The Full Ratchet: Venture Capital Demystified

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

  • Nagraj Kashyap
  • Matt Cohen
  • Jennifer Stojkovic
  • Jed Cairo

Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.

Did you miss our guests full length episodes?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 345_Investor_Stories_245__Whats_Next_Kashyap_Cohen_Stojkovic_Cairo.mp3
Category:general -- posted at: 5:00am EDT

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

  • Ben Wiener
  • TX Zhuo
  • Sara Zulkosky

Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

The host of The Full Ratchet is Nick Moran (https://www.linkedin.com/in/nick-moran-a738503/), General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside the Bay area.

Direct download: 344_Investor_Stories_244__Why_I_Passed_Wiener_Zhuo_Zulkosky.mp3
Category:general -- posted at: 5:00am EDT

Hernán Fernández of Angel Ventures joins Nick to discuss Mexico's New Tech Mafia, Winning Copycat Strategies, and the Future of Fintech in LatAm. In this episode we cover:

  • Mexico's Explosion in VC Funding
  • The Rappi Tech Mafia
  • What to Look for in Copycat Strategies
  • Democratizing Fintech in LatAm & more!

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

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.

To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on 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!


On this special segment of The Full Ratchet, the following Investors are featured: Yanev Suissa, Ruth Foxe Blader, and Parker Barrile. 

Each investor describes the most unusual situation or pitch that they've encountered as an investor.

Did you miss our guests full length episodes?

For all great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 343_Investor_Stories_243__Strange__Unusual_Suissa_Foxe_Blader_Barrile.mp3
Category:general -- posted at: 5:00am EDT

Miriam Rivera of Ulu Ventures joins Nick to discuss 11 Unicorns from Seed, Quantitative Decision-Models for Selecting Investments, Thoughts on Male vs. Female Founders & Investors, and Lessons from Larry and Sergey in the Early Days of Google. In this episode we cover:

  • Lessons from the Early Days of Google
  • Quantitative Decision Making in VC
  • Male vs. Female Founder Questions
  • And more! 

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


On this special segment of The Full Ratchet, the following Investors are featured: Tony Wilkins, Manan Mehta, and Maryanna Saenko. 

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?

For all great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 342_Investor_Stories_242__Post_Mortems_Wilkins_Mehta_Saenko.mp3
Category:general -- posted at: 5:00am EDT

Chuck Newhall of NEA joins Nick to discuss The Founding Story of NEA, The True History of Venture Capital, the Keys to an Enduring Firm Legacy, and Why the Best VC's Dare Disturb the Universe. In this episode we cover:

  • The History of VC Pre & Post 1945
  • How NEA Raised Fund I
  • Memorable Fund Successes and Failures
  • Why Chuck Passed on Home Depot
  • Founder's Brain Chemistry
  • Scaling Talent without Scaling Superstars & more! 

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in outsiders.

To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s InBox!


On this special segment of The Full Ratchet, the following Investors are featured: Victor Pascucci, Jonathan Lehr, and Marcelino Pantoja. 

Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.

Did you miss our guests full length episodes?

For all great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 341_Investor_Stories_241__Lessons_Learned_Pascucci_Lehr_Pantoja.mp3
Category:general -- posted at: 5:00am EDT

Jed Cairo of Juxtapose joins Nick to discuss Building Unicorns from the Ground Up, Recruiting Founders from the C-Suite, and Driving Top 1% Returns with Concentration.

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in outsiders.

To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s Inbox!


On this special segment of The Full Ratchet, the following Investors are featured: Sunil Nagaraj, Ryan Falvey, and Karen Page. 

Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.

Did you miss our guests full length episodes?

For all great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 340_Investor_Stories_240__Whats_Next_Nagaraj_Falvey_Page.mp3
Category:general -- posted at: 5:00am EDT

Kevin Frechette of Fairmarkit joins Nick to discuss the $8.3T Opportunity in Procurement, How to Sell to the Fortune 500, Building a Bottoms Up Culture, and Mastering Cold Emails. In this episode we cover:

  • What Leading Investors Insight Partners and GGV Found Interesting
  • Sales Lessons from Kevin
  • The Future of Procurement

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in outsiders.

To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We’ll send a list of possible investors right to your email’s Inbox!

Direct download: 333_329._Why_We_Invested_in_Fairmarkit_Kevin_Frechette.mp3
Category:general -- posted at: 5:00am EDT

On this special segment of The Full Ratchet, the following Investors are featured: Jonathan Hung, Santosh Sankar, & Matt Cohen. 

Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.

