Kevin Stevens of Energize Capital joins Nick to discuss The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC. In this episode we cover: Challenges in Energy Distribution and Storage The Role of Batteries and Other Energy Storage Solutions Data Centers and Energy Consumption Nuclear Energy and Its Role in the Energy Transition Financing Challenges and Strategies for Energy and Climate Companies The Im...
Nov 25, 2024•40 min•Ep 461•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Rick Heitzmann Alexa Von Tobel Adam Felesky 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 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...
Nov 21, 2024•6 min•Ep 375•Transcript available on Metacast Mathias Schilling of Headline joins Nick to discuss Why Culture is King, The Role of “Founder Mode” in Building Iconic Companies, Lessons From 25 Years in the Business, and How to Make Tech a Force Multiplier Within a VC Firm. In this episode we cover: Evolution of the Venture Capital Industry Headline's Winning Strategy Global Presence and Investment Approach Navigating Market Cycles and Founder Mode Capital Efficiencies and AI's Impact Succession Planning and Leadership Future of AI and Regula...
Nov 18, 2024•46 min•Ep 460•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Sami Inkinen Heidi Roizen Phin Upham We asked guests to discuss the factor that could cause the most disruption to the industry going forward and how that will change the next decade of venture. The host of The Full Ratchet is Nick Moran 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...
Nov 14, 2024•10 min•Ep 374•Transcript available on Metacast Rusty Ralston and Jay Patil of Swell VC joins Nick to discuss Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it’s at Peak Hype, and Using Recruiting as a Key Differentiator. In this episode we cover: Assessing Category Creation and Founder Caliber Sector Potential and Investment Strategy Syndicate Structure and Fund Size Talent Model and Sync Playbook Market Conditions and Future Outlook Investing in AI and Navigating Hype Defensibility in AI and Future...
Nov 11, 2024•38 min•Ep 459•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Katelin Holloway Adam Felesky Mike Droesch We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is Nick Moran 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 Ventu...
Nov 07, 2024•7 min•Ep 373•Transcript available on Metacast Ted Seides of Capital Allocators joins Nick to discuss Lessons from Top Allocators, David Swensen’s Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting. In this episode we cover: Evolution of Private Equity and Its Role in the Economy Challenges and Opportunities in the Private Equity Industry Impact of David Swensen and His Philosophy Key Insights on Allocation and Alignment Team Structure and Decision-Making in Private Equity Innovative Mo...
Nov 04, 2024•47 min•Ep 458•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Ambar Bhattacharyya Rick Heitzmann Alexa von Tobel 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 is Nick Moran 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 ...
Oct 31, 2024•6 min•Ep 372•Transcript available on Metacast Justin Izzo of Dropbox DocSend joins Nick to discuss Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics. In this episode we cover: Key Metrics in Pitch Deck Activity Macro Economic Metrics and Their Impact on Pitch Deck Activity Trends in Investor Deck Interactions and Time Spent Advice for Founders on Pitch Deck Creation Investor Engagement with AI-Focused Pitches Founder Links Created and Their Implications Impact of VC Funding Trends ...
Oct 28, 2024•42 min•Ep 457•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Ilya Strebulaev Jake Yormak Katelin Holloway We asked guests to share the best question they've ever been asked by an allocator. The hosts of The Full Ratchet is Nick Moran 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 visiting our LinkedIn...
Oct 24, 2024•8 min•Ep 371•Transcript available on Metacast Jon Terbell and Ted Clark of FourBridge Partners joins Nick to discuss LP Insight on What Distinguishes the Good from Great VCs, Why VC Firms Fail, How to Mitigate Risk, and What to Look For When Metrics Mislead. In this episode we cover: Challenges and Best Practices in Venture Capital Performance Metrics and Leading Indicators Risk Management and Portfolio Construction Importance of LP-GP Relationships Current Market Conditions and Future Outlook Advice for Emerging VCs and Aspiring VCs Guest ...
Oct 21, 2024•46 min•Ep 456•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Pejman Nozad James Joaquin Rick Heitzmann We asked guests to tell the most important lesson they've learned in their career. The hosts of The Full Ratchet is Nick Moran 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 visiting our LinkedIn and...
Oct 17, 2024•8 min•Ep 370•Transcript available on Metacast Bradley Tusk of Tusk Ventures joins Nick to discuss From Campaigns to Code: The Intersection of Tech, Politics, and Regulation. In this episode we cover: Regulatory Challenges in the Tech Industry Gig Economy and Worker Classification Issues AI Regulation and Professional Licensure Autonomous Vehicles and Federal Regulation State-Level Regulation and AI Legislation Clean Energy and Climate Tech Investments Healthcare and Digital Health Investments Privacy and Social Media Regulation Venture Capi...
Oct 14, 2024•56 min•Ep 455•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Jake Yormak Ambar Bhattacharyya Katelin Holloway 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 is Nick Moran 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...
Oct 10, 2024•9 min•Ep 369•Transcript available on Metacast David Garcia of Digitt joins Nick to discuss Building the AMEX of LATAM, Raising a $50M Debt Facility, Why Leaders Should Tend to Flowers Not Weeds, and How Creativity Can Lead to 80% Organic Consumer Acquisition. In this episode we cover: Comparison to SoFi and American Express Business Model and Customer Retention Future Products and Market Strategy Debt Financing Process and Lessons Learned Customer Acquisition and Content Strategy Scarcity as a Superpower and Company Culture Mistakes in Team...
