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

On this special segment of The Full Ratchet, the following Investors are featured: Jake Yormak Ambar Bhattacharyya Katelin Holloway 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 is Nick Moran of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want t...

David Garcia of Digitt joins Nick to discuss Building the AMEX of LATAM, Raising a $50M Debt Facility, Why Leaders Should Tend to Flowers Not Weeds, and How Creativity Can Lead to 80% Organic Consumer Acquisition. In this episode we cover: Comparison to SoFi and American Express Business Model and Customer Retention Future Products and Market Strategy Debt Financing Process and Lessons Learned Cus...

On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein James Joaquin Adam Felesky 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 is Nick Moran of New Stack Ventures , a venture capital firm committed to investing in foun...

Mike Whitmire of FloQast joins Nick to discuss Building and Scaling in Unsexy Spaces, The Next Generation of AI-Based Accounting, Backchanneling your Investors, and If the AI Hype Cycle is Bad for Venture. In this episode we cover: FloQast's Product and Market Positioning Organizational North Star and Customer Persona Attracting Talent and Fundraising Struggles AI Integration and Future of Account...

On this special segment of The Full Ratchet, the following Investors are featured: Rob Rueckert Alan Patricof Ilya Strebulaev 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 is Nick Moran of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. Want to...

Laura Chau of Canaan joins Nick to discuss Consumer Headwinds, Whether AI Revenue Catch up with Infra Spend, and Are Creative "Takeunders" the Solution to Lina Khan's FTC Agenda. In this episode we cover: Consumer Investing and Churn Customer Acquisition and Data Challenges AI Investment Framework and Opportunities AI Infrastructure and Revenue Gap Google's Agreement with Character.ai Non-AI Inves...

On this special segment of The Full Ratchet, the following Investors are featured: Ilya Strebulaev Pejman Nozad James Joaquin 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...

Oren Yunger of Notable Capital joins Nick to discuss Who Wins in the Cat and Mouse Game of Cyber, Open Source's Role in Security, The Dealflow Network that Sources Deals and Vetts Them, and Will The Future Bring More Bundling or Unbundling? In this episode we cover: Navigating Playbooks and Founder Experience Supporting Founders and Cybersecurity Startups Cybersecurity Trends and Open Source Inves...

On this special segment of The Full Ratchet, the following Investors are featured: Tomasz Tunguz Frank Rotman Alan Patricof & Abby Miller Levy 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. Wan...

Gregory Ho of Spring Mountain Capital joins Nick to discuss The Former CFO of McKinsey on AI, Quantum Computing, BioEngineering, and Why Social Impact Can be the Key to Investment Success. In this episode we cover: AI's Applicability Across Sectors Challenges and Opportunities in AI Adoption Consulting Services and AI's Impact Practical Applications of AI in Healthcare Investing in Bioengineering...

On this special segment of The Full Ratchet, the following Investors are featured: Ambar Bhattacharyya Rick Heitzmann Alexa von Tobel 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 fir...

Eric Boduch of Venture Studio 24 and Up and Revcast joins Nick to discuss Scaling Unicorn Pendo, When to Hire Your First Sales Leader, How To Construct a Team Pre and Post PMF, and How to Balance Stretch vs. Strain. In this episode we cover: Pendo's Origin, Product Development, and Customer Acquisition Product Market Fit, Growth Strategies and Team Composition for Early-Stage SaaS Startups Hiring...

On this special segment of The Full Ratchet, the following Investors are featured: Tomasz Tunguz Pejman Nozad James Joaquin 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 B...

Jill Chase of CapitalG joins Nick to discuss Where AI Value will Accrue in the Tech Stack, How Far we are from AGI, The Role of Adversarial AI, and Enterprise Adoption of AI in 2024. In this episode we cover: AI Technology and Investment, LTM Nets and Potential for Fully Autonomous Software Engineering AI Technology, Growth Strategies, and Outlier Metrics in the Industry AI Adoption in Enterprise,...

On this special segment of The Full Ratchet, the following Investors are featured: Alan Patricof Ilya Strebulaev Jake Yormak 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 dat...

Sandeep Patil of QED Investors joins Nick to discuss From India to IPO: Cracking the Code of Cross-Border FinTech Investments, Regulation, and Market Dynamics. In this episode we cover: Investment Strategies in Asia and Australia, with a Focus on FinTech Companies Challenges of Starting a Successful Tech Company in India FinTech in India, Market Differences and Data Privacy Concerns FinTech Trends...

On this special segment of The Full Ratchet, the following Investors are featured: Larsen Jensen Pejman Nozad James Joaquin 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 A...

Phin Upham of Haymaker Ventures joins Nick to discuss Why Fewer is Better; Pursuing a Frictionless World, The Value in Reframing Everything. In this episode we cover: The Challenges of Being a Good Venture Capitalist in a Rapidly Institutionalized Industry Startup Growth Strategies in a Capital-Tight Environment Fraud and Open Banking in the US Friction in Efficiency Business, Picking Good Compani...

On this special segment of The Full Ratchet, the following Investors are featured: Tomasz Tunguz Frank Rotman Abby Miller Levy 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 Ba...

Heidi Roizen of Threshold Ventures joins Nick to discuss Secrets of a Serial Entrepreneur and VC: Fraudulent Founders, Radical Recaps, C-suite Shuffles, and Reviving Dysfunctional Boards. In this episode we cover: VCs' Bad Behavior During Market Downturns, Self-Optimization for Short-Term Gain and Poor Treatment of Entrepreneurs Entrepreneurship, Investors, and Advisors with Tips for Founders Seco...

On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein Larsen Jensen Alex Edelson 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...

Sami Inkinen of Virta Health joins Nick to discuss Lessons from Founding Trulia to IPO, How to Enter New Industries with No Experience, and Why Technology is Critical to Combat Diabetes in an era of GLP-1s. In this episode we cover: Early Days of Trulia, Product Market Fit, and Challenges Faced by the Founder Building a Successful Company Without an Exit Strategy Reversing Diabetes through Nutriti...

On this special segment of The Full Ratchet, the following Investors are featured: Abby Miller Levy Ilya Strebulaev Pejman Nozad 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 com...

Mike Droesch of Bessemer Venture Partners joins Nick to discuss The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain. In this episode we cover: AI Applications in Various Industries, Advancements in AI-Powered Voice Transcription Technology, AI's Potential to Disrupt...

On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein Larsen Jensen Alex Edelson 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...