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

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

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

04.18.2024
Investor Stories 344: Best LP Question (Kaiser, Jones, Jain)
On this special segment of The Full Ratchet, the following Investors are featured: Joe Kaiser Michael Jones Gaurav Jain We asked guests to share the best question they've ever been...
04.15.2024
429. TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers (Larsen Jensen)
Larsen Jensen of Harpoon Ventures joins Nick to discuss TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers. In this episode we cover: Startups Selling to...
04.11.2024
Investor Stories 343: Visionary Founders (Tully, Schwerin, Beller)
On this special segment of The Full Ratchet, the following Investors are featured: Tim Tully Jules Schwerin Morgan Beller We asked guests to discuss the most visionary founder that they've...
04.08.2024
428. The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference (Ashu Garg)
Ashu Garg of Foundation Capital joins Nate to discuss The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference. In this episode we cover: Venture Capital Investing Strategies...
04.04.2024
Investor Stories 342: Why I Passed (Green, Walsh, Aoun)
On this special segment of The Full Ratchet, the following Investors are featured: Mitchell Green Colin Walsh Adrian Aoun Each investor highlights a situation where they decided not to invest,...
04.01.2024
427. The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building Attentive (Brian Long)
Brian Long of Attentive joins Nate to discuss The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building Attentive. In this episode we cover: Entrepreneurship, Product Development, and Market Opportunity...
03.28.2024
Investor Stories 341: Key Advice (Jones, Schwerin, Keidan)
On this special segment of The Full Ratchet, the following Investors are featured: Michael Jones Jules Schwerin Jon Keidan We asked guests for the most important piece of advice that...
03.25.2024
426. 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture Cycle is Unique (David Spreng)
David Spreng of Runway Growth Capital joins Nate to discuss 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture Cycle is Unique. In this episode we cover: ...
03.21.2024
Investor Stories 340: Lessons Learned (Beller, Walsh, Aoun)
On this special segment of The Full Ratchet, the following Investors are featured: Morgan Beller Colin Walsh Adrian Aoun We asked guests to tell the most important lesson they've learned...
03.18.2024
425. How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access (Rob Rueckert)
Rob Rueckert of Sorenson Capital joins Nick to discuss How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access. In this episode we cover: Venture Capital, Marketing, and Sales...
03.14.2024
Investor Stories 339: Disruptive Forces (Tully, Jones, Green)
On this special segment of The Full Ratchet, the following Investors are featured: Tim Tully Michael Jones Mitchell Green We asked guests to discuss the factor that could cause the...
03.11.2024
424. Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About Downstream Financing is a Mental Trap (Semyon Dukach)
Semyon Dukach of One Way Ventures joins Nick to discuss Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About Downstream Financing is a Mental Trap. In this episode we cover: Investing, Immigration, and...
03.07.2024
Investor Stories 338: Best LP Question (Sigalow, Wagner, Beller)
On this special segment of The Full Ratchet, the following Investors are featured: Ian Sigalow Peter Wagner Morgan Beller We asked guests to share the best question they've ever been...
03.04.2024
423. The Most Interesting Diligence Process You’ve Ever Heard, Why Founders Aren’t Risk Takers, and Reasoning Behind The Government Blocking More M&A Than Ever Before (Todd Klein)
Todd Klein of Revolution Growth joins Nate to discuss The Most Interesting Diligence Process You’ve Ever Heard, Why Founders Aren’t Risk Takers, and Reasoning Behind The Government Blocking More M&A; Than Ever Before. In this episode we cover: ...
02.29.2024
Investor Stories 337: Visionary Founders (Stack, Kaiser, Green)
On this special segment of The Full Ratchet, the following Investors are featured: Risa Stack Joe Kaiser Mitchell Green We asked guests to discuss the most visionary founder that they've...
02.26.2024
422. How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing (Pete Flint)
Pete Flint of NFX joins Nate to discuss How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing. In this episode we cover: Founding a Successful...
02.22.2024
Investor Stories 336: Key Advice (Sigalow, Lynn, Tully)
On this special segment of The Full Ratchet, the following Investors are featured: Ian Sigalow Rebecca Lynn Tim Tully We asked guests for the most important piece of advice that...
02.19.2024
421. Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us (Adrian Aoun)
Adrian Aoun of Forward joins Nick to discuss Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us. In...
02.15.2024
Investor Stories 335: Why I Passed (Schwerin, Keidan, Beller)
On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Jon Keidan Morgan Beller Each investor highlights a situation where they decided not to invest,...
02.12.2024
420. Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising Advice for DeepTech Startups (Raffi Garabedian)
Raffi Garabedian of Electric Hydrogen joins Nate to discuss Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising Advice for DeepTech Startups. In this episode we cover: Green...
02.08.2024
Investor Stories 334: Lessons Learned (Wagner, Lyman, Jones)
On this special segment of The Full Ratchet, the following Investors are featured: Peter Wagner Lily Lyman Michael Jones We asked guests to tell the most important lesson they've learned...
02.05.2024
419. Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion (Colin Walsh)
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...
02.01.2024
Investor Stories 333: Disruptive Forces (Neumann, Kaiser, Beller)
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...
01.29.2024
418. Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to Past Paradigm Shifts (Gaurav Jain)
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...
01.25.2024
Investor Stories 332: Best LP Question (Stack, Tully, Green)
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...
01.22.2024