Did you miss our guests full length episodes?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 339_Investor_Stories_239__Why_I_Passed_Hung_Sankar_Cohen.mp3
Category:general -- posted at: 5:00am EDT

Cameron Borumand of FUSE joins Nick to discuss Why the Pacific Northwest Will Win Big, Tapping the Enterprise Talent Pool, and Investing in Apps over Infrastructure. In this episode we cover: 

  • The Story of FUSE
  • Spinouts in VC
  • Attracting & Building Talent Networks
  • Why Cameron avoids the Zoom Pitch
  • Enterprise Apps v. Infrastructure

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


On this special segment of The Full Ratchet, the following Investors are featured: Emily Paxhia, Nihal Mehta, and TX Zhuo. 

Each investor describes the most unusual situation or pitch that they've encountered as an investor.

Did you miss our guests full length episodes?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 338_Investor_Stories_238__Strange__Unusual_Paxhia_Mehta_Zhuo.mp3
Category:general -- posted at: 5:00am EDT

Steve Sarracino of Activant Capital joins Nick to discuss The Late Stage Reset, Competing with Tiger, and Last Mile’s Unit Economics. In this episode we cover: 

  • Launching a Growth Fund & The Late Stage Repricing
  • The Economics of Full Stack Delivery Startups
  • Why Europe Maybe the Next Leading Market
  • The State of Ecommerce & Unbundling Amazon

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


On this special segment of The Full Ratchet, the following Investors are featured: Dayna Grayson & Rachel Holt, Nagraj Kashyap, and Parker Barille. 

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?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 337_Investor_Stories_237__Post_Mortems_Grayson__Holt_Kashyap_Barille.mp3
Category:general -- posted at: 8:39am EDT

Jenny Stojkovic of The Vegan's Women Summit joins Nick to discuss FoodTech’s Female Founders, Crossing the Chasm for Alt Proteins, and Why the Psychedelics Market isn’t like Cannabis. In this episode we cover:

  • The SF Tech Exodus
  • Learning from Ron Conway
  • Alternative Milks & Crossing the Chasm
  • How to Avoid the GreenTech Failures of the 2000’s
  • Why Delivery Matters in Psychedelics

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


On this special segment of The Full Ratchet, the following Investors are featured: Winter Mead, Yanev Suissa, and Ruth Foxe Blader. 

Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.

Did you miss our guests full length episodes?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 336_Investor_Stories_236__Lessons_Learned_Mead_Suissa_Foxe_Blader.mp3
Category:general -- posted at: 5:00am EDT

Sara Zulkosky of Recast Capital joins Nick to discuss Finding Alpha in Emerging Managers, Common Mistakes & Pitfalls, and Sources of Differentiation. In this episode we cover:

  • Sara's Background and Path to VC
  • Tips for Emerging Managers
  • How To Differentiate Your Fund & more!

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


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

  • Ali Tamaseb
  • Jonathan Ebinger
  • Russ Heddleston

Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.

Did you miss our guests full length episodes?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 335_Investor_Stories_235__Whats_Next_Tamaseb_Ebinger_Heddleston.mp3
Category:general -- posted at: 5:00am EDT

Maryanna Saenko of Future Ventures joins Nick to discuss Support for Ukraine, 3 Measures for Evaluating DeepTech, a 15-year Fund Horizon, and Today’s Most Compelling Climate Technologies. In this episode we cover:

  • How Maryanna and Steve Jurvetson Founded Future Ventures
  • 3 Measures they look for when Evaluating DeepTech
  • How to "Grow the Pool" of Investors
  • Climate Tech Trends & Regenerative Agriculture
  • And more! 

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


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

  • Brian Requarth
  • Emily Paxhia
  • Eric Sippel

Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.

Did you miss our guests full length episodes?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 334_Investor_Stories_234__Why_I_Passed_Requarth_Paxhia_Sippel.mp3
Category:general -- posted at: 5:00am EDT

Karen Page of B Capital Group joins Nick to discuss Box's Go-To-Market Strategy, Building the Enterprise Sales Motion, and When to Bring on a Sales Leader. 

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


On this special segment of The Full Ratchet, the following Investors are featured:
  • Seth Levine
  • Ben Wiener
  • Rob Go

Each investor describes the most unusual situation or pitch that they've encountered as an investor.

Did you miss our guests full length episodes?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 333_Investor_Stories_233__Strange__Unusual_Levine_Wiener_Go.mp3
Category:general -- posted at: 5:00am EDT

Jamison Hill of Base10 joins Nick to discuss Attacking Inequality with VC, How Ecommerce Infrastructure Competes with Amazon, The Future of Hourly Work, and the Body as a Platform. In this episode we cover:
  • How Base10 supports HBCU Endowments
  • Trends in Ecommerce Infrastructure, Fintech, and the Future of Work
  • The Body as a Platform

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


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

  • Ben Sun
  • Ruth Foxe Blader
  • Manan Mehta

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?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 332_Investor_Stories_232__Post_Mortems_Sun_Foxe_Blader_Mehta.mp3
Category:general -- posted at: 5:00am EDT

Matt Cohen of Ripple Ventures joins Nick to discuss Solo Capitalist Firm Building, Supporting Founder Mental Health, and Navigating Board Dynamics. In this episode we cover:

  • Solo GP's vs. Firm Building
  • The Toll of Rising Valuations and Remote Work on Founder's Mental Health
  • Trends in the Canadian Ecosystem & More!

