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

By Nick Moran

Technology Business Investing

What's The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified about?

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.

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Investor Stories 256: Lesso...

08.11.2022

On this special segment of The Full Ratchet, the following Investors are featured: Julie Wroblewski Mike Evans Sunil Nagaraj Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. The host of The Full ...

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

08.11.2022 Investor Stories 256: Lessons Learned (Wroblewski, Evans, Nagaraj) On this special segment of The Full Ratchet, the following Investors are featured: Julie Wroblewski Mike Evans Sunil Nagaraj Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. The host of The Full ...
08.08.2022 345. How to Maximize Return When Selling a Startup, Twitter's Terms Battle, and Why MATH Ventures is Exiting Right (Mark Achler & Mert Iseri) Mark Achler & Mert Iseri of MATH Venture Partners join Nick to discuss Dispelling Folktales for Founders, the FAIR Framework, Twitter's Terms Battle, and How MATH Ventures is Exiting Right. In this episode we cover: The FAIR Framework and How ...
08.04.2022 Investor Stories 255: What's Next (Fernandez, Barrile, Saenko) On this special segment of The Full Ratchet, the following Investors are featured: Hernán Fernandez Parker Barrile Maryanna Saenko Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. ...
08.01.2022 344. An Inside Look Into Stonks, the Democratization of Dealflow, and the Future of Startup Investing (Ali Moiz) Ali Moiz of Stonks joins Nate to discuss An Inside Look Into Stonks, the Democratization of Dealflow, and the Future of Startup Investing. In this episode we cover: Increasing Access to the VC Ecosystem How Venture's Structure Supports Success Insights ...
07.28.2022 Investor Stories 254: Why I Passed (Wilkins, Mehta, Foxe Blader) On this special segment of The Full Ratchet, the following Investors are featured: Tony Wilkins Manan Mehta Ruth Foxe Blader Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The ...
07.25.2022 343. Opportunities in Market Downturns, Lessons from Lehman, Inherent Optimism in Venture, and Why Rise of the Rest Isn't Slowing Its Roll (Anna Mason) Anna Mason of Revolution's Rise of the Rest Seed Fund joins Nick to discuss Opportunities in Market Downturns, Lessons from Lehman, Inherent Optimism in Venture, and Why Rise of the Rest Isn't Slowing Its Roll. In this episode we cover: ...
07.21.2022 Investor Stories 253: Post Mortems (Cohen, Suissa, Go) On this special segment of The Full Ratchet, the following Investors are featured: Matt Cohen Yanev Suissa Rob Go Each investor discusses a portfolio company that did not survive and why it was that they failed. The host of The ...
07.18.2022 342. Investing in $B+ Marketplaces, Beating the Cold Start Problem, Warby Parker's Key to Scaling, and the Backstory Behind Redpoint's Social Media Surge (Annie Kadavy) Annie Kadavy of Redpoint Ventures joins Nick to discuss Investing in $B+ Marketplaces, Beating the Cold Start Problem, Warby Parker's Key to Scaling, and the Backstory Behind Redpoint's Social Media Surge. In this episode we cover: Musings on New Marketplace ...
07.14.2022 Investor Stories 252: Strange & Unusual (Page, Kashyap, Sankar) On this special segment of The Full Ratchet, the following Investors are featured: Karen Page Nagraj Kashyap Santosh Sankar Each investor describes the most unusual situation or pitch that they've encountered as an investor. The host of The Full Ratchet ...
07.11.2022 341. Competing with a16z & Sequoia at Pre-Seed, the Evolution of Accelerators, and Deciphering Signal From Noise in Web 3 (Neha Khera) Neha Khera of 2048 Ventures joins Nate to discuss Competing with a16z & Sequoia at Pre-Seed, the Evolution of Accelerators, and Deciphering Signal From Noise in Web 3. In this episode we cover: The Case for Underdog Founders and What ...
07.07.2022 Investor Stories 251: Lessons Learned (Rivera, Ebinger, Saenko) On this special segment of The Full Ratchet, the following Investors are featured: Miriam Rivera Jonathan Ebinger Maryanna Saenko Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. The host of The Full ...