417. 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 (Morgan Beller)
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...
01.18.2024
Investor Stories 331: Visionary Founders (Lyman, Jones, Keidan)
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...
01.15.2024
416. 2024 Predictions P2: Bullish/Bearish on Acquisitions, First-Time Founders, Neobanks, PLG, Gaming, Cleantech, Venture GPT, Cyber, and A&D (Ramy Adeeb)
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...
01.11.2024
Investor Stories 330: Key Advice (Ding, Wagner, Kaiser)
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...
01.08.2024
415. 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 (Ramy Adeeb)
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....
01.06.2024
Replay - Raising a Fund via General Solicitation & Twitter, The Challenges (and benefits) of Rolling Funds, and Facing the Reality of Diversity in VC (McKeever “Mac” Conwell II)
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...
01.04.2024
Investor Stories 329: Lessons Learned (Stack, Tully, Green)
On this special segment of The Full Ratchet, the following Investors are featured: Risa Stack Tim Tully Mitchell Green We asked guests to tell the most important lesson they've learned...
01.01.2024
Replay - GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities Post-COVID; and a Comprehensive Analysis of Successful GPs and Venture Investments (Grace Isford)
In this special replay episode Grace Isford of Canvas Ventures joins Nick on a special Crisis Coverage installment to discuss the GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities Post-COVID; and a Comprehensive Analysis of Successful GPs...
12.30.2023
Replay - 1st Institutional VC Fund Raised– Key Learnings (Semil Shah)
In this special replay episode Semil Shah of Haystack joins Nick to discuss 1st Institutional VC Fund Raised– Key Learnings. We address questions including: Maybe we can start off with how your investment focus has evolved since the last...
12.28.2023
Investor Stories 328: Why I Passed (Wagner, Lyman, Jones)
On this special segment of The Full Ratchet, the following Investors are featured: Peter Wagner Lily Lyman Michael Jones Each investor highlights a situation where they decided not to invest,...
12.25.2023
Replay - Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill (Ed Sim)
In this special replay episode Ed Sim of Boldstart ventures joins Nick to discuss Maintaining a Disciplined Fund Size and Strategy, The Rise of NYC Tech, and Changes in the Exit Environment. In this episode, we cover: Walk us...
12.23.2023
Replay - How to Angel Invest like the Best, Part 1 & 2 (Jason Calacanis)
In this special replay episode Jason Calacanis joins Nick to discuss his new book and his secrets to successful angel investing. We address questions including: Why Jason wrote the book What drives him to continue angel investing after all...
12.21.2023
Investor Stories 327: Disruptive Forces (Ehrenberg, Duesterhoeft, Stack)
On this special segment of The Full Ratchet, the following Investors are featured: Roger Ehrenberg Sebastian Duesterhoeft Risa Stack We asked guests to discuss the factor that could cause the...
12.18.2023
414. The Consumer Investing Framework, The Importance of Building a Brand, And Tactical Advice for Founders on how to find Product-Market Fit (Jon Keidan)
Jon Keidan of Torch Capital joins Nate to discuss The Consumer Investing Framework, The Importance of Building a Brand, And Tactical Advice for Founders on how to find Product-Market Fit. In this episode we cover: Investing...
12.14.2023
Investor Stories 326: Best LP Question (Cowgill, Neumann, Lyman)
On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Jerry Neumann Lily Lyman We asked guests to share the best question they've ever been...
12.11.2023
413. How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market (Jules Schwerin)
Jules Schwerin of RTP Global joins Nate to discuss How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market. In this episode we cover: Investing in...
12.07.2023
Investor Stories 325: Why I Passed (Stack, Kaiser, Tully)
On this special segment of The Full Ratchet, the following Investors are featured: Risa Stack Joe Kaiser Tim Tully Each investor highlights a situation where they decided not to invest,...
12.04.2023
412. The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the Key to Raising Capital (Mitchell Green)
Mitchell Green of Lead Edge Capital joins Nick to discuss The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the Key to Raising Capital. In this episode we cover: Investment...
11.30.2023
Investor Stories 324: Visionary Founders (Lynn, Sigalow, Wagner)
On this special segment of The Full Ratchet, the following Investors are featured: Rebecca Lynn Ian Sigalow Peter Wagner We asked guests to discuss the most visionary founder that they've worked...
11.27.2023
411. Lessons from Liquid Death and Dollar Shave, Why X’s Super-App Strategy is Flawed, Building Through Influence, and The Power of Observation (Michael Jones)
Michael Jones of Science Ventures joins Nick to discuss Lessons from Liquid Death and Dollar Shave, Why X’s Super-App Strategy is Flawed, Building Through Influence, and The Power of Observation. In this episode we cover: Disrupting...
11.23.2023
Investor Stories 323: Key Advice (Ehrenberg, Duesterhoeft, Lyman)
On this special segment of The Full Ratchet, the following Investors are featured: Roger Ehrenberg Sebastian Duesterhoeft Lily Lyman We asked guests for the most important piece of advice that...
11.20.2023
410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)
Tim Tully of Menlo Ventures joins Nate to discuss Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines. In this episode...
11.16.2023
Investor Stories 322: Lessons Learned (Ding, Lynn, Kaiser)
On this special segment of The Full Ratchet, the following Investors are featured: Shensi Ding Rebecca Lynn Joe Kaiser We asked guests to tell the most important lesson they've learned...
11.13.2023
409. Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticalization of Big Data (Joe Kaiser)
Joe Kaiser of Mercato joins Nate to discuss Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticalization of Big Data . In this episode we cover: Investment...
11.09.2023
Investor Stories 321: Disruptive Forces (Cowgill, Wagner, Lyman)
On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Peter Wagner Lily Lyman We asked guests to discuss the factor that could cause the...

