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

By Nick Moran | Angel Investor | Startup Advisor | Venture Capitalist

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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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369. What Consumer Founders...

02.06.2023

Henrik Werdelin of BARK joins Nate to discuss What Consumer Founders Often Get Wrong, How to Build a Culture that Breeds Creativity, and Scaling Bark to IPO. In this episode we cover: The Founding of Bark Tips for Consumer Founders ...

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

02.06.2023 369. What Consumer Founders Often Get Wrong, How to Build a Culture that Breeds Creativity, and Scaling Bark to IPO (Henrik Werdelin) Henrik Werdelin of BARK joins Nate to discuss What Consumer Founders Often Get Wrong, How to Build a Culture that Breeds Creativity, and Scaling Bark to IPO. In this episode we cover: The Founding of Bark Tips for Consumer Founders ...
02.02.2023 Investor Stories 281: Lessons Learned (Kadavy, Burnham, Hamed) On this special segment of The Full Ratchet, the following Investors are featured: Annie Kadavy Brad Burnham Ali Hamed Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. The host of The Full ...
01.30.2023 368. From a Bar Owner to $100M+ ARR, How an Outsider Navigated Silicon Valley, Raising through Peaks and Troughs of Hype Cycles, and How to Select $B startups at the Incorporation Stage (Oz Alon & Nad Oz Alon & Nadav Eylath of Honeybook & at.inc/ joins Nick to discuss From a Bar Owner to $100M+ ARR, How an Outsider Navigated Silicon Valley, Raising through Peaks and Troughs of Hype Cycles, and How to Select $B startups ...
01.26.2023 Investor Stories 280: What's Next (Jones, Lefcourt, Viswanathan) On this special segment of The Full Ratchet, the following Investors are featured: Tripp Jones Jenny Lefcourt Ravi Viswanathan Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. ...
01.23.2023 367. 2023 Predictions P2: A16Z vs. Tiger, ChatGPT vs. Google, Hot vs. Cool Sectors, and Which Big Tech Companies are Doomed (Ramy Adeeb) Ramy Adeeb of 1984 joins Nick to discuss 2023 Predictions P2: A16Z vs. Tiger, ChatGPT vs. Google, Hot vs. Cool Sectors, and Which Big Tech Companies are Doomed. In this episode we cover: Web 3.0's Demise Andreesen vs. Tiger's Brands ...
01.19.2023 366. 2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Should Anti-Trust Take a Bite out of Apple (Ramy Adeeb) Ramy Adeeb of 1984 joins Nick to discuss 2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Should Anti-Trust Take a Bite out of Apple. In this episode we cover: ...
01.16.2023 Investor Stories 279: Why I Passed (Nagaraj, O'Malley, Kadavy) On this special segment of The Full Ratchet, the following Investors are featured: Sunil Nagaraj Brian O'Malley Annie Kadavy Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host ...
01.12.2023 Investor Stories 278: Post Mortems (Khera, Hamed, Viswanathan) On this special segment of The Full Ratchet, the following Investors are featured: Neha Khera Ravi Viswanathan Ali Hamed Each investor discusses a portfolio company that did not survive and why it was that they failed. The host of The ...
01.09.2023 365. From Founder to Forbes Midas List, Behind the Scenes of an Intro Call, Why B2B2C is Best, and Avoiding the Leaky Funnel Trap (Jenny Lefcourt) Jenny Lefcourt, General Partner at Freestyle Capital joins Nick to discuss Founder to Forbes Midas List, Behind the Scenes of an Intro Call, Why B2B2C is Best and Avoiding the Leaky Funnel Trap. In this episode we cover: Making the ...
01.07.2023 Investor Stories 277: Strange & Unusual (Holiday, Liaw, Sugden) On this special segment of The Full Ratchet, the following Investors are featured: Aaron Holiday Eric Liaw Chris Sugden Each investor describes the most unusual situation or pitch that they've encountered as an investor. The host of The Full Ratchet ...
01.05.2023 Replay - The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps (Nicole Quinn) On this special replay episode, Nicole Quinn of Lightspeed Venture Partners joins Nick to discuss The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps. In ...
