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

On this special segment of The Full Ratchet, the following Investors are featured:

• Godard Abel
• Joseph Ruscio
• Alexander Niehenke

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 by visiting our LinkedIn and Twitter.

Hemant Mohapatra of Lightspeed India joins Nick to discuss Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India's Digital Currency & Identity Economy. In this episode we cover:

• AI Investment Opportunities and Challenges
• Healthcare and Legal Implications of AI
• Defensibility in AI and Long-term Investment Strategies
• Vertical vs. Horizontal AI Opportunities
• India's Digital Currency and Blockchain Ecosystem
• Investment in Indian Innovation and Infrastructure

Guest Links:

• Hemant's LinkedIn
• Hemant's X
• Lightspeed India's LinkedIn
• Lightspeed India'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.

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.

On this special segment of The Full Ratchet, the following Investors are featured:

• Manish Patel
• Barry Schuler
• Shamin Walsh

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 Ventures by visiting our LinkedIn and Twitter.

On this special segment of The Full Ratchet, the following Investors are featured:

• Han Shen
• Craig Shapiro
• Kevin Jiang

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.

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.

On this special segment of The Full Ratchet, the following Investors are featured:

• Ryan Delk
• Aaref Hilaly
• Somesh Dash

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.

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.

Charles Hudson of Precursor Ventures joins Nick to discuss Lessons from 600+ Investments, Founder Profiles that Win, Reserve Strategies that Drive Returns, and the Hidden Potential in Consumer Standouts. In this episode we cover:

• Role of Precursor Ventures and Founder Support
• Investment Philosophy and Learning Cycles
• Reserves and Follow-On Investments
• Graduation Rates and Market Conditions
• Consumer Investments and Founder Evaluation
• Learning from Past Investments and Mistakes
• Choosing Customers and Market Segmentation
• Future of Venture Capital and Market Dynamics

Guest Links:

• Charles' LinkedIn
• Charles' X
• Precursor's LinkedIn
• Precursor'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.

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.

On this special segment of The Full Ratchet, the following Investors are featured:

• Alexander Niehenke
• Kyle York
• Vince Hsieh

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.

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.

On this special segment of The Full Ratchet, the following Investors are featured:

• Shamin Walsh
• Daniela Binatti
• Mike Schroepfer

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 by visiting our LinkedIn and Twitter.

On this special segment of The Full Ratchet, the following Investors are featured:

• Ted Seides
• Jay Patil
• Kevin Stevens

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 Ventures by visiting our LinkedIn and Twitter.

Dave Link of ScienceLogic joins Nick to discuss A 20-Year Journey from the Garage to Nine-Figure ARR, Reinventing with Every Platform Shift, Avoiding the Innovator's Dilemma, and Future-Proofing for Generative AI. In this episode we cover:

• Transition to Venture Capital and Market Evolution
• Navigating Platform Shifts and Generative AI
• Leadership and Team Building
• Managing Expectations with Venture Capitalists
• Future of Generative AI and Data Quality
• Personal Habits and Leadership

Guest Links:

• Dave's LinkedIn
• Dave's X
• Science Logic's LinkedIn
• Science Logic'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.

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.