The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Nick Moran | Angel Investor | Startup Advisor | Venture Capitalist
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The podcast dedicated to demystifying Venture Capital. Nick Moran and Nate Pierotti interview VC's & Startup Founders and on how they build great technology startups.
Available episodes
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2 days ago
Investor Stories 280: What's Next (Jones, Lefcourt, Viswanathan)
On this special segment of The Full Ratchet, the following Investors are featured:
* Tripp Jones
* Jenny Lefcourt
* Ravi Viswanathan
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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5 days ago
367. 2023 Predictions P2: A16Z vs. Tiger, ChatGPT vs. Google, Hot vs. Cool Sectors, and Which Big Tech Companies are Doomed (Ramy Adeeb)
Ramy Adeeb of 1984 joins Nick to discuss 2023 Predictions P2: A16Z vs. Tiger, ChatGPT vs. Google, Hot vs. Cool Sectors, and Which Big Tech Companies are Doomed. In this episode we cover:
*
Web 3.0's Demise
*
Andreesen vs. Tiger's Brands
*
ChatGPT Challenging Google
*
Big Tech's Troubles
*
Hottest & Coolest Sectors & More!
Missed a recent episode? Go to The Full Ratchet blog and catch up!
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. You can follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jan 19, 2023
366. 2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Should Anti-Trust Take a Bite out of Apple (Ramy Adeeb)
Ramy Adeeb of 1984 joins Nick to discuss 2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Should Anti-Trust Take a Bite out of Apple. In this episode we cover:
* Crypto's and Web 3.0's Correction
* The Down Round Reckoning
* Elon Musk and Twitter's Shakeup
* Apple's Response to Anti-Trust
Missed a recent episode? Go to The Full Ratchet blog and catch up!
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. You can follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jan 16, 2023
Investor Stories 279: Why I Passed (Nagaraj, O'Malley, Kadavy)
On this special segment of The Full Ratchet, the following Investors are featured:
* Sunil Nagaraj
* Brian O'Malley
* Annie Kadavy
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jan 12, 2023
Investor Stories 278: Post Mortems (Khera, Hamed, Viswanathan)
On this special segment of The Full Ratchet, the following Investors are featured:
* Neha Khera
* Ravi Viswanathan
* Ali Hamed
Each investor discusses a portfolio company that did not survive and why it was that they failed.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jan 9, 2023
365. From Founder to Forbes Midas List, Behind the Scenes of an Intro Call, Why B2B2C is Best, and Avoiding the Leaky Funnel Trap (Jenny Lefcourt)
Jenny Lefcourt, General Partner at Freestyle Capital joins Nick to discuss Founder to Forbes Midas List, Behind the Scenes of an Intro Call, Why B2B2C is Best and Avoiding the Leaky Funnel Trap. In this episode we cover:
* Making the Switch from Angel to VC
* Tips For Founders Pitching Jenny and Freestyle
* How to Reach Conviction without Consensus
* Burn and Learn Investing
* B2B2C and Avoiding the Leaky Funnel
* And More!
Missed a recent episode? Go to The Full Ratchet blog and catch up!
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. You can follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jan 7, 2023
Investor Stories 277: Strange & Unusual (Holiday, Liaw, Sugden)
On this special segment of The Full Ratchet, the following Investors are featured:
* Aaron Holiday
* Eric Liaw
* Chris Sugden
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jan 5, 2023
Replay - The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps (Nicole Quinn)
On this special replay episode, Nicole Quinn of Lightspeed Venture Partners joins Nick to discuss The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps. In this episode, we cover:
* Nicole's background and path to VC
* How Shoe Dog Shaped her Investment Philosophy
* What are the consumer behaviors in different regions?
* Early Signs of Success in Consumer Investing
* And More!
Missed a recent episode? Go to The Full Ratchet blog and catch up!
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Jan 2, 2023
Replay - Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market (Ben Sun)
In this special replay episode, Ben Sun of Primary Venture Partners joins Nick to discuss Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market. In this episode, we cover:
* Ben's Founder Journey
* Primary's Thesis
* Market vs Founder
* How Primary Evaluates Talent
Missed a recent episode? Go to The Full Ratchet blog and catch up!
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Dec 31, 2022
Replay - The “Three Layer Cake” Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All (Monique Woodard)
On this special replay episode, Monique Woodard of Cake Ventures joins Nick to discuss The “Three Layer Cake” Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All. In this episode, we cover:
* The thesis at Cake
* Investing in Demographic Change
* Pros and Cons of Being a Solo GP
* How to Scale Yourself
* And More!
Missed a recent episode? Go to The Full Ratchet blog and catch up!
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Dec 29, 2022
Investor Stories 276: Lessons Learned (Draper, Holiday, Mason)
On this special segment of The Full Ratchet, the following Investors are featured:
* Tim Draper
* Aaron Holiday
* Anna Mason
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Dec 26, 2022
Replay - The DNA of Startup Success (John Vrionis)
On this special replay episode, John Vrionis joins Nick to discuss the DNA of Startup Success, including:
* What’s unusual about what you do?
* “How it works” vs. “Why it matters” — what’s the disconnect you’ve observed with early-stage founders?
* Arrogance vs. Humility — have you invested in founders displaying these traits? What’s been your experience?
* 3 must-haves that you look for in a new investment?
* If there’s one common theme in failed investments — what is it?
* Is there anything unusual about your approach to sourcing? If so, what is it?
* What are some best practices for founders when picking a VC?
Over the past year or so the percentage of total VC dollars invested in early-stage deals fell to the lowest levels the industry has seen in five years. Why do you think this is the case?
* Do you focus on product-market-fit prior to the A round — if so, how do you define it?
What’s the problem with Sovereign Wealth in Silicon Val…
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Dec 22, 2022
Investor Stories 275: What's Next (Borumand, Kadavy, Waliszewski)
On this special segment of The Full Ratchet, the following Investors are featured:
* Cameron Borumand
* Annie Kadavy
* Konrad Waliszewski
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Dec 19, 2022
364. The FTX Fallout, What's Next for Crypto and Web 3.0, and Lessons From Backing 13 IPOs (Jai Das)
Jai Das of Sapphire Ventures joins Nick to discuss The FTX Fallout, What's Next for Crypto and Web 3.0, and Lessons From Backing 13 IPOs. In this episode we cover:
* Playing Defense and Offense in a Downturn
* Predictions for Crypto and Web 3.0
* Indicators of a Future IPO
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up!
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. You can follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Dec 15, 2022
Investor Stories 274: Why I Passed (Sarracino, Fernandez, Draper)
On this special segment of The Full Ratchet, the following Investors are featured:
* Steve Sarracino
* Hernán Fernandez
* Tim Draper
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Dec 12, 2022
363. Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win a Market When Everything is a Commodity (Willy Schlacks)
Willy Schlacks of EquipmentShare joins Nick to discuss Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win a Market When Everything is a Commodity. In this episode we cover:
* From Communism to Capitalism
* The Philosophy of Altruistic Capitalism
* Fusing The Digital and Built Worlds
* Common Company Killers from Founders
* And More!
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Dec 8, 2022
Investor Stories 273: Post Mortems (O'Malley, Burnham, Holiday)
this special segment of The Full Ratchet, the following Investors are featured:
* Brian O'Malley
* Brad Burnham
* Aaron Holiday
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Dec 5, 2022
362. Orchestrating a $1B+ Secondaries Purchase from NEA, Tradeoffs of Burn, Growth, and Valuation, and Winning Against Multistage Firms (Ravi Viswanathan)
Ravi Viswanathan of NVC joins Nick to discuss Orchestrating a $1B+ Secondaries Purchase from NEA, tradeoffs of Burn, Growth, and Valuation, and Winning Against Multistage Firms. In this episode we cover:
* The Birth of New View Capital
* Multistage Firms and web 3
* Damage Control for 2023
* How to know if a company is the next rocket ship
* Super Apps Ethics
* And More!
Missed a recent episode? Go to The Full Ratchet blog and catch up!
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. You can follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Dec 1, 2022
Investor Stories 272: Strange & Unusual (Sands, Hamed, Draper)
this special segment of The Full Ratchet, the following Investors are featured:
* Greg Sands
* Ali Hamed
* Tim Draper
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Nov 28, 2022
361. Valuation Inflation, the IPO Pause and What that Means for M&A, If Twitter is in Better Hands, and How to Construct a Successful Board (Eric Liaw)
Eric Liaw of IVP joins Nick to discuss Valuation Inflation, the IPO Pause and What that Means for M&A, If Twitter is in Better Hands, and How to Construct a Successful Board. In this episode we cover:
* Parsing Out the IPO Process
* Thoughts on Twitter's Acquisition
* Market Predictions
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up!
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. You can follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Nov 24, 2022
Investor Stories 271: Lessons Learned (Khera, O'Malley, Mejia Hernandez)
On this special segment of The Full Ratchet, the following Investors are featured:
* Neha Khera
* Brian O'Malley
* Samara Mejia Hernandez
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Nov 21, 2022
360. Stories, Advice, and Leveraging 35 Years of Startup Board Experience (Brad Feld)
Brad Feld of Foundry Group and Techstars joins Nate to discuss Stories, Advice, and Leveraging 35 Years of Startup Board Experience. In this episode we cover:
* How to Build and Leverage a Board from the Beginning
* Advice for Board Members
* Avoiding the Most-Common Mistakes
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up!
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. You can follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Nov 17, 2022
Investor Stories 270: What's Next (Foxe Blader, Zhuo, Burnham)
On this special segment of The Full Ratchet, the following Investors are featured:
* Ruth Foxe Blader
* TX Zhuo
* Brad Burnham
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Nov 14, 2022
359. The 20 Year Evolution of Venture Capital, Growing a Firm with Zero Investments in Silicon Valley, and the Multi-Stage Fund Reckoning (Chris Sugden)
Chris Sugden of Edison Partners joins Nate to discuss The 20 Year Evolution of Venture Capital, Growing a Firm with Zero Investments in Silicon Valley, and the Multi-Stage Fund Reckoning. In this episode we cover:
* Investing Outside Silicon Valley and Silicon Alley
* Comparing Boom and Bust Cycles
* How to Decide Between Growth Equity and Venture Capital
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up!
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. You can follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Nov 10, 2022
Investor Stories 269: Why I Passed (Suissa, Hamed, Saenko)
On this special segment of The Full Ratchet, the following Investors are featured:
* Yanev Suissa
* Ali Hamed
* Maryanna Saenko
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Nov 7, 2022
358. Lessons from Tim Draper on Investing in Elon, Where Theranos Went Wrong, and Why Decentralization is the Next Great Tech Frontier (Tim Draper)
Tim Draper of Draper Associates joins Nick to discuss Lessons from Tim Draper on Investing in Elon, Where Theranos Went Wrong, and Why Decentralization is the Next Great Tech Frontier. In this episode we cover:
- Lessons from Investing in Theranos
- Elon Musk's First Check
- Bitcoin and the Future of the Blockchain
Missed a recent episode? Go to The Full Ratchet blog and catch up!
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. You can follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Nov 3, 2022
Investor Stories 268: Post Mortems (Sankar, Rivera, Kadavy)
On this special segment of The Full Ratchet, the following Investors are featured:
Santosh Sankar
Miriam Rivera
Annie Kadavy
Each investor discusses a portfolio company that did not survive and why it was that they failed.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Oct 31, 2022
357. Swimming in the Shark Tank, How Gary Vaynerchuk Got His First Check, and Mastering Your Mindset (Matt Higgins)
Matt Higgins of RSE Ventures & Business Hunters joins Nick to discuss Swimming in the Shark Tank, How Gary Vaynerchuk Got His First Check, and Mastering Your Mindset. In this episode we cover:
* Matt's Background: from Shirtsleeves to Shark Tank
* Why He Invested in Gary Vaynerchuk and Vayner Media
* Tips for Entrepreneurs to Master their Mindset
Missed a recent episode? Go to The Full Ratchet blog and catch up!
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. You can follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Oct 27, 2022
Investor Stories 267: Strange & Unusual (Cohen, Wroblewski, Khera)
On this special segment of The Full Ratchet, the following Investors are featured:
Matt Cohen
Julie Wroblewski
Neha Khera
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Oct 24, 2022
356. Why Most CRO Hires Don't Work, Lessons from Scaling World Class PLG Companies, and the Case for Founder-Led Sales (Victoria Treyger)
Victoria Treyger of Felicis joins Nate to discuss Why Most CRO Hires Don't Work, Lessons from Scaling World Class PLG Companies, and the Case for Founder-Led Sales. In this episode we cover:
* Building a Sales Motion that Works
* When to Bring in an Outside CRO or Sales Leader
* New Data on Sales Organization at Seed and Series A Startups
* And much more!
Missed a recent episode? Go to The Full Ratchet blog and catch up!
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. You can follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Oct 20, 2022
Investor Stories 266: Lessons Learned (Jones, Sands, Borumand)
On this special segment of The Full Ratchet, the following Investors are featured:
Tripp Jones
Greg Sands
Cameron Borumand
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Oct 17, 2022
355. Lessons for Raising an Inaugural Fund, How to Construct a Thesis, and The Shortcomings of the Traditional VC Model (Allan Jean-Baptiste and Marco DeMeireles)
Allan Jean-Baptiste and Marco DeMeireles of Ansa Capital join Nate to discuss Lessons for Raising an Inaugural Fund, How to Construct a Thesis, and The Shortcomings of the Traditional VC Model. In this episode we cover:
* Tips for Emerging Managers
* Building Conviction with LPs and Founders from Scratch
* Growing Momentum in Fundraising Cycles
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up!
The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. You can follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Oct 13, 2022
Investor Stories 265: What's Next (Pantoja, Wroblewski, Mehta)
On this special segment of The Full Ratchet, the following Investors are featured:
* Marcelino Pantoja
* Julie Wroblewski
* Manan Mehta
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Oct 10, 2022
354. The VC Networking Playbook, Credit and Pricing Risk in New Asset Classes, and How VC Market Hype Should Impact Stage Focus and Net Buy/Sell Positions (Ali Hamed)
Ali Hamed of CoVenture and Crossbeam Venture Partners joins Nick to discuss The VC Networking Playbook, Credit and Pricing Risk in New Asset Classes, and How VC Market Hype Should Impact Stage Focus and Net Buy/Sell Positions. In this episode we cover:
* Building an LP Network from Scratch
* Platform Economies and Their Future
* A Multi-Disciplinary Approach to Investing
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Oct 6, 2022
Investor Stories 264: Why I Passed (Sands, Page, Falvey)
On this special segment of The Full Ratchet, the following Investors are featured:
* Greg Sands
* Karen Page
* Ryan Falvey
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Oct 3, 2022
353. The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correction (Doug Pepper)
Doug Pepper of ICONIQ Growth joins Nate to discuss The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correction. In this episode we cover:
* Growing ICONIQ Growth
* Advice in a Post-Pandemic Economy
* Following the Rule of 60 for Success
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Sep 29, 2022
Investor Stories 263: Post Mortems (Jones, Lehr, Nagaraj)
On this special segment of The Full Ratchet, the following Investors are featured:
* Tripp Jones
* Jonathan Lehr
* Sunil Nagaraj
Each investor discusses a portfolio company that did not survive and why it was that they failed.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Sep 26, 2022
352. The Second Wave of SaaS, Using Software to Scale a Venture Firm, and Predictions for the Future of Venture Capital (Aaron Holiday)
Aaron Holiday of 645 Ventures joins Nate to discuss The Second Wave of SaaS, Using Software to Scale a Venture Firm, and Predictions for the Future of Venture Capital. In this episode we cover:
* Creating an OS for VC
* Statistical Predictors of Success in Founders
* Early-Stage Investing: Art or Science?
