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

Alex Konrad of Forbes joins Nick to discuss The Fallout of First Republic and SVB and its Implications on Tech, The Algorithm Behind the Midas List, and Will AI Actually Replace Journalists? . In this episode we cover: What led to the demise of First Republic Bank Venture Capital's response to the Crisis How will the acquisition of First Republic Bank impact investors and venture capitalists How t...

On this special segment of The Full Ratchet, the following Investors are featured: Jim Andelman Catharine Dockery Eric Tarczynski 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 B...

David Tisch of Box Group joins Nick to discuss Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social. In this episode we cover: Dealing with decisions that feel like tweener. Over-rotating on short-term fake signals. What is their portfolio construction philosophy? Regretting not investing in the right companies. Where do you think prices will...

On this special segment of The Full Ratchet, the following Investors are featured: Wesley Chan & Pegah Ebrahimi Deena Shakir Rick Zullo Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.

Rex Woodbury of Index joins Nate to discuss The Opportunity in Gen Z, Deciphering Signal From the Noise in Generative AI, and The Future of Work. In this episode we cover: Entrepreneurship vs. Work ethic. The power of questioning social constructs. Other trends to be excited about in tech. Connecting to people on the internet is similar to advertising. Comparing cloud vs. Generative AI Habits tact...

Deena Shakir of Lux Capital joins Nick to discuss The Lux Capital Playbook, Deeptech and The Application Layer, and What the Future Holds for Digital Health. In this episode we cover: Investments in the fertility space. How do you think about the future of healthcare? Investing in healthcare companies. Innovation in healthcare. Guest Links : LinkedIn Twitter Lux Capital The host of The Full Ratche...

On this special segment of The Full Ratchet, the following Investors are featured: Jim Andelman Wes Chan & Pegah Ebrahimi Rodrigo Liang Each investor discusses a portfolio company that did not survive and why it was that they failed. Did you miss our guests full-length episodes? Jim Andelman  Episode 379 Wes Chan & Pegah Ebrahimi  Episode 384 Rodrigo Liang Episode 380 The host of The Full Ratchet...

On this special segment of The Full Ratchet, the following Investors are featured: Rick Zullo Deena Shakir Alex Pruden 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 about New Stack Ventures by visiting our Website . Also, follow us on LinkedIn and Twitter ! Founders,...

Jim Andelman of Bonfire Ventures joins Nick to discuss 85% Graduation from Seed to Series A, SaaS Metric Mastery, The Right Time to Stop Founder-Led Sales, and Advice for Emerging Managers. In this episode we cover: The entry point for a seed investor. The importance of being overweight on the first round. How do you respond to a correction in valuation? Knowing when to relax constraints in ventur...

On this special segment of The Full Ratchet, the following Investors are featured: Kristi Ross Deena Shakir Rick Zullo 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. L...

Catharine Dockery of Vice Ventures joins Nick to discuss Betting on "Bad" Industries, the opportunity in Alcohol, Nicotine, SexTech and other vices, and Why Early Stage Investors Should Avoid Consumer Investing. In this episode we cover: Raising money for venture capital. Investment opportunities in psychedelics. What are the signals to look for in a consumer company? The host of The Full Ratchet...

On this special segment of The Full Ratchet, the following Investors are featured: Jim Andelman Mar Hershenson Alex Pruden Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. The host of The Full Ratchet is Nick Moran , General Partner of New Stack Ventures , a venture capital firm committed to i...

Alex Pruden of Aleo joins Nate to discuss From Special Forces to Leading Aleo, The Bull Case for Crypto and Web 3, and The Future of the Internet. In this episode we cover: Leading a tech startup. How to cultivate a stronger sense of leadership. What is Aleo and what does it do? What are the initial use cases for Ai? The power of proof of humanity. The scalability of zero-knowledge proofs. The hos...

On this special segment of The Full Ratchet, the following Investors are featured: Willy Schlacks Mar Hershenson Rick Zullo Each investor discusses a portfolio company that did not survive and why it was that they failed.

On this special segment of The Full Ratchet, the following Investors are featured: Nadav Eylath Kristi Ross Mar Hershenson 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 mo...

Laura Spiekerman of Alloy joins Nate to discuss What Does the Future of Fintech Hold? Insights on Growth, Fraud, and Community Banking. In this episode we cover: Alloy's mission and the role it plays in fintech The importance of community banks in fintech design and development Challenges of scaling a go-to-market business in fintech  Laura's insights on the future of fintech, including concerns a...

On this special segment of The Full Ratchet, the following Investors are featured: Kristi Ross Ravi Viswanathan Oz Alon 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 about New Stack Ventures by visiting our Website . Also, follow us on LinkedIn and Twitter !

Shardul Shah of Index Ventures joins Nick to discuss Assessing an entrepreneur's imagination. What are the metrics and characteristics that demonstrate product market fit for Early-stage investing? (Shardul Shah). In this episode we cover: Outsourcing security risk and the need to outsource risk. The Importance of Imaginative Entrepreneurs How do you think about the trade-offs of a services busine...

On this special segment of The Full Ratchet, the following Investors are featured: Jenny Lefcourt Mar Hershenson Ravi Viswanathan Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.

Kristi Ross of tastytrade joins Nick to discuss Bootstrapping to a Billion Dollar Exit, The History of Options Trading, Competing Against Robinhood, and How to Build a Brokerage Content Machine. In this episode we cover: Bootstrapping to a Billion Chicago Trading in the 90s ThinkorSwim, TCV, and Trading to Tastytrade Robinhood's Capital Intensive Strategy  Using Media and Content to Build a Broker...

On this special segment of The Full Ratchet, the following Investors are featured: Tim Draper Jenny Lefcourt Chris Sugden 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 a...

 Dan Ahrens of Left Lane Capital joins Nate to discuss The $30 Trillion Dollar Market Opportunity, Formulas for Successful Consumer Investing, and the Current Macro Environment. In this episode we cover: Firm Building at Left Lane Raising a $1.4B Fund II Investing in Consumer Tech and SMB The Current Macro Environment and much more!

On this special segment of The Full Ratchet, the following Investors are featured: Brian O'Malley Ravi Viswanathan Willy Schlacks Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. The host of The Full Ratchet is Nick Moran , General Partner of New Stack Ventures , a venture capital firm committ...

Mar Hershenson of Pear VC joins Nick to discuss Are Founders Born or Made?, What it Takes to Raise a Series A in 2023, and Weighing the Balance of Unit Economics vs Growth. In this episode we cover: Path to Pear and The Forbes Midas List Data on The DNA of Entrepreneurs Generative AI Hype Raising a Series A in 2023 & More! Missed a recent episode? Go to The Full Ratchet blog and catch up! The host...