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

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 Compa...

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....

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 Indu...

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 Ar...

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 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 abou...

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 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...

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 and Venture Investments. In this episode, we cover: You're an extroverted, people-person… how you holding up w/ the quarantine? Quick...

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 time you joined us. What are your thoughts on how seed has split into pre-seed, seed, seed extension, and post seed? Are you investing once with a company or res...

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, 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...

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 through your background and path to VC What's the thesis at boldstart ventures? What was it like starting Boldstart in NYC in 2010? Tell us a bit about the thesis at investme...

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 his success His thoughts on angels that make large investments during their first year of angel investing His focus on finding 5,000x returns and his response t...

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 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...

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 in Consumer Companies, Pain Points, Market Size, and Founder Qualities Balancing Top-Down and Bottom-Up Investing Strategies Consumer Distribution and Unit Economics in Early-S...

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 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 w...

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 Lagging Industries and Overcoming Inertia to Adopt Modern Tech Market Entry Strategies and AI Adoption Market Size, Competition, and Funding for Vertical SaaS Companies Logistics Investments and Ni...

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, 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...

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 Criteria for Scaling Companies Leveraging a Network of High-Net-Worth Individuals for Investment Opportunities Hiring and Evaluating Analysts in the Venture Capital Industry Investing in Priv...

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 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...

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 the Razor and Beverage Industries Influencer Marketing and E-Commerce Trends Early Stage Investing, AI, and Startup Landscape Identifying Successful Founders Guest Lin...

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 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...

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 we cover: AI Hype, Investments, and Company Growth Using Vector Databases to Improve AI Accuracy Tech Investments and Trends in Developer Tools and Microservices Ente...

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 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...

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 Strategy and Ideal Company Fit for a Midwestern Venture Capital Firm Scaling Companies in Different Geographies and the Role of AI in Various Industries AI Investment Strategies and Valuations S...

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 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...