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

Eric Boduch of Venture Studio 24 and Up and Revcast joins Nick to discuss Scaling Unicorn Pendo, When to Hire Your First Sales Leader, How To Construct a Team Pre and Post PMF, and How to Balance Stretch vs. Strain. In this episode we cover:

• Pendo's Origin, Product Development, and Customer Acquisition
• Product Market Fit, Growth Strategies and Team Composition for Early-Stage SaaS Startups
• Hiring and Company Culture at a Fast-Growing Startup
• Building and Optimizing Revenue Organizations - Metrics and Assumptions
• AI's Impact on Software, Dashboarding and Agent Orchestration

Guest Links:

• Eric's LinkedIn
• Eric's Twitter/X
• Revcast LinkedIn
• Revcast Website
• Pendo Website

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 our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

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

• Tomasz Tunguz
• Pejman Nozad
• James Joaquin

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 New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Jill Chase of CapitalG joins Nick to discuss Where AI Value will Accrue in the Tech Stack, How Far we are from AGI, The Role of Adversarial AI, and Enterprise Adoption of AI in 2024. In this episode we cover:

• AI Technology and Investment, LTM Nets and Potential for Fully Autonomous Software Engineering
• AI Technology, Growth Strategies, and Outlier Metrics in the Industry
• AI Adoption in Enterprise, Challenges in Measuring ROI
• Ethical Considerations Around Data Usage for Model Training
• AI Research and Its Potential Impact on Society

Guest Links:

• Jill's Twitter/X
• Jill's LinkedIn
• CapitalG's LinkedIn
• CapitalG's Website

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 our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

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

• Alan Patricof
• Ilya Strebulaev
• Jake Yormak

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 our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Sandeep Patil of QED Investors joins Nick to discuss From India to IPO: Cracking the Code of Cross-Border FinTech Investments, Regulation, and Market Dynamics. In this episode we cover:

• Investment Strategies in Asia and Australia, with a Focus on FinTech Companies
• Challenges of Starting a Successful Tech Company in India
• FinTech in India, Market Differences and Data Privacy Concerns
• FinTech Trends, Embedded Finance, Digital Infrastructure, and Open Banking
• Benefits of Regulation in Fintech, Importance of Understanding Regulatory Agenda, and IPO Considerations for Indian Companies
• Indian Tech Companies' Listing Preferences and NASDAQ vs. Indian exchanges
• India's Startup Ecosystem, Growth Potential, Tailwinds, and Challenges

Guest Links:

• Sandeep's LinkedIn
• Sandeep's Twitter/X
• QED's LinkedIn
• QED's Website

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 our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

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

• Larsen Jensen
• Pejman Nozad
• James Joaquin

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 New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

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 Industry
• US Business Culture, Trust, and Escape Velocity
• AI's Role in Personalized Decision-Making
• Wealth Management, and Crypto Investments

Guest Links:

• Phin's LinkedIn
• Phin's Twitter/X
• Haymaker Venture's LinkedIn
• Haymaker Venture's Website

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 our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

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 about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

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 Dynamics, and Founder Liquidity
• Board Member Behavior and How to Address Negative Actions
• Gender Diversity in Venture Capital, Including Challenges Faced by Women in the Industry
• Entrepreneurship Program at Stanford with a Focus on Ethics and Social Impact

Guest Links:

• Heidi's LinkedIn
• Heidi's Twitter/X
• Threshold's Website
• Threshold Podcast

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 our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

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 our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!