HeyJaredInvestment Thesis with Kali Norman
Host Kali Norman invites listeners to join her on her journey as a startup investor, as she builds her own investment thesis from the ground up—learning directly from experienced investors who have already defined (and redefined) theirs.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 17, 2026
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- Earliest in this view
- Jul 9, 2026
Latest episodes
Mick Liubinskas' Investment Thesis (opens the original)
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Climate Salad founder Mick Liubinskas has spent more than 25 years obsessing over one thing: backing incredible people. From building one of Australia's first online business databases in 1998, to getting wiped out in the dot-com crash, to co-founding Pollinizer, Mick has built his career on a radical philosophy: be the cheerleader, not the lone wolf. In this episode of Investment Thesis, Mick joins Kali to share why he no longer invests his own money directly, how a small check from a friend be
Katharine Giles of Brandon Capital - The Investment Thesis Behind Backing Life Sciences (opens the original)
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Katharine Giles started her career as a doctor, but quickly realised that life on the medical frontline wasn’t the path she wanted to stay on. An MBA opened the door to venture capital, where she discovered a way to combine her love of science with her desire to help bring breakthrough ideas into the real world.In this episode of Investment Thesis, Katharine joins Kali to unpack her journey from medicine to investing, and eventually to becoming a founder herself. As a Venture Partner at Brandon
Don McKenzie's Investment Thesis | Investment Thesis with Kali Norman (opens the original)
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In this episode, Kali Norman sits down with Don McKenzie, Co-Founder of Tribe Ventures, to unpack how his investment thesis has evolved over more than two decades of angel investing and company building. From building internet-based businesses before cloud computing existed to helping Australian and New Zealand B2B startups expand into the UK and US, Don shares the lessons that only come from backing companies through both wins and failures. The conversation explores why the best investors devel
Alex Khor's Investment Thesis | Investment Thesis with Kali Norman (opens the original)
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Kali Norman sits down with Alex Khor, co-founder of AfterWork Ventures, to keep building her investment thesis from the ground up.Alex traces his path from research mathematician to McKinsey to angel investing — and the early realisation that selling time only takes you so far, and that real wealth comes through ownership. With his long-time business partner Adrian Peterson he started writing "archetypal broke angel" cheques into early-stage Australian and New Zealand startups around 2017, befor
Alan Jones of M8 Ventures — Syndicates, distribution barriers, and backing founders you want to be mates with (opens the original)
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Veteran angel investor and M8 Ventures co-founder Alan Jones joins host Kali Norman to unpack his 20-year investing journey—from writing A$30K–A$50K early cheques to building a syndicate model that opens up early-stage tech investing with A$5K minimums. Alan shares how his framework evolved from sourcing deals through top accelerators like Startmate to backing deeply mission-aligned founders across renewables, deep tech, and mental health. Alan traces his path from tech journalism at the dawn of
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