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TRIBE CAPITAL
Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. * The companies identified do not represent all of the companies purchased, sold ESSAYS - TRIBE CAPITAL Fast Money / Slow Money in VC during a financial crisis. Data Science April 1, 2020. 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 —DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE Framed as equity value, they have over $1 trillion USD in total equity value managed on their platform today. No company, bank, service provider or government entity in the world apart from Carta can claim this level of visibility into venture backed companies. A slide from Carta’s Series E deck.TRIBE CAPITAL
5/11/2021 1 TRIBE CAPITAL - Tear Sheet Last Post / Company Sector Headquarters Description $5B+ Carta Enterprise Software San Francisco USA Equity simpified ALEX CHEE, AUTHOR AT TRIBE CAPITAL Podcasts October 14, 2020. 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. A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT A Quantitative Approach to Product Market Fit. “The only thing that matters is getting to product-market fit. Product-market fit means being in a good market with a product that can satisfy that market.”. Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespreadadoption
UNITS OF TIME ARE THE NEW CURRENCY Units of Time are the New Currency. “The key to investing..is determining the competitive advantage of any given company, and, above all, the durability of that advantage.”. Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting FAQ ON CARTA, N-OF-1 AND ATOMIC UNITS Dutch East India Company. Founded: 1602. Atomic unit: trade. N-of-1 characteristic: supply chain and government lobbies. The Dutch East India company was a monopoly that provided stable trade routes for both import and export across the world, but mainly to and from Eastand Southeast Asia.
BOLT, PERFECTING THE CHECKOUT EXPERIENCE Bolt, perfecting the checkout experience. When we first engaged with Bolt in late 2018, the company had built two products: A streamlined online checkout that would allow merchants to offer their customers an Amazon-like purchasing experience. Chargeback protection, in which Bolt would freeze fraudulent transactions while insuring the restTRIBE CAPITAL
Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. * The companies identified do not represent all of the companies purchased, sold ESSAYS - TRIBE CAPITAL Fast Money / Slow Money in VC during a financial crisis. Data Science April 1, 2020. 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 —DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE Framed as equity value, they have over $1 trillion USD in total equity value managed on their platform today. No company, bank, service provider or government entity in the world apart from Carta can claim this level of visibility into venture backed companies. A slide from Carta’s Series E deck.TRIBE CAPITAL
5/11/2021 1 TRIBE CAPITAL - Tear Sheet Last Post / Company Sector Headquarters Description $5B+ Carta Enterprise Software San Francisco USA Equity simpified ALEX CHEE, AUTHOR AT TRIBE CAPITAL Podcasts October 14, 2020. 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. A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT A Quantitative Approach to Product Market Fit. “The only thing that matters is getting to product-market fit. Product-market fit means being in a good market with a product that can satisfy that market.”. Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespreadadoption
UNITS OF TIME ARE THE NEW CURRENCY Units of Time are the New Currency. “The key to investing..is determining the competitive advantage of any given company, and, above all, the durability of that advantage.”. Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting FAQ ON CARTA, N-OF-1 AND ATOMIC UNITS Dutch East India Company. Founded: 1602. Atomic unit: trade. N-of-1 characteristic: supply chain and government lobbies. The Dutch East India company was a monopoly that provided stable trade routes for both import and export across the world, but mainly to and from Eastand Southeast Asia.
BOLT, PERFECTING THE CHECKOUT EXPERIENCE Bolt, perfecting the checkout experience. When we first engaged with Bolt in late 2018, the company had built two products: A streamlined online checkout that would allow merchants to offer their customers an Amazon-like purchasing experience. Chargeback protection, in which Bolt would freeze fraudulent transactions while insuring the rest PODCASTS - TRIBE CAPITAL Podcasts May 27, 2020. 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. CAREERS - TRIBE CAPITAL Tribe Capital seeks Asst. Controller. Careers March 16, 2021. Tribe Capital is a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Tribe Capital has grown considerably. TRIBE CAPITAL SEEKS INVESTMENT ANALYST About us. Founded in 2018, Tribe Capital is a venture capital firm with over $1B in assets under management focused on building products that recognize and amplify startups’ product-market fit. We are pioneers at developing innovative quantitative approaches to early-stage investing and are innovating on the structure of venturecapital itself.
DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
HOW TO TRANSFORM AND BUILD A PEOPLE PLATFORM In doing so, they were blindsided by external innovations like cloud computing and the iPhone. 2. Create clean interfaces and autonomy between teams. As a company scales from a single product to a platform, it needs to transition from a single team to multiple teams piece by piece. Teams should be loosely coupled. TRIBE CAPITAL SEEKS ASST. CONTROLLER Tribe Capital is a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Tribe Capital has grown considerably since being founded in June 2018 by Ted Maidenberg, Arjun Sethi and Jonathan Hsu (all three originating fromSocial Capital).
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE TRIBE CAPITAL $1 trillion in equity: How Carta is set to unlock the private markets Tribe Capital - April 20, 2020 When founders, limited partners, and investors ask us which companies exemplify Tribe’s BOLT, PERFECTING THE CHECKOUT EXPERIENCE Bolt, perfecting the checkout experience. When we first engaged with Bolt in late 2018, the company had built two products: A streamlined online checkout that would allow merchants to offer their customers an Amazon-like purchasing experience. Chargeback protection, in which Bolt would freeze fraudulent transactions while insuring the rest A QUANTITATIVE APPROACH TO SEED INVESTORS VC is a long, slow game where the true value is only unlocked by such secular shifts. It is not possible, absent knowing the intricate details of an investor’s decision process, to gauge the quality of a seed investor’s decisions without waiting to see how things turnout.
