The Full Ratchet: Vc | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E

Jonathan Hsu of Tribe Capital joins Nick to discuss how to Acquire Data, Build Abstractions and Do Research. In this episode, we cover: Walk us through your background and path to VC What’s the thesis at Tribe Capital? How do you define PMF? Could you explain what the 8 Ball diligence framework is? When is a deal too early -- how much data (or over what time continuum do you need data) in order for the model to assess appropriately? Just for evaluation or also sourcing? Can you apply this tool to a range of business types (ie. SaaS vs. Maretkplaces vs. User-Growth, etc.)? How to avoid false positives? Data looks great for early phase -- early market… How do you know that it isn’t luck and the company didn’t stumble onto something with early signals of PMF but they don’t have the insight or flexibility to evolve the business through growth and scale phases? What aspect of early stage investing don’t you use data for? Why is this not appropriate to measure with data? Loss ratio goes down -- do you think it inc