Phin Upham of Haymaker Ventures joins Nick to discuss Why Fewer is Better; Pursuing a Frictionless World, The Value in Reframing Everything. In this episode we cover: The Challenges of Being a Good Venture Capitalist in a Rapidly Institutionalized Industry Startup Growth Strategies in a Capital-Tight Environment Fraud and Open Banking in the US Friction in Efficiency Business, Picking Good Companies and Adding Value after Investing The Benefits and Challenges of FinTech and AI in the Financial I...
Aug 12, 2024•1 hr 3 min•Ep 446•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Tomasz Tunguz Frank Rotman Abby Miller Levy 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 abou...
Aug 08, 2024•5 min•Ep 360•Transcript available on Metacast Heidi Roizen of Threshold Ventures joins Nick to discuss Secrets of a Serial Entrepreneur and VC: Fraudulent Founders, Radical Recaps, C-suite Shuffles, and Reviving Dysfunctional Boards. In this episode we cover: VCs' Bad Behavior During Market Downturns, Self-Optimization for Short-Term Gain and Poor Treatment of Entrepreneurs Entrepreneurship, Investors, and Advisors with Tips for Founders Secondary Shares in VC Investments, with Focus on Founder and VC Perspectives Startup Funding, Board Dyn...
Aug 05, 2024•1 hr 5 min•Ep 445•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein Larsen Jensen Alex Edelson 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 Ventures by visiting ...
Aug 01, 2024•6 min•Ep 359•Transcript available on Metacast Sami Inkinen of Virta Health joins Nick to discuss Lessons from Founding Trulia to IPO, How to Enter New Industries with No Experience, and Why Technology is Critical to Combat Diabetes in an era of GLP-1s. In this episode we cover: Early Days of Trulia, Product Market Fit, and Challenges Faced by the Founder Building a Successful Company Without an Exit Strategy Reversing Diabetes through Nutrition and Technology Using Biomarkers and Software to Track and Adjust Diet and Lifestyle for Optimal H...
Jul 29, 2024•59 min•Ep 444•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Abby Miller Levy Ilya Strebulaev Pejman Nozad 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 Ratch...
Jul 25, 2024•6 min•Ep 358•Transcript available on Metacast Mike Droesch of Bessemer Venture Partners joins Nick to discuss The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain. In this episode we cover: AI Applications in Various Industries, Advancements in AI-Powered Voice Transcription Technology, AI's Potential to Disrupt Vertical SaaS Industries Business Models for AI Software, Including Copilots, Agents, and Tech-Enab...
Jul 22, 2024•52 min•Ep 443•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein Larsen Jensen Alex Edelson 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 about ...
Jul 18, 2024•7 min•Ep 357•Transcript available on Metacast Adam Felesky of Portage joins Nick to discuss The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms. In this episode we cover: Investing in Web3, Crypto, and Blockchain, with a Focus on Global Markets and Entry Points Investing in International Companies, with a Focus on Due Diligence and Risk Assessment Modernizing Financial Infrastructure and Stacks Open Banking, ...
Jul 15, 2024•37 min•Ep 442•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Rob Rueckert Tomasz Tunguz Frank Rotman 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 visiting...
Jul 11, 2024•8 min•Ep 356•Transcript available on Metacast Alexa von Tobel of Inspired Capital joins Nick to discuss ID’ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts. In this episode we cover: Support Innovative Companies Addressing Societal Problems Investing in Structurally Broken Markets AI Adoption, Future of Work, and Potential Job Automation AI Value Distribution, Incumbents Vs. Startups, and M&A Challenges Future of FinTech and ...
Jul 08, 2024•47 min•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein Alan Patricof Ilya Strebulaev 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...
Jul 04, 2024•10 min•Ep 355•Transcript available on Metacast Rick Heitzmann of First Mark joins Nick to discuss Building First Mark, A Leading VC in NYC, Will New York Overtake the Bay Area, Insights on Unicorn Selection from a Perennial Midas List Investor, and Why Remote Work can Ruin Great Startups. In this episode we cover: Consumer Investing Investing in DraftKings Despite Regulatory Risks AI's Impact on SaaS Development and Deployment AI and GLP-1 Impact on Quality of Life Evaluating Entrepreneurs' Potential for Success Guest Links : LinkedIn X Firs...
Jul 01, 2024•43 min•Ep 440•Transcript available on Metacast Jun 27, 2024•6 min•Ep 354•Transcript available on Metacast Katelin Holloway of Seven Seven Six joins Nate to discuss The Question that Every Investor Should Ask, Teasing out the Characteristics of Generational Founders, and Recruiting Lessons from 1000+ Interviews. In this episode we cover: HR Tech Development and Investment Changing Dynamics in the Venture Capital Industry Identifying Strong Founders, Through Talent Identification and Instinct vs. Data-Driven Approach Evaluating Startup Founders and Products Using a Standardized Scorecard System Assess...