THE HIVE IS THE NEW NETWORK The hive is a smarter, evolved network that is bigger than the sum of its parts. The hive: Increases the frequency of interactions between nodes and creates more touch-points within the hive. It’s how the hive learns and makes informed decisions in response to a changing external environment.TRIBE CAPITAL
Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. * The companies identified do not represent all of the companies purchased, sold ESSAYS - TRIBE CAPITAL Fast Money / Slow Money in VC during a financial crisis. Data Science April 1, 2020. 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 —DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE Framed as equity value, they have over $1 trillion USD in total equity value managed on their platform today. No company, bank, service provider or government entity in the world apart from Carta can claim this level of visibility into venture backed companies. A slide from Carta’s Series E deck.TRIBE CAPITAL
5/11/2021 1 TRIBE CAPITAL - Tear Sheet Last Post / Company Sector Headquarters Description $5B+ Carta Enterprise Software San Francisco USA Equity simpified HOW TO TRANSFORM AND BUILD A PEOPLE PLATFORM UNITS OF TIME ARE THE NEW CURRENCY Units of Time are the New Currency. “The key to investing..is determining the competitive advantage of any given company, and, above all, the durability of that advantage.”. Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT A Quantitative Approach to Product Market Fit. “The only thing that matters is getting to product-market fit. Product-market fit means being in a good market with a product that can satisfy that market.”. Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespreadadoption
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE TRIBE CAPITAL $1 trillion in equity: How Carta is set to unlock the private markets Tribe Capital - April 20, 2020 When founders, limited partners, and investors ask us which companies exemplify Tribe’sVE NT U RE CO
TFRIi Br E CsAt PIl To ALo k , a n ew m o d e l fo r ve nt u re co - i nve s t ve h i c le s Q2 2021 - A primer on Firstlook, Tribe Capital’s co-invest productTRIBE CAPITAL
Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. * The companies identified do not represent all of the companies purchased, sold ESSAYS - TRIBE CAPITAL Fast Money / Slow Money in VC during a financial crisis. Data Science April 1, 2020. 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 —DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE Framed as equity value, they have over $1 trillion USD in total equity value managed on their platform today. No company, bank, service provider or government entity in the world apart from Carta can claim this level of visibility into venture backed companies. A slide from Carta’s Series E deck.TRIBE CAPITAL
5/11/2021 1 TRIBE CAPITAL - Tear Sheet Last Post / Company Sector Headquarters Description $5B+ Carta Enterprise Software San Francisco USA Equity simpified HOW TO TRANSFORM AND BUILD A PEOPLE PLATFORM UNITS OF TIME ARE THE NEW CURRENCY Units of Time are the New Currency. “The key to investing..is determining the competitive advantage of any given company, and, above all, the durability of that advantage.”. Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT A Quantitative Approach to Product Market Fit. “The only thing that matters is getting to product-market fit. Product-market fit means being in a good market with a product that can satisfy that market.”. Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespreadadoption
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE TRIBE CAPITAL $1 trillion in equity: How Carta is set to unlock the private markets Tribe Capital - April 20, 2020 When founders, limited partners, and investors ask us which companies exemplify Tribe’sVE NT U RE CO
TFRIi Br E CsAt PIl To ALo k , a n ew m o d e l fo r ve nt u re co - i nve s t ve h i c le s Q2 2021 - A primer on Firstlook, Tribe Capital’s co-invest productDISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
THE THREE PHASES OF CONSUMER PRODUCTS Want — Solves a core value proposition that’s very unique and feels like a novelty.. Need — People can’t live without it and keep coming back for more.. Utility — It becomes a feature of other products. The fastest growing consumer products have already gone through these phases while the up and coming ones are in the middle of one of these three phases right now. TRIBE CAPITAL SEEKS ASST. CONTROLLER Tribe Capital is a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Tribe Capital has grown considerably since being founded in June 2018 by Ted Maidenberg, Arjun Sethi and Jonathan Hsu (all three originating fromSocial Capital).
HOW TO TRANSFORM AND BUILD A PEOPLE PLATFORM In 2013, Zappos CEO Tony Hsieh began advocating for a new management structure known as holacracy. Holacracy was meant to eliminate hierarchies at Zappos — but without hierarchies and clean rules, team members ended up spending five extra hours a week talking about how to organize and govern themselves. By creating new layers of management, the system required too much additional SOME PERSPECTIVES ON STARTUP FINANCING IN A DOWNTURN 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, their families, teams and companies, we felt it was important to share our findings. Included is the full report atthe bottom.
COMPANY BUILDING
The Hive is the New Network. Company Building October 5, 2016. Facebook, Twitter and Instagram all started life as revolutionary networks that brought existing real-world relationships online. Today, they are aging utilities, powering an outdated version of the socialinternet.
THE HIVE IS THE NEW NETWORK The hive is a smarter, evolved network that is bigger than the sum of its parts. The hive: Increases the frequency of interactions between nodes and creates more touch-points within the hive. It’s how the hive learns and makes informed decisions in response to a changing external environment. ARJUN SETHI ON SALT TALKS Arjun Sethi on SALT Talks. Posted on December 16, 2020. In this episode, our partner Arjun Sethi joins Anthony Scaramucci to discuss early stage venture, Bitcoin, and China. BOLT, PERFECTING THE CHECKOUT EXPERIENCE Bolt, perfecting the checkout experience. When we first engaged with Bolt in late 2018, the company had built two products: A streamlined online checkout that would allow merchants to offer their customers an Amazon-like purchasing experience. Chargeback protection, in which Bolt would freeze fraudulent transactions while insuring the rest A QUANTITATIVE APPROACH TO SEED INVESTORS VC is a long, slow game where the true value is only unlocked by such secular shifts. It is not possible, absent knowing the intricate details of an investor’s decision process, to gauge the quality of a seed investor’s decisions without waiting to see how things turnout.