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Sep 22, 2022
Investor Stories 262: Strange & Unusual (Zulkosky, Fernandez, O'Malley)
On this special segment of The Full Ratchet, the following Investors are featured:
* Sara Zulkosky
* Hernán Fernandez
* Brian O'Malley
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Sep 19, 2022
351. Founding Union Square Ventures, Driving Persistent, Top Decile Returns, How Top Founders Have Changed, and the Outlook for Web 3.0 and Data Control (Brad Burnham)
Brad Burnham of Union Square Ventures joins Nick to discuss Founding Union Square Ventures, Driving Persistent, Top Decile Returns, How Top Founders Have Changed, and the Outlook for Web 3.0 and Data Control. In this episode we cover:
* Founder Focus Shifting from Management to Leadership
* How Venture has Changed Over the Decades
* Why Web3 is Here to Stay
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Sep 15, 2022
Investor Stories 261: Lessons Learned (Zhuo, Morgan, Achler & Iseri)
On this special segment of The Full Ratchet, the following Investors are featured:
* TX Zhuo
* Howard Morgan
* Mark Achler & Mert Iseri
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Sep 12, 2022
350. How to Maximize Investor Value for Founders, the Future of Cloud Infrastructure, and the Bull Case for Cybersecurity (Guru Chahal)
Guru Chahal of Lightspeed Venture Partners joins Nate to discuss How to Maximize Investor Value for Founders, the Future of Cloud Infrastructure, and the Bull Case for Cybersecurity. In this episode we cover:
* How Cloud Infrastructure Impacted Innovation
* Breaking the Constraints of Success
* Why You Should Execute Quickly as a Founder but Slowly as an Investor
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Sep 8, 2022
Investor Stories 260: What's Next (Rivera, Sarracino, Mason)
On this special segment of The Full Ratchet, the following Investors are featured:
* Miriam Rivera
* Steve Sarracino
* Anna Mason
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Sep 5, 2022
349. The Secrets Behind Building a 35M+ Following, Why Social is the New SEO, and How Tripscout is Creating the Super App for Travel (Konrad Waliszewski)
Konrad Waliszewski of Tripscout joins Nick to discuss The Secrets Behind Building a 35M+ Following, Why Social is the New SEO, and How Tripscout is Creating the Super App for Travel. In this episode we cover:
* Launching the 1st In-App Hotel Booking Platform for Instagram
* Why Organic Attention is the Most Rare and Valuable Asset
* How Tripscout Hacked Customer Acquisition
* The Future of How We Search
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Sep 1, 2022
Investor Stories 259: Why I Passed (Jones, Khera, Borumand)
On this special segment of The Full Ratchet, the following Investors are featured:
* Tripp Jones
* Neha Khera
* Cameron Borumand
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Aug 29, 2022
348. Future Strategies for Digital Customer Acquisition, Why to Stay Small While You Scale, and S&M Strategies at Different Customer ACV Tiers (Brian O'Malley)
Brian O'Malley of Forerunner Ventures joins Nick to discuss Future Strategies for Digital Customer Acquisition, Why to Stay Small While You Scale, and S&M Strategies at Different Customer ACV Tiers. In this episode we cover:
* Common Marketplace Mistakes and Overblown Trends
* Capitalizing on Consumer Interest in Local and Sustainable Products
* Marketplace Liquidity and Cohort Analysis
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Aug 25, 2022
Investor Stories 258: Post Mortems (Page, Zhuo, Sands)
On this special segment of The Full Ratchet, the following Investors are featured:
* Karen Page
* TX Zhuo
* Greg Sands
Each investor discusses a portfolio company that did not survive and why it was that they failed.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Aug 22, 2022
347. Lessons from the Largest Latina Solo GP, Being Impactful Without Being an Impact Fund, and How to Use Sales Tactics for Success in VC (Samara Mejia Hernandez)
Samara Mejia Hernandez of Chingona Ventures joins Nick to discuss Lessons from the Largest Latina Solo GP, Being Impactful Without Being an Impact Fund, and How to Use Sales Tactics for Success in VC. In this episode we cover:
* How Authenticity Benefits the Bottom Dollar
* Tips on Raising a Fund While Facing Adversity
* Maintaining Mental Health in VC
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Aug 18, 2022
Investor Stories 257: Strange & Unusual (Falvey, Mehta, Kadavy)
On this special segment of The Full Ratchet, the following Investors are featured:
* Ryan Falvey
* Manan Mehta
* Annie Kadavy
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Aug 15, 2022
346. Lessons from Scaling Braze to IPO, the Importance of the Underdog Mindset, and the Future of SaaS (Mark Ghermezian)
Mark Ghermezian of m]x[v Capital joins Nate to discuss Lessons from Scaling Braze to IPO, the Importance of the Underdog Mindset, and the Future of SaaS. In this episode we cover:
* How the iPhone Led to the Inception of Braze
* The Impact of Remote Work on Innovation
* Becoming a Unicorn by Building for Tomorrow
* Advice for Founders from a Unicorn Founder turned VC
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Aug 11, 2022
Investor Stories 256: Lessons Learned (Wroblewski, Evans, Nagaraj)
On this special segment of The Full Ratchet, the following Investors are featured:
* Julie Wroblewski
* Mike Evans
* Sunil Nagaraj
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Aug 8, 2022
345. How to Maximize Return When Selling a Startup, Twitter's Terms Battle, and Why MATH Ventures is Exiting Right (Mark Achler & Mert Iseri)
Mark Achler & Mert Iseri of MATH Venture Partners join Nick to discuss Dispelling Folktales for Founders, the FAIR Framework, Twitter's Terms Battle, and How MATH Ventures is Exiting Right. In this episode we cover:
* The FAIR Framework and How it Benefits Founders
* Playing the Long Game to Leave a Legacy
* Why We Don’t Talk About Exits.. Until Now
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Aug 4, 2022
Investor Stories 255: What's Next (Fernandez, Barrile, Saenko)
On this special segment of The Full Ratchet, the following Investors are featured:
* Hernán Fernandez
* Parker Barrile
* Maryanna Saenko
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Aug 1, 2022
344. An Inside Look Into Stonks, the Democratization of Dealflow, and the Future of Startup Investing (Ali Moiz)
Ali Moiz of Stonks joins Nate to discuss An Inside Look Into Stonks, the Democratization of Dealflow, and the Future of Startup Investing. In this episode we cover:
* Increasing Access to the VC Ecosystem
* How Venture's Structure Supports Success
* Insights on How Investors Can Win
* Lessons from Being the Largest Demo Day Host on Earth
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jul 28, 2022
Investor Stories 254: Why I Passed (Wilkins, Mehta, Foxe Blader)
On this special segment of The Full Ratchet, the following Investors are featured:
* Tony Wilkins
* Manan Mehta
* Ruth Foxe Blader
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jul 25, 2022
343. Opportunities in Market Downturns, Lessons from Lehman, Inherent Optimism in Venture, and Why Rise of the Rest Isn't Slowing Its Roll (Anna Mason)
Anna Mason of Revolution's Rise of the Rest Seed Fund joins Nick to discuss Opportunities in Market Downturns, Lessons from Lehman, Inherent Optimism in Venture, and Why Rise of the Rest Isn't Slowing Its Roll. In this episode we cover:
* Advice for Women Entering Wall Street
* Parallels from Previous Downturns and the Paradigm Shifts They Bring
* The Symbiosis Between Startups and Local Economies
* Why Rise of the Rest Continues to Meet Founders Where They Are
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank a…
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Jul 21, 2022
Investor Stories 253: Post Mortems (Cohen, Suissa, Go)
On this special segment of The Full Ratchet, the following Investors are featured:
* Matt Cohen
* Yanev Suissa
* Rob Go
Each investor discusses a portfolio company that did not survive and why it was that they failed.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jul 18, 2022
342. Investing in $B+ Marketplaces, Beating the Cold Start Problem, Warby Parker's Key to Scaling, and the Backstory Behind Redpoint's Social Media Surge (Annie Kadavy)
Annie Kadavy of Redpoint Ventures joins Nick to discuss Investing in $B+ Marketplaces, Beating the Cold Start Problem, Warby Parker's Key to Scaling, and the Backstory Behind Redpoint's Social Media Surge. In this episode we cover:
* Musings on New Marketplace Models
* Increasing Diversity in Venture
* The Importance of Building a Brand
* Rethinking Success
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jul 14, 2022
Investor Stories 252: Strange & Unusual (Page, Kashyap, Sankar)
On this special segment of The Full Ratchet, the following Investors are featured:
* Karen Page
* Nagraj Kashyap
* Santosh Sankar
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jul 11, 2022
341. Competing with a16z & Sequoia at Pre-Seed, the Evolution of Accelerators, and Deciphering Signal From Noise in Web 3 (Neha Khera)
Neha Khera of 2048 Ventures joins Nate to discuss Competing with a16z & Sequoia at Pre-Seed, the Evolution of Accelerators, and Deciphering Signal From Noise in Web 3. In this episode we cover:
* The Case for Underdog Founders and What Creates One
* Business Models that Lend Themselves to Becoming Platforms
* Pros and Cons of Accelerator vs Institutional Models of Investing
* Thoughts on the Current State of Cyber and Web 3 and Their Future
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customiz…
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Jul 7, 2022
Investor Stories 251: Lessons Learned (Rivera, Ebinger, Saenko)
On this special segment of The Full Ratchet, the following Investors are featured:
* Miriam Rivera
* Jonathan Ebinger
* Maryanna Saenko
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jul 4, 2022
340. Billion $ Lessons from a Dozen Unicorns, Why Consumer VC is not Dead, How to Size a Marketplace, and What the LP Pullback means for VC Funds (Tripp Jones)
Tripp Jones of Uncork Capital joins Nate to discuss Billion $ Lessons from a Dozen Unicorns, Why Consumer VC is not Dead, How to Size a Marketplace, and What the LP Pullback means for VC Funds. In this episode we cover:
* What Sets Apart a Unicorn Founding Team
* The Problem Uber Poses in Labor Marketplaces and Entrepreneurship
* Why Raising Funds May Be Difficult in the Coming Year
* How Slowing Down Can Increase Efficiency
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jun 30, 2022
Investor Stories 250: What's Next (Sippel, Zulkosky, Sands)
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
* Eric Sippel
* Sara Zulkosky
* Greg Sands
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter!
Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jun 27, 2022
339. Founding Renaissance Technologies & First Round Capital, The Origins of Idealab, Reasons Not to Grow your Fund, and How Sourcing from YC Has Changed (Howard Morgan)
Howard Morgan of B Capital Group joins Nick to discuss Founding Renaissance Technologies & First Round Capital, The Origins of Idealab, Reasons Not to Grow your Fund, and How Sourcing from YC Has Changed. In this episode we cover:
* Starting the First Quantitative Hedge Fund
* Idealab’s First Check
* The Story Behind the Founding of First Round Capital
* What's Ahead in The VC Funding Markets
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
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Jun 23, 2022
Investor Stories 249: Why I Passed (Rivera, Levine, Mehta)
On this special segment of The Full Ratchet, the following Investors are featured:
* Miriam Rivera
* Seth Levine
* Nihal Mehta
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
The host of The Full Ratchet is Nick Moran (https://www.linkedin.com/in/nick-moran-a738503/), General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website (https://www.newstack.vc/) and LinkedIn (https://www.linkedin.com/company/11396054/) and be sure to follow us on Twitter (https://twitter.com/NewStackVC).
Are you a founder looking for your next investor? Visit our free tool VC-Rank (http://vc-rank.…
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Jun 20, 2022
338. The $640B Care Economy, The Invisible Work Dilemma, and Differentiation Tips for Emerging Managers (Julie Wroblewski)
Julie Wroblewski of Magnify Ventures joins Nick to discuss The $640B Care Economy, The Invisible Work Dilemma, and Differentiation Tips for Emerging Managers. In this episode we cover:
* The Magnitude of the Care Economy and Why The Time is Now
* How Technology is Influencing How We Care for Each Other
* The Invisible Work Powering Innovation
* The Benefits of Being a Thematic Fund and Tips on Differentiating and Scaling One
* What Sets Unicorn Founders Apart and More!
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
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Jun 16, 2022
Investor Stories 248: Post Mortems (Borumand, Falvey, Sarracino)
On this special segment of The Full Ratchet, the following Investors are featured:
* Cameron Borumand
* Ryan Falvey
* Steve Sarracino
Each investor discusses a portfolio company that did not survive and why it was that they failed.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
The host of The Full Ratchet is Nick Moran (https://www.linkedin.com/in/nick-moran-a738503/), General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website (https://www.newstack.vc/) and LinkedIn (https://www.linkedin.com/company/11396054/) and be sure to follow us on Twitter (https://twitter.com/NewStackVC).
Are you a founder looking for your next investor? Visit our free tool VC-Rank (http://vc-rank.com/)…
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Jun 13, 2022
337. Navigating Macro Headwinds, Balancing Growth v. Profitability, and How to Get in Front of the Top 1% of Founders (Nnamdi Iregbulem)
Nnamdi Iregbulem of Lightspeed Venture Partners joins Nate to discuss Navigating Macro Headwinds, Balancing Growth v. Profitability, and How to Get in Front of the Top 1% of Founders. In this episode we cover:
* Tips for Founders When Capital Gets Expensive
* Where Software is Still Eating the World
* The Uncapped Upside of Writing in VC
* How to Get in Front of the Top Founders
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
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Jun 9, 2022
Investor Stories 247: Strange & Unusual (Lehr, Nagaraj, Sarracino)
On this special segment of The Full Ratchet, the following Investors are featured:
* Jonathan Lehr
* Sunil Nagaraj
* Steve Sarracino
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Jun 6, 2022
336. The Mendoza Line in VC, Why Most Investors Fail More than they Succeed, What Founder Greatness Looks Like, and Lessons from Pitching to 500 LPs & Closing $42.6M (Nick Moran)
Nate Pierotti of New Stack Ventures joins Nick to discuss The Mendoza Line in VC, Why Most Investors Fail More than they Succeed, What Founder Greatness Looks Like, and Lessons from Pitching to 500 LPs & Closing $42.6M. In this episode we cover:
* What The Mendoza Line is & It's Implications for Venture Capital
* How New Stack Finds & Selects Great Founders
* Lessons from Pitching over 500 Limited Partners and Raising $42.6 Million
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
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Jun 2, 2022
Investor Stories 246: Lessons Learned (Go, Sankar, Page)
On this special segment of The Full Ratchet, the following investors are featured:
* Rob Go
* Santosh Sankar
* Karen Page
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn(https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
The host of The Full Ratchet is Nick Moran (https://www.linkedin.com/in/nick-moran-a738503/), General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website (https://www.newstack.vc/) and LinkedIn (https://www.linkedin.com/company/11396054/) and be sure to follow us on Twitter (https://twitter.com/NewStackVC).
Are you a founder looking for your next investor? Visit our free tool VC-Rank (http://vc-rank.com/) an…
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May 30, 2022
335. The $2 Billion Pizza Order, The Founding Story of Grubhub, Why NPS Sucks, and How Fixer is Transforming Gig Work (Mike Evans)
Mike Evans of Grubhub & Fixer joins Nick to discuss The $2 Billion Pizza Order, The Founding Story of Grubhub, Why NPS Sucks, and How Fixer is Transforming Gig Work. In this episode we cover:
* How Grubhub Started with a Pizza Order
* Why Marketplace Founders Should Cheat
* NPS as a Flawed Metric
* The Advantages of W2 Employees & more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
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May 26, 2022
334. A Decade at Costanoa, Where Large Multistage Funds Fail Founders, Denominator v. Numerator Effects, and Tips on Startup Selection (Greg Sands)
Greg Sands of Costanoa Ventures joins Nick to discuss A Decade at Costanoa, Where Large Multistage Funds Fail Founders, Denominator v. Numerator Effects, and Tips on Startup Selection. In this episode we cover:
* Lessons from 10 Years at Costanoa
* The Denominator Effect in VC
* Tips on Selecting Startups
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
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May 23, 2022
Investor Stories 245: What's Next (Kashyap, Cohen, Stojkovic, Cairo)
On this special segment of The Full Ratchet, the following Investors are featured:
* Nagraj Kashyap
* Matt Cohen
* Jennifer Stojkovic
* Jed Cairo
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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May 19, 2022
Investor Stories 244: Why I Passed (Wiener, Zhuo, Zulkosky)
On this special segment of The Full Ratchet, the following Investors are featured:
* Ben Wiener
* TX Zhuo
* Sara Zulkosky
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
The host of The Full Ratchet is Nick Moran (https://www.linkedin.com/in/nick-moran-a738503/), General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside the Bay area.
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May 16, 2022
333. Mexico's New Tech Mafia, Winning Copycat Strategies, and the Future of Fintech in LatAm (Hernán Fernández)
Hernán Fernández of Angel Ventures joins Nick to discuss Mexico's New Tech Mafia, Winning Copycat Strategies, and the Future of Fintech in LatAm. In this episode we cover:
* Mexico's Explosion in VC Funding
* The Rappi Tech Mafia
* What to Look for in Copycat Strategies
* Democratizing Fintech in LatAm & more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
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May 12, 2022
Investor Stories 243: Strange & Unusual (Suissa, Foxe Blader, Barrile)
On this special segment of The Full Ratchet, the following Investors are featured: Yanev Suissa, Ruth Foxe Blader, and Parker Barrile.
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
Did you miss our guests full length episodes?
For all great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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May 9, 2022
332. 11 Unicorns from Seed, Quantitative Decision-Models for Selecting Investments, Thoughts on Male vs. Female Founders & Investors, and Lessons from Larry and Sergey in the Early Days of Google (Miriam Rivera)
Miriam Rivera of Ulu Ventures joins Nick to discuss 11 Unicorns from Seed, Quantitative Decision-Models for Selecting Investments, Thoughts on Male vs. Female Founders & Investors, and Lessons from Larry and Sergey in the Early Days of Google. In this episode we cover:
* Lessons from the Early Days of Google
* Quantitative Decision Making in VC
* Male vs. Female Founder Questions
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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May 5, 2022
Investor Stories 242: Post Mortems (Wilkins, Mehta, Saenko)
On this special segment of The Full Ratchet, the following Investors are featured: Tony Wilkins, Manan Mehta, and Maryanna Saenko.
Each investor discusses a portfolio company that did not survive and why it was that they failed.
Did you miss our guests full length episodes?
For all great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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May 2, 2022
331. The Founding Story of NEA, The True History of Venture Capital, the Keys to an Enduring Firm Legacy, and Why the Best VC's Dare Disturb the Universe (Chuck Newhall)
Chuck Newhall of NEA joins Nick to discuss The Founding Story of NEA, The True History of Venture Capital, the Keys to an Enduring Firm Legacy, and Why the Best VC's Dare Disturb the Universe. In this episode we cover:
* The History of VC Pre & Post 1945
* How NEA Raised Fund I
* Memorable Fund Successes and Failures
* Why Chuck Passed on Home Depot
* Founder's Brain Chemistry
* Scaling Talent without Scaling Superstars & more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in outsiders.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s…
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Apr 28, 2022
Investor Stories 241: Lessons Learned (Pascucci, Lehr, Pantoja)
On this special segment of The Full Ratchet, the following Investors are featured: Victor Pascucci, Jonathan Lehr, and Marcelino Pantoja.