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


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

  • Emily Paxhia
  • Tony Wilkins
  • Russ Heddleston

Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.

Did you miss our guests full length episodes?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 331_Investor_Stories_231__Lessons_Learned_Paxhia_Wilkins_Heddleston.mp3
Category:general -- posted at: 5:00am EDT

Ryan Falvey of Financial Venture Studio joins Nick to discuss Consumer Fintech, the Future of Banking, and Navigating Web 3.0 Regulation. In this episode we cover:

  • The "Masters Degree for Fintech Startups"
  • National Banks Staying Power
  • DAO's, Crypto, and Web 3 Regulations
  • Why Ryan's Bearish on B2B2C Models

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


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

  • Dayna Grayson & Rachel Holt
  • Rob Go
  • Jonathan Lehr

Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.

Did you miss our guests full length episodes?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 330_Investor_Stories_230__Whats_Next_Grayson__Holt_Go_Lehr.mp3
Category:general -- posted at: 5:00am EDT

Sunil Nagaraj of Ubiquity Ventures joins Nick to discuss Investing Nerdy & Early, The Story of Auth0's Seed Round, and Why You Shouldn't Leave to Start "The Right" Company. 

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


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

  • Billy Libby
  • Vanessa Larco
  • Nagraj Kashyap

Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.

Did you miss our guests full length episodes?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 329_Investor_Stories_229__Why_I_Passed_Libby_Larco_Kashyap.mp3
Category:general -- posted at: 5:00am EDT

Marcelino Pantoja of Measurement joins Nick to discuss Founding the 1st VC Index Fund, Rethinking the Future of Capital Deployment, and Advice for Emerging Managers.

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


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

  • Brian Luerssen
  • Victor Pascucci
  • Jonathan Ebinger

Each investor describes the most unusual situation or pitch that they've encountered as an investor.

Did you miss our guests full length episodes?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 328_Investor_Stories_228__Strange__Unusual_Luerssen_Pascucci_Ebinger.mp3
Category:general -- posted at: 5:00am EDT

Santosh Sankar of Dynamo Ventures joins Nick to discuss The Rise of Supply Chain Startups, Why We're Feeling Whiplash, and What the Future Holds for Labor & Data.  Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

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

  • Jonathan Hung
  • Brian Requarth
  • Winter Mead

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?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 327_Investor_Stories_227__Post_Mortems_Hung_Requarth_Mead.mp3
Category:general -- posted at: 5:00am EDT

TX Zhuo of Fika Ventures joins Nick to discuss Fika’s Playbook for Success, Finding Value Outside of Central Casting, and the Future of Fintech as Banks Get Unbundled. In this episode we cover:

  • TX's Background & Path to VC
  • Fika's Playbook
  • Lessons From Cobra Kai
  • DAO Infrastructure
  • Unbundling the Bank

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


Ramy Adeeb of 1984 joins Nick to discuss 2022 Predictions P2: Web 3.0 Dorsey vs. Andreesen, Crypto's Killer App, Omicron's Staying Power, Which FAANG Co. Loses to Anti-Trust First. In this episode we cover:

 

  • The Web 3 Twitter War
  • What Nick thinks about Crypto's Killer App
  • Omicron and Labor Market Dynamics
  • Inflation Expectations
  • Regulation for Big Tech and Crypto & More!

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

 


Ramy Adeeb of 1984 joins Nick to discuss 2022 Predictions P1: $100M Seed Valuations, Universe vs. Metaverse, Hottest and Coolest Sectors, Sequoia's VC Shakeup. In this episode we cover:

 

  • Ramy's New $75M Fund
  • Bubbles in Crypto and NFT's
  • Why Ramy is sticking to the Universe
  • Sequoia's New Strategy & More!

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

 


Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.

Did you miss our guests full length episodes?

For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 326_Investor_Stories_226__Lessons_Learned_Tamaseb_Mehta_Wiener.mp3
Category:general -- posted at: 5:00am EDT

Parker Barrile of Norwest Venture Partners joins Nick to discuss Norwest’s New $3B Fund, the Effects of VC Capital Explosion, and Scaling LinkedIn’s Product 20x. In this episode we cover:

  • Norwest's Largest Ever Fund
  • The Capital Allocator's Environment
  • How Parker Scaled LinkedIn's Product to $2B
  • Compelling Customer Acquisition Strategies & Much More!

Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.


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

  • Emily Paxhia
  • Ben Sun
  • Yanev Suissa

Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.

Did you miss our guests full length episodes? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Direct download: 325_Investor_Stories_225__Whats_Next_Paxhia_Sun_Suissa.mp3
Category:general -- posted at: 3:00am EDT

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