Arjun Sethi
Co-Founder, Tribe Capital. On 2 shows, 2 appearances. The Shows tab opens the full record on each.
2shows
2appearances
66statements
8resolved
3supported
2contradicted
38%fully supported
1said about them ↓ Everything Arjun Sethi said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Sethi: Athelas benchmarked in top 5% of companies evaluated by Tribe
“And so they always benchmarked at the top five percent of companies that we had ever seen, but I had no idea what they did.”
Sethi: Tribe's First Look program drove over $100M in portfolio revenue
“So I mentioned those two examples, but if I was to count the revenue uptake for our whole portfolio, just through the first look program, I'm just getting customers. It's probably over a hundred million in annual revenue or ARR depending on the company.”
Sethi: Tribe partners trade portfolio lead roles as companies mature
“And so if we can, we trade, we'll trade spots sometimes to say like this company is now at a stage where we think this is the right person or vice versa. I'll come in at different stages or I'll let go.”
Sethi: Invested in Square early and passed on Instagram
“So I invested in Square when they first started, like the black small square of credit card processing, but I didn't invest in Instagram.”
Sethi: Holds equity long-term even post-IPO or public acquisition
“So, so if a company goes public or the been acquired and the company that acquired them has is a public company, I tend to just stick around for a long time.”
Tribe Capital operates in India via separate management company, not dedicated fund
“We don't have a dedicated fund in India yet. We have a dedicated team in India, which is a separate management company, and the mandate in India is actually much more expansive.”
Sethi: Tribe Capital and LPs have invested roughly $350M in India
“1.6 is a little old, but yeah, and that's roughly correct.”
Sethi: Tribe Capital has backed over 15 unicorns since founding
“So a tribe we've invested in, you know, I think it's like 15 plus unicorns since we started. And these are companies that are, you know, 50, a 102 50, a billion in revenue already.”
Sethi: Kraken Grew From Tens of Millions to Billions in Revenue
“In the US, we've had crypto companies that have gone from, you know, a couple, you know, tens of millions of revenue to a couple billion revenue like Kraken.”
Sethi: Tribe Capital's sweet spot is $30M to $300M enterprise value
“We invest in a company at its, what I want to call, early-esque to mid-stage, series A, B, and C. So I basically think of it as fifty million enterprise, 30 to fifty million enterprise value, all the way to two 50 to three hundred million enterprise value. Tha…”
Sethi: Early Facebook apps reached 100M monthly active uniques in one year
“In about a year, I think we went from zero to over a hundred million in a month of active uniques for these apps.”
Sethi: Team built growth teams and products for Snapchat, Uber, Airbnb
“We did growth in data science consulting for Snapchat, for Uber, for Airbnb, all these companies. And when I say that, I don't mean it to be facetious. Like we actually sent and built teams for them. We would do multiple offsites with them. We would actually b…”
Sethi: Tribe Capital bootstrapped its launch using SPVs
“So we bootstrapped it. And the way to do that, just like when you bootstrapped a company was that we started again, lucky that it was happening at that time. We started with SPVs. And built a brand around not the SPV, but that we were investing across early, m…”
Sethi: Tribe generates 500 to 800 quantitative diligence reports annually
“We see like a, 2000 companies that are at the top of the funnel per year, roughly, give or take. We do this analysis between, I would say at the low end, 500 times a year, at the high end, up to 800. You have 800 artifacts. These reports are like 50 to a hundr…”
Sethi: Tribe Capital invested over $1 billion across 12 top positions
“If you ask me about any of our top 12 concentrated positions where we spent upwards of a billion dollars just in like a very concentrated way, there's probably 20 to 30% of the companies that say, I think they could do it better, they could do it faster.”
Sethi: Tribe Capital concentrates funds into 7 to 12 portfolio companies
“If on average, let's just say I have a hundred million dollar fund we had, I think it was roughly 15 companies, but probably concentrated to about seven. Fund two, same thing. It's about 12 companies. And you're not as ownership sensitive.”
Sethi: Marc Andreessen is an LP in Tribe Capital
“These are all folks that we've all been close with and partnered with in the past, Mark's an LP.”
The other half of the tape: Arjun Sethi's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode across the shows. every mention, with the transcript →
Who brings them up most Siddhartha Ahluwalia 1
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the Neon Show 1
One line per show, most statements first. The link opens Arjun's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| NEON SHOWLEDGER | Co-Founder, Tribe Capital | 1 | 34 | 40% 2/5 | full record on the Neon Show → |
 CAPITAL ALLOCATORSLEDGER | 1 | 32 | 33% 1/3 | full record on Capital Allocators → |