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
Did you miss our guests full length episodes?
For all great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Apr 25, 2022
330. Building Unicorns from the Ground Up, Recruiting Founders from the C-Suite, and Driving Top 1% Returns with Concentration (Jed Cairo)
Jed Cairo of Juxtapose joins Nick to discuss Building Unicorns from the Ground Up, Recruiting Founders from the C-Suite, and Driving Top 1% Returns with Concentration.
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in outsiders.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s Inbox!
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Apr 21, 2022
Investor Stories 240: What's Next (Nagaraj, Falvey, Page)
On this special segment of The Full Ratchet, the following Investors are featured: Sunil Nagaraj, Ryan Falvey, and Karen Page.
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
Did you miss our guests full length episodes?
For all great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Apr 18, 2022
329. The $8.3T Opportunity in Procurement, How to Sell to the Fortune 500, Building a Bottoms Up Culture, and Mastering Cold Emails (Kevin Frechette)
Kevin Frechette of Fairmarkit joins Nick to discuss the $8.3T Opportunity in Procurement, How to Sell to the Fortune 500, Building a Bottoms Up Culture, and Mastering Cold Emails. In this episode we cover:
* What Leading Investors Insight Partners and GGV Found Interesting
* Sales Lessons from Kevin
* The Future of Procurement
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in outsiders.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s Inbox!
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Apr 14, 2022
Investor Stories 239: Why I Passed (Hung, Sankar, Cohen)
On this special segment of The Full Ratchet, the following Investors are featured: Jonathan Hung, Santosh Sankar, & Matt Cohen.
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Apr 11, 2022
328. Why the Pacific Northwest Will Win Big, Tapping the Enterprise Talent Pool, and Investing in Apps over Infrastructure (Cameron Borumand)
Cameron Borumand of FUSE joins Nick to discuss Why the Pacific Northwest Will Win Big, Tapping the Enterprise Talent Pool, and Investing in Apps over Infrastructure. In this episode we cover:
* The Story of FUSE
* Spinouts in VC
* Attracting & Building Talent Networks
* Why Cameron avoids the Zoom Pitch
* Enterprise Apps v. Infrastructure
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Apr 7, 2022
Investor Stories 238: Strange & Unusual (Paxhia, Mehta, Zhuo)
On this special segment of The Full Ratchet, the following Investors are featured: Emily Paxhia, Nihal Mehta, and TX Zhuo.
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Apr 4, 2022
327. The Late Stage Reset, Competing with Tiger, and Last Mile’s Unit Economics (Steve Sarracino)
Steve Sarracino of Activant Capital joins Nick to discuss The Late Stage Reset, Competing with Tiger, and Last Mile’s Unit Economics. In this episode we cover:
* Launching a Growth Fund & The Late Stage Repricing
* The Economics of Full Stack Delivery Startups
* Why Europe Maybe the Next Leading Market
* The State of Ecommerce & Unbundling Amazon
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Mar 31, 2022
Investor Stories 237: Post Mortems (Grayson & Holt, Kashyap, Barille)
On this special segment of The Full Ratchet, the following Investors are featured: Dayna Grayson & Rachel Holt, Nagraj Kashyap, and Parker Barille.
Each investor discusses a portfolio company that did not survive and why it was that they failed.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Mar 28, 2022
326. FoodTech’s Female Founders, Crossing the Chasm for Alt Proteins, and Why the Psychedelics Market isn’t like Cannabis (Jenny Stojkovic)
Jenny Stojkovic of The Vegan's Women Summit joins Nick to discuss FoodTech’s Female Founders, Crossing the Chasm for Alt Proteins, and Why the Psychedelics Market isn’t like Cannabis. In this episode we cover:
* The SF Tech Exodus
* Learning from Ron Conway
* Alternative Milks & Crossing the Chasm
* How to Avoid the GreenTech Failures of the 2000’s
* Why Delivery Matters in Psychedelics
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Mar 24, 2022
Investor Stories 236: Lessons Learned (Mead, Suissa, Foxe Blader)
On this special segment of The Full Ratchet, the following Investors are featured: Winter Mead, Yanev Suissa, and Ruth Foxe Blader.
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Mar 21, 2022
325. Finding Alpha in Emerging Managers, Common Mistakes & Pitfalls, and Sources of Differentiation (Sara Zulkosky)
Sara Zulkosky of Recast Capital joins Nick to discuss Finding Alpha in Emerging Managers, Common Mistakes & Pitfalls, and Sources of Differentiation. In this episode we cover:
* Sara's Background and Path to VC
* Tips for Emerging Managers
* How To Differentiate Your Fund & more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Mar 17, 2022
Investor Stories 235: What's Next (Tamaseb, Ebinger, Heddleston)
On this special segment of The Full Ratchet, the following Investors are featured:
* Ali Tamaseb
* Jonathan Ebinger
* Russ Heddleston
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Mar 14, 2022
324. Support for Ukraine, 3 Measures for Evaluating DeepTech, a 15-year Fund Horizon, and Today’s Most Compelling Climate Technologies (Maryanna Saenko)
Maryanna Saenko of Future Ventures joins Nick to discuss Support for Ukraine, 3 Measures for Evaluating DeepTech, a 15-year Fund Horizon, and Today’s Most Compelling Climate Technologies. In this episode we cover:
* How Maryanna and Steve Jurvetson Founded Future Ventures
* 3 Measures they look for when Evaluating DeepTech
* How to "Grow the Pool" of Investors
* Climate Tech Trends & Regenerative Agriculture
* And more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Mar 10, 2022
Investor Stories 234: Why I Passed (Requarth, Paxhia, Sippel)
On this special segment of The Full Ratchet, the following Investors are featured:
* Brian Requarth
* Emily Paxhia
* Eric Sippel
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Mar 7, 2022
323. Box's Go-To-Market Strategy, Building the Enterprise Sales Motion, and When to Bring on a Sales Leader (Karen Page)
Karen Page of B Capital Group joins Nick to discuss Box's Go-To-Market Strategy, Building the Enterprise Sales Motion, and When to Bring on a Sales Leader.
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Mar 3, 2022
Investor Stories 233: Strange & Unusual (Levine, Wiener, Go)
On this special segment of The Full Ratchet, the following Investors are featured:
* Seth Levine
* Ben Wiener
* Rob Go
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Feb 28, 2022
322. Attacking Inequality with VC, How Ecommerce Infrastructure Competes with Amazon, The Future of Hourly Work, and the Body as a Platform (Jamison Hill)
Jamison Hill of Base10 joins Nick to discuss Attacking Inequality with VC, How Ecommerce Infrastructure Competes with Amazon, The Future of Hourly Work, and the Body as a Platform. In this episode we cover:
* How Base10 supports HBCU Endowments
* Trends in Ecommerce Infrastructure, Fintech, and the Future of Work
* The Body as a Platform
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Feb 24, 2022
Investor Stories 232: Post Mortems (Sun, Foxe Blader, Mehta)
On this special segment of The Full Ratchet, the following Investors are featured:
* Ben Sun
* Ruth Foxe Blader
* Manan Mehta
Each investor discusses a portfolio company that did not survive and why it was that they failed.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Feb 21, 2022
321. Solo Capitalist Firm Building, Supporting Founder Mental Health, and Navigating Board Dynamics (Matt Cohen)
Matt Cohen of Ripple Ventures joins Nick to discuss Solo Capitalist Firm Building, Supporting Founder Mental Health, and Navigating Board Dynamics. In this episode we cover:
* Solo GP's vs. Firm Building
* The Toll of Rising Valuations and Remote Work on Founder's Mental Health
* Trends in the Canadian Ecosystem & More!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Feb 17, 2022
Investor Stories 231: Lessons Learned (Paxhia, Wilkins, Heddleston)
On this special segment of The Full Ratchet, the following Investors are featured:
* Emily Paxhia
* Tony Wilkins
* Russ Heddleston
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Feb 14, 2022
320. Consumer Fintech, the Future of Banking, and Navigating Web 3.0 Regulation (Ryan Falvey)
Ryan Falvey of Financial Venture Studio joins Nick to discuss Consumer Fintech, the Future of Banking, and Navigating Web 3.0 Regulation. In this episode we cover:
* The "Masters Degree for Fintech Startups"
* National Banks Staying Power
* DAO's, Crypto, and Web 3 Regulations
* Why Ryan's Bearish on B2B2C Models
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Feb 10, 2022
Investor Stories 230: What's Next (Grayson & Holt, Go, Lehr)
On this special segment of The Full Ratchet, the following Investors are featured:
* Dayna Grayson & Rachel Holt
* Rob Go
* Jonathan Lehr
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Feb 7, 2022
319. Investing Nerdy & Early, The Story of Auth0's Seed Round, and Why You Shouldn't Leave to Start "The Right" Company (Sunil Nagaraj)
Sunil Nagaraj of Ubiquity Ventures joins Nick to discuss Investing Nerdy & Early, The Story of Auth0's Seed Round, and Why You Shouldn't Leave to Start "The Right" Company.
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Feb 3, 2022
Investor Stories 229: Why I Passed (Libby, Larco, Kashyap)
On this special segment of The Full Ratchet, the following Investors are featured:
* Billy Libby
* Vanessa Larco
* Nagraj Kashyap
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Jan 31, 2022
318. Founding the 1st VC Index Fund, Rethinking the Future of Capital Deployment, and Advice for Emerging Managers (Marcelino Pantoja)
Marcelino Pantoja of Measurement joins Nick to discuss Founding the 1st VC Index Fund, Rethinking the Future of Capital Deployment, and Advice for Emerging Managers.
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Jan 27, 2022
Investor Stories 228: Strange & Unusual (Luerssen, Pascucci, Ebinger)
On this special segment of The Full Ratchet, the following Investors are featured:
* Brian Luerssen
* Victor Pascucci
* Jonathan Ebinger
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Jan 24, 2022
317. The Rise of Supply Chain Startups, Why We're Feeling Whiplash, and What the Future Holds for Labor & Data (Santosh Sankar)
Santosh Sankar of Dynamo Ventures joins Nick to discuss The Rise of Supply Chain Startups, Why We're Feeling Whiplash, and What the Future Holds for Labor & Data. Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Jan 20, 2022
Investor Stories 227: Post Mortems (Hung, Requarth, Mead)
On this special segment of The Full Ratchet, the following Investors are featured:
* Jonathan Hung
* Brian Requarth
* Winter Mead
Each investor discusses a portfolio company that did not survive and why it was that they failed.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Jan 17, 2022
316. Fika’s Playbook for Success, Finding Value Outside of Central Casting, and the Future of Fintech as Banks Get Unbundled (TX Zhuo)
TX Zhuo of Fika Ventures joins Nick to discuss Fika’s Playbook for Success, Finding Value Outside of Central Casting, and the Future of Fintech as Banks Get Unbundled. In this episode we cover:
* TX's Background & Path to VC
* Fika's Playbook
* Lessons From Cobra Kai
* DAO Infrastructure
* Unbundling the Bank
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Jan 13, 2022
315. 2022 Predictions P2: Web 3.0 Dorsey vs. Andreesen, Crypto's Killer App, Omicron's Staying Power, Which FAANG Co. Loses to Anti-Trust First (Ramy Adeeb)
Ramy Adeeb of 1984 joins Nick to discuss 2022 Predictions P2: Web 3.0 Dorsey vs. Andreesen, Crypto's Killer App, Omicron's Staying Power, Which FAANG Co. Loses to Anti-Trust First. In this episode we cover:
* The Web 3 Twitter War
* What Nick thinks about Crypto's Killer App
* Omicron and Labor Market Dynamics
* Inflation Expectations
* Regulation for Big Tech and Crypto & More!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Jan 10, 2022
314. 2022 Predictions P1: $100M Seed Valuations, Universe vs. Metaverse, Hottest and Coolest Sectors, Sequoia's VC Shakeup (Ramy Adeeb)
Ramy Adeeb of 1984 joins Nick to discuss 2022 Predictions P1: $100M Seed Valuations, Universe vs. Metaverse, Hottest and Coolest Sectors, Sequoia's VC Shakeup. In this episode we cover:
* Ramy's New $75M Fund
* Bubbles in Crypto and NFT's
* Why Ramy is sticking to the Universe
* Sequoia's New Strategy & More!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Jan 6, 2022
Investor Stories 226: Lessons Learned (Tamaseb, Mehta, Wiener)
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Jan 3, 2022
313. Norwest’s New $3B Fund, the Effects of VC Capital Explosion, and Scaling LinkedIn’s Product 20x (Parker Barrile)
Parker Barrile of Norwest Venture Partners joins Nick to discuss Norwest’s New $3B Fund, the Effects of VC Capital Explosion, and Scaling LinkedIn’s Product 20x. In this episode we cover:
* Norwest's Largest Ever Fund
* The Capital Allocator's Environment
* How Parker Scaled LinkedIn's Product to $2B
* Compelling Customer Acquisition Strategies & Much More!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Jan 1, 2022
Investor Stories 225: What's Next (Paxhia, Sun, Suissa)
On this special segment of The Full Ratchet, the following Investors are featured:
* Emily Paxhia
* Ben Sun
* Yanev Suissa
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
Did you miss our guests full length episodes? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Dec 30, 2021
Replay — The Dark Side of VC | Predatory Investor Practices (Joanne Wilson)
On this special replay episode, Joanne Wilson joins Nick to discuss predatory investor practices and the dark side of venture, including:
* On the founder-side, What are some of the activities you’ve seen from early-stage investors, that are predatory toward founders?
* What are some of the major differences between investor practices of the mid-90’s and today?
* What actionable measures would you recommend founders take in order to help prevent getting taken advantage of?
* Moving to the investor-side. What are some of the things that later-stage VCs will do to eliminate or water-out an angel’s equity position?
* What can early-stage angels do to prevent this from happening?
* How has your approach evolved throughout your investing history to position you and your portfolio companies for success?
* Generally, what is your take on the gender balance in venture, how has it changed and what specific things are you involved in to help promote the role of women?
Miss…
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Dec 27, 2021
Replay — Getting Smart on a New Market, Parts 1 & 2 (Charles Hudson)
On this special replay, Charles Hudson of Precursor Ventures joins Nick to discuss Getting Smart on a New Market.
In this episode we cover:
* What Charles’ experience at SoftTech was like and how he made the transition to founding Precursor.
* What his continuing role as a Venture Partner at SoftTech entails.
* How Charles decides to study a new, emerging market and some of the markets that he’s analyzed over the years.
* The three components of his approach to getting smart on a new area.
* How important timing is and how he considers if the timing is right for a new area.
* If he assesses markets vertically and looks for the level within the supply chain stack to see where a company is playing and which level within the chain is going to exert the most control over the market.
* How he breaks down market structure and the critical components therein.
* The importance of the degree of homogeneity of the customer base within a target market.
* How he thinks abo…
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Dec 25, 2021
Investor Stories 224: Why I Passed (Thakker, Nauiokas, Lehr)
On this special segment of The Full Ratchet, the following Investors are featured:
* Dharmesh Thakker
* Amy Nauiokas
* Jonathan Lehr
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
Did you miss our guests full length episodes? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Dec 23, 2021
Replay — GP and LP Alignment, Challenges for Emerging Fund Managers, and How the Explosion in Seed Fund Volume Plays Out (Jaclyn Hester)
On this special replay, Jaclyn Hester of Foundry Group joins Nick on a special Crisis Coverage installment to discuss GP and LP Alignment, Challenges for Emerging Fund Managers, and How the Explosion in Seed Fund Volume Plays Out.
Guest Update: Jaclyn is now Partner at Foundry Group. Congratulations Jaclyn!
In this episode, we cover:
* Tell us about your background and path to VC
* For those who don’t know talk about the approach at Foundry with both the LP and GP model
* Foundry traditionally had no apprenticeship model and no junior investors… were you the first?
* Pandemic… Are you making investments currently and what are you hearing from other LPs?
* What’s your advice for GPs re. building relationships and momentum w/ LPs during these uncertain times?
* What’s the biggest mistake emerging managers make when fundraising?
* What do new fund managers underestimate when starting a venture firm?
* Does it matter how specific a thesis is? Do you need to s…
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Dec 20, 2021
Replay — NEA’s Investment Process & The Key Ingredients for Startup Success (Ben Narasin)
In this special replay of Episode 154, Ben Narasin of NEA joins Nick to discuss NEA’s Investment Process & The Key Ingredients for Startup Success. In this episode we cover:
- Why he made the move to NEA
- His Investment focus
- The investment process the firm and if decisions are made by committee
- Ben's Evaluation Process
- The key factor that every successful founder possesses
- The common red flags that pop up and cause him to say no to strong startups
- Why he believes his job is to say no
- How he assess opportunities with 100 reasons to say yes and one reason to say no
- Ben's evolving approach toward weighing risk factors in startups
- How the tech and investing industry has changed over the past decade
- How AUM is driving a bifurcation in venture
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Dec 16, 2021
Investor Stories 223: Post Mortems (Smerklo, Maughan, Larco, Wiener)
On this special segment of The Full Ratchet, the following Investors are featured:
* Mike Smerklo
* Spencer Maughan
* Vanessa Larco
* Ben Wiener
Each investor discusses a portfolio company that did not survive and why it was that they failed.
