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)....
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 Twee...
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)....
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 fr...
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)....
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 wa...
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...
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...
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 Ne...
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 transfo...
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 Twitte...
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 entrepreneursh...
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 ...
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...
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 o...
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 V...
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 Linked...
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 ...
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 b...
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 p...
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! Al...
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 t...
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 ...
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 naviga...
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 hos...
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 Expe...
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 Link...
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 affec...
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 ...
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? I...