TRIBE CAPITAL
Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. * The companies identified do not represent all of the companies purchased, sold ESSAYS - TRIBE CAPITAL Fast Money / Slow Money in VC during a financial crisis. Data Science April 1, 2020. 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 —DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE Framed as equity value, they have over $1 trillion USD in total equity value managed on their platform today. No company, bank, service provider or government entity in the world apart from Carta can claim this level of visibility into venture backed companies. A slide from Carta’s Series E deck.TRIBE CAPITAL
5/11/2021 1 TRIBE CAPITAL - Tear Sheet Last Post / Company Sector Headquarters Description $5B+ Carta Enterprise Software San Francisco USA Equity simpified HOW TO TRANSFORM AND BUILD A PEOPLE PLATFORM UNITS OF TIME ARE THE NEW CURRENCY Units of Time are the New Currency. “The key to investing..is determining the competitive advantage of any given company, and, above all, the durability of that advantage.”. Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT A Quantitative Approach to Product Market Fit. “The only thing that matters is getting to product-market fit. Product-market fit means being in a good market with a product that can satisfy that market.”. Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespreadadoption
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE TRIBE CAPITAL $1 trillion in equity: How Carta is set to unlock the private markets Tribe Capital - April 20, 2020 When founders, limited partners, and investors ask us which companies exemplify Tribe’sVE NT U RE CO
TFRIi Br E CsAt PIl To ALo k , a n ew m o d e l fo r ve nt u re co - i nve s t ve h i c le s Q2 2021 - A primer on Firstlook, Tribe Capital’s co-invest productTRIBE CAPITAL
Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. * The companies identified do not represent all of the companies purchased, sold ESSAYS - TRIBE CAPITAL Fast Money / Slow Money in VC during a financial crisis. Data Science April 1, 2020. 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 —DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE Framed as equity value, they have over $1 trillion USD in total equity value managed on their platform today. No company, bank, service provider or government entity in the world apart from Carta can claim this level of visibility into venture backed companies. A slide from Carta’s Series E deck.TRIBE CAPITAL
5/11/2021 1 TRIBE CAPITAL - Tear Sheet Last Post / Company Sector Headquarters Description $5B+ Carta Enterprise Software San Francisco USA Equity simpified HOW TO TRANSFORM AND BUILD A PEOPLE PLATFORM UNITS OF TIME ARE THE NEW CURRENCY Units of Time are the New Currency. “The key to investing..is determining the competitive advantage of any given company, and, above all, the durability of that advantage.”. Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT A Quantitative Approach to Product Market Fit. “The only thing that matters is getting to product-market fit. Product-market fit means being in a good market with a product that can satisfy that market.”. Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespreadadoption
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE TRIBE CAPITAL $1 trillion in equity: How Carta is set to unlock the private markets Tribe Capital - April 20, 2020 When founders, limited partners, and investors ask us which companies exemplify Tribe’sVE NT U RE CO
TFRIi Br E CsAt PIl To ALo k , a n ew m o d e l fo r ve nt u re co - i nve s t ve h i c le s Q2 2021 - A primer on Firstlook, Tribe Capital’s co-invest productDISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
THE THREE PHASES OF CONSUMER PRODUCTS Want — Solves a core value proposition that’s very unique and feels like a novelty.. Need — People can’t live without it and keep coming back for more.. Utility — It becomes a feature of other products. The fastest growing consumer products have already gone through these phases while the up and coming ones are in the middle of one of these three phases right now. TRIBE CAPITAL SEEKS ASST. CONTROLLER Tribe Capital is a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Tribe Capital has grown considerably since being founded in June 2018 by Ted Maidenberg, Arjun Sethi and Jonathan Hsu (all three originating fromSocial Capital).
HOW TO TRANSFORM AND BUILD A PEOPLE PLATFORM In 2013, Zappos CEO Tony Hsieh began advocating for a new management structure known as holacracy. Holacracy was meant to eliminate hierarchies at Zappos — but without hierarchies and clean rules, team members ended up spending five extra hours a week talking about how to organize and govern themselves. By creating new layers of management, the system required too much additional SOME PERSPECTIVES ON STARTUP FINANCING IN A DOWNTURN 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, their families, teams and companies, we felt it was important to share our findings. Included is the full report atthe bottom.
COMPANY BUILDING
The Hive is the New Network. Company Building October 5, 2016. Facebook, Twitter and Instagram all started life as revolutionary networks that brought existing real-world relationships online. Today, they are aging utilities, powering an outdated version of the socialinternet.
THE HIVE IS THE NEW NETWORK The hive is a smarter, evolved network that is bigger than the sum of its parts. The hive: Increases the frequency of interactions between nodes and creates more touch-points within the hive. It’s how the hive learns and makes informed decisions in response to a changing external environment. ARJUN SETHI ON SALT TALKS Arjun Sethi on SALT Talks. Posted on December 16, 2020. In this episode, our partner Arjun Sethi joins Anthony Scaramucci to discuss early stage venture, Bitcoin, and China. BOLT, PERFECTING THE CHECKOUT EXPERIENCE Bolt, perfecting the checkout experience. When we first engaged with Bolt in late 2018, the company had built two products: A streamlined online checkout that would allow merchants to offer their customers an Amazon-like purchasing experience. Chargeback protection, in which Bolt would freeze fraudulent transactions while insuring the rest A QUANTITATIVE APPROACH TO SEED INVESTORS VC is a long, slow game where the true value is only unlocked by such secular shifts. It is not possible, absent knowing the intricate details of an investor’s decision process, to gauge the quality of a seed investor’s decisions without waiting to see how things turnout.
