Feb 10 2024 72 mins
In this episode, we speak to Arjun Sethi - the Chief Investment Officer and Co-Founder of Tribe Capital. He has led Tribe to scale to $1.6Bn+ in AUM and has most recently launched an India focused fund to do Series A investments across the geography. Tribe is one of the most successful funds of this generation and they have invested in 13+ Unicorns across the globe with a very differentiated way of investing - quant based Venture Investing. They have a proprietary product Termina, which they use to release their famous 8-Ball reports and share with founders. Through this conversation I understand how Arjun thinks about Venture Capital and how they look at India. This is a great deep dive into one of the most prolific Venture minds of our time. Hope you have a great time listening! 00:00 - Trailer 01:05 - Introduction 03:00 - Data Fascination 05:57 - How to find your North Star? 08:00 - Role of data in Venture Capital 15:03 - Early Stage Investing 19:45 - The value of Tribe 22:35 - Scalability in Venture Capital 28:10 - Qualities of a Great VC Fund Manager 31:18 - How have startups in Emerging Markets evolved? 37:34 - What works in India? 42:07 - How is Tribe building in India? 45:55 - How to back great companies in India? 49:15 - Incubation in Venture Capital 53:18 - Best Investments for Arjun 56:48 - Process of Investing 59:05 - Benefit of Writing in Venture 1:00:34 - How do Founders & Friends define Arjun? 1:02:20 - How to identify great folks? 1:05:05 - Strong Opinions 1:07:25 - What matters to Arjun and Why? 1:08:57 - What works in the US that we can learn from? 1:11:26 - Always forward!