Tribe Capital

Tribe Capital is a venture capital firm founded in 2018 by Arjun Sethi, Jonathan Hsu, and Ted Maidenberg. The firm is headquartered in San Mateo, California, and manages approximately $2.2 billion in assets under management. Tribe Capital focuses on leveraging artificial intelligence and data science to deploy capital precisely into 'N-of-1' companies—startups with unique product-market fits. The firm's investment approach is sector and stage agnostic, encompassing seed to growth-stage technology companies. Notable investments include Apollo.io, Carta, Docker, Kraken, Instabase, Relativity Space, and Shiprocket. In addition to investments, Tribe Capital selectively incubates companies in areas where it has exceptionally high conviction, such as Termina, Kapital, Helix, Re, and Ashvattha Therapeutics. The firm's mission is to leverage data to create systematic investment criteria and deploy capital with precision.

Tribe Capital's investment strategy is characterized by its data-driven approach, focusing on identifying and amplifying early-stage product-market fit. The firm employs a systematic underwriting framework built from a bottom-up view of product-market fit, aiming to consistently identify and invest in potential 10-100x outcomes in the private markets. This approach is designed to fill the gap in the venture ecosystem, especially at the earlier stages of a business. The firm's organizational structure is centralized and organized by function, differing from traditional venture capital firms that are typically organized into units or subject expertise. This structure allows Tribe Capital to iterate rapidly and double down on product-market fit while staying true to the heartbeat of venture capital.

Tribe Capital's track record includes investments in a diverse range of sectors, including advertising technology, cybersecurity, e-commerce, fintech, marketing technology, and software as a service (SaaS). The firm's portfolio spans multiple countries, reflecting its global investment focus. Tribe Capital's selective incubation of companies demonstrates its commitment to nurturing high-conviction ventures. The firm's mission to leverage data science in venture capital is central to its investment philosophy, aiming to create systematic investment criteria and deploy capital with precision. This focus on data-driven decision-making sets Tribe Capital apart in the venture capital landscape, positioning it as a firm dedicated to identifying and supporting companies with unique and scalable product-market fits.