# Transparent Venture Capital: the investor podcast, by episode

> Transparent Venture Capital: A venture fund talking openly about how early-stage investing works. 102 episodes, each linked to the investors in it.

Source: https://millionrounds.com/podcasts/transparent-vc (Millionrounds; every figure on the page links to its filing or article)

Investors · new episode 11 Oct 2026

# Transparent Venture Capital

Hosted by **Tribe Global Ventures**

A venture fund talking openly about how early-stage investing works.

Follow on Apple PodcastsBrowse the episodes

**102** episodes

**7** investors heard as guests

**1h 1m** an average episode

43 in the last 12 months

## The regulars

Investors named as guests in the most episode titles on Transparent Venture Capital.

[AB *1* **Albert Bielinko** Telstra Ventures](https://millionrounds.com/person/albert-bielinko)[BT *1* **Ben Thompson** GitPrime](https://millionrounds.com/person/ben-thompson)[JL *1* **James Leathem** 1 episode](https://millionrounds.com/person/james-leathem)[MV *1* **Matt Vitale** Glouston Capital Partners](https://millionrounds.com/person/matt-vitale)[MB *1* **Mitchell Bissinger** Folklore Ventures](https://millionrounds.com/person/mitchell-bissinger)[RO *1* **Rayn Ong** Archangel Ventures](https://millionrounds.com/person/rayn-ong)[VT *1* **Vu Tran** LAUNCH](https://millionrounds.com/person/vu-tran)