07.04.2022 340. Billion $ Lessons from a Dozen Unicorns, Why Consumer VC is not Dead, How to Size a Marketplace, and What the LP Pullback means for VC Funds (Tripp Jones) Tripp Jones of Uncork Capital joins Nate to discuss Billion $ Lessons from a Dozen Unicorns, Why Consumer VC is not Dead, How to Size a Marketplace, and What the LP Pullback means for VC Funds. In this episode we ...
06.30.2022 Investor Stories 250: What's Next (Sippel, Zulkosky, Sands) Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. Eric Sippel Sara Zulkosky Greg Sands The host of The Full Ratchet is Nick Moran, General Partner of New ...
06.27.2022 339. Founding Renaissance Technologies & First Round Capital, The Origins of Idealab, Reasons Not to Grow your Fund, and How Sourcing from YC Has Changed (Howard Morgan) Howard Morgan of B Capital Group joins Nick to discuss Founding Renaissance Technologies & First Round Capital, The Origins of Idealab, Reasons Not to Grow your Fund, and How Sourcing from YC Has Changed. In this episode we cover: Starting ...
06.23.2022 Investor Stories 249: Why I Passed (Rivera, Levine, Mehta) On this special segment of The Full Ratchet, the following Investors are featured: Miriam Rivera Seth Levine Nihal Mehta Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. Did you ...
06.20.2022 338. The $640B Care Economy, The Invisible Work Dilemma, and Differentiation Tips for Emerging Managers (Julie Wroblewski) Julie Wroblewski of Magnify Ventures joins Nick to discuss The $640B Care Economy, The Invisible Work Dilemma, and Differentiation Tips for Emerging Managers. In this episode we cover: The Magnitude of the Care Economy and Why The Time is Now ...
06.16.2022 Investor Stories 248: Post Mortems (Borumand, Falvey, Sarracino) On this special segment of The Full Ratchet, the following Investors are featured: Cameron Borumand Ryan Falvey Steve Sarracino Each investor discusses a portfolio company that did not survive and why it was that they failed. Did you miss our ...
06.13.2022 337. Navigating Macro Headwinds, Balancing Growth v. Profitability, and How to Get in Front of the Top 1% of Founders (Nnamdi Iregbulem) Nnamdi Iregbulem of Lightspeed Venture Partners joins Nate to discuss Navigating Macro Headwinds, Balancing Growth v. Profitability, and How to Get in Front of the Top 1% of Founders. In this episode we cover: Tips for Founders When Capital Gets ...
06.09.2022 Investor Stories 247: Strange & Unusual (Lehr, Nagaraj, Sarracino) On this special segment of The Full Ratchet, the following Investors are featured: Jonathan Lehr Sunil Nagaraj Steve Sarracino Each investor describes the most unusual situation or pitch that they've encountered as an investor. Did you miss our guests full ...
06.06.2022 336. The Mendoza Line in VC, Why Most Investors Fail More than they Succeed, What Founder Greatness Looks Like, and Lessons from Pitching to 500 LPs & Closing $42.6M (Nick Moran) Nate Pierotti of New Stack Ventures joins Nick to discuss The Mendoza Line in VC, Why Most Investors Fail More than they Succeed, What Founder Greatness Looks Like, and Lessons from Pitching to 500 LPs & Closing $42.6M. In this ...
06.02.2022 Investor Stories 246: Lessons Learned (Go, Sankar, Page) On this special segment of The Full Ratchet, the following investors are featured: Rob Go Santosh Sankar Karen Page Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. Did you miss our guests ...
05.30.2022 335. The $2 Billion Pizza Order, The Founding Story of Grubhub, Why NPS Sucks, and How Fixer is Transforming Gig Work (Mike Evans) Mike Evans of Grubhub & Fixer joins Nick to discuss The $2 Billion Pizza Order, The Founding Story of Grubhub, Why NPS Sucks, and How Fixer is Transforming Gig Work. In this episode we cover: How Grubhub Started with a ...
05.26.2022 334. A Decade at Costanoa, Where Large Multistage Funds Fail Founders, Denominator v. Numerator Effects, and Tips on Startup Selection (Greg Sands) Greg Sands of Costanoa Ventures joins Nick to discuss A Decade at Costanoa, Where Large Multistage Funds Fail Founders, Denominator v. Numerator Effects, and Tips on Startup Selection. In this episode we cover: Lessons from 10 Years at Costanoa The ...
05.23.2022 Investor Stories 245: What's Next (Kashyap, Cohen, Stojkovic, Cairo) On this special segment of The Full Ratchet, the following Investors are featured: Nagraj Kashyap Matt Cohen Jennifer Stojkovic Jed Cairo Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned ...
