On this special segment of The Full Ratchet, the following Investors are featured: Kristi Ross Ravi Viswanathan Oz Alon 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...
Mar 16, 2023•7 min•Ep 287•Transcript available on Metacast Shardul Shah of Index Ventures joins Nick to discuss Assessing an entrepreneur’s imagination. What are the metrics and characteristics that demonstrate product market fit for Early-stage investing? (Shardul Shah). In this episode we cover: Outsourcing security risk and the need to outsource risk. The Importance of Imaginative Entrepreneurs How do you think about the trade-offs of a services business? Metrics and characteristics that demonstrate product market fit. The evaluation criteria Shardul...
Mar 13, 2023•44 min•Ep 374•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Jenny Lefcourt Mar Hershenson Ravi Viswanathan 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 a...
Mar 09, 2023•6 min•Transcript available on Metacast Kristi Ross of tastytrade joins Nick to discuss Bootstrapping to a Billion Dollar Exit, The History of Options Trading, Competing Against Robinhood, and How to Build a Brokerage Content Machine. In this episode we cover: Bootstrapping to a Billion Chicago Trading in the 90s ThinkorSwim, TCV, and Trading to Tastytrade Robinhood's Capital Intensive Strategy Using Media and Content to Build a Brokerage Powerhouse Missed a recent episode? Go to The Full Ratchet blog and catch up! The hosts of The Fu...
Mar 06, 2023•35 min•Ep 373•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Tim Draper Jenny Lefcourt Chris Sugden 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...
Mar 02, 2023•7 min•Transcript available on Metacast Dan Ahrens of Left Lane Capital joins Nate to discuss The $30 Trillion Dollar Market Opportunity, Formulas for Successful Consumer Investing, and the Current Macro Environment. In this episode we cover: Firm Building at Left Lane Raising a $1.4B Fund II Investing in Consumer Tech and SMB The Current Macro Environment 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 Ventur es, a ventu...
Feb 27, 2023•47 min•Ep 372•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Brian O'Malley Ravi Viswanathan Willy Schlacks 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...
Feb 23, 2023•8 min•Transcript available on Metacast Mar Hershenson of Pear VC joins Nick to discuss Are Founders Born or Made?, What it Takes to Raise a Series A in 2023, and Weighing the Balance of Unit Economics vs Growth. In this episode we cover: Path to Pear and The Forbes Midas List Data on The DNA of Entrepreneurs Generative AI Hype Raising a Series A in 2023 & 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 capita...
Feb 20, 2023•35 min•Ep 371•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Samara Mejia Hernandez Julie Wroblewski Brad Burnham 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 Link...
Feb 16, 2023•8 min•Transcript available on Metacast Drew Oetting of 8VC joins Nick to discuss Why 8VC's Incubation Model Works, the Most Unique Culture in Venture Capital, and Investing at the Intersection of PE and VC. In this episode we cover: Why Iteration is a Key Founder Quality The Incumbent Venture Capital Mindset How to Marry Entrepreneurship and Investing 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 Ventur es, a venture c...
Feb 13, 2023•50 min•Ep 370•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Ravi Viswanathan Jenny Lefcourt Oz Alon 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 ! Foun...
Feb 09, 2023•6 min•Transcript available on Metacast Henrik Werdelin of BARK joins Nate to discuss What Consumer Founders Often Get Wrong, How to Build a Culture that Breeds Creativity, and Scaling Bark to IPO. In this episode we cover: The Founding of Bark Tips for Consumer Founders Breeding a Creative Culture The Path to IPO Missed a recent episode? Go to The Full Ratchet blog and catch up!
Feb 06, 2023•36 min•Ep 369•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Annie Kadavy Brad Burnham Ali Hamed 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 Twitte...
Feb 02, 2023•9 min•Transcript available on Metacast Oz Alon & Nadav Eylath of Honeybook & at.inc/ joins Nick to discuss From a Bar Owner to $100M+ ARR, How an Outsider Navigated Silicon Valley, Raising through Peaks and Troughs of Hype Cycles, and How to Select $B startups at the Incorporation Stage. In this episode we cover: Honeybook's First Pitch Investing in Founders at Incorporation How to Sell to SMBs Raising in Up and Down Markets What the Future Holds For Tech Investing Missed a recent episode? Go to the TFR Blog to catch up!...
Jan 30, 2023•36 min•Ep 368•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Tripp Jones Jenny Lefcourt Ravi Viswanathan 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 ou...
