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

On this special segment of The Full Ratchet, the following investors are featured: - Triest & DeMarrais - Tsai - Larkins & Galston Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.           To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other episodes. Also, follow us on twitter  @ TheFullRatchet  ...

Welcome back to TFR for another Cram Session. In these special releases, we have aggregated the takeaways and tips from previous episodes. In this installment, we will be recapping the following episodes: 73. Virtual Reality Investing, Part 1 (Adam Draper) 74. Virtual Reality Investing, Part 2 (Adam Draper) 75. No...   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all...

Today we cover Part 2 of Sector & Niche Focused Funds with Jordan Nof of Tusk Ventures. In this segment we address: Given the current regulatory environment, are there specific verticals that you find particularly compelling? Do you expect more micro VCs, niche and sector focused funds to launch in...   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other epi...

Jordan Nof, head of investments at Tusk Ventures, joins Nick to cover Sector & Niche Focused Funds, Part 1. We will address questions including: Today we are talking about Sector/Niche Focused Funds. First off, at a high level, what categories and in what ways have you seen funds specialize? What are...   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other e...

On this special segment of The Full Ratchet, the following investors are featured: - Olsen - Collett - Sanwal Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.             To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other episodes. Also, follow us on twitter  @ TheFullRatchet  for updates and m...

Welcome back to TFR for another Cram Session. In these special releases, we have aggregated the takeaways and tips from previous episodes. In this installment, we will be recapping the following episodes: 67. The Bloomberg for Private Companies, Part 1 (Anand Sanwal) 68. The Bloomberg for Private Companies, Part 2...   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all...

On this special segment of The Full Ratchet, the following Investors are featured: -Kurzweil -Buttrick -Hudson Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other episodes. Also, follow us on twitter  @...

Today we cover Part 2 of Space Tech Investing with David Cowan of Bessemer Venture Partners. In this segment we address: Why is SpaceX moving the industry forward in the wrong direction? I recently read a Fortune article titled 'VCs Invested More in Space Startups Last Year Than in the...   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other episodes. Also,...

David Cowan of Bessemer Venture Partners joins Nick to cover Space Tech Investing, Part 1. We will address questions including: First off, David what was the thought process that led you to invest in this area? You've written in the past about the roadmap approach toward investing.  Was it this...   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other episode...

Welcome back to TFR for another Cram Session. In these special releases, we have aggregated the takeaways and tips from previous episodes. In this installment, we will be recapping the following episodes: 61. Diversity in Venture Capital, Part 1 (Christine Tsai) 62. Diversity in Venture Capital, Part 2 (Christine Tsai)...   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for...

Today we cover Part 2 of Customer-centric Startup Investing Down Under with Niki Scevak of Blackbird Ventures. In this segment we address: What's your take on water and the water crisis in Australia?  How do you see innovation happening around water in the country? Would a company like Instacart be...

Niki Scevak of Blackbird Ventures joins Nick to discuss Customer-centric Startup Investing Down Under, Part 1. We will address questions including: To start off… in your estimation, what are the key factors that make a startup investable? What are your thoughts on a company like Box? At the seed stage...   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other...

Welcome back to TFR for another Cram Session. In these special releases, we have aggregated the takeaways and tips from previous episodes. In this installment, we will be recapping the following episodes: 55. The Hands-on Investor | High-Engagement Investing, Part 1 (John Greathouse) 56. The Hands-on Investor | High-Engagement Investing,...   To listen more, please visit  http://fullratchet.net/po...

On this special segment of The Full Ratchet, the following investors are featured: Mohnot Mougayar Tunguz Each investor describes their investment thesis and how they evaluate startups for investment.   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other episodes. Also, follow us on twitter  @ TheFullRatchet  for updates and more information.

Today we cover Part 2 of Economic Theory in Venture Capital with Mark Suster of Upfront Ventures. In this segment we address: What are your impressions of what Bryce Roberts is doing at Indie VC? How have your thoughts on investment psychology and economics been influenced by The Black Swan?   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other episodes. Als...

Mark Suster of Upfront Ventures joins Nick to cover Economic Theory in Venture Capital, Part 1. We will address questions including: You've written about a major lesson from Clayton Christensen's book, the Innovator's Dilemma, which was one of 'deflationary economics.' Can describe what this means and why it should be...   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for...

On this special segment of The Full Ratchet, the following investors are featured: - Roberts - Heymann - Eakman Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.           To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other episodes. Also, follow us on twitter  @ TheFullRatchet  for updates and mor...

On this special segment of The Full Ratchet, the following investors are featured: Moran Cohn Saunders Each investor highlights a situation where they decided to invest in a startup and why they said yes.           To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other episodes. Also, follow us on twitter  @ TheFullRatchet  for updates and more information.

Galen Mason & Brian Axelrad of Service Provider Capital join Nick to cover Part 2 of their unique approach to using service providers to source high volume dealflow, LPs and to employ an index investment fund strategy. We will address questions including: Their concerns about adverse selection and not receiving...   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of...

Galen Mason & Brian Axelrad of Service Provider Capital join Nick to cover Part 1 of their unique approach to using service providers to source high volume dealflow, LPs and to employ an index investment fund strategy. We will address questions including: How did your experience as attorneys reveal an...   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other...

Welcome back to TFR for another Cram Session. In these special releases, we have aggregated the takeaways and tips from previous episodes. In this installment, we will be recapping the following episodes: 50. The 3-year Wait is Over | SEC Vote on JOBS Act Title III (David S. Rose) 51....   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other episodes. Also, f...

On this special segment of The Full Ratchet, the following investors are featured: - Heltzer - Larkins and Galston - McClure Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.             To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other episodes. Also, follow us on twitter  @ TheFullRatchet  fo...

Today we cover Part 2 of The Next Great Startup Ecosystem with Chris Olsen of Drive Capital. In this segment we address: Chris' thoughts on engineering talent retention in the midwest vs. the valley If the region presents unique challenges due to how spread out it is geographically His take...   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all of our other episodes. A...

Chris Olsen of Drive Capital joins Nick to talk about the next great venture ecosystem: The Midwest.  We review the following: How Chris first discovered the opportunity in the midwest and the reaction of fellow Sequoia partners when he presented his findings The research effort the launched that helped build the...   To listen more, please visit  http://fullratchet.net/podcast-episodes/ for all o...