon-Brookes, Kim Jackson and Scott Farquhar’s Skip Capital, AirTree Ventures and Sin

   Nov 24,2023 51:07
4. 

   4. Tribe Talkin’ Ep 16: Open, then closed, then Open-again-AI lessons, dysfunctional boards + local tech news

   This weeks episode:The OpenAI board and CEO debacle.20VC episode with Des Traynor, Co-Founder of Intercom.Australia’s place on the global innovation map.Australia’s tech unicorns are defying the global odds.Technology One’s full-year profits up 16%[email protected] 

   Nov 22,2023 01:02:31
5. 

   5. Tribe Talkin’ Ep 15: Resourcefulness, best in class SaaS metrics, VC valuations

   This this weeks episode of Tribe Talkin' Ep 15: Reflections from the recent Tribe Scale-Up OffsiteScooter company Bird delisted from NYSE after stock collapse The software industry's productivity boom: Analysing revenue per Employee Trends Openview Partners SaaS metrics reportPitchbook US VC valuationsWho's building ANZ's unicorns? First-time founders or serial entrepreneurs?Amputations, death: What it’s really like to work for Musk’s [email protected] 

   Nov 16,2023 01:00:17
6. 

   6. Tribe Talkin’ Ep 14: The pattern connecting FTX, WeWork and F45 gym’s failure

   In this week's episode of Tribe Talkin': Sam Bankman-Fried being found guilty in his fraud trail as part of the FTX collapse.Investor due-diligence and post investment safeguards. WeWork about to declare bankruptcy. Capital Brief article here. F45 gym chain to leave the NYSE after their shares have fallen 99.7%. Apart from being spectacular failures for shareholders and customers, the other pattern that ties FTX, WeWork and F45 together. Australia’s biggest weight loss drug selling start-up, Euc

   Nov 14,2023 39:15
7. 

   7. Investor Focus Ep 1: Adrian Bunter- Corporate Advisor, Angel Investor & Non-exec Director

   Today's Investor Focus guest is Adrian Bunter. Adrian started life at PwC as an accountant and got exposure to the private client sector in the mid 90’s which meant he had a front row seat to the dot.com rise and then subsequent crash. This gave him the opportunity to see the future of the internet. An early member of Sydney Angels, Adrian loved working with high growth companies doing clever things to change the world - the David versus Goliath battles as he puts it. Adrian has been on the boar

   Nov 13,2023 01:04:25
8. 

   8. Tribe Talkin’ Ep 13: Response to Sam Joel of GiveTree’s apology and resignation

   Normally Tribe Talkin' discusses a range of news items sharing our view. But this episode will be focused just on one issue and separated from any other new items. On Saturday 4th of November 2023 by Sam Joel, founder and CEO  against Elaine Stead, Hannah Moreno, Trenna Probert and others.Whilst Elaine, Hannah and Trenna are friends of Tribe, this type of behaviour is unfortunately not unique, and sadly experienced daily by experienced by women in many geographies in many industries.As such we u

   Nov 08,2023 20:31
9. 

   9. Tribe Talkin’ Ep 12: If you knew how hard it would be, you wouldn’t do it

   In this episode of Tribe Talkin'- Twitter's daily active users drop.- Twitter's internal valuation slashed.- AI in due diligence and data rooms.- Tritium potentially potentially closing down Australian operations. - The Co-Founder of Invidia, Jensen Huang saying he would not start a business again with what he knows now.- Adir Shiffman and the Sleeping Duck court case that seems to be dragging out.- Valuations for early stage businesses.- Do founding teams need a technical co-founder?- BRW Young

   Nov 03,2023 44:11
10. 

    10. Founder Focus Ep 9: Nick Abrahams- Co-Founder of LawPath (MVP to 400,000 + users) and Global Co-leader Digital Transformation of Norton Rose Fulbright

    Today's Founder Focus guest is Nick Abrahams. Nick is a Partner and Global Co-leader Digital Transformation of the law firm Norton Rose Fulbright, a global law firm with 7000 people. Nick is also a co-founder of LawPath, a legal platform with over 400,000 users. Nick is passionate about the law, however his overall journey is nothing short of amazing as you’ll hear in this episode. Nick studied law in the late 80’s and then began his law career in the early 90’s in Sydney. Nick moved to Tokyo wh

    Nov 03,2023 51:47
11. 