05.19.2022 Investor Stories 244: Why I Passed (Wiener, Zhuo, Zulkosky) On this special segment of The Full Ratchet, the following Investors are featured: Ben Wiener TX Zhuo Sara Zulkosky Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. For other ...
05.16.2022 333. Mexico's New Tech Mafia, Winning Copycat Strategies, and the Future of Fintech in LatAm (Hernán Fernández) Hernán Fernández of Angel Ventures joins Nick to discuss Mexico's New Tech Mafia, Winning Copycat Strategies, and the Future of Fintech in LatAm. In this episode we cover: Mexico's Explosion in VC Funding The Rappi Tech Mafia What to Look ...
05.12.2022 Investor Stories 243: Strange & Unusual (Suissa, Foxe Blader, Barrile) On this special segment of The Full Ratchet, the following Investors are featured: Yanev Suissa, Ruth Foxe Blader, and Parker Barrile. Each investor describes the most unusual situation or pitch that they've encountered as an investor. Did you miss our ...
05.09.2022 332. 11 Unicorns from Seed, Quantitative Decision-Models for Selecting Investments, Thoughts on Male vs. Female Founders & Investors, and Lessons from Larry and Sergey in the Early Days of Google (Mir Miriam Rivera of Ulu Ventures joins Nick to discuss 11 Unicorns from Seed, Quantitative Decision-Models for Selecting Investments, Thoughts on Male vs. Female Founders & Investors, and Lessons from Larry and Sergey in the Early Days of Google. In this ...
05.05.2022 Investor Stories 242: Post Mortems (Wilkins, Mehta, Saenko) On this special segment of The Full Ratchet, the following Investors are featured: Tony Wilkins, Manan Mehta, and Maryanna Saenko. Each investor discusses a portfolio company that did not survive and why it was that they failed. Did you miss ...
05.02.2022 331. The Founding Story of NEA, The True History of Venture Capital, the Keys to an Enduring Firm Legacy, and Why the Best VC's Dare Disturb the Universe (Chuck Newhall) Chuck Newhall of NEA joins Nick to discuss The Founding Story of NEA, The True History of Venture Capital, the Keys to an Enduring Firm Legacy, and Why the Best VC's Dare Disturb the Universe. In this episode we cover: ...
04.28.2022 Investor Stories 241: Lessons Learned (Pascucci, Lehr, Pantoja) On this special segment of The Full Ratchet, the following Investors are featured: Victor Pascucci, Jonathan Lehr, and Marcelino Pantoja. Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. Did you miss our ...
04.25.2022 330. Building Unicorns from the Ground Up, Recruiting Founders from the C-Suite, and Driving Top 1% Returns with Concentration (Jed Cairo) Jed Cairo of Juxtapose joins Nick to discuss Building Unicorns from the Ground Up, Recruiting Founders from the C-Suite, and Driving Top 1% Returns with Concentration. Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, ...
04.21.2022 Investor Stories 240: What's Next (Nagaraj, Falvey, Page) On this special segment of The Full Ratchet, the following Investors are featured: Sunil Nagaraj, Ryan Falvey, and Karen Page. Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for ...
04.18.2022 329. The $8.3T Opportunity in Procurement, How to Sell to the Fortune 500, Building a Bottoms Up Culture, and Mastering Cold Emails (Kevin Frechette) Kevin Frechette of Fairmarkit joins Nick to discuss the $8.3T Opportunity in Procurement, How to Sell to the Fortune 500, Building a Bottoms Up Culture, and Mastering Cold Emails. In this episode we cover: What Leading Investors Insight Partners and ...
04.14.2022 Investor Stories 239: Why I Passed (Hung, Sankar, Cohen) On this special segment of The Full Ratchet, the following Investors are featured: Jonathan Hung, Santosh Sankar, & Matt Cohen. Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. Did ...
04.11.2022 328. Why the Pacific Northwest Will Win Big, Tapping the Enterprise Talent Pool, and Investing in Apps over Infrastructure (Cameron Borumand) Cameron Borumand of FUSE joins Nick to discuss Why the Pacific Northwest Will Win Big, Tapping the Enterprise Talent Pool, and Investing in Apps over Infrastructure. In this episode we cover: The Story of FUSE Spinouts in VC Attracting & ...
04.07.2022 Investor Stories 238: Strange & Unusual (Paxhia, Mehta, Zhuo) On this special segment of The Full Ratchet, the following Investors are featured: Emily Paxhia, Nihal Mehta, and TX Zhuo. Each investor describes the most unusual situation or pitch that they've encountered as an investor. Did you miss our guests ...
