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

Lily Lyman of Underscore joins Nick to discuss Workflow automation, LLMs impact on the Future of Work, Why Proprietary Data-Sets Will Win, How Business Models Will Change with AI, Why VCs should Focus on Revenue Growth and Not Markups. In this episode we cover: AI's Impact on Work, Automation, and Collaboration Investing in InsurTech, Supply Chain Logistics, Commerce, and Digital Health Healthcare...

On this special segment of The Full Ratchet, the following Investors are featured: Lior Susan Roy Bahat SC Moatti Each investor discusses a portfolio company that did not survive and why it was that they failed. 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...

Peter Wagner of Wing VC joins Nick to discuss Lessons from Seed Investing in Snowflake and Gong, Why the Next Super-Cycle is Here and How to Invest in It, and Insights on Firm Building, Decision Making, and Talent Spotting. In this episode we cover: Early-Stage Investing and Company Building in B2B Technology Investment Decisions and Market Fit AI's Impact on Business and Investment Strategies Dat...

On this special segment of The Full Ratchet, the following Investors are featured: Roger Ehrenberg Sebastian Duesterhoeft Rebecca Lynn 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 kee...

Rebecca Lynn of Canvas Ventures joins Nate to discuss Why Good Marketing Beats Good Product, Emerging Use Cases for AI, and Tactical Advice for Founder to Build Their GTM. In this episode we cover: Product Market Fit, Customer Needs, Marketing Strategies and Product Development Marketing Strategies for Early-Stage Founders Venture Capital, Marketing, and Scalability Investing in Health Tech and Fi...

On this special segment of The Full Ratchet, the following Investors are featured: Maren Bannon Ben Lerer Dan Kimerling Each investor describes the most unusual situation or pitch that they've encountered as an investor. 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 k...

Shensi Ding of Merge joins Nate to discuss How to Instill a Culture of Speed, Lessons from Scaling Merge to 8000 Customers, and the Future of Software Integration. In this episode we cover: Founding a Company to Solve Integration Problems in the Workplace Product Market Fit and Customer Acquisition Challenges API-First Company Challenges, Speed, and Quality Hiring Culture and Growth Guest Links :...

On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Roger Ehrenberg Elizabeth Zalman 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...

Ian Sigalow of Greycroft joins Nick to discuss Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Tooling vs. AI Platforms; and the Search for the Next Form Factor Amidst Smart-phone Saturation. In this episode we cover: Venture Capital, Technology Trends, and Entrepreneurship AI, GPUs, and Edge Computing Future Growth Platforms for Consumer Software...

On this special segment of The Full Ratchet, the following Investors are featured: Ben Lerer Sebastian Duesterhoeft Ian Sigalow 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 B...

Risa Stack of The Production Board joins Nate to discuss Can BioTech Extend Life to 150 Years? Gene Editing, and Investing in the Future of Life Sciences. In this episode we cover: Entrepreneurship, Venture Capital, and Starting Companies Venture Studio Model, Technical Risk, and Investing in Businesses Challenges in Therapeutic Development and Commercialization Prioritizing People Over Products,...

On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Roger Ehrenberg Jerry Neumann 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...

Sebastian Duesterhoeft of Lightspeed Venture Partners joins Nate to discuss Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent. In this episode we cover: Investing in a Challenging Market with a Growth Investor AI Technology, Its Impact & Potential to Disrupt Industries and Create New Opportunities Investme...

On this special segment of The Full Ratchet, the following Investors are featured: Dan Kimerling Immad Akhund Cameron Borumand Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures , a venture capital firm committe...

Jerry Neumann and Elizabeth Zalman of Neu Venture Capital/Crane Venture Partners join Nick to discuss Founder Vs. Investor – A debate between an Experienced Founder and the VC that Backed Her. In this episode we cover: Should Founders Even Want Venture Capital Advice on Raising Capital The Importance of Having a Hiring Process How Many Full-Time Jobs Can a Founder Have VC Attorneys What Is the Pur...

On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Roger Ehrenberg Jerry Neumann Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran , General Partner of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay A...

Roger Ehrenberg of Eberg Capital joins Nick to discuss Building and Leaving the Iconic Seed Firm IA, Mastering Reserve Strategy, Investing in Sports and the Next Wave of Entertainment, and Analyzing the Pysche of Unicorn Founders. In this episode we cover: Spending Time with Founders Before Investing What Most Investors Miss When Generating Persistent Returns Directive vs Constructive with Founder...

On this special segment of The Full Ratchet, the following Investors are featured: Ben Lerer Dan Kimerling Immad Akhund Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. The host of The Full Ratchet is Nick Moran , General Partner of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area....

John Cowgill of Costanoa Ventures joins Nate to discuss Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to the Hype?. In this episode we cover: How Do Costanoa Ventures Run References Do Investors Need to Have a Thesis What Is Applied Big Data and How Will It Change the Enterprise Bets on AI in the Enterprise How Generative AI Can Be a Catalyst for Esoter...

On this special segment of The Full Ratchet, the following Investors are featured: Rob Biederman Samir Kaul Lior Susan Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran , General Partner of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Le...

Immad Akhund of Mercury joins Nate to discuss Behind the Scenes at Mercury During the SVB Crisis, Tactical Fundraising Advice for Founders, Lessons from 300+ Angel Investments. In this episode we cover: The Importance of Understanding the Market. Banking for Startups and Entrepreneurs. The Collapse of SVB Lessons Learned from the SVB Crisis. Advice for Founders on How to Navigate a Startup Death S...

On this special segment of The Full Ratchet, the following Investors are featured: Ajay Agarwal Ben Lerer Dan Kimerling Each investor discusses a portfolio company that did not survive and why it was that they failed. The host of The Full Ratchet is Nick Moran , General Partner of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Learn more abo...

Dan Kimerling of Deciens Capital joins Nick to discuss Defying the VC Orthodox, Re-inventing Financial Services, Picking Righteousness Over Returns, and Why VCs Should be More Like Rick Rubin and Less Like Don Wilson. In this episode we cover: How to Diversify Risk How to Support a Fee Structure That is Different The Rise of Free and Open Source Software. What Communities Are Most Underserved by F...

On this special segment of The Full Ratchet, the following Investors are featured: Jason Wilk Lior Susan Samir Kaul Each investor describes the most unusual situation or pitch that they've encountered as an investor. The host of The Full Ratchet is Nick Moran , General Partner of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Learn more abou...

Jason Wilk of Dave joins Nate to discuss Scaling Dave to IPO, How to Recruit a Word Class Team, And Predictions for the Future of FinTech. In this episode we cover: Navigating the Early Stage of Product Market Fit. How to Drive Down the Cost of Acquisition. How Did the Fundraising Process Evolve Where Can We See the Winners in the FinTech Market Challenges of Competing with Traditional Banks Guest...