TRIBE CAPITAL
Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. * The companies identified do not represent all of the companies purchased, sold ESSAYS - TRIBE CAPITAL Fast Money / Slow Money in VC during a financial crisis. Data Science April 1, 2020. 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 —DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE Framed as equity value, they have over $1 trillion USD in total equity value managed on their platform today. No company, bank, service provider or government entity in the world apart from Carta can claim this level of visibility into venture backed companies. A slide from Carta’s Series E deck. HOW TO TRANSFORM AND BUILD A PEOPLE PLATFORM UNITS OF TIME ARE THE NEW CURRENCY Units of Time are the New Currency. “The key to investing..is determining the competitive advantage of any given company, and, above all, the durability of that advantage.”. Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting $1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE TRIBE CAPITAL $1 trillion in equity: How Carta is set to unlock the private markets Tribe Capital - April 20, 2020 When founders, limited partners, and investors ask us which companies exemplify Tribe’sTRIBE CAPITAL
5/11/2021 3 Flux QR Enterprise Software Mexico City MEX Point of sales enterprise hardware and software Frey Consumer Packaged Goods Washington USA Clothing care and personal care subscription that's both body friendly and climate friendly FAQ ON CARTA, N-OF-1 AND ATOMIC UNITS Dutch East India Company. Founded: 1602. Atomic unit: trade. N-of-1 characteristic: supply chain and government lobbies. The Dutch East India company was a monopoly that provided stable trade routes for both import and export across the world, but mainly to and from Eastand Southeast Asia.
A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT A Quantitative Approach to Product Market Fit. “The only thing that matters is getting to product-market fit. Product-market fit means being in a good market with a product that can satisfy that market.”. Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespreadadoption
TRIBE CAPITAL
Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. * The companies identified do not represent all of the companies purchased, sold ESSAYS - TRIBE CAPITAL Fast Money / Slow Money in VC during a financial crisis. Data Science April 1, 2020. 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 —DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE Framed as equity value, they have over $1 trillion USD in total equity value managed on their platform today. No company, bank, service provider or government entity in the world apart from Carta can claim this level of visibility into venture backed companies. A slide from Carta’s Series E deck. HOW TO TRANSFORM AND BUILD A PEOPLE PLATFORM UNITS OF TIME ARE THE NEW CURRENCY Units of Time are the New Currency. “The key to investing..is determining the competitive advantage of any given company, and, above all, the durability of that advantage.”. Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting $1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE TRIBE CAPITAL $1 trillion in equity: How Carta is set to unlock the private markets Tribe Capital - April 20, 2020 When founders, limited partners, and investors ask us which companies exemplify Tribe’sTRIBE CAPITAL
5/11/2021 3 Flux QR Enterprise Software Mexico City MEX Point of sales enterprise hardware and software Frey Consumer Packaged Goods Washington USA Clothing care and personal care subscription that's both body friendly and climate friendly FAQ ON CARTA, N-OF-1 AND ATOMIC UNITS Dutch East India Company. Founded: 1602. Atomic unit: trade. N-of-1 characteristic: supply chain and government lobbies. The Dutch East India company was a monopoly that provided stable trade routes for both import and export across the world, but mainly to and from Eastand Southeast Asia.
A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT A Quantitative Approach to Product Market Fit. “The only thing that matters is getting to product-market fit. Product-market fit means being in a good market with a product that can satisfy that market.”. Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespreadadoption
DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
THE THREE PHASES OF CONSUMER PRODUCTS Want — Solves a core value proposition that’s very unique and feels like a novelty.. Need — People can’t live without it and keep coming back for more.. Utility — It becomes a feature of other products. The fastest growing consumer products have already gone through these phases while the up and coming ones are in the middle of one of these three phases right now. TRIBE CAPITAL SEEKS ASST. CONTROLLER Tribe Capital is a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Tribe Capital has grown considerably since being founded in June 2018 by Ted Maidenberg, Arjun Sethi and Jonathan Hsu (all three originating fromSocial Capital).
HOW TO TRANSFORM AND BUILD A PEOPLE PLATFORM In 2013, Zappos CEO Tony Hsieh began advocating for a new management structure known as holacracy. Holacracy was meant to eliminate hierarchies at Zappos — but without hierarchies and clean rules, team members ended up spending five extra hours a week talking about how to organize and govern themselves. By creating new layers of management, the system required too much additional SOME PERSPECTIVES ON STARTUP FINANCING IN A DOWNTURN 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, their families, teams and companies, we felt it was important to share our findings. Included is the full report atthe bottom.
COMPANY BUILDING
The Hive is the New Network. Company Building October 5, 2016. Facebook, Twitter and Instagram all started life as revolutionary networks that brought existing real-world relationships online. Today, they are aging utilities, powering an outdated version of the socialinternet.
A QUANTITATIVE APPROACH TO SEED INVESTORS VC is a long, slow game where the true value is only unlocked by such secular shifts. It is not possible, absent knowing the intricate details of an investor’s decision process, to gauge the quality of a seed investor’s decisions without waiting to see how things turnout.
