Tribe Talkin' Ep 27: Soph. Investor Changes Will Happen. VC Facing a Cleansing. Blackbird Heads Offshore. Berkshire Annual Report. Octopus Deploy. Afterpay & Block. GTM vs Funnel Metrics.

Transparent Venture Capital by Tribe Global Ventures

Tribe Global Ventures

Investing, Business:investing, Business, Entrepreneurship

5 • 1 Ratings

🗓️ 28 February 2024

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

In today's episode of Tribe Talkin' Listener feedback "keep the sh*t bits in". Sophisticated investor changes are likely to happen:Bronwen Clune of Capital Brief summarises the key submissions from the ecosystem. Financial Services Council says hike the threshold to $5 Million. Berkshire Hathaway annual report. The first post Charlie's passing. Australia's venture capital scene is facing a 'cleansing' by Nick Bonyhady of the AFR. Rayn Wong explains what you need to be able to do to be good in VC. Blackbird heads to the US to find bigger deals. Octopus Deploy does its first large acquisition by Simon Thomsen of Startup Daily. Block's acquisition of Afterpay and what we can learn. A great deep dive by Jack Derwin of Capital Brief. Would you choose the same VC's? A survey from SaasTr. [email protected]

Transcript

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0:00.0	Yeah, happy birthday Don Don Don.
0:10.2	We kicked off this one talking about some listener feedback again, which is always interesting
0:15.8	and beneficial, so please do give us more feedback.
0:17.7	We then touched on the status on the sophisticated investor changes and discussed an article
0:23.2	from Bronwyn Clern.
0:24.2	Yeah, some really good submissions from the industry.
0:26.6	We then moved into the latest Berkshire Hathaway report, which was a bit of a sad report because
0:32.1	it was the first one post Charlie's passing.
0:35.1	However, there were some good bits to learn out of it.
0:37.1	Always great quotes
0:38.7	in those letters to shareholders. And then we touched on the cleansing that the Australian venture
0:43.3	capital industry might be facing this year and a prediction that there'll be fewer people
0:47.4	working in BC by the end of this year than started. Yeah, it sounds like an enema's about to go
0:51.6	through the place. And then we touched on Blackbird heading offshore to find bigger deals.
0:56.5	Yeah, and talking of big deals and M&A activity, we touched on the octopus deploy acquisition
1:01.2	that they just made.
1:02.6	Brissy-based company that's just going from strength to strength.
1:06.5	And one of the founders, Paul, shared how he had looked at a number of M&A deals, but the people
1:12.1	aspect always fell down and we looked at an M&A deal between after pay and block that didn't
1:18.2	take into account the people aspect and what an unmitigated screw up that's been.
1:22.1	Yeah, what typically plays out and how it goes wrong.
1:25.1	And then we talked about Ed's post on go-to-market versus funnel metrics and the importance
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