    11. Founder Focus Ep 8: Nick Abrahams- Co-Founder of LawPath and Global Co-leader Digital Transformation of Norton Rose Fulbright

    Today's Founder Focus guest is Nick Abrahams. Nick is a Partner and Global Co-leader Digital Transformation of the law firm Norton Rose Fulbright, a global law firm with 7000 people. Nick is also a co-founder of LawPath, a legal platform with over 400,000 users. Nick is passionate about the law, however his overall journey is nothing short of amazing as you’ll hear in this episode. Nick studied law in the late 80’s and then began his law career in the early 90’s in Sydney. Nick moved to Tokyo wh

    Nov 02,2023 42:55
12. 

    12. Tribe Talkin’ Ep 11: Entrepreneurial style and the correlation to success

    In todays episode of Tribe Talkin':A great long form article on Canva leading up to a potential IPO by David SwanRayn Ong: the accidental angel Cheryl Mack and Maxine Minter launch their new podcast "First Cheque" with the first guest being Jessy WuEmployment hero with their monster $263M capital raiseAlpha Market growth summit summaryThe 'science of selling' article by David Zhou and Dave McClure cupofzhouStartmate's message to foundersSimon Thompson's article into the the research into The imp

    Oct 27,2023 58:10
13. 

    13. Tribe Talkin’ Ep 10: Messaging- why good products, people and money can still fail

    In this episode of Tribe Talkin': FTX/ SBF fraud trialCanva's approach to intellectual property with their $200Mil fund The riches are in the niches Sales teams in product lead growth companies Airtree reaching 100 investments The Mr Yum and Me&u merger Deep dive: Messaging: why start ups with good products, people and capital can still [email protected] 

    Oct 12,2023 01:02:36
14. 

    14. Founder Focus Ep 8: Simone Joyce of Paypa Plane

    Welcome to Transparent VC, by Tribe Global Ventures, the B2B VC. The guest for this episode of Founder Focus is Simone Joyce, CEO and founder of Paypa Plane.Paypa Plane helps banks realize value from the billions of dollars they spend maintaining their payment systems. They do this through smart payment agreement infrastructure that sits over the top of all their existing payment types to help customers have one experience.They raised $10million in Series A funding in early 2023, and have an imp

    Oct 10,2023 01:03:23
15. 

    15. Tribe Talkin’ Ep 9: Organisational Health

    In this episode of Tribe Talkin' we discuss:AI tools in the classroomInteracting with AI like a colleague/ coach Elon Musk's Neuralink announcing human trialsResults from the Cut Through Ventures quarterly reportA random chart on trucking employment trends, and the correlation of this data to historical recessionsA report on Airwallex's culture following some scathing Glass Door reviewsA discussion on organisaitonal health [email protected]   

    Oct 10,2023 43:34
16. 

    16. Founder Focus Ep 7: Trenna Probert of Super Fierce

    Todays Founder focus guest is Trenna Probert of Super Fierce.Super Fierce is a digital advice platform that uses layers of financial IP and technology to quickly unravel the complexity of financial products. It allows users to get a fast digital statement of advice, as traditional financial advice is too expensive and out of reach for many people.This episode is an incredibly honest conversation and fitting it was recorded on R U OK day, September 14th 2023. A small warning that parts of the con

    Oct 04,2023 01:18:22
17. 

    17. Tribe Talkin’ Ep 8: Best in class SaaS metrics

    In this episode of Tribe Talkin; we discuss:The Instacart's IPO, and where IPO's fit as an exit option.Trends we are seeing in the pricing of secondary share sales.Issues around minority shareholder oppression following action against Sleeping Duck.  The challenges with selling a business with an earn out structure and why they often don't deliver for the entrepreneur. Why early stage businesses should stay away from traditional bank debt.What can be learnt from Meta's rollout of Threads.MEQ rai

    Oct 03,2023 01:08:48
18. 