Did you miss our guests full length episodes? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Dec 13, 2021
312. The Embedded Opportunity in Insurtech, Crypto & Web 3.0 Applications, and the Future of Fintech (Ruth Foxe Blader)
Ruth Foxe Blader of Anthemis joins Nick to discuss The Embedded Opportunity in Insurtech, Crypto & Web 3.0 Applications, and the Future of Fintech. In this episode we cover:
* Ruth's Background and path from English Major to VC
* What trends she's following in Fintech and Insurtech
* Opportunities for developing market founders & more!
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Dec 9, 2021
Investor Stories 222: Strange & Unusual (Mead, Sippel, Wilkins)
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
Did you miss our guests full length episodes? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Dec 6, 2021
311. Founding DocSend, Creating a Winning PLG Motion, and Data From 1000's of Pitch Decks (Russ Heddleston)
Russ Heddleston of Dropbox joins Nick to discuss Founding DocSend, Creating a Winning PLG Motion, and Data From 1000's of Pitch Decks. In this episode we cover:
* Can you tell us a bit about your background and your path to founding DocSend?
* How did you think about the PLG strategy for DocSend?
* Why did you release the Seed Fundraising Report?
* What are the typical numbers like for a seed round? How much are they raising? How many investors are people meeting with?
* What makes for a successful pitch deck?
* How to find a good co-founder?
* Learnings from DocSend and a word of advice to founders.
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Dec 2, 2021
Investor Stories 221: Lessons Learned (Requarth, Mehta, Levine)
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
Did you miss our guests full length episodes? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Nov 29, 2021
310. Why We Invested in Urban Sky (Andrew Antonio & Nate Williams)
Andrew Antonio of Urban Sky and Nate Williams of Union Labs join Nick to discuss Why We Invested in Urban Sky. In this episode we cover:
* What is Urban Sky?
* How did Andrew and Nate originally connect?
* The thesis at Union Labs.
* What does the future hold for Urban Sky?
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Nov 25, 2021
Investor Stories 220: Why I Passed (Shirota, Go, Sequeira)
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
Did you miss our guests full length episodes?
Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Nov 22, 2021
309. The Future of Softbank and Vision Fund 2, Creative Monetization of User Growth, and Why VC's Missed on Zoom (Nagraj Kashyap)
Nagraj Kashyap of Softbank joins Nick to discuss The Future of Softbank and Vision Fund 2, Creative Monetization of User Growth, and Why VC's Missed on Zoom. In this episode we cover:
* Nagraj's Background and Path to VC.
* How do you think through horizontal, vertical, or geographic expansion and when the right time is to do so?
* What did other VC's miss about Zoom?
* How do you evaluate an opportunity?
* What key things are you looking for in a consumer startup?
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Nov 18, 2021
Investor Stories 219: Post Mortems (Wallace, Tamaseb, Luerssen)
Each investor discusses a portfolio company that did not survive and why it was that they failed.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Nov 15, 2021
308. The Human Rolodex, How the 2021 VC Vintage will Perform, and the Importance of Partnership Dynamics (Nihal Mehta)
Nihal Mehta of Eniac Ventures joins Nick to discuss The Human Rolodex, How the 2021 VC Vintage will Perform, and the Importance of Partnership Dynamics. In this episode we cover:
* How do you think about active management of relationships over time? Do you have any advice, tricks, or tips?
* What is something you would have told yourself when you started Eniac?
* How have you built the team over time and thought about roles, responsibilities, skill sets required, and driving value/outcomes for the firm?
* What do you look for in a fund manager?
* Where do 2020 and 2021 Vintage Funds rank?
* What inspired you to start the 100K Pledge?
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Nov 11, 2021
Investor Stories 218: Lessons Learned (Libby, Hung, Grayson & Holt)
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Nov 8, 2021
307. Public Sector Tech, the Merits of Hyper Concentration, and Why Google is More Frightening than the NSA (Yanev Suissa)
Yanev Suissa of SineWave Ventures joins Nick to discuss Public Sector Tech, the Merits of Hyper Concentration, and Why Google is More Frightening than the NSA. In this episode we cover:
* You've talked about investing "where the Valley, the Fortune 500, and the public sector intersect". How is this different from the typical Valley-based investor?
* Are there any advantages to working with public sector buyers?
* Is there legislative risk you take on by selling to an administration?
* Where do you see the biggest opportunities are coming out of the infrastructure bill?
* Rapid fire round of questions.
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Nov 4, 2021
Investor Stories 217: Why I Passed (Goldberg, Quinn, Maughan, Ebinger)
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
Did you miss our guests full length episodes?
David Goldberg Episode 272
Nicole Quinn Episode 279
Spencer Maughan Episode 284
Jonathan Ebinger Episode 302
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Nov 1, 2021
306. Selection at Day 0, Investing in Immigrants, and Navigating Founder-Problem Fit (Manan Mehta)
Manan Mehta of Unshackled Ventures joins Nick to discuss Selection at Day 0, Investing in Immigrants, and Navigating Founder-Problem Fit. In this episode we cover:
* What is investing at Day 0?
* What unique challenges do you face in backing immigrant founders?
* How do you approach sourcing and how you do it differently than other firms?
* What is Founder-Problem Fit?
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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Oct 28, 2021
Investor Stories 216: Post Mortems (Guleri, Nauiokas, Chitnis, Perelmuter)
On this special segment of The Full Ratchet, the following Investors are featured:
* Tim Guleri
* Amy Nauiokas
* Sach Chitnis
* Guy Perelmuter
Each investor discusses a portfolio company that did not survive and why it was that they failed.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Oct 25, 2021
305. Identifying Stand-outs at Pre-Seed, Coaching High-Growth Leaders, and Leveling the Playing Field for Underrepresented Founders (Tony Wilkins)
Tony Wilkins of Standing Oaks Venture Partners joins Nick to discuss Identifying Stand-outs at Pre-Seed, Coaching High-Growth Leaders, and Leveling the Playing Field for Underrepresented Founders. In this episode we cover:
* Are leaders born or made?
* How do you select for potentially great leaders at the very beginning of their business journey?
* How do you think about building a strong and healthy culture within a firm?
* What's the most important thing for an angel investor to know when they start investing?
* What will it take to level the playing field for founders?
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Oct 21, 2021
Investor Stories 215: What's Next (Wiener, Larco, Pascucci)
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
Did you miss our guests full length episodes?
* Ben Wiener
* Vanessa Larco
* Victor Pascucci
Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Oct 18, 2021
304. IT and Enterprise Tech Investing, The Realities and Myths of PLG, and The Past and Future of NYC Tech (Jonathan Lehr)
Jonathan Lehr of Work-Bench joins Nick to discuss IT and Enterprise Tech Investing, The Realities and Myths of PLG, and The Past and Future of NYC Tech. In this episode we cover:
* Walk us through your background and path to VC.
* Tell us a little more about the thesis at Work-Bench.
* On your website, you mention you invest in "seed and seed II" startups. What is a seed II?
* What sort of myths are there around PLG companies?
* How do you advise startups to price their products?
* Mark Suster recently Tweeted… "If you look at our industry, it's now awash with capital that requires every firm to get very focused on where its edge comes from. If you're not a bulge-bracket VC, choose your positioning wisely"(stage, sector, geography, founder access) … way too many firms are generic". What are your thoughts on the financing environment?
* You've been a part of the New York tech ecosystem for about a decade now. How has the tech scene evolved over the past 10 years or s…
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Oct 14, 2021
Investor Stories 214: Why I Passed (Basu Trivedi, Chuang, Woodard, Sun)
On this special segment of The Full Ratchet, the following Investors are featured:
* Nikhil Basu Trivedi
* Alfred Chuang
* Monique Woodard
* Ben Sun
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Oct 11, 2021
303. Reflections From 10 Years at NextView, Dogma vs Discipline, the Importance of Effective Post Money, and Market Sizing Pitfalls (Rob Go)
Rob Go of NextView Ventures joins Nick to discuss Reflections From 10 Years at NextView, Dogma vs Discipline, the Importance of Effective Post Money, and Market Sizing Pitfalls. In this episode we cover:
* Is VC fundamentally changing under our feet?
* What are other biggest industry shifts that have changed the way you operate at Next View?
* Most LPs are focused on their fund managers' ownership percentage at entry. Explain what effective post-money at exit is and why that has become a north star from next view?
* Takeaway #3: There is a Goldilocks zone between too much dogma and lack of discipline. Can you give us an example or two of strategies that were difficult to let go of or move on from?
* Your favorite saying internally is “anything worth doing is worth doing fast”. Yet this is a pretty long cycle business and it takes time for a portfolio to mature and drive returns. What were the key learnings with regards to returns and metrics?
* How do you kn…
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Oct 7, 2021
Investor Stories 213: Post Mortems (Thakker, Libby, Paxhia, Sim)
On this special segment of The Full Ratchet, the following Investors are featured:
Dharmesh Thakker
Billy Libby
Emily Paxhia
Ed Sim
Each investor discusses a portfolio company that did not survive and why it was that they failed.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Oct 4, 2021
302. Donating Half Your Carry, Why Open Banking is the Future, and Recruiting Outside the Bay Area (Jonathan Ebinger)
Jonathan Ebinger of Transform Capital joins Nick to discuss Donating Half Your Carry, Why Open Banking is the Future, and Recruiting Outside the Bay Area. In this episode we cover:
* Walk us through your background and path to VC
* Tell us about your experience at Blue Run and why you decided to launch Transform.
* What is the thesis at Transform?
* Portfolio construction / stage / check size
* How did you come up with the model to donate 50% of your carry?
* What causes are you allocating carry to?
* What was the biggest challenge in the transition from early stage to late stage venture investing?
* So you led the Series A in Jackpocket at BlueRun and the later stage Transform. How do you avoid conflicts of interest across both firms?
* I know you are an active fintech investor -- w/ regards to crypto... what areas are most compelling right now from an investment standpoint?
* We're in a hot market at the moment -- seeing lots of fund creation,…
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Sep 30, 2021
Investor Stories 212: Lessons Learned (Smerklo, Nauiokas, Shirota, Larco)
On this special segment of The Full Ratchet, the following Investors are featured:
* Mike Smerklo
* Amy Nauiokas
* Tsune Shirota
* Vanessa Larco
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
The host of The Full Ratchet is Nick Moran (https://www.linkedin.com/in/nick-moran-a738503/), General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website (https://www.newstack.vc/) and LinkedIn (https://www.linkedin.com/company/11396054/) and be sure to follow us on Twitter (https://twitter.com/NewStackVC).
Are you a founder looking for your next investor? Visit our free tool VC-Rank (ht…
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Sep 27, 2021
301. Raising from Family Offices, How to Differentiate as an Emerging Fund, and Common Mistakes Made by Established Firms (Eric Sippel)
Eric Sippel of Sippel Farb Family Office joins Nick to discuss Raising from Family Offices, How to Differentiate as an Emerging Fund, and Common Mistakes Made by Established Firms. In this episode we cover:
* Walk us through your background and path to running Sippel Farb.
* Before we jump in can you give us some thoughts on Family Offices investing in Venture and how that has changed over the 25 years that you've been doing this?
* What are the major investment focus areas for the family office?
* With regards to manager selection... What gets you excited when you review the profile of an emerging fund?
* Tell us about the 3 S's that you look for.
* Rounds are moving faster then ever and prices seem to be escalating to 2-3x of what they were just 3 years ago. Many GPs cite their speed of decision-making as a strength -- What is your opinion of quick investment decisions and short DD timelines?
* At New Stack, we focus on ownership. However, some managers prefer a less c…
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Sep 23, 2021
Investor Stories 211: What's Next (Garg, Quinn, Hung, Requarth)
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
Did you miss our guests full length episodes?
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
The host of The Full Ratchet is Nick Moran (https://www.linkedin.com/in/nick-moran-a738503/), General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website (https://www.newstack.vc/) and LinkedIn (https://www.linkedin.com/company/11396054/) and be sure to follow us on Twitter (https://twitter.com/NewStackVC).
Are you a founder looking for your next investor? Visit our free tool VC-Rank (http://vc-rank.com/) and tell us about your business. We’ll send a list of possible investors right to yo…
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Sep 20, 2021
300. The Trillion $ Opportunity in Natural Gas, Building A Strategic LP-Base, and Creating a Strong LPAC (Victor Pascucci)
Victor Pascucci of Energy Capital Ventures joins Nick to discuss The Trillion $ Opportunity in Natural Gas, Building A Strategic LP-Base, and Creating a Strong LPAC. In this episode we cover:
* Give us an overview of the data and the opportunity within the natural gas sector for tech disruption. What percentage of our energy consumption is natural gas based?
* Why focus on natural gas?
* Why is now the right time for a natural gas focused venture fund?
* Let's talk for a moment about the digital transformation of the natural gas industry. Where can we expect to see the most change going forward? Exploration, development, or production?
* Any concerns about the volume and quality of dealflow in this specialized sector?
* What kind of founder do you look for to change this legacy industry? How may these founders differ from the Silicon Valley stereotype?
* 5 large publicly-traded LPs -- Talk a bit about how you plan to work with the LPs as you make investments,…
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Sep 16, 2021
Investor Stories 210: Why I Passed (Bannon, Hsu, Rockman, Chitnis)
On this special segment of The Full Ratchet, the following Investors are featured:
* Maren Bannon
* Sach Chitnis
* Jonathan Hsu
* Glenn Rockman
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
Did you miss our guests full length episodes?
Maren Bannon Episode 268
Sach Chitnis Episode 269
Jonathan Hsu Episode 243
Glenn Rockman Episode 282
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s InBox!
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Sep 13, 2021
299. The Decline of Entrepreneurship in America, Systemic Inequity in Supporting Small Businesses, and the "Capital vs. Labor" Debate (Seth Levine & Elizabeth MacBride)
Seth Levine & Elizabeth MacBride of The New Builders joins Nick to discuss The Decline of Entrepreneurship in America, Systemic Inequity in Supporting Small Businesses, and the "Capital vs. Labor" Debate. In this episode we cover:
* Why did you write the book?
* I’d actually like to start w/ Chapter 6, which is a history of entrepreneurship in the US… we can’t really do it justice in the interview but can you give us an overview of the history and where we are at today?
* You cover that entrepreneurship has been declining in the US for the past 40 years and more significantly within the past 15. What are some of the big factors that have led to that decline?
* Why are entrepreneurship and new business creation so important for the future of our country and society?
* How does the Silicon Valley version of entrepreneurship differ from the reality of entrepreneurship?
* What does the real profile of entrepreneurship look like vs. what we see in the data on t…
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Sep 9, 2021
Investor Stories 209: Post Mortems (Christian, Goldberg, Conwell, Sequeira)
On this special segment of The Full Ratchet, the following Investors are featured:
* Reid Christian
* David Goldberg
* McKeever “Mac” Conwell II
* Neil Sequeira
Each investor discusses a portfolio company that did not survive and why it was that they failed.
Did you miss our guests' full-length episodes?
Reid Christian Episode 259
David Goldberg Episode 272
McKeever “Mac” Conwell II Episode 277
Neil Sequeira Episode 281
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email…
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Sep 6, 2021
298. The $61B Cannabis Market, Overcoming Compliance and Regulation, and the Declining Social Stigma Around Cannabis (Emily Paxhia)
Emily Paxhia of Poseidon Asset Management joins Nick to discuss The $61B Cannabis Market, Overcoming Compliance and Regulation, and the Declining Social Stigma Around Cannabis. In this episode we cover:
* Can you give us an overview of the Cannabis Space -- size, growth, major sub-segments?
* Which segments are you most interested in?
* What areas do you not invest in and why?
* Raising a cannabis fund in 2013... I have to imagine you had to find a certain type of LP for that pitch to land. How hard was that?
* Regulation can be a break or a gas pedal --how have you or do you assess and underwrite the regulatory and legal risks in the space?
* To what extent are Cannabis businesses shut out of the existing financial system?
* Are there any other major differences in sourcing or diligence for a cannabis focused fund vs. your standard VC fund?
* How many cannabis focused funds are there and is follow-on financing risk significant when you're dealing with a…
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Sep 2, 2021
Investor Stories 208: Strange & Unusual (Grayson & Holt, Tamaseb, Hung, Larco)
On this special segment of The Full Ratchet, the following Investors are featured:
* Dayna Grayson & Rachel Holt
* Ali Tamaseb
* Jonathan Hung
* Vanessa Larco
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
Did you miss our guest's full-length episodes?
Dayna Grayson & Rachel Holt Episode 291
Ali Tamaseb Episode 289
Jonathan Hung Episode 292
Vanessa Larco Episode 295
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s InBox…
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Aug 30, 2021
297. How to Raise a VC Fund, The YC for Emerging Managers, and Family Office Trends (Winter Mead)
Winter Mead of Oper8r joins Nick to discuss How to Raise a VC Fund, The YC for Emerging Managers, and Family Office Trends. In this episode we cover:
* Tell us a little more about Oper8or. Why did you leave Sapphire to start this program?
* Give us an overview of Oper8or?
* Walk us through the selection process and what you're looking for.