## Every episode 102 · page 1 of 4

- 102 **Learnings From Our San Francisco Expansion Mission October 2026** 11 Oct 2026 · 40 min ▶Show page
- 101 **Tribe Talkin' Ep 134: Personal Agents Will Be The Customer. Distribution Tops Product Always. Systems Not Goals. Sharts.** 2 Oct 2026 · 44 min ▶Show page
- 100 **Tribe Talkin'Ep 133: Investors Are Underestimating The Carnage Coming. Miro Sold For 2x. Pulley Pulls Plug. Xero Zero. No Sharts.** 17 Sept 2026 · 36 min ▶Show page
- 99 **Tribe Talkin' Ep 132: Airtree Everywhere. Knockout Offer For Tanda. Sharts.** 3 Sept 2026 · 54 min ▶Show page
- 98 **Tribe Talkin' Ep 131: Canva Val Slash. Market Places Are In Trouble. Sophii AI. Agentic Outcomes. Venture Debt Rules & Thumb. Sharts.** 17 Aug 2026 · 57 min ▶Show page
- 97 **Tribe Talkin' Ep 130: Venture Downunder. Canva To Zero? Founder-Not A CEO. Andromeda. Anti-Portfolio Goals. Sharts** 7 Aug 2026 · 49 min [Sovereign AI](https://millionrounds.com/fund/sovereign-ai) About this episode Don, Aaron and Jack unpack a big week in venture, AI and building companies. Venture Downunder with Innovation Bay: pirate parties, poker, the Kill All The Puppies triage session (bridge, dilute, sell or fold), and why founder pitches at events should be three minutes, not ten. Canva blames frontier AI costs for a… ▶Show page
- 96 **Investor Focus Ep 11: Birchal Equity Crowdfunding with CEO Kirstin Hunter & Dom Pym of Up Bank and Euphemia.** 4 Aug 2026 · 1h 1m About this episode In today's episode, I sit down with Kirstin Hunter, CEO of Birchal, the equity crowdfunding platform that, over 8 years since equity crowdfunding became legal in Australia, has facilitated more than $241 million across 338 successful crowd-sourced funding offers, from over 140,000 individual investments. We were also… ▶Show page
- 95 **Tribe Talkin' Ep 129: Kimi Comin' To Town. Never Too Rich To Fraud. Chat As Lawyer Risk. Sharts.** 27 Jul 2026 · 46 min ▶Show page
- 94 **Tribe Talkin' Ep 128: Sexy Fingers. Precinct Closing. Acquisitions Galore. Pitch Call Lessons. Sharts.** 22 Jul 2026 · 49 min ▶Show page
- 93 **Tribe Talkin' Ep 127: Zero switching costs. Cheap Disruption & AI Valuation Destruction. Funds SA Supports Eastend. Sharts.** 8 Jul 2026 · 38 min ▶Show page
- 92 **Tribe Talkin' Ep 126: How To Steal Tokens. Jail For Misleading Investors. DashDot Administration. Self-Interest In A Superhero Cape. Sharts.** 30 Jun 2026 · 40 min ▶Show page
- 91 **Tribe Talkin' Ep 125: Lessons From London. Loops not Prompts. The Right Age For Founders. Sharts** 19 Jun 2026 · 42 min ▶Show page
- 90 **Tribe Talkin' Ep 124: Vibe Coding Examples Are Rigged. Lessons From UK Accellorator.** 15 Jun 2026 · 40 min ▶Show page
- 89 **Tribe Talkin' Ep 123: Never Waste A Good Crisis. We'll Need More Than "I Don't Want To Pay Tax". Your Business Is Not Your Baby. Sharts.** 14 May 2026 · 56 min ▶Show page
- 88 **Founder Focus Ep 20: Matt James - AI Coding Hits Production: Move Now Or Get Left Behind.** 13 May 2026 · 1h 1m About this episode Matt James was employee number 22 at Virtual Gaming Worlds (VGW), joining as an early engineer when revenue was just beginning to land and rising to CTO. He scaled with the business through to roughly 1000 staff worldwide and over a $1Billion in annual revenue by the time he left, with VGW going on to post A$6.1B in… ▶Show page
- 87 **Founder Focus Ep 19 with Stuart Clout: Post-it Notes at 3am to a $236M Exit. The Journey of Thedocyard To Ansarada.** 11 May 2026 · 1h 39m [Gail Goodman](https://millionrounds.com/person/gail-goodman) About this episode Stuart Clout founded Thedocyard at 3am on the floor of a Sydney law firm boardroom, listed it on the ASX the week before COVID locked down Australia, merged with Ansarada, and rode the combined business through to a $236m acquisition by Datasite. He joins Don and Aaron to unpack twelve years of B2B SaaS lessons, the… ▶Show page
- 86 **Tribe Talkin' Ep 122: Hardware Vals Skyrocketing. Who Will Be Most Successful. A Lot Of Random Stuff. Sharts.** 8 May 2026 · 55 min ▶Show page
- 85 **Tribe Talkin' Ep 121: Will Your Platform Be Used By Agents? How AI Bubble Pops. No Where To Hide. Sunrise. Sharts.** 2 May 2026 · 58 min About this episode Key links from this week's episode: Agents leave you nowhere to hide. Hockey Stick Advisory partnership revenue gap tool. Morphless.com. Save 30% on your AWS bill. Techvisa.com.au VentureCrowd parent in administration. hello@tribeglobal.vc ▶Show page
- 84 **Tribe Talkin' Ep 120: System of Record to System of Action. Founders Don't Need VC's? Lifecycles Predict The Future. Sharts.** 24 Apr 2026 · 60 min ▶Show page
- 83 **Tribe Talkin' Ep 119: Vibe Coding Risks. Anthropic Eating Your Lunch. Durability. Shocks Vs Regime Shifts.** 17 Apr 2026 · 47 min [Adam Said](https://millionrounds.com/person/adam-said)[Michael Batko](https://millionrounds.com/person/michael-batko) About this episode Michael Batko building in public. Adam Said from Octopus on durability. Adam Said from Octopus on GTM. Shocks vs regime shifts. ▶Show page
- 82 **Tribe Talkin' Ep 118: Unicorn's A Fraud? Hardware Moat. Beaten Zone Beats. Sunk Cost Fallacy. Acquisition Sprees. Sharts.** 15 Apr 2026 · 40 min ▶Show page
- 81 **Tribe Talkin Ep 117: Cliff Scares Canva. Celebrity Funds. Federation Admits Fail. Good Business Does Not Equal Venture Business. Sharts** 8 Apr 2026 · 54 min ▶Show page
- 80 **Tribe Talkin' Ep 116: Canva Acquires Doohly. Choosing AI People. AI Job Cuts. Claude Holes. Sharts.** 27 Mar 2026 · 1h 3m ▶Show page
- 79 **Founder Focus Ep 18: James Leathem of VendorPanel and their exit to Accel-KKR** 22 Mar 2026 · 54 min [James Leathem](https://millionrounds.com/person/james-leathem) About this episode Our guest today is James Leathem, Founder and former CEO of VendorPanel. Tribe was a proud investor in Vendor Panel until its exit to Accel-KKR in late 2024 and merger with Unimarke t. This episode is a "playbook" for founders and investors alike of starting, scaling and exiting a B2B technology business. We hope… ▶Show page
- 78 **Tribe Talkin' Ep 115: More Agents, More Management Required. SaaS Moving To Services. Velocity. Sharts.** 12 Mar 2026 · 42 min ▶Show page
- 77 **March 2026 Tribe US Expansion Mission Lessons & Debrief** 10 Mar 2026 · 43 min ▶Show page
- 76 **Tribe Talkin' Ep 114: SafetyCulture CEO Exits As Predicted. More To The Eucalyptus Story. Is Rayn Ong Australia's Greatest Angel.** 27 Feb 2026 · 51 min [Rayn Ong](https://millionrounds.com/person/rayn-ong) ▶Show page
- 75 **Tribe Talkin' Ep 113: Investment Committee Dynamics. Writing code is OVER. Agent Search How To. Sharts** 19 Feb 2026 · 1h 25m ▶Show page
- 74 **Tribe Talkin' Ep 112: EVP Post's Bond. SaaS Becomes Print Media. The Hard Thing About Hard Things. NO Sharts.** 15 Feb 2026 · 38 min ▶Show page
- 73 **Tribe Talkin' Ep 111: 2026 Says No. Australia No Safe Haven. When Dev's Cry. Just Get An Agent. Sharts.** 6 Feb 2026 · 1h 0m ▶Show page

## Who the show talks about

Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.

[**Google** *3*](https://millionrounds.com/fund/google-assistant-investments)[V **Vu Tran** *2*](https://millionrounds.com/person/vu-tran)[A **Adam Said** *1*](https://millionrounds.com/person/adam-said)[A **Adir Shiffman** *1*](https://millionrounds.com/person/adir-shiffman)[**Antler** *1*](https://millionrounds.com/fund/antler)[**Compound** *1*](https://millionrounds.com/fund/compound-4)[E **Edward Keelan** *1*](https://millionrounds.com/person/edward-keelan)[**Five V Capital** *1*](https://millionrounds.com/fund/five-v-capital)[**Folklore Ventures** *1*](https://millionrounds.com/fund/folklore-ventures)[G **Gail Goodman** *1*](https://millionrounds.com/person/gail-goodman)[M **Michael Batko** *1*](https://millionrounds.com/person/michael-batko)[**Octopus Ventures** *1*](https://millionrounds.com/fund/octopus-ventures)

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