The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified - podcast cover

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

Nick Moran | Angel Investor | Startup Advisor | Venture Capitalistfullratchet.net
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.

Episodes

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 ! Found...

Dec 08, 20229 min

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 ar e Nick Mor an an d Nate Pierot ti o f ...

Dec 05, 202233 min

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 y...

Dec 01, 20226 min

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 ar e Nick Mor an an d Nate Pierot ti o f New Stack Ventur es, a venture capital firm committed to investing in ...

Nov 28, 202244 min

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 Linked...

Nov 24, 20229 min

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 ar e Nick Mor an an d Nate Pierot ti o f New Stack Ventur es, a venture capital firm committed to investing in founders ou...

Nov 21, 202242 min

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 Webs...

Nov 17, 20226 min

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 ar e Nick Mor an an d Nate Pierot ti o f ...

Nov 14, 202237 minEp. 363

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 Twitt...

Nov 10, 20227 minEp. 369

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 ar e Nick Mor an an d Nate Pierot ti o f New Stack Ventur es, a venture capital firm c...

Nov 07, 202251 minEp. 358

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 ! Found...

Nov 03, 20227 min

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 ar e Nick Mor an an d Nate Pierot ti o f New Stack Ventur es...

Oct 31, 202232 min

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 ! Found...

Oct 27, 20224 min

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 ar e Nick Mor an an d Nate Pierot ti o f New Stack Ve...

Oct 24, 202230 minEp. 356

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 Tw...

Oct 20, 20226 min

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 ar e Nick Mor an an d Nate Pierot ti o f New Stack V...

Oct 17, 202242 min

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...

Oct 13, 20226 min

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 T...

Oct 10, 202242 minEp. 354

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 ! ...

Oct 06, 20225 min

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 c...

Oct 03, 202240 minEp. 353

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 ! Founder...

Sep 29, 20227 min

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 Ventur...

Sep 26, 202249 min

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 ...

Sep 22, 20226 min

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 Ratche...

Sep 19, 202236 min

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...

Sep 15, 202210 min

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 ...

Sep 12, 202248 min

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 W...

Sep 08, 20226 min

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 Tw...

Sep 05, 202245 min

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 Twit...

Sep 01, 20228 min

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...

Aug 29, 202251 min