* Bring us up to speed on progress-to-date, how you measure success, and what the plan is going forward?
* You published your first book last year -- “How to Raise a Venture Capital Fund”. The target audience for the book is fairly obvious... was the motivation to write the book similar to why you started Oper8r?
* What are the most common mistakes new fund managers make?
* How do you think about types of LPs or profiles that fund managers should be targeting?
* What are the patterns, practices or even tactics of the most successful fundraisers that you've observed?
* You co-authored a research effort w/ First…
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Aug 26, 2021
Investor Stories 207: Lessons Learned (Woodard, Maughan, Martino, Casnocha)
On this special segment of The Full Ratchet, the following Investors are featured:
* Monique Woodard
* Spencer Maughan
* Paul Martino
* Ben Casnocha
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
Did you miss our guest's full length episodes?
Monique Woodard Episode 273
Spencer Maughan Episode 284
Paul Martino Episode 275
Ben Casnocha Episode 245
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s InBox!
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Aug 23, 2021
296. Investing in Jerusalem, Applying Helmer's 7 Powers to VC, and Writing a Business Murder Mystery (Ben Wiener)
Ben Wiener of Jumpspeed Ventures joins Nick to discuss Investing in Jerusalem, Applying Helmer's 7 Powers to VC, and Writing a Business Murder Mystery. In this episode we cover:
* How difficult was it raising a fund to invest only in Jerusalem-originated startups?
* What do you say to critics who claim that "focusing only one one geo is too limiting?"
* Are there specific sectors or types of tech that are uniquely positioned to thrive in Jerusalem?
* What are the similarities and differences in raising a fund vs. raising funds for a startup?
* You've spoken before about the mismatch between supply and demand for early stage capital in Jerusalem. Has it been tough finding reliable and persistent follow-on capital for A or B rounds?
* Since inception ~35% of your investments have been in female-led (female founder/CEO) startups, which is an order of magnitude greater than the 2-3% industry average. Talk about sourcing and what you do on the sourcing side to increase the numb…
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Aug 19, 2021
Investor Stories 206: What's Next (McIntyre, Luerssen, Findley, Shirota)
On this special segment of The Full Ratchet, the following Investors are featured:
* Stephen McIntyre
* Brian Luerssen
* Ty Findley
* Tsune Shirota
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
Did you miss our guests full length episodes?
Stephen McIntyre Episode #244
Brian Luerssen Episode #290
Ty Findley Episode #250
Tsune Shirota Episode #288
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible…
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Aug 16, 2021
295. Product Manager Turned Investor, Navigating Turbulence pre-IPO on Robinhood's Board, and Unique Sourcing Strategies (Vanessa Larco)
Vanessa Larco of NEA joins Nick to discuss Product Manager Turned Investor, Navigating Turbulence pre-IPO on Robinhood's Board, and Unique Sourcing Strategies. In this episode we cover:
* Walk us through your background and path to VC.
* Why did you leave product to join NEA?
* Give us a update on NEA - AUM, stage, thesis, etc.
* What is your focus area at the firm?
* Are you ever tempted to jump back to the startup side (or launch your own startup)?
* You have significant and formative experience leading product. How do you think that shapes your approach as an investor.
* Do you think product managers are born or made?
* I also have a background in product and that has contributed greatly to our culture here at New Stack... I'm curious what, if any, blind spots one might have if they are an investor with a very strong product background or orientation?
*
* What KPI's/north star metrics do you use to hold yourself accountable?
* I'd love to…
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Aug 12, 2021
Investor Stories 205: Why I Passed (Warner, Torenberg, Garg, Grayson & Holt)
On this special segment of The Full Ratchet, the following Investors are featured:
* Check Warner
* Dayna Grayson & Rachel Holt
* Erik Torenberg
* Avichal Garg
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
Did you miss our guests full length episodes?
Check Warner Episode #242
Dayna Grayson & Rachel Holt Episode #291
Erik Torenberg Episode #252
Avichal Garg Episode #261
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right…
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Aug 9, 2021
294. How to Value AI, Data Network Effects vs. Data Learning Effects, and Evolution of the VC Asset Class (Ash Fontana)
Ash Fontana of Zetta Venture Partners joins Nick to discuss How to Value AI, Data Network Effects vs. Data Learning Effects, and Evolution of the VC Asset Class. In this episode we cover:
* What was the inspiration for the new book?
* What's the difference between a Data Network Effect and a DLE (data learning effect)?
* How do you advise those that are building tech where AI will be a valuable piece in the distant future but doesn't really play a role until the growth stage or beyond?
* Tell us about the Lean AI Method, described in the book, and how companies can use it to start implementing AI.
How do you feel about companies using "off-the-shelf" AI, like TensorFlow?
* Why is now the right time for AI to pervade throughout tech and industry?
* How do you value AI and determine what's real?
* How does one put a valuation multiple on fairly nascent category where the value can be exponential and the moat can be unbreachable but there's not a whole lot of precedent?…
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Aug 5, 2021
Investor Stories 204: Post Mortems (Collins, Quinn, Martino, Chuang)
On this special segment of The Full Ratchet, the following Investors are featured:
* Eric Collins
* Nicole Quinn
* Paul Martino
* Alfred Chuang
Each investor discusses a portfolio company that did not survive and why it was that they failed.
Did you miss our guests' full-length episodes?
Eric Collins Episode #253
Nicole Quinn Episode #279
Paul Martino Episode #275
Alfred Chuang Episode #274
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s InBox!
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Aug 2, 2021
293. Viva Latam Startups, Losing Talent to the U.S., and Building the Zillow of Brazil (Brian Requarth)
Brian Requarth of Latitud joins Nick to discuss Viva Latam Startups, Losing Talent to the U.S., and Building the Zillow of Brazil. In this episode we cover:
* What’s the thesis at Latitud?
* Could you tell us a little about the company you started, Viva Real?
* What was your goal in writing the book... Viva the Entrepreneur?
* You get quite vulnerable w/ regard to your experience building Viva Real. What was the hardest part of your founder journey?
* You have a large focus on helping entrepreneurs navigate building and scaling venture backable businesses in LatAm. Both Latitud and the book are in service of that mission. What are some of the unique headwinds that LatAm startups face?
* You recently had Henrique Dubugras, co founder of Brex, on the podcast. Notably, he is a founder that left south america, after some modest starutp success, to launch his large and fast growing company here in the states. How do you keep from losing the most ambitious and creat…
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Jul 29, 2021
Investor Stories 203: Strange & Unusual (Goldberg, Sun, Shirota, Nauiokas)
On this special segment of The Full Ratchet, the following Investors are featured:
* David Goldberg
* Ben Sun
* Tsune Shirota
* Amy Nauiokas
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
Did you miss our guest's full-length episodes?
David Goldberg Episode #272
Ben Sun Episode #287
Tsune Shirota Episode #288
Amy Nauiokas Episode #286
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s InBox!
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Jul 26, 2021
292. Why Sales Cycle Determines Success, the Challenges of International Deal Diligence, and Fractional Hiring in a Post COVID World (Jonathan Hung)
Jonathan Hung of Unicorn Venture Partners joins Nick to discuss Why Sales Cycle Determines Success, the Challenges of International Deal Diligence, and Fractional Hiring in a Post COVID World. In this episode we cover:
* Jonathan's background and path to VC
* The launch of Unicorn Venture Partners
* The thesis at Unicorn Venture Partners
* Deal volume Unicorn Venture Partners is doing each year
* Jonathan's role as Senior Venture Partner and head of due diligence at Expert Dojo
* Thesis and workings of Expert Dojo
* What due diligence entails when targeting companies all across the world and at super early stages
* How to deal with teams that have different cultural backgrounds when trying to get the psychology of the team and figure out if it's a team that has the ambition and the capability to win and win big
* Jonathan's role as an LP in over 22 VC funds and the common success factors across those funds?
* Things that funds do that lend themselves well to succes…
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Jul 22, 2021
Investor Stories 202: Lessons Learned (Wallace, Guleri, Thakker, Hirsch)
On this special segment of The Full Ratchet, the following Investors are featured:
* Brendan Wallace
* Tim Guleri
* Dharmesh Thakker
* Brian Hirsch
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
Did you miss our guest's full length episodes?
Brendan Wallace Episode #276
Tim Guleri Episode #267
Dharmesh Thakker Episode #283
Brian Hirsch Episode #265
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s InB…
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Jul 19, 2021
291. Competing with Amazon, Combatting 60% Talent Attrition, and Driving Transformation of Foundational Industries (Dayna Grayson & Rachel Holt)
Dayna Grayson & Rachel Holt of Construct Capital joins Nick to discuss Competing with Amazon, Combatting 60% Talent Attrition, and Driving Transformation of Foundational Industries. In this episode we cover:
* Can you each give us the two-minute background and path to VC?
* What is the thesis at Construct?
* How do you define series A?
* Is there a geographic scope in which you'll invest?
* Why have you chosen to focus on these sectors and categories?
* How have you seen the current environment issues affect sales cycles and velocity over the past year?
* How do you deal with inertia, slow sales cycles, and tech aversion amongst these buyer and user groups?
* Is there any concern that the skills gap will broaden over time?
* Will capital intensity, timing of financing rounds, timing to exit, size/scale of exits, valuation multiples, etc. look different for a legacy industry portfolio vs. a standard SV SaaS portfolio?
* Investment philosophy has shifted from being m…
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Jul 15, 2021
Investor Stories 201: What's Next (Basu Trivedi, Bannister, Chitnis, Perelmuter)
On this special segment of The Full Ratchet, the following Investors are featured:
* Nikhil Basu Trivedi
* Janet Bannister
* Sach Chitnis
* Guy Perelmuter
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
Did you miss our guests full length episodes?
Nikhil Basu Trivedi Episode #246
Janet Bannister Episode #255
Sach Chitnis Episode #269
Guy Perelmuter Episode #280
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a…
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Jul 12, 2021
290. The Rise of Low-Code/No-Code, How Tech is Changing Developer Roles, and the Launch of Founder-Led Venture Funds (Brian Luerssen)
Brian Luerssen of Long Jump joins Nick to discuss The Rise of Low-Code/No-Code, How Tech is Changing Developer Roles, and the Launch of Founder-Led Venture Funds. In this episode we cover:
* Walk us through your background and path to Draftbit.
* Tell us about the customer market and who you're targeting with Draftbit.
* Are there good comps or parallels in the non-mobile space?
* Will the user of Draftbit still be a developer, or do you have cases where it's the application product manager or others?
* Is it just web apps and native apps covering the spectrum?
* There's this principled group of developers, that don't want to use App builders. They want to build the ground up themselves. How do you deal with that objection?
* Have you guys achieved product-market fit? Yes or no?
* What's the biggest challenge to getting product-market fit and hitting huge growth numbers?
* Where do you go now? How do you see the business evolve? What's the end-all large market opport…
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Jul 8, 2021
Investor Stories 200: Why I Passed (Sim, Napier, “Mac” Conwell II, Smerklo)
On this special segment of The Full Ratchet, the following Investors are featured:
* Ed Sim
* Lanham Napier
* McKeever “Mac” Conwell II
* Mike Smerklo
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
Did you miss our guests' full-length episodes?
Ed Sim Episode #266
Lanham Napier Episode #248
McKeever “Mac” Conwell II Episode #277
Mike Smerklo Episode #278
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your e…
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Jul 5, 2021
289. Data on the Key Traits of Billion Dollar Startups with the Author of Super Founders: What Data Reveals About Billion-Dollar Startups (Ali Tamaseb)
Ali Tamaseb of DCVC joins Nick to discuss Data on the Key Traits of Billion-Dollar Startups with the Author of Super Founders: What Data Reveals About Billion-Dollar Startups. In this episode we cover:
* Founders' history of building
* Second-time founders and their larger chance of being unicorns
* Super Founders bouncing to different industries isn't detrimental to their success
* Having domain experience does not correlate to success
* How non/technical founders partner with the same
* How proxy metrics do not define a good founder
* Painkiller or Vitamin Pill? Which holds success?
* How geography may be a dying metric for success
* How Super Founders tend to secure investment even in the opening rounds
* Which type of competition defines the unicorn
* Timing remains the most difficult thing to crack
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General…
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Jul 1, 2021
Investor Stories 199: Post Mortems (Abbasi, Findley, Toney, Woodard)
On this special segment of The Full Ratchet, the following Investors are featured:
* Farooq Abbasi
* Ty Findley
* Lo Toney
* Monique Woodard
Each investor discusses a portfolio company that did not survive and why it was that they failed.
Did you miss our guests' full-length episodes?
Farooq Abbasi Episode #251
Ty Findley Episode #250
Lo Toney Episode #249
Monique Woodard Episode #273
For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s InBox!
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Jun 28, 2021
288. Tech Competition between China, Japan, and Korea, Why IT is King in Japan, and When American Tech Should Expand to Asia (Tsune Shirota)
Tsune Shirota of World Innovation Lab joins Nick to discuss Tech Competition between China, Japan, and Korea, Why IT is King in Japan, and When American Tech Should Expand to Asia.
Other topics include the transition from manual services to software, B2B buying behavior in the US vs Japan, determining the shape of your S-Curve, and best markets - determined by need and distribution.
Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions.
To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s InBox!
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Jun 24, 2021
Investor Stories 198 Strange & Unusual (Christian, Rockman, Maughan, Libby)
On this special segment of The Full Ratchet, the following Investors are featured:
* Reid Christian
* Glenn Rockman
* Spencer Maughan
* Billy Libby
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
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Jun 21, 2021
287. Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market (Ben Sun)
Ben Sun of Primary Venture Partners joins Nick to discuss Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market. In this episode, we cover:
* Can you tell us a bit about your founder journey?
* What are your thoughts on the major differences and challenges now versus when you started a Community Connect?
* Is there a bias at Primary toward consumer investments?
* What region focus does Primary have?
* Is Miami a viable tech center or is this hype?
* What is the thesis at Primary?
* What areas does the Primary team focus on (strategic, sweat equity, talent recruitment)?
* How collaborative is that formative ideas stage between Primary and the entrepreneurs? I imagine, some of them come and they're ready to raise, and if it's a great fit, you invest, but in other circumstances, ideas may not be fully fleshed out. How much of a role do you play?
* We've had many folks on the program that say, it's all about the market. The…
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Jun 17, 2021
Investor Stories 197: Lessons Learned (Quinn, Bonatsos, Pezeshki, Carolan)
On this special segment of The Full Ratchet, the following Investors are featured:
* Nicole Quinn
* Niko Bonatsos
* Niki Pezeshki
* Shawn Carolan
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
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Jun 14, 2021
286. Embedded Finance, Community-based Fintech, the Demise of Legacy Institutions, and Driving Returns with a Diversity Investment Mandate (Amy Nauiokas)
Amy Nauiokas of Anthemis Group joins Nick to discuss Embedded Finance, Community-based Fintech, the Demise of Legacy Institutions, and Driving Returns with a Diversity Investment Mandate. In this episode, we cover:
* Tell us a bit about your background and your path to venture.
* Anthemis. What is it? Tell us a bit about the thesis and what you guys do?
* So where do you find yourself spending most of your time?
* Amy can you give us a quick primer on the difference between FinTech and tech fin?
* What is your quick take on regulation? Are there still major obstacles that need to be overcome?
* We've seen large tech in some ways abuse opportunity before in FinTech and in other areas, that I'd be curious to hear what your take is on sort of the established incumbent large legacy financial institutions. How do you see them adapt in order to capture value and attempt to maintain their position as well as direct access to customers?
* Let's talk more about embedded finance.…
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Jun 10, 2021
Investor Stories 196: What's Next (Martino , Goldberg, Bannon, Sequeira)
On this special segment of The Full Ratchet, the following Investors are featured:
* Paul Martino
* David Goldberg
* Maren Bannon
* Neil Sequeira
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
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Jun 7, 2021
285. Non-Dilutive Financing Options, Fintech is Eating the World, Digital Asset Aggregation, and Quants Investing in VC (Billy Libby)
Billy Libby of Upper90 joins Nick to discuss Non-Dilutive Financing Options, Fintech is Eating the World, Digital Asset Aggregation, and Quants Investing in VC. In this episode, we cover:
* Walk us through your background and path to VC.
* What’s the thesis at Upper90?
* On the website, it says "We are not looking to finance major technology disruptors but rather the derivative businesses being created around them." Can you explain what you mean by that?
* How do you underwrite and assess the risk of some of these platform-dependent technologies (channel choke)? If you build businesses that are dependent on top of Facebook, for instance, or on top of Slack, or businesses related to the Amazon ecosystem, like Thrasio, how do you think about the risk of the platform deciding they no longer want to play nice with you?
* What is the split of your fund - the equity versus the debt component?
* And the terms of the debt, are there multiple different forms and different terms,…
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Jun 3, 2021
Investor Stories 195: Why I Passed (Collins, Levy Weiss, Guleri, Casnocha)
On this special segment of The Full Ratchet, the following Investors are featured:
* Eric Collins
* Gigi Levy Weiss
* Tim Guleri
* Ben Casnocha
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
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May 31, 2021
284. How the Generational Shift Is Affecting Food, Investing in Vertical Farming and in New Biologics, and Platform Solutions to Food Dilemmas (Spencer Maughan)
Spencer Maughan of Finistere Ventures joins Nick to discuss How the Generational Shift Is Affecting Food, Investing in Vertical Farming and in New Biologics, and Platform Solutions to Food Dilemmas. In this episode, we cover:
* Walk us through your background and path to VC
* What’s the thesis at Finistere Ventures? Focus? Check Size?