Jun 24, 2024•53 min•Ep 439•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Adrian Aoun Semyon Dukach Rob Rueckert 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 Ventures by visiting...
Jun 20, 2024•5 min•Ep 353•Transcript available on Metacast Ambar Bhattacharyya of Maverick Capital joins Nick to discuss Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling. In this episode we cover: Healthcare Trends, Including High Deductible Health Plans and Cash Pay Models US Halthcare System, Incentives for Preventative Medicine, and Potential for Value-Based Outcome-Oriented Systems AI Adoption in Healthcare, Including Adoption and Risks The Future ...
Jun 17, 2024•53 min•Ep 438•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Larsen Jensen Alex Edelson Tomasz Tunguz 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 Ratchet? F...
Jun 13, 2024•5 min•Ep 352•Transcript available on Metacast Jake Yormak of Story Ventures joins Nate to discuss Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack. In this episode we cover: Concentrating on Early-Stage Companies with Potential for Growth Investing in Hardware Companies, Challenges and Opportunities Focusing on Power Law Outliers AI Commoditization, Impact on Profit Pools, with a Focus on Computer Vision and Proprietary Data AI in Workflows, Incentivizing Users to Contribute Context Gu...
Jun 10, 2024•58 min•Ep 437•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Colin Walsh Adrian Aoun Semyon Dukach 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 about ...
Jun 06, 2024•7 min•Ep 351•Transcript available on Metacast James Joaquin of Obvious Ventures joins Nick to discuss Solving the World's Toughest Problems, the Ethics of AI, and the Rise of Generative Science. In this episode we cover: Growth of Funds and Measuring Alignment Between Investors and Founders Investing in Tech Companies with Positive Impact Generative AI for Scientific Breakthroughs and Renewable Energy AI's Potential to Transform Healthcare, Life Expectancy, and Scientific Research Climate Tech Investment Potential and the Role of Venture Ca...
Jun 03, 2024•44 min•Ep 436•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: David Spreng Larsen Jensen Alex Edelson 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 visiting...
May 30, 2024•7 min•Ep 350•Transcript available on Metacast Pejman Nozad of Pear VC joins Nick to discuss How a Sports Journalist, Car Washer, and Rug Salesman Built a Tier 1 VC Firm . In this episode we cover: Entrepreneurship, Venture Capital, and Building a Firm for Generations Entrepreneur Mindset, Sales Skills, and Storytelling Investing in Startups, Pro Rata, and Valuation Evaluating Startup Potential, Including Market Size and Founder Quality Investing, Exit Strategies, and Building Relationships with Founders Guest Links : LinkedIn X Pear VC The ...
May 27, 2024•35 min•Ep 435•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Rob Rueckert Tomasz Tunguz Frank Rotman 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 Ne...
May 23, 2024•8 min•Ep 349•Transcript available on Metacast Ilya Strebulaev co-author of the Venture Mindset joins Nick to discuss Deconstructing the Venture Mindset -- The Data and Decision-Making Driving Top Tier Investing. In this episode we cover: Venture Capital Mindset and Decision-Making Principles Venture Capital's Role in Creating Successful Companies Sourcing and Selection in Venture Capital, Diversifying Networks and Meaningful Connections Venture Capital Investing Strategies and Portfolio Management Venture Capital Best Practices, Including R...
May 20, 2024•54 min•Ep 434•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Colin Walsh David Spreng 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 Ventures by visitin...
May 16, 2024•5 min•Ep 348•Transcript available on Metacast Alan Patricof & Abby Miller Levy of Primetime Partners joins Nick to discuss Founding VC Firms Apax, Greycroft, and Primetime, the Keys to Unlocking Investment Value in Healthcare, and Why the Aging Population is the Biggest Opportunity in Tech. In this episode we cover: Launching a Horizontal Fund Focused on Ageing Population Investing in Businesses Catering to Aging Population Healthcare Investment, Regulation, and AI's impact Reducing Healthcare Costs Through Prevention and Engagement Healthc...
May 13, 2024•52 min•Ep 433•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Adrian Aoun Semyon Dukach Rob Rueckert 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 New...
May 09, 2024•7 min•Ep 347•Transcript available on Metacast Frank Rotman of QED Investors joins Nick to discuss Lessons from Building the Iconic Firm QED, the History of Fintech, the Efficiency of Carbon Vs. Silicon Processing, and Decentralizations Role in the Future of Finance. In this episode we cover: Decentralization, and Stable Coins in Finance Financial Nihilism and Is Impact on Savings, Investing, and the Economy Megatrends, Including Aging Population, Climate Change, and GLP-1 Drugs Carbon-Based vs Silicon-Based Learning Machines, Strengths and ...
May 06, 2024•1 hr 1 min•Ep 432•Transcript available on Metacast On this special segment of The Full Ratchet, the following Investors are featured: Mitchell Green Morgan Beller Gaurav Jain 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...
May 02, 2024•6 min•Ep 346•Transcript available on Metacast 