THE HIVE IS THE NEW NETWORK The hive is a smarter, evolved network that is bigger than the sum of its parts. The hive: Increases the frequency of interactions between nodes and creates more touch-points within the hive. It’s how the hive learns and makes informed decisions in response to a changing external environment. BOLT, PERFECTING THE CHECKOUT EXPERIENCE Bolt, perfecting the checkout experience. When we first engaged with Bolt in late 2018, the company had built two products: A streamlined online checkout that would allow merchants to offer their customers an Amazon-like purchasing experience. Chargeback protection, in which Bolt would freeze fraudulent transactions while insuring the rest ARJUN SETHI ON SALT TALKS Arjun Sethi on SALT Talks. Posted on December 16, 2020. In this episode, our partner Arjun Sethi joins Anthony Scaramucci to discuss early stage venture, Bitcoin, and China.TRIBE CAPITAL
Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. * The companies identified do not represent all of the companies purchased, sold ESSAYS - TRIBE CAPITAL Fast Money / Slow Money in VC during a financial crisis. Data Science April 1, 2020. 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 —DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE Framed as equity value, they have over $1 trillion USD in total equity value managed on their platform today. No company, bank, service provider or government entity in the world apart from Carta can claim this level of visibility into venture backed companies. A slide from Carta’s Series E deck. ALEX CHEE, AUTHOR AT TRIBE CAPITAL Podcasts October 14, 2020. 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.TRIBE CAPITAL
5/11/2021 1 TRIBE CAPITAL - Tear Sheet Last Post / Company Sector Headquarters Description $5B+ Carta Enterprise Software San Francisco USA Equity simpified A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT A Quantitative Approach to Product Market Fit. “The only thing that matters is getting to product-market fit. Product-market fit means being in a good market with a product that can satisfy that market.”. Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespreadadoption
UNITS OF TIME ARE THE NEW CURRENCY Units of Time are the New Currency. “The key to investing..is determining the competitive advantage of any given company, and, above all, the durability of that advantage.”. Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting FAQ ON CARTA, N-OF-1 AND ATOMIC UNITS Dutch East India Company. Founded: 1602. Atomic unit: trade. N-of-1 characteristic: supply chain and government lobbies. The Dutch East India company was a monopoly that provided stable trade routes for both import and export across the world, but mainly to and from Eastand Southeast Asia.
VE NT U RE CO
TFRIi Br E CsAt PIl To ALo k , a n ew m o d e l fo r ve nt u re co - i nve s t ve h i c le s Q2 2021 - A primer on Firstlook, Tribe Capital’s co-invest productTRIBE CAPITAL
Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. * The companies identified do not represent all of the companies purchased, sold ESSAYS - TRIBE CAPITAL Fast Money / Slow Money in VC during a financial crisis. Data Science April 1, 2020. 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 —DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE Framed as equity value, they have over $1 trillion USD in total equity value managed on their platform today. No company, bank, service provider or government entity in the world apart from Carta can claim this level of visibility into venture backed companies. A slide from Carta’s Series E deck. ALEX CHEE, AUTHOR AT TRIBE CAPITAL Podcasts October 14, 2020. 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.TRIBE CAPITAL
5/11/2021 1 TRIBE CAPITAL - Tear Sheet Last Post / Company Sector Headquarters Description $5B+ Carta Enterprise Software San Francisco USA Equity simpified A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT A Quantitative Approach to Product Market Fit. “The only thing that matters is getting to product-market fit. Product-market fit means being in a good market with a product that can satisfy that market.”. Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespreadadoption
UNITS OF TIME ARE THE NEW CURRENCY Units of Time are the New Currency. “The key to investing..is determining the competitive advantage of any given company, and, above all, the durability of that advantage.”. Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting FAQ ON CARTA, N-OF-1 AND ATOMIC UNITS Dutch East India Company. Founded: 1602. Atomic unit: trade. N-of-1 characteristic: supply chain and government lobbies. The Dutch East India company was a monopoly that provided stable trade routes for both import and export across the world, but mainly to and from Eastand Southeast Asia.
VE NT U RE CO
TFRIi Br E CsAt PIl To ALo k , a n ew m o d e l fo r ve nt u re co - i nve s t ve h i c le s Q2 2021 - A primer on Firstlook, Tribe Capital’s co-invest product PODCASTS - TRIBE CAPITAL Podcasts May 27, 2020. 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.DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
TRIBE CAPITAL SEEKS INVESTMENT ANALYST About us. Founded in 2018, Tribe Capital is a venture capital firm with over $1B in assets under management focused on building products that recognize and amplify startups’ product-market fit. We are pioneers at developing innovative quantitative approaches to early-stage investing and are innovating on the structure of venturecapital itself.
HOW TO TRANSFORM AND BUILD A PEOPLE PLATFORM In doing so, they were blindsided by external innovations like cloud computing and the iPhone. 2. Create clean interfaces and autonomy between teams. As a company scales from a single product to a platform, it needs to transition from a single team to multiple teams piece by piece. Teams should be loosely coupled. THE THREE PHASES OF CONSUMER PRODUCTS Want — Solves a core value proposition that’s very unique and feels like a novelty.. Need — People can’t live without it and keep coming back for more.. Utility — It becomes a feature of other products. The fastest growing consumer products have already gone through these phases while the up and coming ones are in the middle of one of these three phases right now. TRIBE CAPITAL SEEKS ASST. CONTROLLER Tribe Capital is a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Tribe Capital has grown considerably since being founded in June 2018 by Ted Maidenberg, Arjun Sethi and Jonathan Hsu (all three originating fromSocial Capital).
