Thought wavesand insights

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Thought Waves

Building the Systems of Work Era

The Great Sorting is not the end of software. It is the beginning of the Systems of Work era. Our Fund IV thesis on investing through the great sorting decade: why AI is not a feature cycle but a structural reallocation of labour, cost, and competitive advantage, and how Fund IV is designed to allocate into this transition with an offensive posture — not to defend yesterday's software, but to build tomorrow's incumbents.
Wendell Keuneman
May 2026
Thought Waves

Tidal Ventures’ Grant McCarthy on navigating the Generative AI revolution

At Tidal, we use an ‘AI stack’ framework to structure our conversations. I’ll explain how we use it to frame our discussions around AI’s far-reaching investment implications, breaking down the layers that define this exciting technology field,
Grant McCarthy
Nov 2023
Wave Makers

Unleashing the power of AI: Insights from Tidal Ventures’ portfolio leaders

Leaders from our portfolio companies Flagship, Hone, and Lifelenz explore the role of AI, discuss innovative strategies, and consider its potential to enhance overall product value.
Liz Ross
Nov 2023
Investment Notes

Investment Notes: Orkestra

We’re thrilled to have had the opportunity to lead both Orkestra’s Pre-Seed and Seed rounds. Orkestra is a software provider that empowers teams within the clean energy sector to streamline the feasibility and deployment of new projects with enhanced ease and precision.
Wendell Keuneman
Oct 2023
Investment Notes

Investment Notes: Flagship

We’re delighted to have led retail tech platform Flagship’s Seed round, working with the team to realise their mission of revolutionising the retail industry through cutting-edge technology.
Georgie Turner
Sep 2023
Wave Makers

Fair Supplying unmatched ESG visibility

Discover the incredible journey of our investment in Fair Supply, a mission-driven company revolutionising the ESG landscape. Find out why we were captivated by their unique technology and exceptional founders.
Georgie Turner
Jul 2023
Founder Guides

Investing in the next wave of technology

Are you thinking about Tidal as your lead investor? Well, scroll down as we answer founders’ most frequently asked questions and demystify how we think about investment.
Georgie Turner
Apr 2023
Thought Waves

Meet the Tidal Team: Grant McCarthy

How does Grant unearth startups with game-changing technology? Our Q&A shares the founder conversations that lead to Tidal investment and a surprise area of interest!
Grant McCarthy
Oct 2022
Investment Notes

Investment Notes: Loopit

We are delighted to have led Loopit’s Seed round. Loopit is a software provider that enables mobility companies to introduce vehicle subscription offerings to their own customers.
Wendell Keuneman
Jun 2022
Thought Waves

Market Conditions: June 2022

Use your microscope and your telescope simultaneously in times of market uncertainty! In this blog, I share insights from both Australian and US markets, and how founders can best prepare for the upcoming period.
Grant McCarthy
Jun 2022
Wave Makers

Honing in on the right market

Antony Martin is a co-founder of Hone. Find out how he and his team have made the transition from technologists to company builders, and have leaned on Tidal to narrow the business' focus and set it up for success.
Grant McCarthy
Mar 2022
Investment Notes

Investment Notes: Blakthumb

We have been following this founding team for some time - and have now led Blakthumb's pre-seed round! Read below why we think Mel and Carey are the founders to build beautiful software for the indoor agriculture market.
Georgie Turner
Feb 2022
Investment Notes

Investment Notes: Checkbox

A great way to start 2022 — we co-led Checkbox’s pre-Series A round alongside Sequoia India’s Surge. We’re publishing notes detailing our investment thesis and why we think Checkbox is positioned to ride the no code expert automation wave.
Georgie Turner
Jan 2022
DISPATCHES FROM TIDAL

The next frontier is being built now.

Thinking on the systems and founders reshaping how work gets done. Written for the operators, builders, and investors trying to figure out what's next.