    18. Tribe Talkin’ Ep 7: Choosing the right investors

    In this episode we deep dive into choosing the right investors, following reporting by Bronwen Clune and John McDuling from Capital Brief, about Dovetail turning down investment from Andreessen Horowitz when they raised $89million in the heady days of the Covid boom.https://go.tribeglobal.vc/podcast/episode-13-tribe-talkin-ep-7-choosing-the-right-investors This got us talking about how founders need to choose the right investors, and share some experiences we’ve each had with regards to the good

    Sep 13,2023 59:17
19. 

    19. Founder Focus Ep 5: Claudia Smith and Russell Smith of APLYiD.com

    Today we chat with the cofounding team of APLYiD, Claudia Smith and Russell Smith.https://go.tribeglobal.vc/podcast/episode-12-Russell_Claudia_APLYiD APLYiD is a portfolio company of Tribe, and provides world class KYC and AML solutions.Claudia and Russell talk about their path to creating APLYiD which wasn’t their first entrepreneurial venture together – a repeating pattern we see in many successful co-founder relationships.We talk about their decision to expand out of their first market, New Z

    Sep 13,2023 01:07:13
20. 

    20. Tribe Talkin’ Ep 6: Learning from Qantas

    This episode is a deep dive on the challenges Qantas has been facing. While Qantas is unlike any company we invest in, we believe there are many lessons for our founders and investors to take away.In this episode we discuss: The challenges all companies face in trying to balance the short term vs the long term, and some examples of this conflict to navigate. How incentives drive behaviors, and some ideas for founders and investors in designing interlinked goals, KPI’s and remuneration systems to

    Sep 07,2023 01:21:05
21. 

    21. Tribe Talkin’ Ep 5: Making Dysfunctional Boards Functional

    Today’s deep dive segment looks at the issue around functional vs dysfunctional boards, and discusses an article we’ve released with some ideas and processes to help solve issues such as:Poor communication between the board and managementLack of respectDestructive conflictSelf-interested behavioursWe know fish rot from the head, so a well-functioning board is very important to the overall health of a company. https://tribeglobal.vc/dysfunctional-to-functional-boards/ Before we get to this deep d

    Aug 31,2023 01:12:22
22. 

    22. Founder Focus Ep 5: Susannah George of Urban List

    This week’s Founder Focus guest is Susannah George, Founder of Urban List. Urban List is a compass for those who live like it matters, and provides trusted recommendations in areas such as food and drink, entertainment, style, health and even pets.Their trusted tips power billions in annual spend— serving 30,000 recommendations across Australia, New Zealand and Singapore every hour. Urban List was named Australian Media Brand of The Year in 2021 and 2023, and you’ll see why.Susannah shares her e

    Aug 29,2023 01:10:52
23. 

    23. Tribe Talkin’ Ep 4: Entrepreneurial Power

    Welcome to episode 4 of Tribe Talkin', by Tribe Global Ventures, the B2B VC.We discuss the next episode in the series 'Founder', which showcases Fred Schebesta, the founder of comparison website, Finder, which sees 10million visits globally each month.We discuss the painful journey some founders often go through on their path of self-discovery, and the consequences of this journey for themselves and those around them. Within this we look at rule breaking as a common entrepreneurial pattern, as w

    Aug 25,2023 51:04
24. 

    24. Founder Focus Ep 4: Luke Anear of Safety Culture

    Today’s Founder Focus guest is Luke Anear of Safety Culture https://safetyculture.com/.You know you’ve built an outlier business when investors are constantly knocking on your door to invest, including an offer of $500 Million at a $5 Billion valuation. But you’re probably also an outlier founder by knocking back that offer, and 99% of other offers too.This is very much a story behind the story type episode where Luke shares how he and his team managed to go from $0 to $1 Million revenue, then $

    Aug 23,2023 01:17:34
25. 