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE TRIBE CAPITAL $1 trillion in equity: How Carta is set to unlock the private markets Tribe Capital - April 20, 2020 When founders, limited partners, and investors ask us which companies exemplify Tribe’s BOLT, PERFECTING THE CHECKOUT EXPERIENCE Bolt, perfecting the checkout experience. When we first engaged with Bolt in late 2018, the company had built two products: A streamlined online checkout that would allow merchants to offer their customers an Amazon-like purchasing experience. Chargeback protection, in which Bolt would freeze fraudulent transactions while insuring the rest A QUANTITATIVE APPROACH TO SEED INVESTORS VC is a long, slow game where the true value is only unlocked by such secular shifts. It is not possible, absent knowing the intricate details of an investor’s decision process, to gauge the quality of a seed investor’s decisions without waiting to see how things turnout.
"USING DATA IN VENTURE CAPITAL" ON THE VILLAGE GLOBAL Posted on February 18, 2020. 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.TRIBE CAPITAL
Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. * The companies identified do not represent all of the companies purchased, sold ESSAYS - TRIBE CAPITAL Fast Money / Slow Money in VC during a financial crisis. Data Science April 1, 2020. 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 —DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE Framed as equity value, they have over $1 trillion USD in total equity value managed on their platform today. No company, bank, service provider or government entity in the world apart from Carta can claim this level of visibility into venture backed companies. A slide from Carta’s Series E deck.TRIBE CAPITAL
5/11/2021 1 TRIBE CAPITAL - Tear Sheet Last Post / Company Sector Headquarters Description $5B+ Carta Enterprise Software San Francisco USA Equity simpified ALEX CHEE, AUTHOR AT TRIBE CAPITAL Podcasts October 14, 2020. 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. A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT A Quantitative Approach to Product Market Fit. “The only thing that matters is getting to product-market fit. Product-market fit means being in a good market with a product that can satisfy that market.”. Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespreadadoption
UNITS OF TIME ARE THE NEW CURRENCY Units of Time are the New Currency. “The key to investing..is determining the competitive advantage of any given company, and, above all, the durability of that advantage.”. Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting FAQ ON CARTA, N-OF-1 AND ATOMIC UNITS Dutch East India Company. Founded: 1602. Atomic unit: trade. N-of-1 characteristic: supply chain and government lobbies. The Dutch East India company was a monopoly that provided stable trade routes for both import and export across the world, but mainly to and from Eastand Southeast Asia.
VE NT U RE CO
TFRIi Br E CsAt PIl To ALo k , a n ew m o d e l fo r ve nt u re co - i nve s t ve h i c le s Q2 2021 - A primer on Firstlook, Tribe Capital’s co-invest productTRIBE CAPITAL
Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. * The companies identified do not represent all of the companies purchased, sold ESSAYS - TRIBE CAPITAL Fast Money / Slow Money in VC during a financial crisis. Data Science April 1, 2020. 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 —DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE Framed as equity value, they have over $1 trillion USD in total equity value managed on their platform today. No company, bank, service provider or government entity in the world apart from Carta can claim this level of visibility into venture backed companies. A slide from Carta’s Series E deck.TRIBE CAPITAL
5/11/2021 1 TRIBE CAPITAL - Tear Sheet Last Post / Company Sector Headquarters Description $5B+ Carta Enterprise Software San Francisco USA Equity simpified ALEX CHEE, AUTHOR AT TRIBE CAPITAL Podcasts October 14, 2020. 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. A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT A Quantitative Approach to Product Market Fit. “The only thing that matters is getting to product-market fit. Product-market fit means being in a good market with a product that can satisfy that market.”. Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespreadadoption
UNITS OF TIME ARE THE NEW CURRENCY Units of Time are the New Currency. “The key to investing..is determining the competitive advantage of any given company, and, above all, the durability of that advantage.”. Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting FAQ ON CARTA, N-OF-1 AND ATOMIC UNITS Dutch East India Company. Founded: 1602. Atomic unit: trade. N-of-1 characteristic: supply chain and government lobbies. The Dutch East India company was a monopoly that provided stable trade routes for both import and export across the world, but mainly to and from Eastand Southeast Asia.
VE NT U RE CO
TFRIi Br E CsAt PIl To ALo k , a n ew m o d e l fo r ve nt u re co - i nve s t ve h i c le s Q2 2021 - A primer on Firstlook, Tribe Capital’s co-invest product PODCASTS - TRIBE CAPITAL Podcasts May 27, 2020. 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.DATA SCIENCE
Fast Money / Slow Money in VC during a financial crisis. Data Science April 1, 2020. 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 —DISCLOSURES
Disclosures. Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates. Tribe Capital Management,LLC
HOW TO TRANSFORM AND BUILD A PEOPLE PLATFORM In doing so, they were blindsided by external innovations like cloud computing and the iPhone. 2. Create clean interfaces and autonomy between teams. As a company scales from a single product to a platform, it needs to transition from a single team to multiple teams piece by piece. Teams should be loosely coupled. THE THREE PHASES OF CONSUMER PRODUCTS Want — Solves a core value proposition that’s very unique and feels like a novelty.. Need — People can’t live without it and keep coming back for more.. Utility — It becomes a feature of other products. The fastest growing consumer products have already gone through these phases while the up and coming ones are in the middle of one of these three phases right now. TRIBE CAPITAL SEEKS ASST. CONTROLLER Tribe Capital is a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Tribe Capital has grown considerably since being founded in June 2018 by Ted Maidenberg, Arjun Sethi and Jonathan Hsu (all three originating fromSocial Capital).