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

Download our free app to listen on your phone

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

Investor Stories 344: Best LP Question (Kaiser, Jones, Jain)

429. TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers (Larsen Jensen)

Investor Stories 343: Visionary Founders (Tully, Schwerin, Beller)

428. The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference (Ashu Garg)

Investor Stories 342: Why I Passed (Green, Walsh, Aoun)

427. The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building Attentive (Brian Long)

Investor Stories 341: Key Advice (Jones, Schwerin, Keidan)

426. 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture Cycle is Unique (David Spreng)

Investor Stories 340: Lessons Learned (Beller, Walsh, Aoun)

425. How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access (Rob Rueckert)

Investor Stories 339: Disruptive Forces (Tully, Jones, Green)

424. Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About Downstream Financing is a Mental Trap (Semyon Dukach)

Investor Stories 338: Best LP Question (Sigalow, Wagner, Beller)

423. The Most Interesting Diligence Process You’ve Ever Heard, Why Founders Aren’t Risk Takers, and Reasoning Behind The Government Blocking More M&A Than Ever Before (Todd Klein)

Investor Stories 337: Visionary Founders (Stack, Kaiser, Green)

422. How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing (Pete Flint)

Investor Stories 336: Key Advice (Sigalow, Lynn, Tully)

421. Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us (Adrian Aoun)

Investor Stories 335: Why I Passed (Schwerin, Keidan, Beller)

420. Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising Advice for DeepTech Startups (Raffi Garabedian)

Investor Stories 334: Lessons Learned (Wagner, Lyman, Jones)

419. Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion (Colin Walsh)

Investor Stories 333: Disruptive Forces (Neumann, Kaiser, Beller)

418. Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to Past Paradigm Shifts (Gaurav Jain)

Investor Stories 332: Best LP Question (Stack, Tully, Green)

417. 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 (Morgan Beller)

Investor Stories 331: Visionary Founders (Lyman, Jones, Keidan)

416. 2024 Predictions P2: Bullish/Bearish on Acquisitions, First-Time Founders, Neobanks, PLG, Gaming, Cleantech, Venture GPT, Cyber, and A&D (Ramy Adeeb)

Investor Stories 330: Key Advice (Ding, Wagner, Kaiser)

415. 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 (Ramy Adeeb)

Replay - Raising a Fund via General Solicitation & Twitter, The Challenges (and benefits) of Rolling Funds, and Facing the Reality of Diversity in VC (McKeever “Mac” Conwell II)

Investor Stories 329: Lessons Learned (Stack, Tully, Green)

Replay - GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities Post-COVID; and a Comprehensive Analysis of Successful GPs and Venture Investments (Grace Isford)

Replay - 1st Institutional VC Fund Raised– Key Learnings (Semil Shah)

Investor Stories 328: Why I Passed (Wagner, Lyman, Jones)

Replay - Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill (Ed Sim)

Replay - How to Angel Invest like the Best, Part 1 & 2 (Jason Calacanis)

Investor Stories 327: Disruptive Forces (Ehrenberg, Duesterhoeft, Stack)

414. The Consumer Investing Framework, The Importance of Building a Brand, And Tactical Advice for Founders on how to find Product-Market Fit (Jon Keidan)

Investor Stories 326: Best LP Question (Cowgill, Neumann, Lyman)

413. How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market (Jules Schwerin)

Investor Stories 325: Why I Passed (Stack, Kaiser, Tully)

412. The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the Key to Raising Capital (Mitchell Green)

Investor Stories 324: Visionary Founders (Lynn, Sigalow, Wagner)

411. Lessons from Liquid Death and Dollar Shave, Why X’s Super-App Strategy is Flawed, Building Through Influence, and The Power of Observation (Michael Jones)

Investor Stories 323: Key Advice (Ehrenberg, Duesterhoeft, Lyman)

410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)

Investor Stories 322: Lessons Learned (Ding, Lynn, Kaiser)

409. Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticalization of Big Data (Joe Kaiser)

Investor Stories 321: Disruptive Forces (Cowgill, Wagner, Lyman)