The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

By Nick MoranBusiness Technology Investing

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified episodes

October 15Investor Stories 497: Passing on Snapchat, Canva, and Hugging Face: The Rules of Thumb That Cost VCs Billions (Vaidya, Fubini and Patel, Rosenbloom)
On this special segment of The Full Ratchet, the following Investors are featured:

Vivek Vaidya of super{set}

Ross Fubini and Manish Patel of XYZ Venture Capital

Micah Rosenbloom of Founder Collective

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.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.

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 Twitter.
5 min
October 12519. Don't Play the Game on the Field, What the 500 Largest Exits Tell Us, How and When to Sell Secondary, and VC's Identity Crisis (Micah Rosenbloom)
Micah Rosenbloom of Founder Collective joins Nick to discuss Don't Play the Game on the Field, What the 500 Largest Exits Tell Us, How and When to Sell Secondary, and VC's Identity Crisis. In this episode we cover:

Investment Patterns and Risk Management

Strategic Deviations in Investing

The Mechanics of Picking Winners

Liquidity and Exit Strategies

Future Outlook on AI and Industry Trends

Guest Links:

Micah's LinkedIn

Micah's X

Founder Collective's LinkedIn

Founder Collective's Website

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.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.

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 Twitter.
49 min
October 08Investor Stories 496: Three Lessons for the Next Generation of VCs: Find Your Edge, Build Your Network, Stay in the Game (Solomon, Vaidya, Chen)
On this special segment of The Full Ratchet, the following Investors are featured:

Glenn Solomon of Notable Capital

Vivek Vaidya of super{set}

John Chen of Fika Ventures

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.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.

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 Twitter.
6 min
October 01Investor Stories 495: Perseverance at Roofstock, Speed at Zero, Discovery at Anduril — Why These Founders Stand Out (Black, Chen, Fubini and Patel)
On this special segment of The Full Ratchet, the following Investors are featured:

Ben Black of Akkadian Ventures

John Chen of Fika Ventures

Ross Fubini and Manish Patel of XYZ Venture Capital

We asked guests to discuss the most visionary founder that they've worked with and what makes them so special.

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.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.

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 Twitter.
7 min
September 28518. The Power of Founder Mafias, Why Venture is Bifurcating, and Lessons from Good Strategy, Bad Strategy (Ross Fubini and Manish Patel)
Ross Fubini and Manish Patel of XYZ Venture Capital joins Nick to discuss The Power of Founder Mafias, Why Venture is Bifurcating, and Lessons from Good Strategy, Bad Strategy. In this episode we cover:

The Palantir Mafia Culture

Comparing Ramp and Palantir Cultures

Building Successful Partnerships

Google Alumni vs Palantir Alumni

Navigating AI Trends and Value

Underwriting Future Successes

The Evolution of Venture Capital Firms

Guest Links:

Ross's LinkedIn

Ross's X

Manish's LinkedIn

XYZ's LinkedIn

XYZ's Website

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.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.

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 Twitter.
56 min
September 24Investor Stories 494: Passing on Outliers, Misjudging Founder Quality, and Holding Too Tightly — Lessons from Notable, Superset, and Fika (Solomon, Vaidya, Chen)
On this special segment of The Full Ratchet, the following Investors are featured:

Glenn Solomon of Notable Capital

Vivek Vaidya of super{set}

John Chen of Fika Ventures

We asked guests to tell the most important lesson they've learned in their 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.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.

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 Twitter.
5 min
September 17Investor Stories 493: Founder CEO Removal, Acquisition Pressure, and Co-Founder Conflict — Lessons from Investors at Volition, Notable, and Fika (Cheng, Solomon, Chen)
On this special segment of The Full Ratchet, the following Investors are featured:

Larry Cheng of Volition Capital

Glenn Solomon of Notable Capital

John Chen of Fika Ventures

We discuss major conflicts that guests have faced and how they resolved them.

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.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.

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 Twitter.
7 min
September 14517. Fear and Greed in AI, The Rise of Kingmakers, and Is Seed the Sucker Round? (John Chen)
John Chen of Fika Ventures joins Nick to discuss Fear and Greed in AI, The Rise of Kingmakers, and Is Seed the Sucker Round?. In this episode we cover:

Differences Between Bay Area and LA Founders

Lessons from Emergence and Building Fika

Investing in AI Native Services and Copilots

Challenges and Opportunities in Seed Investing

Founder Profiles and Career Paths

Guest Links:

John's LinkedIn

John's X

Fika Ventures' LinkedIn

Fika Ventures' Website

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.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.

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 Twitter.
49 min
September 10Investor Stories 492: Best Questions from Grant Emery, Ben Black, and Glenn Solomon: Market Truths, Enduring Value, and Founder Conviction (Demaree, Black, Solomon)
On this special segment of The Full Ratchet, the following Investors are featured:

Grant Demaree of Onebrief

Ben Black of Akkadian Ventures

Glenn Solomon of Notable Capital

We asked guests to share the best question they've ever been asked by an allocator.

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.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.

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 Twitter.
6 min
September 03Investor Stories 491: What Visionary Leaders at Jackpocket, Vercel, and Microsoft Do Differently(Peter Davis, Solomon, Vaidya)
On this special segment of The Full Ratchet, the following Investors are featured:

Mark Peter Davis of Interplay

Glenn Solomon of Notable Capital

Vivek Vaidya of super{set}

We asked guests to discuss the most visionary founder that they've worked with and what makes them so special.

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.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.

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 Twitter.
6 min

About The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

From the publisher's feed

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.