VC Arjun Sethi Wants to Manage Other Investors' Data. You Got a Problem with That?

This podcast episode explores the genesis and future of Termina, a company spun out of Tribe Capital that aims to assist investors in making informed investment decisions in the private market. Termina offers data-driven reports that analyze company-level data and macro-level trends to provide insights into capital flows within the private ecosystem. With a focus on understanding global innovation and leveraging AI and LLM tools, Termina aims to provide benchmarking capabilities and address the growing need for understanding macro-level trends in the private market. The speakers also discuss Termina's approach to data privacy and trust, their investment strategies, and the transformative potential of AI in empowering investment decisions. They share their bold claim of having 50% of the world's private company data within the next four to five years and discuss the future of private companies and the impact of AI on the private company landscape. Overall, this episode highlights the importance of leveraging data and technology in the private market and the value that Termina brings to investors.