* Talk a bit about your global footprint, and why that is of value to the firm or the founders?
* What makes Finistere unique?
* What do you see as some of the biggest drivers of change in the food value chain?
* Are consumers going to embrace alternative produced meats when they are ready for market? With classically long timelines, they're expensive (producing a cost-effective product) and production is difficult. How do you think about that when you're underwriting the risk on an investment?
* What do you think of insect-based protein as a primary protein source and nourishment source in developed countries?
* What are the food-relat…
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May 27, 2021
Investor Stories 194: Post Mortems (Hsu, Bannister, Garg, Iheagwam)
On this special segment of The Full Ratchet, the following Investors are featured:
* Jonathan Hsu
* Janet Bannister
* Avichal Garg
* Simeon Iheagwam
Each investor discusses a portfolio company that did not survive and why it was that they failed.
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May 24, 2021
283. The Future of Cloud, Business Model Transitions from Subscription to Consumption, and The Shift from Technology-first to End-User Value (Dharmesh Thakker)
Dharmesh Thakker of Battery Ventures joins Nick to discuss The Future of Cloud, Business Model Transitions from Subscription to Consumption, and The Shift from Technology-first to End-User Value. In this episode, we cover:
* Walk us through your background and path to VC.
* What’s the thesis at Battery?
* Any significant differences in types of products being built across geographies?
* How does Battery segment the cloud infrastructure market and find opportunity areas in the subsegments of most interest?
* To what extent do legacy IT and legacy software impede the rate at which we can progress with new toolsets and new infrastructure?
* Is there more appetite for modern solutions, just due to demographics?
* When ROI is opaque, how do you measure time to value and how might time to value might be different for different decision-makers within the organization?
* What does top-down enterprise selling moving to bottom-up user and influencer adoption mean to ROI of sig…
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May 20, 2021
Investor Stories 193: Strange & Unusual (Woodard, Chitnis, Wallace, Smerklo)
On this special segment of The Full Ratchet, the following Investors are featured:
* Monique Woodard
* Sach Chitnis
* Brendan Wallace
* Mike Smerklo
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
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May 17, 2021
282. The Future of Public Health, VC Differentiation within Life Sciences, and Preventing the Next Pandemic (Glenn Rockman)
Glenn Rockman of Adjuvant Capital joins Nick to discuss The Future of Public Health, VC Differentiation within Life Sciences, and Preventing the Next Pandemic. In this episode, we cover:
* Walk us through your background and path to VC.
* What’s the thesis at Adjuvant?
* When taking on strategic LPs, especially those that are very high profile, and have their own mandates and their own agendas, do they inform you where you deploy capital, or is Adjuvant completely independent and financially motivated?
* Is there a standard stage within the clinical or development process that you enter in? Standard check size? Are you multi-stage?
* You're investing in products designed for people who live on just a few dollars per day ... There's a lot of VCs that won't invest in the underbanked category, for instance, because of low-income dynamics and socio-economic effects, even though there are some big, winners and category creators there. When you're pitching this different lens an…
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May 13, 2021
Investor Stories 192: Lessons Learned (Torenberg, Gallagher, Chuang, McIntyre)
On this special segment of The Full Ratchet, the following Investors are featured:
* Erik Torenberg
* Patrick Gallagher
* Alfred Chuang
* Stephen McIntyre
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
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May 10, 2021
281. Overlooked Opportunity in EdTech, Letting the Entrepreneur Be the Guide, and Defy’s Sage Program (Neil Sequeira)
Neil Sequeira of Defy joins Nick to discuss Overlooked Opportunity in EdTech, Letting the Entrepreneur Be the Guide, and Defy’s Sage Program. In this episode, we cover:
* Walk us through your background and path to VC.
* Remind us of the thesis at Defy.
* Tell us a little about your team at Defy. How it has grown and evolved and all of the things each person brings to the table which makes the firm stronger?
* What do you think is one of the most underappreciated skills of the great venture investor?
* How do you think founders have changed since you first started investing, if at all?
* Why is leading a round of financing and ownership important to venture capital firms?
* At the later stages and growth stages, what's the biggest risk or mistake you've seen founders make when bringing on investors, and/or what's the biggest issue that investors may impose that causes issues?
* What resources would you recommend to the listeners that you found valuable on founding st…
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May 6, 2021
Investor Stories 191: What's Next (Woodard, Pantoja, Bonatsos, Douglass)
On this special segment of The Full Ratchet, the following Investors are featured:
* Monique Woodard
* Marcelino Pantoja
* Niko Bonatsos
* Jim Douglass
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
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May 3, 2021
280. The Deep Tech Revolution, Predictions for the Job Market, Crypto, and NFTs, and The Inevitabilities of the Next Decade (Guy Perelmuter)
Guy Perelmuter of GRIDS Capital joins Nick to discuss The Deep Tech Revolution, Predictions for the Job Market, Crypto, and NFTs, and The Inevitabilities of the Next Decade. In this episode, we cover:
* Walk us through your background and path to VC.
* What's the thesis at GRIDS Capital?
* A common critique of deep tech — it takes longer, it's more unpredictable, timing is of greater risk, and it's more capital intensive — why commit your firm to exclusively targeting a segment that most venture investors refuse to consider?
* Present Future: Business, Science, and the Deep Tech Revolution —Why did you decide to write a book about the deep tech revolution?
* Protocols of standardization
* What factors lead to standardization and choosing of a protocol?
* What are the "inevitabilities" of the next decade?
* What does the job market of the future look like?
* Do crypto coins become a primary Treasury Reserve asset or a major currency in the next three to five yea…
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Apr 29, 2021
Investor Stories 190: Why I Passed (Gembala, Currier, Middleton, Adeeb)
On this special segment of The Full Ratchet, the following Investors are featured:
* Ryan Gembala
* James Currier
* Jesse Middleton
* Ramy Adeeb
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
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Apr 26, 2021
279. The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps (Nicole Quinn)
Nicole Quinn of Lightspeed Venture Partners joins Nick to discuss The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps. In this episode, we cover:
* Walk us through your background and path to VC
* What if anything changed the most from your early days, angel investing on your own to the days you joined the team at Lightspeed?
* I think a good place to start is with an article you wrote a little over a year ago about your investment philosophy, and how it was shaped by the book, Shoe Dog, by Phil Knight. What was the seminal learning from that book, and how has it shaped your approach?
* What's the thesis at Lightspeed?
* What are the consumer behaviors in different regions?
* You emphasized the importance of hiring and the framework Lightspeed uses for its portfolio companies. Could you give us the broad strokes on that?
* How did you develop your thesis on Lunch Club, and what makes yo…
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Apr 22, 2021
Investor Stories 189: Post Mortems (Dubugras, Basu Trivedi, Warner, Hirsch)
On this special segment of The Full Ratchet, the following Investors are featured:
* Henrique Dubugras
* Nikhil Basu Trivedi
* Check Warner
* Brian Hirsch
Each investor discusses a portfolio company that did not survive and why it was that they failed.
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Apr 19, 2021
278. The Sustainable & Temporary Trends of COVID, The Self-Aware Founder, and Writing the Survival Guide for the Mental Aspect of Entrepreneurship (Mike Smerklo)
Mike Smerklo of Next Coast Ventures joins Nick to discuss The Sustainable & Temporary Trends of COVID, The Self-Aware Founder, and Writing the Survival Guide for the Mental Aspect of Entrepreneurship. In this episode, we cover:
* Walk us through your background and path to VC.
* What's the thesis at Next Coast Ventures?
* What are 'Next Coast' markets?
* How do you come up with the themes that drive investment focus at NCV?
* What are some of the trends emerging now that you are following that may have the most impact on new business creation over the next five years?
*
* Which are sustainable and which are temporary? Especially in the post covid world.
* The biggest difference in the founder journey from the LoudCloud and ServiceSource days vs. today?
* What qualities do you look for in founders when investing in the early-stage vs. growth stage?
* How do you help founders?
* What led you to write the book Mr. Monkey and Me?
* Why are you giving all the proce…
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Apr 15, 2021
Investor Stories 188: Strange & Unusual (Bannon, Iheagwham, Findley, Martino)
On this special segment of The Full Ratchet, the following Investors are featured:
* Maren Bannon
* Simeon Iheagwham
* Ty Findley
* Paul Martino
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
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Apr 12, 2021
277. Raising a Fund via General Solicitation & Twitter, The Challenges (and benefits) of Rolling Funds, and Facing the Reality of Diversity in VC (McKeever "Mac" Conwell II)
McKeever "Mac" Conwell II of RareBreed Ventures joins Nick to discuss Raising a Fund via General Solicitation & Twitter, How Rolling Funds Can Disadvantage LPs, and Facing the Reality of Diversity in VC. In this episode, we cover:
* Walk us through your background and path to VC
* What’s the thesis at RareBreed Ventures?
* Why did you start RareBreed Ventures?
* Tell me about the fundraise... when did you first kickoff and then start getting momentum?
* Have you gotten better at raising over time? What have you improved most?
* What resonates w/ LPs, what do you get pushback on?
* What's been the biggest surprise in the process so far?
* Optimistic, pessimistic or neutral on diversity in VC over the next decade?
* Twitter -- blowing up, what's working so well?
* Rolling fund vs. not... why?
* Thoughts on thesis and portfolio construction...
* What's the ideal fund size for your stage and strategy?
* Founders... biggest mistake you see early stage founders m…
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Apr 8, 2021
Investor Stories 187: Lessons Learned (Goldberg, Chitnis, Hsieh, Christian)
On this special segment of The Full Ratchet, the following Investors are featured:
* David Goldberg
* Sach Chitnis
* Kane Hsieh
* Reid Christian
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
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Apr 5, 2021
276. How COVID Has Instigated a Massive Demographic Reshuffling, Accelerating the Transformation of Retail, and Why Real Estate Will Become the Largest Consumer of Climate Tech (Brendan Wallace)
Brendan Wallace of Fifth Wall joins Nick to discuss How COVID Has Instigated a Massive Demographic Reshuffling, Accelerating the Transformation of Retail, and Why Real Estate Will Become the Largest Consumer of Climate Tech. In this episode, we cover:
* The world becomes more flat over time, and w/ mobility tech, like Uber and others, the distance between points shortens over time, which all fundamentally disrupts urban planning of the cities themselves but also the suburbs and beyond... now we're in a situation where a wild card factor comes into play... this pandemic... that has altered how people live and work more fundamentally than ever expected?
* First off... trends where you will deploy dollars?
* Do we go back to a primarily in-office environment post-covid? why or why not?
* Have you seen more value creation or more value destruction, in real estate, from the pandemic?
* What strategies will cities implement to stay competitive post-covid?
* We have a new adminis…
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Apr 1, 2021
Investor Stories 186: What's Next (Casnocha, Yin, Sim, Guleri)
On this special segment of The Full Ratchet, the following Investors are featured:
* Ben Casnocha
* Elizabeth Yin
* Ed Sim
* Tim Guleri
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
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Mar 29, 2021
275. Doubling Down on Data to Discover Overlooked Founders, Teaching and Coaching CEOs, & Bullpen's Approach to Measuring Fund Success (Paul Martino)
Paul Martino of Bullpen Capital joins Nick to discuss Doubling Down on Data to Discover Overlooked Founders, Teaching and Coaching CEOs, & Bullpen's Approach to Measuring Fund Success. In this episode, we cover:
* Can you first refresh us on the thesis at Bullpen and then maybe give us an update on the firm over the past three years?
* How do you define post-seed today... and is it moving as other stages have?
* Are you still one of the few specialized at post-seed or have you seen increasing competition?
* Is there still a strong emphasis on metrics and using the data as an early filter of deals?
* How are you using data to source?
* What do you look for in founders?
* Why are you committed to coaching/supporting companies?
* We all know the scorecard of success in VC... DPI, TVPI, IRR, PME, etc... what are the leading indicators of success that you measure and manage to make sure you're driving success in those metrics.
* You are a founder yourself, what advice wou…
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Mar 25, 2021
Investor Stories 185: Why I Passed (Bonatsos, Pezeshki, Abbasi, Hester)
On this special segment of The Full Ratchet, the following Investors are featured:
* Niko Bonatsos
* Niki Pezeshki
* Farooq Abbasi
* Jaclyn Hester
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
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Mar 20, 2021
274. The Next Generation of Tech & Venture Capital from the Perspective of a Unicorn Founder Turned GP (Alfred Chuang)
Alfred Chuang of Race Capital joins Nick to discuss The Next Generation of Tech & Venture Capital from the Perspective of a Unicorn Founder Turned GP. In this episode, we cover:
* Walk us through your background and path to VC
* What’s the thesis at Race Capital?
* Why did you name your fund Race Capital?
* I want to talk a bit about open source... there seem to be wildly differing takes on this but what is your opinion of for profit tech companies building products on open source architecture and, in some cases, just reskinning open source tech w/ a UI and selling for profit?
* As we evolve to an increasingly cloud-first technology environment, what does it mean as we transition from a hybrid (onprem, cloud) approach to cloud only?
* How does edge computing reconcile with this future cloud-only environment?
* On the data side... Do you think we move to a Unified Data Infrastructure Architecture in the future?
* Transition a bit to talk more about your journey...
*…
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Mar 18, 2021
Investor Stories 184: Post Mortems (Torenberg, Bannon, Carolan, Napier)
On this special segment of The Full Ratchet, the following Investors are featured:
* Erik Torenberg
* Maren Bannon
* Shawn Carolan
* Lanham Napier
Each investor discusses a portfolio company that did not survive and why it was that they failed.
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Mar 15, 2021
273. The "Three Layer Cake" Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All (Monique Woodard)
Monique Woodard of Cake Ventures joins Nick to discuss The "Three Layer Cake" Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All. In this episode, we cover:
* Walk us through your background and path to VC
* What’s the thesis at Cake Ventures?
* You have a strong focus on looking for startups that are addressing the needs of a world undergoing massive demographic changes. Talk to us a bit about how you approach investing in demographic change?
* What sort of demographic changes do you believe will have opportunities?
* Were you surprised to see Baby Boomers dominating online shopping?
* What is it like being a solo GP? What are the pros and cons?
* How do you replicate and try to scale yourself?
* Context switching is often cited as the hardest thing about what we do. Talk us through your schedule and how you manage context switching?
* This question is called three…
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Mar 11, 2021
Investor Stories 183: Strange & Unusual (Toney, McIntyre, Collins, Vassallo)
On this special segment of The Full Ratchet, the following Investors are featured:
* Lo Toney
* Stephen McIntyre
* Eric Collins
* Trae Vassallo
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
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Mar 8, 2021
272. Staying Competitive in the Seed Fund Boom, Success Metrics at the Fund Level, and the Shifting Equilibrium of Investors and Founders (David Goldberg)
David Goldberg of Alpaca VC joins Nick to discuss Staying Competitive in the Seed Fund Boom, Success Metrics at the Fund Level, and the Shifting Equilibrium of Investors and Founders. In this episode, we cover:
* Walk us through your background and path to VC
* Tell us about your shift from law to finance and to becoming a founder of FreshNeck?
* What’s the thesis at Alpaca VC?
* Talk to us about your Field Studies and why you do them.
* How do you develop a thesis on consumer behavior, trends, and how they will evolve in the coming years?
* Similar to us you do a lot of OKR and KPI measurement and tracking as a firm... what are some of the most important metrics you track that should ultimately lead to the right progress?
* What about w/ the portfolio companies?
* Do you have systems and processes on the front-end, pre-investment
* You are a remote team of fund managers in NY, CO, and FL... what are the advantages and drawbacks for startups with w…
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Mar 4, 2021
Investor Stories 182: Lessons Learned (Bannister, Iheagwham, Dash, Hsu)
On this special segment of The Full Ratchet, the following Investors are featured:
* Janet Bannister
* Simeon Iheagwham
* Somesh Dash
* Jonathan Hsu
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
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Mar 1, 2021
271. LP Turned VC, Mistakes When Pitching to Allocators, and Managing Limited Partner Relationships (Marcelino Pantoja)
Marcelino Pantoja of Tribe Capital joins Nick to discuss LP Turned VC, Mistakes When Pitching to Allocators, and Managing Limited Partner Relationships. In this episode, we cover:
* Walk us through your background and path to VC
* Refresh on the thesis at Tribe?
* Talk to us about the mindset of the allocator — what are their key objectives and what do they care about?
* What are the biggest mistakes you see emerging managers making when pitching LPs?
* Let's say an aspiring VC has a few years until they will raise from institutions... what should they be focusing on in order to create a really compelling offering in the medium term?
* Let's say an emerging GP is raising from institutions imminently... what advice would you have for them?
* Do you think it's significantly easier for an institution to make an investment in some coming from a large successful Tier 1 fund, spinoff, vs. a successful operator or angel?
