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.
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 s...
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.
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 investin...
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....
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 th...
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.
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 ...
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.
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 ...
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.
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 ...
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.
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 y...
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.
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 w...
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.
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 opport...
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.
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 C...
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.
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 ...
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.
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 ...
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.
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 lif...
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...
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.
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.
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.