    25. Tribe Talkin’ Ep 3: Diversity in STEM- The Lifeblood of VC

    Welcome to Tribe Talkin' Episode 3. This week we talk about Safety Culture raising $34 Million at a $2.7 Billion valuation, $600 Million higher than their last raise. This bucks the trend we’ve seen in valuations and we discuss some interesting aspects of the Safety Culture story. And spoiler alert! We have the Founder, Luke Anear on next week’s Founder Focus episode and we’re looking forward to a deep dive.We see Safety Culture's raise as a signal that the markets are in a good place We also ta

    Aug 18,2023 51:44
26. 

    26. Founder Focus Ep 3: Adrian Di Marco of Technology One [ASX:TNE]

    Our Founder Focus guest is Adrian Di Marco, founder of Technology One.https://technologyonecorp.com/We are excited to release this weeks Founder Focus episode with founder of Technology One, Adrian Di Marco.Technology One is listed on the ASX [ASX:TNE] with a market capitalisation of about $5Billion, which is a staggering number when you hear the story Adrian shares about almost selling Tech one for $20million in the late 90’s, and why he decided not to.Started in 1987, Technology One was one of

    Aug 14,2023 49:48
27. 

    27. Tribe Talkin’: Why now is a good time to invest in VC

    Welcome to Tribe Talkin’ Episode two, by Tribe Global Ventures, the B2B VC.In today’s episode we talk about Blackbird selling 3% of their stake in Canva, and what that means for the ecosystem in general. As part of this we talk about how important it is to have an interconnected ecosystem of founders and investors to help companies navigate big challenges.  In this, we discuss how important the recycling of capital is to the ecosystem, and touch on Side Stage Ventures raising funds backed by oth

    Aug 12,2023 42:02
28. 

    28. Tribe Talkin’: Why it’s a good time to be investing in VC

    Welcome to Tribe Talkin’ Episode two, by Tribe Global Ventures, the B2B VC.In today’s episode we talk about Blackbird selling 3% of their stake in Canva, and what that means for the ecosystem in general. As part of this we talk about how important it is to have an interconnected ecosystem of founders and investors to help companies navigate big challenges.  In this, we discuss how important the recycling of capital is to the ecosystem, and touch on Side Stage Ventures raising funds backed by oth

    Aug 11,2023 42:36
29. 

    29. Tribe Talkin’: Sole Founders vs Co-Founders

    Welcome to episode one of Tribe Talkin', a format where the Tribe team discusses issues hitting news rooms, as well as sharing a core concept relevant to venture capital and high growth businesses. In this episode we discuss "The Founder", a documentary brought to life by Luke Anear from SafetyCulture, documenting Luke's behind the scene journey alongside other founders like Canva’s Melanie Perkins,  Brighte’s Katherine McConnell and Finder’s Fred Schebestahttps://if.com.au/founder-trailer/ The

    Aug 04,2023 35:03
30. 

    30. Founder Focus Ep 2: Kim Hansen of Cake Equity

    Based in Queensland Australia, Cake Equity https://www.cakeequity.com/ supports entrepreneurs all over the world in using their  equity to attract and retain the best people, and make the capital raising and cap table management process, well, a piece of Cake!Full disclosure- Tribe Global Ventures has an investment in Cake, and is excited to be on the journey with Kim, Jason and their team. You'll see from this episode just how passionate the team at Cake are in supporting entrepreneurs.Kim shar

    Jul 19,2023 01:01:37
31. 

    31. Founder Focus Ep 1: Vu Tran of GO1

    For our very first podcast, we are genuinely humbled to have been joined by Vu Tran, one of the co-founders of Australian unicorn Go1. For those who don’t know the Go1 story – Go1 is ‘the Spotify for learning content creators’. Started in (and still headquartered in) suburban Brisbane, Go1 now has a global presence, and still helmed by four friends who as a co-founding team have been together for over 16 years – quite a rarity in the world of start-ups.  And a fun fact, when he is not growing on

    Jul 13,2023 47:31