04.04.2022 327. The Late Stage Reset, Competing with Tiger, and Last Mile’s Unit Economics (Steve Sarracino) Steve Sarracino of Activant Capital joins Nick to discuss The Late Stage Reset, Competing with Tiger, and Last Mile’s Unit Economics. In this episode we cover: Launching a Growth Fund & The Late Stage Repricing The Economics of Full Stack ...
03.31.2022 Investor Stories 237: Post Mortems (Grayson & Holt, Kashyap, Barille) On this special segment of The Full Ratchet, the following Investors are featured: Dayna Grayson & Rachel Holt, Nagraj Kashyap, and Parker Barille. Each investor discusses a portfolio company that did not survive and why it was that they failed. ...
03.28.2022 326. FoodTech’s Female Founders, Crossing the Chasm for Alt Proteins, and Why the Psychedelics Market isn’t like Cannabis (Jenny Stojkovic) Jenny Stojkovic of The Vegan's Women Summit joins Nick to discuss FoodTech’s Female Founders, Crossing the Chasm for Alt Proteins, and Why the Psychedelics Market isn’t like Cannabis. In this episode we cover: The SF Tech Exodus Learning from Ron ...
03.24.2022 Investor Stories 236: Lessons Learned (Mead, Suissa, Foxe Blader) On this special segment of The Full Ratchet, the following Investors are featured: Winter Mead, Yanev Suissa, and Ruth Foxe Blader. Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. Did you miss ...
03.21.2022 325. Finding Alpha in Emerging Managers, Common Mistakes & Pitfalls, and Sources of Differentiation (Sara Zulkosky) Sara Zulkosky of Recast Capital joins Nick to discuss Finding Alpha in Emerging Managers, Common Mistakes & Pitfalls, and Sources of Differentiation. In this episode we cover: Sara's Background and Path to VC Tips for Emerging Managers How To Differentiate ...
03.17.2022 Investor Stories 235: What's Next (Tamaseb, Ebinger, Heddleston) On this special segment of The Full Ratchet, the following Investors are featured: Ali Tamaseb Jonathan Ebinger Russ Heddleston Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. ...
03.14.2022 324. Support for Ukraine, 3 Measures for Evaluating DeepTech, a 15-year Fund Horizon, and Today’s Most Compelling Climate Technologies (Maryanna Saenko) Maryanna Saenko of Future Ventures joins Nick to discuss Support for Ukraine, 3 Measures for Evaluating DeepTech, a 15-year Fund Horizon, and Today’s Most Compelling Climate Technologies. In this episode we cover: How Maryanna and Steve Jurvetson Founded Future Ventures ...
03.10.2022 Investor Stories 234: Why I Passed (Requarth, Paxhia, Sippel) On this special segment of The Full Ratchet, the following Investors are featured: Brian Requarth Emily Paxhia Eric Sippel Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. Did you ...
03.07.2022 323. Box's Go-To-Market Strategy, Building the Enterprise Sales Motion, and When to Bring on a Sales Leader (Karen Page) Karen Page of B Capital Group joins Nick to discuss Box's Go-To-Market Strategy, Building the Enterprise Sales Motion, and When to Bring on a Sales Leader. Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, ...
03.03.2022 Investor Stories 233: Strange & Unusual (Levine, Wiener, Go) On this special segment of The Full Ratchet, the following Investors are featured: Seth Levine Ben Wiener Rob Go Each investor describes the most unusual situation or pitch that they've encountered as an investor. Did you miss our guests full ...
02.28.2022 322. Attacking Inequality with VC, How Ecommerce Infrastructure Competes with Amazon, The Future of Hourly Work, and the Body as a Platform (Jamison Hill) Jamison Hill of Base10 joins Nick to discuss Attacking Inequality with VC, How Ecommerce Infrastructure Competes with Amazon, The Future of Hourly Work, and the Body as a Platform. In this episode we cover: How Base10 supports HBCU Endowments Trends ...
02.24.2022 Investor Stories 232: Post Mortems (Sun, Foxe Blader, Mehta) On this special segment of The Full Ratchet, the following Investors are featured: Ben Sun Ruth Foxe Blader Manan Mehta Each investor discusses a portfolio company that did not survive and why it was that they failed. Did you miss ...
02.21.2022 321. Solo Capitalist Firm Building, Supporting Founder Mental Health, and Navigating Board Dynamics (Matt Cohen) Matt Cohen of Ripple Ventures joins Nick to discuss Solo Capitalist Firm Building, Supporting Founder Mental Health, and Navigating Board Dynamics. In this episode we cover: Solo GP's vs. Firm Building The Toll of Rising Valuations and Remote Work on ...

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