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 317: Lessons Learned (Cowgill, Ehrenberg, Zalman)

On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Roger Ehrenberg Elizabeth Zalman We asked guests to tell the most important lesson they've learned in their career. 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. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about New Stack Ventures by vi...

Oct 12, 20238 minEp. 317

404. Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Tooling vs. AI Platforms; and the Search for the Next Form Factor Amidst Smart-phone Saturation (Ian Sigalow)

Ian Sigalow of Greycroft joins Nick to discuss Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Tooling vs. AI Platforms; and the Search for the Next Form Factor Amidst Smart-phone Saturation. In this episode we cover: Venture Capital, Technology Trends, and Entrepreneurship AI, GPUs, and Edge Computing Future Growth Platforms for Consumer Software and Applications AI Adoption and Platform Development Investment Strategies and Portfolio Performan...

Oct 09, 202352 minEp. 404

Investor Stories 316: Why I Passed (Lerer, Duesterhoeft, Sigalow)

On this special segment of The Full Ratchet, the following Investors are featured: Ben Lerer Sebastian Duesterhoeft Ian Sigalow Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. 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. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more abo...

Oct 05, 20238 minEp. 316

403. Can BioTech Extend Life to 150 Years? Gene Editing, and Investing in the Future of Life Sciences (Risa Stack)

Risa Stack of The Production Board joins Nate to discuss Can BioTech Extend Life to 150 Years? Gene Editing, and Investing in the Future of Life Sciences. In this episode we cover: Entrepreneurship, Venture Capital, and Starting Companies Venture Studio Model, Technical Risk, and Investing in Businesses Challenges in Therapeutic Development and Commercialization Prioritizing People Over Products, and Assessing the Funding Environment for Critical Industries Biotech, Life Extension, and Investmen...

Oct 02, 202339 minEp. 403

Investor Stories 315: Visionary Founders (Cowgill, Ehrenberg, Neumann)

On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Roger Ehrenberg Jerry Neumann We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. 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. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about...

Sep 28, 20236 minEp. 315

402. Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent (Sebastian Duesterhoeft)

Sebastian Duesterhoeft of Lightspeed Venture Partners joins Nate to discuss Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent. In this episode we cover: Investing in a Challenging Market with a Growth Investor AI Technology, Its Impact & Potential to Disrupt Industries and Create New Opportunities Investment Strategies and Price Dynamics in the Startup Space Investing in Enterprise Software Companies, In...

Sep 25, 202355 minEp. 402

Investor Stories 314: What's Next (Kimerling, Akhund, Borumand)

On this special segment of The Full Ratchet, the following Investors are featured: Dan Kimerling Immad Akhund Cameron Borumand Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. 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. Want to keep up to date with The Full Ratchet? F...

Sep 21, 20236 minEp. 314

401. Founder Vs. Investor – A debate between an Experienced Founder and the VC that Backed Her (Jerry Neumann and Elizabeth Zalman)

Jerry Neumann and Elizabeth Zalman of Neu Venture Capital/Crane Venture Partners join Nick to discuss Founder Vs. Investor – A debate between an Experienced Founder and the VC that Backed Her. In this episode we cover: Should Founders Even Want Venture Capital Advice on Raising Capital The Importance of Having a Hiring Process How Many Full-Time Jobs Can a Founder Have VC Attorneys What Is the Purpose of the Board of Directors Differences Between the Private and Public Markets Tools Used for Pro...

Sep 18, 202352 minEp. 401

Investor Stories 313: Why I Passed (Cowgill, Ehrenberg, Neumann)

On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Roger Ehrenberg Jerry Neumann 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 T...

Sep 14, 20239 minEp. 313

400. Building and Leaving the Iconic Seed Firm IA, Mastering Reserve Strategy, Investing in Sports and the Next Wave of Entertainment, and Analyzing the Pysche of Unicorn Founders (Roger Ehrenberg)

Roger Ehrenberg of Eberg Capital joins Nick to discuss Building and Leaving the Iconic Seed Firm IA, Mastering Reserve Strategy, Investing in Sports and the Next Wave of Entertainment, and Analyzing the Pysche of Unicorn Founders. In this episode we cover: Spending Time with Founders Before Investing What Most Investors Miss When Generating Persistent Returns Directive vs Constructive with Founders The Future of Sports Dealing with Issues in Real Time Guest Links : Twitter LinkedIn Eberg Capital...

Sep 11, 202358 minEp. 400

Investor Stories 312: Lessons Learned (Lerer, Kimerling, Akhund)

On this special segment of The Full Ratchet, the following Investors are featured: Ben Lerer Dan Kimerling Immad Akhund 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 Twitt...