* What are the key challenge areas tha…
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Feb 25, 2021
Investor Stories 181: What's Next (Isford, Torenberg, Collins, Iltchev)
On this special segment of The Full Ratchet, the following Investors are featured:
* Grace Isford
* Erik Torenberg
* Eric Collins
* Villi Iltchev
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
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Feb 22, 2021
270. Retail Apocalypse or Renaissance, the Commerce Evolution, and Fundraising from Corporates (Vincent Diallo)
Vincent Diallo of Interlace Ventures joins Nick to discuss Retail Apocalypse or Renaissance, the Commerce Evolution, and Fundraising from Corporates. In this episode, we cover:
Article Mentioned in Episode: http://bit.ly/TFR-Vincent
* Walk us through your background and path to VC
* What’s the thesis at Interlace?
* COVID has affected commerce severely -- for better and for worse. Has this changed your investment approach?
* Many investors are avoiding all physical retail as COVID has created a “retail apocalypse”, but you've stated that you see it more as a retail renaissance. Why?
* What are some trends from COVID that you think investors are overreacting to that you expect will return to pre-pandemic levels?
* What new consumer experiences or behaviors are emerging that you are excited about?
* You mentioned supply chain as another area of interest, where are the biggest opportunities in the supply chain?
* Biggest mistake fundraising? Biggest…
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Feb 18, 2021
Investor Stories 180: Why I Passed (Tunguz, Gallagher, Vassallo, Hirsch)
On this special segment of The Full Ratchet, the following Investors are featured:
* Tom Tunguz
* Patrick Gallagher
* Trae Vassallo
* Brian Hirsch
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
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Feb 15, 2021
269. Discovering the Next Sectors of Opportunity, The Impact Platform, & The Exit Discussion (Sach Chitnis)
Sach Chitnis of Jump Capital joins Nick to discuss Discovering the Next Sectors of Opportunity, The Impact Platform, & The Exit Discussion. In this episode, we cover:
* Walk us through your background and path to VC
* What’s the thesis at Jump Capital?
* Talk about developing a thesis on a specific market opportunity — can you give us the broad strokes on your process of how you dissect emerging markets and identify where existing offerings are lacking?
* How do you determine who will be the winner? Is it common that, of the existing set of players, none will emerge as the winner and you need to wait for a fresh approach?
* Having a portfolio support platform is unusual for your size — how are you able to make it work at your fund size and what all does it entail?
* In what areas do you find a Series A funded company needs the most help?
* How do you advise a founder that's in a hot space, doesn't need capital but has inbound interest and large investm…
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Feb 11, 2021
Investor Stories 179: Post Mortems (Bonatsos, Koh, Adeeb, Suster)
On this special segment of The Full Ratchet, the following Investors are featured:
* Niko Bonatsos
* Melody Koh
* Ramy Adeeb
* Mark Suster
Each investor discusses a portfolio company that did not survive and why it was that they failed.
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Feb 8, 2021
268. Breaking the Founder Stereotype, Mastering Conviction Over Zoom, & the Contrast between European and American Entrepreneurs (Maren Bannon)
Maren Bannon of January Ventures joins Nick to discuss Breaking the Founder Stereotype, Mastering Conviction Over Zoom, & the Contrast between European and American Entrepreneurs. In this episode, we cover:
* Walk us through your background and path to VC
* What’s the thesis at January Ventures?
* How are you and your team at January Ventures making tech more of an equal opportunity?
* What is your approach to portfolio construction in this fund and how will that evolve in the future?
* What's one thing you know now that you wish you knew prior to raising the fund?
* You take meetings with founders VERY early — no warm intro, no pitch deck, or no revenue required to pitch to January Ventures. How do you evaluate the potential this early?
* How do you filter all of the opportunities -- what is your pre-filter process?
* How have you changed your work/process at January post COVID?
* What is your experience like moving from SF to Europe and what is…
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Feb 4, 2021
Investor Stories 178: Strange & Unusual (Dubugras, Douglass, Clarkson, Garg)
On this special segment of The Full Ratchet, the following Investors are featured:
* Henrique Dubugras
* Jim Douglass
* Beezer Clarkson
* Avichal Garg
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
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Feb 1, 2021
267. Advice from a Unicorn Founder Turned VC, the Future of the VC Landscape for Founders & VCs, and the Founder Love Metric (Tim Guleri)
Tim Guleri of Sierra Ventures joins Nick to discuss Advice from a Unicorn Founder Turned VC, the Future of the VC Landscape for Founders & VCs, and the Founder Love Metric. In this episode, we cover:
* Walk us through your background and path to VC
* What’s the thesis at Sierra Ventures?
* What's been your biggest influence on the firm's ethos?
* You've had two incredible outcomes as a founder... first question is do you think the process of building a company today is materially different than it was when you did it... if so how?
* We've talked a lot on the show, over the past 8 months about the effects of COVID on venture... what have been you main observations on how VCs are adjusting to investing during COVID?
* What do you think the new normal for startups looks like post-covid?
* How do you advise a founder that's in a hot space, doesn't need capital, but has inbound interest and large investment offers, maybe at inflated valuations, from tier 1 coas…
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Jan 28, 2021
Investor Stories 177: Lessons Learned (Warner, Findley, Toney, Deeter)
On this special segment of The Full Ratchet, the following Investors are featured:
* Check Warner
* Ty Findley
* Lo Toney
* Byron Deeter
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
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Jan 25, 2021
266. Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill (Ed Sim)
Ed Sim of boldstart ventures joins Nick to discuss: Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill
* Walk us through your background and path to VC
* What’s the thesis at boldstart ventures?
* What was it like starting Boldstart in NYC in 2010?
* Tell us a bit about the thesis at investment and how things evolved over the years until the ultimate exit?
* What's your preference... Niche and narrow problems or big and expansive opportunities?
* What is your mental model for investing in enterprise founders with ideas?
* category creation
* Why only technical founders?
* Will this enterprise bull market sustain?
* You've talked about being involved and sitting on boards from "whiteboard to scale" ?... how do you manage ever-increasing board responsibilities with other demands of the job?
* Where are VCs most lacking when it comes to the value that early-stage founders re…
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Jan 21, 2021
Investor Stories 176: What's Next (Blank, Pezeshki, Taub, Middleton)
On this special segment of The Full Ratchet, the following Investors are featured:
* Steve Blank
* Niki Pezeshki
* Lolita Taub
* Jesse Middleton
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
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Jan 18, 2021
265. Maintaining a Disciplined Fund Size and Strategy, The Rise of NYC Tech, and Changes in the Exit Environment (Brian Hirsch)
Brian Hirsch of Tribeca Venture Partners joins Nick to discuss Maintaining a Disciplined Fund Size and Strategy, The Rise of NYC Tech, and Changes in the Exit Environment. In this episode, we cover:
* Walk us through your background and path to VC
* What’s the thesis at Tribeca Venture Partners (TVP)?
* We've seen notable firms in the valley launch platform and service offerings to founders... have you considered this at Tribeca - why or why not?
* Biggest differences between NYC tech vs Bay Area Tech
* COVID is causing many people to move away from the city. Any concerns about losing tech talent?
* How much does the exit environment for tech companies effects what you invest in?
* what's most undervalued in the public market or exit market at large that will be more appropriately valued in 3-5 years from now
* What's your take SPACs?
*
* 10/9 Brain's Tweet: "New 🦄 every 3 days this year vs. how many SPACs? Unicorns and SPACs are like pizza.…
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Jan 14, 2021
Investor Stories 175: Why I Passed (Bannister, Carolan, Christian, Iltchev)
On this special segment of The Full Ratchet, the following Investors are featured:
* Janet Bannister
* Shawn Carolan
* Reid Christian
* Villi Iltchev
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
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Jan 11, 2021
264. Starting a Fund w/ Life Savings, Why it Takes More than Just Performance to Find Success, and Sticking to Your Framework (Simeon Iheagwam)
Simeon Iheagwam of Noemis Ventures joins Nick to discuss Starting a Fund w/ Life Savings, Why it Takes More than Just Performance to Find Success, and Sticking to Your Framework. In this episode, we cover:
* Walk us through your background and path to VC
* What’s the thesis at NOEMIS Ventures?
* What is your process for investing?
* Are there any must-haves?
* Like Brad Feld... you are syndication agnostic... don't care about who else is in the round and you're willing to be the first yes. How do you get to conviction -- especially not having worked for a large VC fund?
* Where do you help your portfolio companies the most?
* In your words... why is it difficult to launch a fund as a diverse manager?
* What were some of the most unexpected and challenging aspects of launching a fund?
* Strangest question you've received from an LP?
* What's your approach to investing in diverse founders?
* You were recently highlighted by Grasshopper Bank a…
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Jan 7, 2021
Investor Stories 174: Post Mortems (McIntyre, Levy Weiss, Kerby, Hsieh)
On this special segment of The Full Ratchet, the following Investors are featured:
* Stephen McIntyre
* Gigi Levy Weiss
* Richard Kerby
* Kane Hsieh
Each investor discusses a portfolio company that did not survive and why it was that they failed.
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Jan 4, 2021
263. The Founding Story of Kickstarter — Community, Competition, and Customer-Obsession (Charles Adler)
Charles Adler of Kickstarter joins Nick to discuss The Founding Story of Kickstarter — Community, Competition, and Customer-Obsession. In this episode, we cover:
* Walk us through your background and path to tech.
* Growing up what inspired you most?
* How did the idea for Kickstarter begin?
* Was there an MVP - was there an initial target vertical?
* When did you know that it was working?
* What was the biggest mistake you made during the journey?
* When competition arose... did it scare you?
* Is Kickstarter today still delivering on the initial vision you and your co-founders had?
* What was the hardest part of growing a venture-backed company?
* What advice would you have for founders before selecting VC partners?
* Organic growth and categories?
* We often talk on the show about the importance of customer obsession, really knowing what they care about and spending time to understand that -- what has been your philosophy and approac…
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Dec 31, 2020
Investor Stories 173: Strange & Unusual (Casnocha, Bannister, Basu Trivedi, Abbasi)
On this special segment of The Full Ratchet, the following Investors are featured:
* Ben Casnocha
* Janet Bannister
* Nikhil Basu Trivedi
* Farooq Abbasi
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
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Dec 28, 2020
Replay — The Self-Made Engineer, Angel, and Venture Capitalist (Cyan Banister)
Guest Update: When the episode was recorded in 2019, Cyan was a partner at Founders Fund. Currently, Cyan is a partner at Long Journey Ventures.
In this special replay of episode 180, Cyan Banister of Long Journey Ventures joins Nick to discuss the Self-Made Engineer, Angel, and Venture Capitalist.
In this episode, we cover:
* So, Cyan you have a really interesting story and background that led you to where you are today. Feel free to start wherever makes most sense but can you talk about your life experience and how it led you to where you're at now?
* You spoke publicly about your early life at the 2018 TechCrunch Disrupt conference, from living on the streets to becoming a venture capitalist, tell us about this incredible journey, what you accredit your success to and how it lead to venture?
* Where along the way did you meet Scott? Did you guys every consider raising your own fund?
* How early are you able to go at Founder's Fund?
* How do you work with founders post…
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Dec 26, 2020
Replay — Dispelling Conventional Wisdom in VC (Eric Paley)
In this special replay of episode 135 & 136, Eric Paley of Founder Collective joins Nick to dispel some conventional wisdom in VC. We address questions including:
* What’s the focus at Founder Collective?
* What are the downsides of heavily funded companies?
* Overview and Methodology of the study of 71 IPOs: ‘Overdosing on VC: Lessons from 71 IPOs’ Conventional VC...
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Dec 24, 2020
Investor Stories 172: Lessons Learned (Collins, Vassallo, Adeeb, Siegler)
On this special segment of The Full Ratchet, the following Investors are featured:
* Eric Collins
* Trae Vassallo
* Ramy Adeeb
* M.G. Siegler
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
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Dec 21, 2020
262. Why I Invested in Shotcall (Thomas Gentle)
On this special segment of The Full Ratchet, the following individuals are featured:
* Nick Moran
* Thomas Gentle
This will be a unique segment where, Founder of Shotcall, Thomas Gentle, will discuss his startup story and how he chose New Stack to participate in the funding round.
follow us on Twitter @TheFullRatchet for updates and more information.
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Dec 17, 2020
Investor Stories 171: What's Next (Warner, Dubugras, Currier, Napier)
On this special segment of The Full Ratchet, the following Investors are featured:
* Check Warner
* Henrique Dubugras
* James Currier
* Lanham Napier
Each investor discusses sectors, drivers and/or trends that may have a significant impact in the future and are potentially positioned for outsized-returns.
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Dec 14, 2020
261. The Intersection of Crypto and VC, and the Future of Digital Currency (Avichal Garg)
Avichal Garg of Electric Capital joins Nick to discuss The Intersection of Crypto and VC and the Future of Digital Currency. In this episode, we cover:
* Walk us through your background and path to VC
* What’s the thesis at Electric Capital?
* How does the crypto focus change the fund structure of Electric Capital?
* When you invest capital and receive equity and/or coins in return... What determines that breakdown?
* For pure coin investments, how do you think about and manage liquidity and transactions over time?
* What are some of the big differences between traditional tech investing and crypto investing?
* How are the founder's different?
* What’s are the biggest risk factors that are unique for early-stage cryptocurrencies?
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Dec 10, 2020
Investor Stories 170: Why I Passed (Whitney, Solivan, Douglass, Yin)
On this special segment of The Full Ratchet, the following Investors are featured:
* Jason Whitney
* Leah Solivan
* Jim Douglass
* Elizabeth Yin
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
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Dec 7, 2020
260. The Fund that Started on Twitter, Why Community-driven Startups Win, and Embracing the Underestimated (Lolita Taub & Jesse Middleton)
Lolita Taub & Jesse Middleton of The Community Fund
join Nick to discuss The Fund that Started on Twitter, Why Community-driven Startups Win, and Embracing the Underestimated. In this episode, we cover:
* Background of Lolita & Jesse
* How did the two of you meet and ultimately decide to launch a fund together?
* What's the thesis at the Community Fund?
* Conflicts or issues running multiple funds that invest at similar stages?
* Why did you create a distributed investment team of 13?
* How did you select them?
* Approach to investing in cold reach outs?
* How does decision-making work?
* What does a great founder look like to you?
* You invest in community-driven companies... what does that mean, and how do you define community-driven?
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Dec 3, 2020
Investor Stories 169: Post Mortems (Pezeshki, Dash, Deeter, Vassallo)
On this special segment of The Full Ratchet, the following Investors are featured:
* Niki Pezeshki
* Somesh Dash
* Byron Deeter
* Trae Vassallo
Each investor discusses a portfolio company that did not survive and why it was that they failed.
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Nov 30, 2020
259. Developer Tools, The Surge of European Tech, and Why Founder Needs Differ Across Regions (Reid Christian)
Reid Christian of CRV joins Nick to discuss Developer Tools, The Surge of European Tech, and Why Founder Needs Differ Across Regions. In this episode, we cover:
* Walk us through your background and path to VC
* What’s the thesis at CRV?
* $600M closed in July... any change to approach or thesis?
* What are some of the focus areas that you're leaning into amidst the circumstances?
* How do you evaluate teams?
* What type of founders excites you to invest?
* Centralization — the shift from consumers to creators
* Why is your focus on SAAS/CLOUD/ENTERPRISE IT/BIG DATA?
* What does the future look like for Enterprise SaaS companies?
* How has your sourcing of startups changed?
* In another lifetime, would you like to be a professional basketball player or a venture capitalist?
* Three data points question
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Nov 26, 2020
Investor Stories 168: Strange & Unusual (Torenberg, Gembala, Hester, Hsu)
On this special segment of The Full Ratchet, the following Investors are featured:
* Erik Torenberg
* Ryan Gembala
* Jaclyn Hester
* Jonathan Hsu
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
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Nov 23, 2020
258. Why I Invested in Neu (Kwame Boler)
On this special segment of The Full Ratchet, the following individuals are featured:
* Nick Moran
* Kwame Boler
This will be a unique segment where, Founder of Neu, Kwame Boler, will discuss his startup story and how he chose New Stack to participate in the funding round.
To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.
Also, follow us on twitter @TheFullRatchet for updates and more information.
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Nov 19, 2020
Investor Stories 167: Lessons Learned (Ingersoll, Klaff, Whitney, Basu Trivedi)
On this special segment of The Full Ratchet, the following Investors are featured:
* Minnie Ingersoll
* Oren Klaff
* Jason Whitney
* Nikhil Basu Trivedi
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
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Nov 16, 2020
257. Investing in First-time Founders, the Evolution of Social, the Future of Big Tech, and the Freedom of Remote Work (Niko Bonatsos)
Niko Bonatsos of General Catalyst joins Nick to discuss Investing in First-time Founders, the Evolution of Social, the Future of Big Tech, and the Freedom of Remote Work. In this episode, we cover:
* Walk us through your background and path to VC
* What's the thesis at General Catalyst?
* Livongo... up nearly 300% since public debut last year — I hear you were in the room during the early formation stages.
* You have been at GC for almost 10 years — what has been the most significant change in VC, aside from the pandemic, since you began your career?
* What are your thoughts on the explosion of seed funds and now many angel funds as well?
* Since the pandemic broke, what's been the most significant adjustment at GC, and/or how do you see the approach to investing changing going forward?
* What surging trends during the pandemic will continue to grow faster, and which will revert once the pandemic is over?
* Do you think this fundamentally changes benefits that are…
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Nov 12, 2020
Investor Stories 166: What's Next (Osterwalder, Suster, Koh, Abbasi)
On this special segment of The Full Ratchet, the following Investors are featured:
* Alex Osterwalder
* Mark Suster
* Melody Koh
* Farooq Abbasi
Each investor discusses sectors, drivers, and/or trends that may have a significant impact in the future and are potentially positioned for outsized-returns.