$1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THE TRIBE CAPITAL $1 trillion in equity: How Carta is set to unlock the private markets Tribe Capital - April 20, 2020 When founders, limited partners, and investors ask us which companies exemplify Tribe’s BOLT, PERFECTING THE CHECKOUT EXPERIENCE Bolt, perfecting the checkout experience. When we first engaged with Bolt in late 2018, the company had built two products: A streamlined online checkout that would allow merchants to offer their customers an Amazon-like purchasing experience. Chargeback protection, in which Bolt would freeze fraudulent transactions while insuring the rest A QUANTITATIVE APPROACH TO SEED INVESTORS VC is a long, slow game where the true value is only unlocked by such secular shifts. It is not possible, absent knowing the intricate details of an investor’s decision process, to gauge the quality of a seed investor’s decisions without waiting to see how things turnout.
"USING DATA IN VENTURE CAPITAL" ON THE VILLAGE GLOBAL Posted on February 18, 2020. 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.TRIBE CAPITAL
TRIBE CAPITAL. Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. ESSAYS - TRIBE CAPITALTRIBE CAPITAL VCTRIBE INVESTMENTSTRIBE VENTURE CAPITALTRIBE CAPITAL MANAGEMENT LLC 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.TRIBE CAPITAL
5/11/2021 1 TRIBE CAPITAL - Tear Sheet Last Post / Company Sector Headquarters Description $5B+ Carta Enterprise Software San Francisco USA Equity simpified UNITS OF TIME ARE THE NEW CURRENCY Google’s machine-learning algorithms are reportedly five to seven years ahead of the competition. By keeping TensorFlow to itself, Google would have maintained its lead time — similar to how moats are created by stockpiling assets. A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespread adoption there remains a lack of consensus on what it means at a more preciselevel.
BOLT, PERFECTING THE CHECKOUT EXPERIENCE To our partners, When we first engaged with Bolt in late 2018, the company had built two products: A streamlined online checkout that would allow merchants to offer their customers an Amazon-like purchasing experience FAQ ON CARTA, N-OF-1 AND ATOMIC UNITS This is an FAQ for our essay: $1 trillion in equity: How Carta is set to unlock the private markets What does “Network Effect” mean to us? Loosely, a network effect happens when additional participants on a connected platform make that platform more valuable.VE NT U RE CO
TFRIi Br E CsAt PIl To ALo k , a n ew m o d e l fo r ve nt u re co - i nve s t ve h i c le s Q2 2021 - A primer on Firstlook, Tribe Capital’s co-invest product ALEX CHEE, AUTHOR AT TRIBE CAPITAL Tribe Capital is a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Tribe Capital has grown considerably $1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THECARTA PRIVATE EQUITYTRIBE CAPITAL VCTRIBE INVESTMENTSCARTA CAP TABLECARTA CAP TABLE MANAGEMENTCARTA LOG IN For many of us at Tribe, our first exposure to Carta was as users through our investment and advisory activities throughout 2013 and 2014. Called eShares at the time, the ability to simply view equity holdings in early stage companies in a structured, standardized manner was an elegant step up from “lawyers with spreadsheets”.TRIBE CAPITAL
TRIBE CAPITAL. Founded June 2018 – San Francisco, California, USA. We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. ESSAYS - TRIBE CAPITALTRIBE CAPITAL VCTRIBE INVESTMENTSTRIBE VENTURE CAPITALTRIBE CAPITAL MANAGEMENT LLC 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.TRIBE CAPITAL
5/11/2021 1 TRIBE CAPITAL - Tear Sheet Last Post / Company Sector Headquarters Description $5B+ Carta Enterprise Software San Francisco USA Equity simpified UNITS OF TIME ARE THE NEW CURRENCY Google’s machine-learning algorithms are reportedly five to seven years ahead of the competition. By keeping TensorFlow to itself, Google would have maintained its lead time — similar to how moats are created by stockpiling assets. A QUANTITATIVE APPROACH TO PRODUCT MARKET FIT Marc Andreessen wrote these words back in 2007, coining the term product-market fit. While the concept has gained widespread adoption there remains a lack of consensus on what it means at a more preciselevel.
BOLT, PERFECTING THE CHECKOUT EXPERIENCE To our partners, When we first engaged with Bolt in late 2018, the company had built two products: A streamlined online checkout that would allow merchants to offer their customers an Amazon-like purchasing experience FAQ ON CARTA, N-OF-1 AND ATOMIC UNITS This is an FAQ for our essay: $1 trillion in equity: How Carta is set to unlock the private markets What does “Network Effect” mean to us? Loosely, a network effect happens when additional participants on a connected platform make that platform more valuable.VE NT U RE CO
TFRIi Br E CsAt PIl To ALo k , a n ew m o d e l fo r ve nt u re co - i nve s t ve h i c le s Q2 2021 - A primer on Firstlook, Tribe Capital’s co-invest product ALEX CHEE, AUTHOR AT TRIBE CAPITAL Tribe Capital is a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Tribe Capital has grown considerably $1 TRILLION IN EQUITY: HOW CARTA IS SET TO UNLOCK THECARTA PRIVATE EQUITYTRIBE CAPITAL VCTRIBE INVESTMENTSCARTA CAP TABLECARTA CAP TABLE MANAGEMENTCARTA LOG IN For many of us at Tribe, our first exposure to Carta was as users through our investment and advisory activities throughout 2013 and 2014. Called eShares at the time, the ability to simply view equity holdings in early stage companies in a structured, standardized manner was an elegant step up from “lawyers with spreadsheets”. PODCASTS - TRIBE CAPITAL 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.DISCLOSURES
Views expressed in “posts” (including podcasts, videos, and social media) are those of the individual Tribe Capital personnel quoted therein and are not the views of Tribe Capital Management, LLC (“Tribe Capital”), PIF Capital Partners Ltd. (“pif”) or their respective affiliates.COMPANY BUILDING
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. CAREERS - TRIBE CAPITAL Tribe Capital is a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Tribe Capital has grown considerably TRIBE CAPITAL SEEKS INVESTMENT ANALYST About us. Founded in 2018, Tribe Capital is a venture capital firm with over $1B in assets under management focused on building products that recognize and amplify startups’ product-market fit.TRIBE CAPITAL
5/11/2021 3 Flux QR Enterprise Software Mexico City MEX Point of sales enterprise hardware and software Frey Consumer Packaged Goods Washington USA Clothing care and personal care subscription that's both body friendly and climate friendly THE THREE PHASES OF CONSUMER PRODUCTS Want — Solves a core value proposition that’s very unique and feels like a novelty.. Need — People can’t live without it and keep coming back for more.. Utility — It becomes a feature of other products. The fastest growing consumer products have already gone through these phases while the up and coming ones are in the middle of one of these three phases right now. TRIBE CAPITAL SEEKS ASST. CONTROLLER Tribe Capital is a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Tribe Capital has grown considerably since being founded in June 2018 by Ted Maidenberg, Arjun Sethi and Jonathan Hsu (all three originating fromSocial Capital).
