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

Colin Walsh of Varo Bank joins Nate to discuss Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion. In this episode we cover:

• Entrepreneurship, Risk-Taking and Founding a Fintech Company
• Financial Innovation and Customer Needs in the Industry
• Financial Challenges and Technology Solutions
• Becoming a Bank and Offering Financial Products to Consumers
• AI's Impact on Financial Services, Operational Risk, and Productivity

Guest Links:

• Twitter
• LinkedIn
• Varo

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:

• Jerry Neumann
• Joe Kaiser
• Morgan Beller

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? 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!

Gaurav Jain of Afore Capital joins Nate to discuss Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to Past Paradigm Shifts. In this episode we cover:

• AI Paradigm Shift and Its Impact on Venture Capital Investments
• AI Investment Opportunities in Various Industries
• Market Size and Founder Potential in Seed Investing
• Evaluating Founders' Ability to Learn and Grow in a Fast-Paced Startup Environment
• The State of the Pre-Seed Market and the Importance of Innovation in Venture Capital
• Startup Funding and the Importance of Right-Sized Rounds

Guest Links:

• Twitter
• LinkedIn
• Afore Capital

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:

• Risa Stack
• Tim Tully
• Mitchell Green

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!

Morgan Beller of NFX joins Nick to discuss Is Cerebral Valley the True Mecca for AI or Just Hype, How the FTX Meltdown Could Benefit Crypto in the Long Run, and The Pros and Cons of Taking on Elon Musk and Jeff Bezos. In this episode we cover:

• Stable Coins and Their Potential Use Cases
• Crypto Regulation, FTX Debacle, and Market Correction
• Space Technology, Satellite Repair and Competition
• AI Companies in San Francisco's Hayes Valley
• Startup Valuations, Founder Skills, and Competitive Advantages

Guest Links:

• Twitter
• LinkedIn
• NFX

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:

• Lily Lyman
• Michael Jones
• Jon Keidan

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!

Ramy Adeeb of 1984 Ventures joins Nick to discuss 2024 Predictions P2: Bullish/Bearish on Acquisitions, First-Time Founders, Neobanks, PLG, Gaming, Cleantech, Venture GPT, Cyber, and A&D. In this episode we cover:

• US Politics and Election Predictions in 2024
• Economic Indicators, Credit Crisis, and Government Spending
• Down Rounds in the Startup Industry
• Venture Capital, Product-Led Growth, and Industry Evolution
• Gaming, Clean Tech, and VC Investments
• AI's Potential Impact, Cybersecurity, and Defense Tech in the Venture Capital Industry

Guest Links:

• Twitter
• LinkedIn
• 1984 Ventures

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:

• Shensi Ding
• Peter Wagner
• Joe Kaiser

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!

Ramy Adeeb of 1984 Ventures joins Nick to discuss 2024 Predictions P1: A Perfect Storm for Crisis, Feast & Famine in VC, Big Tech AI vs. Startup AI, and How LLMs Become the Ultimate Accelerant & Tax on Venture. In this episode we cover:

• Venture Capital Industry Challenges and Potential "Great Resignation" of VCs
• The Current State of VC Investments, Startup Challenges and Revenue Metrics
• Investing in Startups, Crypto, and AI
• AI Adoption and Its Challenges for Startups and Incumbents
• AI's Potential Impact on Various Industries and Applications
• Interest Rates, and Startup Valuations
• AI and Tech Industry Trends

Guest Links:

• Twitter
• LinkedIn
• 1984 Ventures

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!

In this special replay episode McKeever "Mac" Conwell II of RareBreed Ventures joins Nick to discuss Raising a Fund via General Solicitation & Twitter, How Rolling Funds Can Disadvantage LPs, and Facing the Reality of Diversity in VC. In this episode, we cover:

• Walk us through your background and path to VC
• What's the thesis at RareBreed Ventures?
• Why did you start RareBreed Ventures?
• Tell me about the fundraise… when did you first kickoff and then start getting momentum?
• Have you gotten better at raising over time? What have you improved most?
• What resonates w/ LPs, what do you get pushback on?
• What's been the biggest surprise in the process so far?
• Optimistic, pessimistic or neutral on diversity in VC over the next decade?
• Twitter — blowing up, what's working so well?
• Rolling fund vs. not… why?
• Thoughts on thesis and portfolio construction…
• What's the ideal fund size for your stage and strategy?
• Founders… biggest mistake you see early stage founders make
• Gives us a snapshot of Rarebreed in 3 years… how about 7 years?

Guest Links:

• RareBreed Ventures
• Mac's Twitter

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!