01.02.2023 Replay - Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market (Ben Sun) In this special replay episode, Ben Sun of Primary Venture Partners joins Nick to discuss Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market. In this episode, we cover: Ben's Founder Journey Primary's Thesis Market ...
12.31.2022 Replay - The “Three Layer Cake” Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All (Monique Woodard) On this special replay episode, Monique Woodard of Cake Ventures joins Nick to discuss The “Three Layer Cake” Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can ...
12.29.2022 Investor Stories 276: Lessons Learned (Draper, Holiday, Mason) On this special segment of The Full Ratchet, the following Investors are featured: Tim Draper Aaron Holiday Anna Mason Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. The host of The Full ...
12.26.2022 Replay - The DNA of Startup Success (John Vrionis) On this special replay episode, John Vrionis joins Nick to discuss the DNA of Startup Success, including: What’s unusual about what you do? “How it works” vs. “Why it matters” — what’s the disconnect you’ve observed with early-stage founders? Arrogance ...
12.22.2022 Investor Stories 275: What's Next (Borumand, Kadavy, Waliszewski) On this special segment of The Full Ratchet, the following Investors are featured: Cameron Borumand Annie Kadavy Konrad Waliszewski Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. ...
12.19.2022 364. The FTX Fallout, What's Next for Crypto and Web 3.0, and Lessons From Backing 13 IPOs (Jai Das) Jai Das of Sapphire Ventures joins Nick to discuss The FTX Fallout, What's Next for Crypto and Web 3.0, and Lessons From Backing 13 IPOs. In this episode we cover: Playing Defense and Offense in a Downturn Predictions for Crypto ...
12.15.2022 Investor Stories 274: Why I Passed (Sarracino, Fernandez, Draper) On this special segment of The Full Ratchet, the following Investors are featured: Steve Sarracino Hernán Fernandez Tim Draper Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. ...
12.12.2022 363. Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win a Market When Everything is a Commodity (Willy Schlacks) Willy Schlacks of EquipmentShare joins Nick to discuss Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win a Market When Everything is a Commodity. In this episode we cover: From Communism to Capitalism The Philosophy ...
12.08.2022 Investor Stories 273: Post Mortems (O'Malley, Burnham, Holiday) this special segment of The Full Ratchet, the following Investors are featured: Brian O'Malley Brad Burnham Aaron Holiday Each investor describes the most unusual situation or pitch that they've encountered as an investor. The host of The Full Ratchet is ...
12.05.2022 362. Orchestrating a $1B+ Secondaries Purchase from NEA, Tradeoffs of Burn, Growth, and Valuation, and Winning Against Multistage Firms (Ravi Viswanathan) Ravi Viswanathan of NVC joins Nick to discuss Orchestrating a $1B+ Secondaries Purchase from NEA, tradeoffs of Burn, Growth, and Valuation, and Winning Against Multistage Firms. In this episode we cover: The Birth of New View Capital Multistage Firms and ...
12.01.2022 Investor Stories 272: Strange & Unusual (Sands, Hamed, Draper) this special segment of The Full Ratchet, the following Investors are featured: Greg Sands Ali Hamed Tim Draper Each investor describes the most unusual situation or pitch that they've encountered as an investor. The host of The Full Ratchet is ...
11.28.2022 361. Valuation Inflation, the IPO Pause and What that Means for M&A, If Twitter is in Better Hands, and How to Construct a Successful Board (Eric Liaw) Eric Liaw of IVP joins Nick to discuss Valuation Inflation, the IPO Pause and What that Means for M&A;, If Twitter is in Better Hands, and How to Construct a Successful Board. In this episode we cover: Parsing Out the ...
11.24.2022 Investor Stories 271: Lessons Learned (Khera, O'Malley, Mejia Hernandez) On this special segment of The Full Ratchet, the following Investors are featured: Neha Khera Brian O'Malley Samara Mejia Hernandez Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. The host of The ...
11.21.2022 360. Stories, Advice, and Leveraging 35 Years of Startup Board Experience (Brad Feld) Brad Feld of Foundry Group and Techstars joins Nate to discuss Stories, Advice, and Leveraging 35 Years of Startup Board Experience. In this episode we cover: How to Build and Leverage a Board from the Beginning Advice for Board Members ...