A QUANTITATIVE APPROACH TO SEED INVESTORS The concept of Abstraction is key here, where we distill the essence of multiple constituent metrics. Each base measurement, like “Raise $6M in 4 years,” captures granular details which are subsequently combined, simplified, and synthesized into higher-level concepts. "USING DATA IN VENTURE CAPITAL" ON THE VILLAGE GLOBAL 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 marketfit companies.
TRIBE CAPITAL EssaysPodcasts
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TRIBE CAPITAL FirstlookTCGC Essays
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TRIBE CAPITAL
Founded June 2018 – San Francisco, California, USA We are a $1B+ AUM venture capital firm focused on using product and data science to engineer N-of-1 companies and investments.Learn More
$5B+
▲
Carta
Enterprise Software
USA
Equity simplified
Kraken
Crypto
USA
Cryptocurrency exchange$2B – $5B
▲
Relativity
Frontier
USA
3D printing and automating full fledge space rockets$1B – $2B
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Applied Intuition
Enterprise Software
USA
Autonomous vehicle simulationInstabase
Enterprise Software
USA
A.I. tools for the broader enterprise▲
Momentus
Frontier
USA
In-space transportation services for satellites▲
Pipe Technologies
Enterprise Fintech
USA
Turn your MRR into ARR$501M – $1B
▲
Bolt
Consumer Payment
USA
End-to-end checkout, payments, and fraud solutions▲
Chipper Cash
Consumer FinTech
USA
Modern mobile money marketplace in Africa▲
Front
Enterprise Software
USA
Shared inbox for teamsVaxxinity
Life Sciences
USA
UBITh Peptide based vaccine platform$251M – $500M
T
ATVC
Technology SPAC
USA
NASDAQ:ATVC Tribe Capital Growth Corp IDocker
Enterprise Software
USA
Accelerate how you build, share and run applications▲
EquipmentShare
Enterprise Software
USA
Smart construction jobsite tech and equipment rentalsSaildrone
Frontier
USA
Autonomous seafaring dronesThreads
Consumer Software
USA
Platform designed to make work more inclusive$101M – $250M
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Aven
Consumer
USA
Home equity backed credit cards▲
Certn
Enterprise Software
CAN
Data platform for comprehensive background checks▲
Mode Analytics
Enterprise Software
USA
Next generation business intelligence▲
Prodigy ACQUIRED
Enterprise Software
USA
NASDAQ:UPST Software for auto dealerships▲
Republic
Consumer Finance
USA
Alternative investing products for retail investors▲
Second Measure ACQUIREDEnterprise Software
USA
Credit card panel data utilitySFOX
Crypto
USA
Institutional prime dealer for crypto assets▲
Shiprocket
Enterprise Software (SMB)IND
First mile logistics and shipping for e-commerce in India$51M – $100M
Ampaire
Frontier
USA
Electrification of aircraftHuckleberry
Enterprise Software (SMB)USA
Insurance solutions for small and medium businessesMati
Enterprise Fintech
USA
Identity stack for emerging markets▲
Relay
Enterprise Fintech
USA
Business banking made easy▲
Starcity
PropTech
USA
Full-stack co-living developer and operatorUpward Farms
Agriculture TechnologyUSA
Ecosystem powered Vertical FarmWanderJaunt
Consumer Real EstateUSA
Technology-enabled property managementDownload Tear Sheet
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* The companies identified do not represent all of the companies purchased, sold or recommended for portfolios advised by Tribe Capital. The reader should not assume that an investment in any company was or will be profitable. Click here to view all companies. Additional information is available on request. * The enterprise values listed on our website reflects numerous assumptions with respect to industry performance, general business, economic, geo-political, market and financial conditions and other matters, all of which are difficult to predict and beyond our control. Such enterprise values also reflects numerous estimates and assumptions related to the applicable company’s business that are inherently subject to significant economic, political and competitive uncertainties, all of which are difficult to predict and many of which are beyond our control. As a result, although the enterprise values set forth on our website were calculated in good faith based on assumptions believed to be reasonable at the time the enterprise value was calculated, there can be no assurance that the assumptions made in preparing such enterprise value will prove accurate or that the enterprise value reflected therein will be realized upon a liquidityevent.
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