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

Latest Episodes:

445. Secrets of a Serial Entrepreneur and VC: Fraudulent Founders, Radical Recaps, C-suite Shuffles, and Reviving Dysfunctional Boards (Heidi Roizen) Aug 05, 2024

Show notes

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
Secondary Shares in VC Investments, with Focus on Founder and VC Perspectives
Startup Funding, Board Dynamics, and Founder Liquidity
Board Member Behavior and How to Address Negative Actions
Gender Diversity in Venture Capital, Including Challenges Faced by Women in the Industry
Entrepreneurship Program at Stanford with a Focus on Ethics and Social Impact

Guest Links:

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 The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 359: Best LP Question (Klein, Jensen, Edelson) Aug 01, 2024

Show notes

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 with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

444. 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 (Sami Inkinen) Jul 29, 2024

Show notes

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 Nutrition and Technology
Using Biomarkers and Software to Track and Adjust Diet and Lifestyle for Optimal Health
Addressing Obesity through Telemedicine and Value-Based Care
Healthcare ROI and Patient Retention in a US-Based Digital Health Platform
Managing Complex Stakeholders in Healthcare and Real Estate Industries

Guest Links:

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 The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 358: Disruptive Forces (Levy, Strebulaev, Nozad) Jul 25, 2024

Show notes

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 committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

443. 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 (Mike Droesch) Jul 22, 2024

Show notes

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 Vertical SaaS Industries
Business Models for AI Software, Including Copilots, Agents, and Tech-Enabled Services
AI Applications, Defensibility, and Market Potential
Open Source vs. Closed Source AI Models
Supply Chain Inefficiencies and the Role of FinTech in Improving Payment and Invoicing Processes
Investing in Non-Consensus Supply Chain Software Categories, Focusing on Procurement and Freight Audit

Guest Links:

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 The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 357: Key Advice (Klein, Jensen, Edelson) Jul 18, 2024

Show notes

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 Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

442. The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms (Adam Felesky) Jul 15, 2024

Show notes

Adam Felesky of Portage joins Nick to discuss The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms. In this episode we cover:

Investing in Web3, Crypto, and Blockchain, with a Focus on Global Markets and Entry Points
Investing in International Companies, with a Focus on Due Diligence and Risk Assessment
Modernizing Financial Infrastructure and Stacks
Open Banking, Payment Rails, and Acquisitions in the FinTech Industry
FinTech Investing, Risk Management, and Portfolio Support

Guest Links:

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 The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 356: Lessons Learned (Rueckert, Tunguz, Rotman) Jul 11, 2024

Show notes

On this special segment of The Full Ratchet, the following Investors are featured:

Rob Rueckert
Tomasz Tunguz
Frank Rotman

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 The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

441. ID'ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts (Alexa von Tobel) Jul 08, 2024

Show notes

Alexa von Tobel of Inspired Capital joins Nick to discuss ID'ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts. In this episode we cover:

Support Innovative Companies Addressing Societal Problems
Investing in Structurally Broken Markets
AI Adoption, Future of Work, and Potential Job Automation
AI Value Distribution, Incumbents Vs. Startups, and M&A Challenges
Future of FinTech and Reimagining Products
Investment Strategy in Uncertain Macro Environment

Guest Links:

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 The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 355: Why I Passed (Klein, Patricof, Strebulaev) Jul 04, 2024

Show notes

On this special segment of The Full Ratchet, the following Investors are featured:

Todd Klein
Alan Patricof
Ilya Strebulaev

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 to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Our TOPPODCAST Picks

Follow Us

Stay Connected

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

Related Podcasts

Links

Stay Connected