Jan 26, 2023•6 min•Transcript available on Metacast Ramy Adeeb of 1984 joins Nick to discuss 2023 Predictions P2: A16Z vs. Tiger, ChatGPT vs. Google, Hot vs. Cool Sectors, and Which Big Tech Companies are Doomed. In this episode we cover: Web 3.0's Demise Andreesen vs. Tiger's Brands ChatGPT Challenging Google Big Tech's Troubles Hottest & Coolest Sectors & 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 comm...
Jan 23, 2023•47 min•Ep 367•Transcript available on Metacast Ramy Adeeb of 1984 joins Nick to discuss 2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Should Anti-Trust Take a Bite out of Apple. In this episode we cover: Crypto's and Web 3.0's Correction The Down Round Reckoning Elon Musk and Twitter's Shakeup Apple's Response to Anti-Trust 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 ven...
Jan 19, 2023•28 min•Ep 366•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Sunil Nagaraj Brian O'Malley Annie Kadavy 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 Tw...
Jan 16, 2023•9 min•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Neha Khera Ravi Viswanathan Ali Hamed 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,...
Jan 12, 2023•9 min•Transcript available on Metacast Jenny Lefcourt, General Partner at Freestyle Capital joins Nick to discuss Founder to Forbes Midas List, Behind the Scenes of an Intro Call, Why B2B2C is Best and Avoiding the Leaky Funnel Trap. In this episode we cover: Making the Switch from Angel to VC Tips For Founders Pitching Jenny and Freestyle How to Reach Conviction without Consensus Burn and Learn Investing B2B2C and Avoiding the Leaky Funnel And More! Missed a recent episode? Go to The Full Ratchet blog and catch up! The hosts of The ...
Jan 09, 2023•42 min•Ep 370•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Aaron Holiday Eric Liaw Chris Sugden 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 ! Founder...
Jan 07, 2023•7 min•Transcript available on Metacast On this special replay episode, Nicole Quinn of Lightspeed Venture Partners joins Nick to discuss The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps. In this episode, we cover: Nicole's background and path to VC How Shoe Dog Shaped her Investment Philosophy What are the consumer behaviors in different regions? Early Signs of Success in Consumer Investing And More! Missed a recent episode? Go to The Full Ratche...
Jan 05, 2023•36 min•Ep 372•Transcript available on Metacast In this special replay episode, Ben Sun of Primary Venture Partners joins Nick to discuss Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market. In this episode, we cover: Ben's Founder Journey Primary's Thesis Market vs Founder How Primary Evaluates Talent Missed a recent episode? Go to The Full Ratchet blog and catch up!
Jan 02, 2023•48 min•Ep 371•Transcript available on Metacast On this special replay episode, 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: The thesis at Cake Investing in Demographic Change Pros and Cons of Being a Solo GP How to Scale Yourself And More! Missed a recent episode? Go to The Full Ratchet blog and catch up!...
Dec 31, 2022•47 min•Ep 370•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Tim Draper Aaron Holiday Anna Mason 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 Twitte...
Dec 29, 2022•6 min•Transcript available on Metacast On this special replay episode, John Vrionis joins Nick to discuss the DNA of Startup Success, including: What’s unusual about what you do? “How it works” vs. “Why it matters” — what’s the disconnect you’ve observed with early-stage founders? Arrogance vs. Humility — have you invested in founders displaying these traits? What’s been your experience? 3 must-haves that you look for in a new investment? If there’s one common theme in failed investments — what is it? Is there anything unusual about ...
Dec 26, 2022•52 min•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Cameron Borumand Annie Kadavy Konrad Waliszewski 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 visiti...
Dec 22, 2022•6 min•Transcript available on Metacast Jai Das of Sapphire Ventures joins Nick to discuss The FTX Fallout, What's Next for Crypto and Web 3.0, and Lessons From Backing 13 IPOs. In this episode we cover: Playing Defense and Offense in a Downturn Predictions for Crypto and Web 3.0 Indicators of a Future IPO 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 outsi...
Dec 19, 2022•38 min•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Steve Sarracino Hernán Fernandez Tim Draper 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 ou...
Dec 15, 2022•13 min•Transcript available on Metacast Willy Schlacks of EquipmentShare joins Nick to discuss Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win a Market When Everything is a Commodity. In this episode we cover: From Communism to Capitalism The Philosophy of Altruistic Capitalism Fusing The Digital and Built Worlds Common Company Killers from Founders And More!...
Dec 12, 2022•44 min•Transcript available on Metacast 
