E164 - Scaling Tribe Capital & Launching Tribe India w/Arjun Sethi, Co-Founder & CIO of Tribe Capital ($1.6Bn AUM)

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!