11.17.2022 Investor Stories 270: What's Next (Foxe Blader, Zhuo, Burnham) On this special segment of The Full Ratchet, the following Investors are featured: Ruth Foxe Blader TX Zhuo Brad Burnham Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for ...
11.14.2022 359. The 20 Year Evolution of Venture Capital, Growing a Firm with Zero Investments in Silicon Valley, and the Multi-Stage Fund Reckoning (Chris Sugden) Chris Sugden of Edison Partners joins Nate to discuss The 20 Year Evolution of Venture Capital, Growing a Firm with Zero Investments in Silicon Valley, and the Multi-Stage Fund Reckoning. In this episode we cover: Investing Outside Silicon Valley and ...
11.10.2022 Investor Stories 269: Why I Passed (Suissa, Hamed, Saenko) On this special segment of The Full Ratchet, the following Investors are featured: Yanev Suissa Ali Hamed Maryanna Saenko Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host ...
11.07.2022 358. Lessons from Tim Draper on Investing in Elon, Where Theranos Went Wrong, and Why Decentralization is the Next Great Tech Frontier (Tim Draper) Tim Draper of Draper Associates joins Nick to discuss Lessons from Tim Draper on Investing in Elon, Where Theranos Went Wrong, and Why Decentralization is the Next Great Tech Frontier. In this episode we cover: - Lessons from Investing in ...
11.03.2022 Investor Stories 268: Post Mortems (Sankar, Rivera, Kadavy) On this special segment of The Full Ratchet, the following Investors are featured: Santosh Sankar Miriam Rivera Annie Kadavy Each investor discusses a portfolio company that did not survive and why it was that they failed. The host of The ...
10.31.2022 357. Swimming in the Shark Tank, How Gary Vaynerchuk Got His First Check, and Mastering Your Mindset (Matt Higgins) Matt Higgins of RSE Ventures & Business Hunters joins Nick to discuss Swimming in the Shark Tank, How Gary Vaynerchuk Got His First Check, and Mastering Your Mindset. In this episode we cover: Matt's Background: from Shirtsleeves to Shark Tank ...
10.27.2022 Investor Stories 267: Strange & Unusual (Cohen, Wroblewski, Khera) On this special segment of The Full Ratchet, the following Investors are featured: Matt Cohen Julie Wroblewski Neha Khera Each investor describes the most unusual situation or pitch that they've encountered as an investor. The host of The Full Ratchet ...
10.24.2022 356. Why Most CRO Hires Don't Work, Lessons from Scaling World Class PLG Companies, and the Case for Founder-Led Sales (Victoria Treyger) Victoria Treyger of Felicis joins Nate to discuss Why Most CRO Hires Don't Work, Lessons from Scaling World Class PLG Companies, and the Case for Founder-Led Sales. In this episode we cover: Building a Sales Motion that Works When to ...
10.20.2022 Investor Stories 266: Lessons Learned (Jones, Sands, Borumand) On this special segment of The Full Ratchet, the following Investors are featured: Tripp Jones Greg Sands Cameron Borumand Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. The host of The Full ...
10.17.2022 355. Lessons for Raising an Inaugural Fund, How to Construct a Thesis, and The Shortcomings of the Traditional VC Model (Allan Jean-Baptiste and Marco DeMeireles) Allan Jean-Baptiste and Marco DeMeireles of Ansa Capital join Nate to discuss Lessons for Raising an Inaugural Fund, How to Construct a Thesis, and The Shortcomings of the Traditional VC Model. In this episode we cover: Tips for Emerging Managers ...
10.13.2022 Investor Stories 265: What's Next (Pantoja, Wroblewski, Mehta) On this special segment of The Full Ratchet, the following Investors are featured: Marcelino Pantoja Julie Wroblewski Manan Mehta Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. ...
10.10.2022 354. The VC Networking Playbook, Credit and Pricing Risk in New Asset Classes, and How VC Market Hype Should Impact Stage Focus and Net Buy/Sell Positions (Ali Hamed) Ali Hamed of CoVenture and Crossbeam Venture Partners joins Nick to discuss The VC Networking Playbook, Credit and Pricing Risk in New Asset Classes, and How VC Market Hype Should Impact Stage Focus and Net Buy/Sell Positions. In this episode ...