Oct 07, 2024•47 min•Ep 454•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein James Joaquin Adam Felesky We asked guests to discuss the factor that could cause the most disruption to the industry going forward and how that will change the next decade of venture. The hosts of The Full Ratchet is Nick Moran 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 . Y...
Oct 03, 2024•6 min•Ep 368•Transcript available on Metacast Mike Whitmire of FloQast joins Nick to discuss Building and Scaling in Unsexy Spaces, The Next Generation of AI-Based Accounting, Backchanneling your Investors, and If the AI Hype Cycle is Bad for Venture. In this episode we cover: FloQast's Product and Market Positioning Organizational North Star and Customer Persona Attracting Talent and Fundraising Struggles AI Integration and Future of Accounting Impact of AI on Venture Funding Guest Links : Mike’s LinkedIn Mike’s Twitter/X FloQast Website F...
Sep 30, 2024•37 min•Ep 453•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Rob Rueckert Alan Patricof Ilya Strebulaev We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The hosts of The Full Ratchet is Nick Moran 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 Vent...
Sep 26, 2024•7 min•Ep 367•Transcript available on Metacast Laura Chau of Canaan joins Nick to discuss Consumer Headwinds, Whether AI Revenue Catch up with Infra Spend, and Are Creative “Takeunders” the Solution to Lina Khan’s FTC Agenda. In this episode we cover: Consumer Investing and Churn Customer Acquisition and Data Challenges AI Investment Framework and Opportunities AI Infrastructure and Revenue Gap Google's Agreement with Character.ai Non-AI Investment Areas and Founder Preferences Guest Links : Laura’s LinkedIn Laura’s Twitter/X Canaan’s Linked...
Sep 23, 2024•37 min•Ep 452•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Ilya Strebulaev Pejman Nozad James Joaquin 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 19, 2024•9 min•Ep 366•Transcript available on Metacast Oren Yunger of Notable Capital joins Nick to discuss Who Wins in the Cat and Mouse Game of Cyber, Open Source’s Role in Security, The Dealflow Network that Sources Deals and Vetts Them, and Will The Future Bring More Bundling or Unbundling? In this episode we cover: Navigating Playbooks and Founder Experience Supporting Founders and Cybersecurity Startups Cybersecurity Trends and Open Source Investing in Israel and Tech Hubs Investing Models and Strategic Partnerships Cybersecurity Market Dynami...
Sep 16, 2024•42 min•Ep 451•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Tomasz Tunguz Frank Rotman Alan Patricof & Abby Miller Levy We asked guests to share the best question they've ever been asked by an allocator. 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...
Sep 12, 2024•9 min•Ep 365•Transcript available on Metacast Gregory Ho of Spring Mountain Capital joins Nick to discuss The Former CFO of McKinsey on AI, Quantum Computing, BioEngineering, and Why Social Impact Can be the Key to Investment Success. In this episode we cover: AI's Applicability Across Sectors Challenges and Opportunities in AI Adoption Consulting Services and AI's Impact Practical Applications of AI in Healthcare Investing in Bioengineering and Social Impact Challenges and Opportunities in Social Impact Investing Future of Quantum Computin...
Sep 09, 2024•43 min•Ep 450•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Ambar Bhattacharyya Rick Heitzmann Alexa von Tobel We asked guests to discuss the factor that could cause the most disruption to the industry going forward and how that will change the next decade of venture. 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 ...
Sep 05, 2024•6 min•Ep 364•Transcript available on Metacast Eric Boduch of Venture Studio 24 and Up and Revcast joins Nick to discuss Scaling Unicorn Pendo, When to Hire Your First Sales Leader, How To Construct a Team Pre and Post PMF, and How to Balance Stretch vs. Strain. In this episode we cover: Pendo's Origin, Product Development, and Customer Acquisition Product Market Fit, Growth Strategies and Team Composition for Early-Stage SaaS Startups Hiring and Company Culture at a Fast-Growing Startup Building and Optimizing Revenue Organizations - Metric...
Sep 02, 2024•38 min•Ep 449•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Tomasz Tunguz Pejman Nozad James Joaquin We asked guests for the most important piece of advice that they'd share with folks early in their venture 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 abo...
Aug 29, 2024•4 min•Ep 363•Transcript available on Metacast Jill Chase of CapitalG joins Nick to discuss Where AI Value will Accrue in the Tech Stack, How Far we are from AGI, The Role of Adversarial AI, and Enterprise Adoption of AI in 2024. In this episode we cover: AI Technology and Investment, LTM Nets and Potential for Fully Autonomous Software Engineering AI Technology, Growth Strategies, and Outlier Metrics in the Industry AI Adoption in Enterprise, Challenges in Measuring ROI Ethical Considerations Around Data Usage for Model Training AI Research...
Aug 26, 2024•39 min•Ep 448•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Alan Patricof Ilya Strebulaev Jake Yormak 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 visiti...
Aug 22, 2024•7 min•Ep 362•Transcript available on Metacast Sandeep Patil of QED Investors joins Nick to discuss From India to IPO: Cracking the Code of Cross-Border FinTech Investments, Regulation, and Market Dynamics. In this episode we cover: Investment Strategies in Asia and Australia, with a Focus on FinTech Companies Challenges of Starting a Successful Tech Company in India FinTech in India, Market Differences and Data Privacy Concerns FinTech Trends, Embedded Finance, Digital Infrastructure, and Open Banking Benefits of Regulation in Fintech, Impo...
Aug 19, 2024•46 min•Ep 447•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Larsen Jensen Pejman Nozad James Joaquin 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 about N...
Aug 15, 2024•6 min•Ep 361•Transcript available on Metacast 