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Nov 9, 2020
256. A Proprietary Tool to Source Startups, The Commoditization of Capital, and the New Exit Environment (Villi Iltchev)
Villi Iltchev of Two Sigma Ventures joins Nick to discuss Using "George" a Proprietary Tool to Source Startups, The Commoditization of Capital, and the New Exit Environment. In this episode, we cover:
* Walk us through your background and path to VC
* What’s the thesis at Two Sigma?
* Tell us about George.
* What's George's biggest blind spot?
* What is your decision framework on investments?
* What characteristics do you look for in markets when identifying new sectors/spaces of interest?
* How long after investing in/working with a company do you tend to know whether it's going to work or not?
* Do you attempt to handicap execution risk vs. technical risk vs. commercial risk?
* Capital is a commodity and, largely speaking, there doesn't appear to be a lot of differentiation in venture. How do you combat the commoditization of venture?
* Aside from bankers... who do you think stands to lose the most from the increase in SPACs and direct listin…
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Nov 5, 2020
Investor Stories 165: Why I Passed (Findley, McIntyre, Clarkson, Tavel)
On this special segment of The Full Ratchet, the following Investors are featured:
* Ty Findley
* Stephen McIntyre
* Beezer Clarkson
* Sarah Tavel
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
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Nov 2, 2020
255. Launching Canada's #1 Local Classifieds Site, Kijiji, The Flourishing Canadian Tech Ecosystem, and What to Look for in Early-stage Marketplace Startups (Janet Bannister)
Janet Bannister of Real Ventures joins Nick to discuss Launching Canada's #1 Local Classifieds Site, Kijiji, The Flourishing Canadian Tech Ecosystem, and What to Look for in Early-stage Marketplace Startups. In this episode, we cover:
* Walk us through your background and path to VC
* What’s the thesis at Real Ventures?
* Tell us about your time at Kijiji
* You became the Managing Partner at Real Ventures a few months before the pandemic. What timing to take on the MP role!
* You've talked about how it's just as important to focus on founder development as it is to focus on business strategy and growth... in what areas do you find that founders need the most development help?
* Largely speaking, what stats or trends across Canada lead you to believe that it will have a booming tech economy over the next decade?
* What city gets most of your attention and what city/region is under-the-radar but shouldn't be?
* What are the top 3 things you're looking fo…
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Oct 29, 2020
Investor Stories 164: Post Mortems (Tunguz, Isford, Casnocha, Reum)
On this special segment of The Full Ratchet, the following Investors are featured:
* Tom Tunguz
* Grace Isford
* Ben Casnocha
* Courtney Reum
Each investor discusses a portfolio company that did not survive and why it was that they failed.
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Oct 26, 2020
254. Going Public via SPACs and PIPEs, The First Mover in Ridesharing That Lost to Uber, and Building the Online Marketplace for Used Cars, Shift (George Arison)
George Arison of Shift joins Nick to discuss Going Public via SPACs and PIPEs, The First Mover in Ridesharing That Lost to Uber, and Building the Online Marketplace for Used Cars, Shift. In this episode, we cover:
* Walk us through your background and path to tech.
* What was the outcome of taxi magic? Shut down?
* When you spoke with Bill Gurley - rumor has it he pushed back on the model. Did you consider switching?
* What is Shift?
* How are you different than Carvana?
* How accurately can you price a car sight unseen?
* It feels like you are effectively CarMax online... If CarMax is such a good value prop for seekers and buyers, why do you think they only have a 1% market share?
* There were lots of ways you could have expanded early on... your offerings... geography... and even product/business lines (like financing)... talk us through the early decisions that were made and how they were made
* The name is great but does Gen Z get it? No one shif…
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Oct 22, 2020
Investor Stories 163: Strange & Unusual (Warner, Adeeb, Gallagher, Carolan)
On this special segment of The Full Ratchet, the following Investors are featured:
* Check Warner
* Ramy Adeeb
* Patrick Gallagher
* Shawn Carolan
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
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Oct 19, 2020
253. The Changing "Search Image" of Founders, Lack of Diversity = Missed Opportunity, and COVID Effects on the BLM Movement in Europe (Eric Collins)
Eric Collins of Impact X Capital joins Nick to discuss The Changing "Search Image" of Founders, Lack of Diversity = Missed Opportunity, and COVID Effects on the BLM Movement in Europe. In this episode, we cover:
* Walk us through your background and path to VC
* What's the thesis at Impact X?
* As a black CEO and fund manager, in what ways do you think your experience fundraising was different than your white, male peers at other firms?
* How do you approach sourcing?
* What's unique about the way you've built your network vs. other firms?
* Less than 1% of venture funding goes to black-led and we've heard the tired line that "not enough companies are founded by underrepresented founders and black founders"... Are you concerned that you'll have fewer deals or less pipeline?
* What's the right number of deals per year where you feel like you're seeing a sufficient amount?
* I've heard about the "deep analysis" you do and how that creates the edge. Can you…
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Oct 15, 2020
Investor Stories 162: Lessons Learned (Kerby, Hester, Napier, Blank)
On this special segment of The Full Ratchet, the following Investors are featured:
* Richard Kerby
* Jaclyn Hester
* Lanham Napier
* Steve Blank
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
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Oct 12, 2020
252. Decentralization of VC, Why Your Fund Size is Your Strategy, and Why Startup Formation is the Most Important Contributor to Economic Growth (Erik Torenberg)
Erik Torenberg of Village Global joins Nick to discuss Decentralization of VC, Why Your Fund Size is Your Strategy, and Why Startup Formation is the Most Important Contributor to Economic Growth. In this episode, we cover:
* Walk us through your background and path to VC
* What were the biggest lessons learned from Product Hunt that you took to investing?
* Recently had Ben Casnocha on... anything specific you'd like to add about the thesis behind Village Global?
* How do you think about working with experienced vs non-experienced angels?
* How do you think about portfolio construction for VG?
* Fast forward... some angels have strong early signals of success, others don't -- do you cull the herd or amplify those that are good pickers?
* Considering this, why do you think so many VCs have concentrated portfolios?
* How do you think about follow on investing?
* What is the role of a pre-seed firm?
* If there's a weakness in the Village model... wh…
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Oct 8, 2020
Investor Stories 161: What's Next (Hsu, Vrionis, Vassallo, Hsieh)
On this special segment of The Full Ratchet, the following Investors are featured:
* Jonathan Hsu
* John Vrionis
* Trae Vassallo
* Kane Hsieh
Each investor discusses sectors, drivers, and/or trends that may have a significant impact in the future and are potentially positioned for outsized-returns.
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Oct 5, 2020
251. Funding the Misunderstood Technical Founder, Self Evaluation as a Solo Capitalist, and Capital to Underwrite R&D risk vs. S&M risk (Farooq Abbasi)
Farooq Abbasi of Preface Ventures joins Nick to discuss Funding the Misunderstood Technical Founder, Self Evaluation as a Solo Capitalist, and Capital to Underwrite R&D risk vs. S&M risk. In this episode, we cover:
* Walk us through your background and path to VC
* Why did you launch Preface?
* What's the thesis at Preface?
* How do you define enterprise/infrastructure frontier enterprise?
* What's most different about your approach?
* Are the businesses you fund created and ideated by the founders or is it a collaboration between you and the founders or do you take concepts and bring them to future founders?
* What's your approach to sourcing?
* Because your model is different and the founder profile is a bit different than most... in what unique ways do you provide value post-investment?
* You're a solo-capitalist... How do you evaluate yourself and keep some checks/balances on your decisions?
* Did you put together an LPAC -- if so how big is…
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Sep 30, 2020
Investor Stories 160: Why I Passed (Bechtel, Koh, Dash, Fluhr)
On this special segment of The Full Ratchet, the following Investors are featured:
* Darren Bechtel
* Melody Koh
* Somesh Dash
* Jeff Fluhr
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
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Sep 28, 2020
250. Industrial Innovation, Where Blitzscaling Doesn't Work, Why Sector Focus Wins, and Beginning with the End in Mind (Ty Findley)
Ty Findley of Ironspring joins Nick to discuss Industrial Innovation, Where Blitzscaling Doesn't Work, Why Sector Focus Wins, and Beginning with the End in Mind. In this episode, we cover:
* Walk us through your background and path to VC?
* Why the decision to leave Pritzker and become an MP at Ironspring?
* What's the thesis at Ironspring?
* Lots' of new firms and new funds being launched… How is Ironspring different?
* You're a "sector-focused" fund… why do you think specialized funds will outperform their generalist counterparts?
* We work in an asset class that often promotes bliztscaling, exponential growth and often spending ahead of progress… how do you rationalize the expectations of startups in our industry with the much slower pace that many legacy and heavy industrial industries… that your startups are serving… are going to move at?
* Glacial pace has benefits… long-term durability of cash flows, customer retention, pricing power… the moat
* Do…
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Sep 24, 2020
Investor Stories 159: Post Mortems (Ingersoll, Douglass, Siegler, Currier)
On this special segment of The Full Ratchet, the following Investors are featured:
* Minnie Ingersoll
* Jim Douglass
* M.G. Siegler
* James Currier
Each investor discusses a portfolio company that did not survive and why it was that they failed.
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Sep 21, 2020
249. Common Traits Shared by Top GPs, Why Underrepresented Fund Managers Will Produce Superior Returns, and SPACs vs. Direct Listings vs. IPOs (Lo Toney)
Lo Toney of Plexo Capital joins Nick to discuss Common Traits Shared by Top GPs, Why Underrepresented Fund Managers Will Produce Superior Returns, and SPACs vs. Direct Listings vs. IPOs. In this episode, we cover:
* Walk us through your background and path to VC?
* Why are Product Management skills similar to the skills required for VC?
* What's the thesis at Plexo Capital?
* Do you think a thesis on investing in underrepresented founders will produce superior returns?
* What do you say to pundits that claim you've restricted your options and will have far fewer managers to choose from... which will adversely impact returns?
* On a percentage basis... will there be more outsided outcomes from diverse founders (or managers) vs. those that are not diverse?
* How are you innovating on the LP side?
* We talked about some of the challenges of raising funds... are there ways that you work with and help emerging managers raising a first-time fund?
* Not just about performan…
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Sep 17, 2020
Investor Stories 158: Strange & Unusual (Yin, Cardamone, Levy-Weiss, Pezeshki)
On this special segment of The Full Ratchet, the following Investors are featured:
* Elizabeth Yin
* Michael Cardamone
* Gigi Levy-Weiss
* Niki Pezeshki
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
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Sep 14, 2020
248. Scaling Rackspace, The Evolving Responsibilities of a Venture-Backed CEO, and Confronting Big Tech Monopolies (Lanham Napier)
Lanham Napier of BuildGroup joins Nick to discuss Scaling Rackspace, The Evolving Responsibilities of a Venture-Backed CEO, and Confronting Big Tech Monopolies. In this episode, we cover:
* You took on capital from Seqouia, Norwest and others while at Rackspace. What was the biggest challenge to taking on venture capital?
* How were you able to move from the early product-market-fit days to true scale... what were the defining decisions/actions that helped you expand exponentially?
* As a company leaves the product-market-fit stage and reaches scale, what is the job of the CEO or how does the job of the CEO change as the company scales?
* You've talked about investing "long-term capital"... what do you mean by that?
* How have you created a fee-light model, where management fees are eliminated?
* How do you guide CEOs that have been conditioned to think in 12-18 months cycles, when the long-game is much more critical?
* You've hired and developed a lot of fo…
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Sep 10, 2020
Investor Stories 157: Lessons Learned (Dubugras, Gembala, Isford, Kupor)
On this special segment of The Full Ratchet, the following Investors are featured:
* Henrique Dubugras
* Ryan Gembala
* Grace Isford
* Scott Kupor
Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.
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Sep 7, 2020
247. Leaving Kleiner Perkins to Start Defy Partners, The State of Venture in the Bay Area, and Maintaining a Beginner's Mind (Trae Vassallo)
Trae Vassallo of Defy Partners joins Nick to discuss Leaving Kleiner Perkins to Start Defy Partners, The State of Venture in the Bay Area, and Maintaining a Beginner's Mind. In this episode, we cover:
* Can you talk about your transition from Kleiner Perkins?
* How tough was that decision to make?
* What was it like to work with John Doerr?
* What’s the thesis at Defy Partners?
* When you began Defy you chose not to look at San Francisco. Can you talk about why that is?
* How do you think this plays out? What will tech and venture in the Bay Area look like a few years from now, when COVID is behind us?
* Any stats on flight of talent form Bay area to other cities/regions?
* What changes have you observed in venture/tech that this crisis has either caused or accelerated?
* You’ve been a founder and can relate w/ the folks you’re working with. How do you try and keep that beginner’s mindset as you gain more experience and get further away from your fo…
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Sep 3, 2020
Investor Stories 156: What's Next (Whitney, Carolan, Horowitz, Hester)
On this special segment of The Full Ratchet, the following Investors are featured:
* Jason Whitney
* Shawn Carolan
* David Horowitz
* Jaclyn Hester
Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
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Aug 31, 2020
246. Agglomerators vs. Specialists, the Rise of the Solo-Capitalist, and the Importance of Founder-Investor Fit (Nikhil Basu Trivedi)
Nikhil Basu Trivedi of joins Nick to discuss Agglomerators vs. Specialists, the Rise of the Solo-Capitalist, and the Importance of Founder-Investor Fit+. In this episode, we cover:
* Why did you decide to leave Shasta?
* What's the plan moving forward?
* The Rise of Solo Capitalists
* You wrote a great piece on the rise of this behavior, ‘The Rise of the Solo Capitalists’. What do you think has caused the rise in single GP funds?
* What are the main benefits to both investor and entrepreneur with this model?
* What are the limitations and/or downsides of this model?
* You wrote that an LP said that this model ‘may be the biggest threat traditional venture capital firms have seen in a long time’. Why?
* Founder-Investor Fit
* What do you think are the most important things for founders to consider when choosing an investor?
* There are many firms that don't care about the "fit" per se... they just want to get money into the best deals. And…
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Aug 29, 2020
Investor Stories 155: Why I Passed (Klaff, Steffens, Polovets, Deeter)
On this special segment of The Full Ratchet, the following Investors are featured:
* Oren Klaff
* Tamara Steffens
* Leo Polovets
* Byron Deeter
Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.
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Aug 25, 2020
245. Backing from Bezos, Zuckerberg, and Gates; Lessons from Reid Hoffman; and Building a Network-centric Venture Firm (Ben Casnocha)
Ben Casnocha of Village Global joins Nick to discuss Backing from Bezos, Zuckerberg, and Gates; Lessons from Reid Hoffman; and Building a Network-centric Venture Firm. In this episode, we cover:
- How have things changed for the firm since the pandemic broke?
- You've raised from some very big names in tech -- Zuckerberg, Hoffman, Gates, Bezos, Greene, Blakely and many more. How exactly did the formation of Village and fundraise from these notable tech leaders come together?
- Village has a unique approach to sourcing... Tell us about the scout network?
- Decision making process, architecture when doing deals at this pace and volume?
- Many firms talk about their founder networks and Slack Groups. But often if you ask founders, the density and connectivity of those networks are lacking. What is it about your broad founder community that succeeds where others don't?
- Worked with Reid Hoffman for two years... what were some of the key lessons from that experience w/ Reid?
- YC i…
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Aug 23, 2020
Investor Stories 154: Post Mortems (Clarkson, Osterwalder, Gallagher, Blank)
On this special segment of The Full Ratchet, the following Investors are featured:
-Beezer Clarkson
-Alex Osterwalder
-Patrick Gallagher
-Steve Blank
Each investor discusses a portfolio company that did not survive and why it was that they failed.
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Aug 18, 2020
244. Cross-Border Startup Expansion -- Lessons from 175 Companies (Stephen McIntyre)
- You recently published research on the expansion of 175 US companies into Europe. I’d like to discuss a number of points from the piece, but first off… what prompted you to do this research and write the piece?
- Part of the report is about timing… ie. when is the right time is for a b2b SaaS company to make the leap and expand into Europe. Talk us through your findings and conclusion w/ regard to timing.
- In preparation to make that jump, you recently talked about the challenges for “globalizing” a company and that it really starts at the CEO’s desk… what do you mean by that?
- As an investor, how do you prepare a CEO to shift mindset from US-centric to a more global one?
- When a company makes the leap to Europe, what are some of the most common pitfalls/mistakes they make?
- How do the challenges of growing a b2b software company across Europe differ from that of growing it in the United States?
- Is there a particular playbook that you follow when bridging th…
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Aug 13, 2020
Investor Stories 153: Strange & Unusual (Solivan, Hsieh, Kerby, Currier)
On this special segment of The Full Ratchet, the following Investors are featured:
* Leah Solivan
* Kane Hsieh
* Richard Kerby
* James Currier
Each investor describes the most unusual situation or pitch that they've encountered as an investor.
To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.
Also, follow us on twitter @TheFullRatchet for updates and more information.
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Aug 10, 2020
243. A Quantitative Approach to PMF, Tribe's 8 Ball for Objective Evaluation, and Approaches to Reduce Talent Biases (Jonathan Hsu)
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 a…