10.06.2022 Investor Stories 264: Why I Passed (Sands, Page, Falvey) On this special segment of The Full Ratchet, the following Investors are featured: Greg Sands Karen Page Ryan Falvey Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host ...
10.03.2022 353. The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correction (Doug Pepper) Doug Pepper of ICONIQ Growth joins Nate to discuss The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correction. In this episode we cover: Growing ICONIQ Growth Advice in a Post-Pandemic Economy Following the Rule ...
09.29.2022 Investor Stories 263: Post Mortems (Jones, Lehr, Nagaraj) On this special segment of The Full Ratchet, the following Investors are featured: Tripp Jones Jonathan Lehr Sunil Nagaraj Each investor discusses a portfolio company that did not survive and why it was that they failed. The host of The ...
09.26.2022 352. The Second Wave of SaaS, Using Software to Scale a Venture Firm, and Predictions for the Future of Venture Capital (Aaron Holiday) Aaron Holiday of 645 Ventures joins Nate to discuss The Second Wave of SaaS, Using Software to Scale a Venture Firm, and Predictions for the Future of Venture Capital. In this episode we cover: Creating an OS for VC Statistical ...
09.22.2022 Investor Stories 262: Strange & Unusual (Zulkosky, Fernandez, O'Malley) On this special segment of The Full Ratchet, the following Investors are featured: Sara Zulkosky Hernán Fernandez Brian O'Malley Each investor describes the most unusual situation or pitch that they've encountered as an investor. The host of The Full Ratchet ...
09.19.2022 351. Founding Union Square Ventures, Driving Persistent, Top Decile Returns, How Top Founders Have Changed, and the Outlook for Web 3.0 and Data Control (Brad Burnham) Brad Burnham of Union Square Ventures joins Nick to discuss Founding Union Square Ventures, Driving Persistent, Top Decile Returns, How Top Founders Have Changed, and the Outlook for Web 3.0 and Data Control. In this episode we cover: Founder Focus ...
09.15.2022 Investor Stories 261: Lessons Learned (Zhuo, Morgan, Achler & Iseri) On this special segment of The Full Ratchet, the following Investors are featured: TX Zhuo Howard Morgan Mark Achler & Mert Iseri Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. The host ...
09.12.2022 350. How to Maximize Investor Value for Founders, the Future of Cloud Infrastructure, and the Bull Case for Cybersecurity (Guru Chahal) Guru Chahal of Lightspeed Venture Partners joins Nate to discuss How to Maximize Investor Value for Founders, the Future of Cloud Infrastructure, and the Bull Case for Cybersecurity. In this episode we cover: How Cloud Infrastructure Impacted Innovation Breaking the ...
09.08.2022 Investor Stories 260: What's Next (Rivera, Sarracino, Mason) On this special segment of The Full Ratchet, the following Investors are featured: Miriam Rivera Steve Sarracino Anna Mason Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. ...
09.05.2022 349. The Secrets Behind Building a 35M+ Following, Why Social is the New SEO, and How Tripscout is Creating the Super App for Travel (Konrad Waliszewski) Konrad Waliszewski of Tripscout joins Nick to discuss The Secrets Behind Building a 35M+ Following, Why Social is the New SEO, and How Tripscout is Creating the Super App for Travel. In this episode we cover: Launching the 1st In-App ...
09.01.2022 Investor Stories 259: Why I Passed (Jones, Khera, Borumand) On this special segment of The Full Ratchet, the following Investors are featured: Tripp Jones Neha Khera Cameron Borumand Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host ...
08.29.2022 348. Future Strategies for Digital Customer Acquisition, Why to Stay Small While You Scale, and S&M Strategies at Different Customer ACV Tiers (Brian O'Malley) Brian O'Malley of Forerunner Ventures joins Nick to discuss Future Strategies for Digital Customer Acquisition, Why to Stay Small While You Scale, and S&M; Strategies at Different Customer ACV Tiers. In this episode we cover: Common Marketplace Mistakes and Overblown ...
08.25.2022 Investor Stories 258: Post Mortems (Page, Zhuo, Sands) On this special segment of The Full Ratchet, the following Investors are featured: Karen Page TX Zhuo Greg Sands Each investor discusses a portfolio company that did not survive and why it was that they failed. The host of The ...

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