Sep 07, 20237 minEp. 312

399. Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to the Hype? (John Cowgill)

John Cowgill of Costanoa Ventures joins Nate to discuss Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to the Hype?. In this episode we cover: How Do Costanoa Ventures Run References Do Investors Need to Have a Thesis What Is Applied Big Data and How Will It Change the Enterprise Bets on AI in the Enterprise How Generative AI Can Be a Catalyst for Esoteric Industries Guest Links : Twitter LinkedIn Costanoa Ventures The hosts of The Full Ratchet are Nic...

Sep 04, 202333 minEp. 399

Investor Stories 311: Why I Passed (Biederman, Kaul, Susan)

On this special segment of The Full Ratchet, the following Investors are featured: Rob Biederman Samir Kaul Lior Susan 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 ...

Aug 31, 20237 minEp. 311

398. Behind the Scenes at Mercury During the SVB Crisis, Tactical Fundraising Advice for Founders, Lessons from 300+ Angel Investments (Immad Akhund)

Immad Akhund of Mercury joins Nate to discuss Behind the Scenes at Mercury During the SVB Crisis, Tactical Fundraising Advice for Founders, Lessons from 300+ Angel Investments. In this episode we cover: The Importance of Understanding the Market. Banking for Startups and Entrepreneurs. The Collapse of SVB Lessons Learned from the SVB Crisis. Advice for Founders on How to Navigate a Startup Death Spiral. Guest Links : Twitter LinkedIn Mercury The hosts of The Full Ratchet are Nick Moran and Nate ...

Aug 28, 202340 minEp. 398

Investor Stories 310: Post Mortems (Agarwal, Lerer, Kimerling)

On this special segment of The Full Ratchet, the following Investors are featured: Ajay Agarwal Ben Lerer Dan Kimerling 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, ...

Aug 24, 202311 minEp. 310

397. Defying the VC Orthodox, Re-inventing Financial Services, Picking Righteousness Over Returns, and Why VCs Should be More Like Rick Rubin and Less Like Don Wilson (Dan Kimerling)

Dan Kimerling of Deciens Capital joins Nick to discuss Defying the VC Orthodox, Re-inventing Financial Services, Picking Righteousness Over Returns, and Why VCs Should be More Like Rick Rubin and Less Like Don Wilson. In this episode we cover: How to Diversify Risk How to Support a Fee Structure That is Different The Rise of Free and Open Source Software. What Communities Are Most Underserved by FinTech. The Role That FinTech Plays in Decarbonizing Finance. The Art of Creating the Future. Guest ...

Aug 21, 20231 hr 2 minEp. 397

Investor Stories 309: Strange & Unusual (Wilk, Susan, Kaul)

On this special segment of The Full Ratchet, the following Investors are featured: Jason Wilk Lior Susan Samir Kaul 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, a...

Aug 17, 20235 minEp. 309

396. Scaling Dave to IPO, How to Recruit a Word Class Team, And Predictions for the Future of FinTech (Jason Wilk)

Jason Wilk of Dave joins Nate to discuss Scaling Dave to IPO, How to Recruit a Word Class Team, And Predictions for the Future of FinTech. In this episode we cover: Navigating the Early Stage of Product Market Fit. How to Drive Down the Cost of Acquisition. How Did the Fundraising Process Evolve Where Can We See the Winners in the FinTech Market Challenges of Competing with Traditional Banks Guest Links : Twitter LinkedIn Dave The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New...

Aug 14, 202336 minEp. 396

Investor Stories 308: Why I Passed (Agarwal, Barnes, Kimerling)

On this special segment of The Full Ratchet, the following Investors are featured: Ajay Agarwal Brian Barnes Dan Kimerling 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...

Aug 10, 20238 minEp. 308

395. How to Thrive in a Down Market; Investing through the AI Hype Cycle; and Consumer Exits and Key Lessons from Warby Parker, MIRROR, Casper, Allbirds, and Oscar (Ben Lerer)

Ben Lerer of Lerer Hippeau joins Nick to discuss How to Thrive in a Down Market; Investing through the AI Hype Cycle; and Consumer Exits and Key Lessons from Warby Parker, MIRROR, Casper, Allbirds, and Oscar. In this episode we cover: Opportunities In the New York Tech Scene The Challenges Of Building a DTC Company How To Assess Purchase Frequency When the Market Is Low Avoiding Startups Building With Generative AI Where Is the Alpha In the Solar Space What Makes For an Amazing CEO Do Founders H...

