Vertical software in underserved Australian industries. Domain-specific, high switching costs.
The way work gets done is changing.
Tidal backs founder-led technology companies at seed and Series A, across Australia and the US. High conviction. Concentrated portfolios. We double down on winners.
Fund I
Fund II
Fund III
Fund IV
A compounding thesis
a decade in the making
Every Tidal fund has been led with conviction. Our approach has been sharpened each cycle as technology has evolved. Fund IV is the acceleration point from these compound learnings.
Deepened vertical conviction. First US corridor investments.
All-in on AI-native companies built from the ground up with AI as the execution engine.
Systems of Work era. AI as labour and margin accelerator. Outcome-based pricing as the structural differentiator.
Founders that do the work
Backing the market-shaking, ambitious founders building for global markets. Some have exited, some are scaling, some are still early.
An enduring partnership
Tidal is built on a partnership that has stayed the course, compounded across three vintages and a decade of investing.
