Arjun Sethi of Tribe Capital on Data-Informed Investing

Arjun Sethi (@arjunsethi) of Tribe Capital joins Erik on this episode to talk about Tribe Capital’s approach to investing. He talks about the “first principles” approach they take to evaluating companies and why he says rather than the company pitching their firm to Tribe, instead he tells prospective investments, “we will pitch you.”

He breaks down the data-driven analysis that Tribe does of the companies they look to work with, and talks about the kinds of data that work best for their analysis. Erik asks why the bigger venture capital firms aren’t taking the same approach and runs through a number of industries to get Arjun’s take on what the keys to success are in that sector.

Arjun talks about some of the writing on his blog over the past few years and points out that “any successful company is not successful because they have copied someone else’s framework.”

We apologize for the audio quality of this episode. We ran into technical difficulties during recording.

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Venture Stories is brought to you by Village Global and is hosted by co-founder and partner, Erik Torenberg.