Aug 07, 202352 minEp. 395

Investor Stories 307: What's Next (Kaul, Susan, Lerer)

On this special segment of The Full Ratchet, the following Investors are featured: Samir Kaul Lior Susan Ben Lerer 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 . ...

Aug 03, 202310 minEp. 307

394. Scaling to Exit Without Venture Capital, Why VCs Might be Incentivizing the Wrong Type of Company Building, and How GenAI Will Shape the Future of Media Businesses

David Tao of BarBend joins Nate to discuss Scaling to Exit Without Venture Capital, Why VCs Might be Incentivizing the Wrong Type of Company Building, and How GenAI Will Shape the Future of Media Businesses. In this episode, we cover: The Importance of Diversifying Your Revenue Streams. Hiring and Raising Capital for Founders. The Right Time to Sell the Company. Niche is Almost Always Bigger Than We Think. Timeline for Monetizing Content. Is Generative AI Overhyped or Underhyped. Guest Links : T...

Jul 31, 202352 minEp. 394

Investor Stories 306: Strange & Unusual (Biederman, Agarwal, Barnes)

On this special segment of The Full Ratchet, the following Investors are featured: Rob Biederman Ajay Agarwal Brian Barnes Each investor describes the most unusual situation or pitch that they've encountered as an investor. 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. Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about New Stack Ve...

Jul 27, 20237 minEp. 306

393. The $40T Opportunity Investing in Physical Industries, The Framework for Investing in Hardware, and Lessons Learned from Industry Legend, Pierre Lamond (Lior Susan)

Lior Susan of Eclipse Ventures joins Nate to discuss The $40T Opportunity Investing in Physical Industries, The Framework for Investing in Hardware, and Lessons Learned from Industry Legend, Pierre Lamond. In this episode we cover: Misperceptions in Fintech Changing Barriers in Hardware How to Find and Back the Best Founders Macro Environment and Investing in 2023 Guest Links : Twitter LinkedIn Eclipse Ventures The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures ...

Jul 24, 202332 minEp. 393

Investor Stories 305: Lessons Learned (Conrad, Kaul, Susan)

On this special segment of The Full Ratchet, the following Investors are featured: Tony Conrad Samir Kaul Lior Susan 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 ...

Jul 20, 20239 minEp. 305

392. Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech (Samir Kaul)

Samir Kaul of Khosla Ventures joins Nick to discuss Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech. In this episode we cover: Taking Large Technical Risk Than Large Market Risk Assessing Generative AI Moats Investing in CleanTech Investment Lessons & Best Practices During a Technology Revolution Guest Links : Twitter LinkedIn Khosla Ventures The hosts of The Full Ratchet are Nick Mo...

Jul 17, 202346 minEp. 392

Investor Stories 304: What's Next (Biederman, Agarwal, Barnes)

On this special segment of The Full Ratchet, the following Investors are featured: Rob Biederman Ajay Agarwal Brian Barnes 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 We...

Jul 13, 20236 minEp. 304

391. Building the Finance SuperApp, Modernizing Risk Underwriting, Revolutionizing Wealth Management, and Rocketing from Seed to Unicorn in 5 Years (Brian Barnes)

Brian Barnes of M1 Finance joins Nick to discuss Building the Finance Super App, Modernizing Risk Underwriting, Revolutionizing Wealth Management, and Rocketing from Seed to Unicorn in 5 Years. In this episode we cover: Building a Finance Super App Achieving Product Market Fit in Fintech Modernizing Risk Management Going Through Rapid Hiring and Finding Talents Raising Capital During Economic Downturn AI and Generative AI Impact on Fintech Guest Links : LinkedIn Twitter M1 Finance The host of Th...

Jul 10, 202352 minEp. 391

Investor Stories 303: Post Mortems (Tisch, Conrad, Kaul)

On this special segment of The Full Ratchet, the following Investors are featured: David Tisch Tony Conrad Samir Kaul 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, ar...

Jul 06, 20238 minEp. 303

390. The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds (Ajay Agarwal)

Ajay Agarwal of Bain Capital Ventures joins Nick to discuss The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds. In this episode we cover: Boston, Palo Alto, Austin, Pittsburgh, What Makes Certain Cities Great Startup Ecosystems Deploying $1.9B of New Funds Robotics, AI & Automation, How Technology Impacts The Physical World Why has the US Fallen Further Behind in Regards to Automation The Impact of the...

Jul 03, 202347 minEp. 390