Gaurav Jain of Afore Capital joins Nate to discuss Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to Past Paradigm Shifts. In this episode we cover:

• AI Paradigm Shift and Its Impact on Venture Capital Investments
• AI Investment Opportunities in Various Industries
• Market Size and Founder Potential in Seed Investing
• Evaluating Founders' Ability to Learn and Grow in a Fast-Paced Startup Environment
• The State of the Pre-Seed Market and the Importance of Innovation in Venture Capital
• Startup Funding and the Importance of Right-Sized Rounds

Guest Links:

• Twitter
• LinkedIn
• Afore Capital

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!

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

• Risa Stack
• Tim Tully
• Mitchell Green

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!

Morgan Beller of NFX joins Nick to discuss Is Cerebral Valley the True Mecca for AI or Just Hype, How the FTX Meltdown Could Benefit Crypto in the Long Run, and The Pros and Cons of Taking on Elon Musk and Jeff Bezos. In this episode we cover:

• Stable Coins and Their Potential Use Cases
• Crypto Regulation, FTX Debacle, and Market Correction
• Space Technology, Satellite Repair and Competition
• AI Companies in San Francisco's Hayes Valley
• Startup Valuations, Founder Skills, and Competitive Advantages

Guest Links:

• Twitter
• LinkedIn
• NFX

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!

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

• Lily Lyman
• Michael Jones
• Jon Keidan

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 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!

Ramy Adeeb of 1984 Ventures joins Nick to discuss 2024 Predictions P2: Bullish/Bearish on Acquisitions, First-Time Founders, Neobanks, PLG, Gaming, Cleantech, Venture GPT, Cyber, and A&D. In this episode we cover:

• US Politics and Election Predictions in 2024
• Economic Indicators, Credit Crisis, and Government Spending
• Down Rounds in the Startup Industry
• Venture Capital, Product-Led Growth, and Industry Evolution
• Gaming, Clean Tech, and VC Investments
• AI's Potential Impact, Cybersecurity, and Defense Tech in the Venture Capital Industry

Guest Links:

• Twitter
• LinkedIn
• 1984 Ventures

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!

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

• Shensi Ding
• Peter Wagner
• Joe Kaiser

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!

Ramy Adeeb of 1984 Ventures joins Nick to discuss 2024 Predictions P1: A Perfect Storm for Crisis, Feast & Famine in VC, Big Tech AI vs. Startup AI, and How LLMs Become the Ultimate Accelerant & Tax on Venture. In this episode we cover:

• Venture Capital Industry Challenges and Potential "Great Resignation" of VCs
• The Current State of VC Investments, Startup Challenges and Revenue Metrics
• Investing in Startups, Crypto, and AI
• AI Adoption and Its Challenges for Startups and Incumbents
• AI's Potential Impact on Various Industries and Applications
• Interest Rates, and Startup Valuations
• AI and Tech Industry Trends

Guest Links:

• Twitter
• LinkedIn
• 1984 Ventures

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!

In this special replay episode McKeever “Mac” Conwell II of RareBreed Ventures joins Nick to discuss Raising a Fund via General Solicitation & Twitter, How Rolling Funds Can Disadvantage LPs, and Facing the Reality of Diversity in VC. In this episode, we cover:

• Walk us through your background and path to VC
• What’s the thesis at RareBreed Ventures?
• Why did you start RareBreed Ventures?
• Tell me about the fundraise… when did you first kickoff and then start getting momentum?
• Have you gotten better at raising over time? What have you improved most?
• What resonates w/ LPs, what do you get pushback on?
• What’s been the biggest surprise in the process so far?
• Optimistic, pessimistic or neutral on diversity in VC over the next decade?
• Twitter — blowing up, what’s working so well?
• Rolling fund vs. not… why?
• Thoughts on thesis and portfolio construction…
• What’s the ideal fund size for your stage and strategy?
• Founders… biggest mistake you see early stage founders make
• Gives us a snapshot of Rarebreed in 3 years… how about 7 years?

Guest Links:

• RareBreed Ventures
• Mac’s Twitter

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!

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

• Risa Stack
• Tim Tully
• Mitchell Green

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!

In this special replay episode Grace Isford of Canvas Ventures joins Nick on a special Crisis Coverage installment to discuss the GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities Post-COVID; and a Comprehensive Analysis of Successful GPs and Venture Investments. In this episode, we cover:

• You’re an extroverted, people-person… how you holding up w/ the quarantine?
• Quick overview of your background and path to VC?
• Your focus (and thesis) at Canvas?
• You developed a 30 page GTM Playbook based on interviews w/ 10+ CROs/VPs of Sales across major B2B companies. First of all, is this publicly available and also what were some takeaways that really stood out?
• There’s a segment of VCs that believe that one must be an operator to be a good VC… what’s your stance?
• Examples of successful non-operators?
• You completed a comprehensive analysis of the portfolios of over 200 venture firms, looked at 100 successful GPs, and winning, U.S.-based investments w/ a valuation greater than $500M… what were your key takeaways?
• A bit about signaling… Many in the industry and those observing determine the value of a startup based on whether a brand name venture firm is in the deal… “If Sequoia is in the deal, startup must be great”… what are your thoughts on this common perception?
• What does your weekly routine look like and how have you prioritized the various demands of the job?
• What have you found to be most challenging in your career as a VC?
• What advice do you have for young folks trying to make an impact as an investor or board observer?
• You wrote a great piece that analyzed three areas where VCs could invest to address the societal challenges of COVID-19. Can you walk us through each of these and why the opportunity here is greater?
• What do you think the future holds for venture & entrepreneurship in a post-COVID world?
• The old playbook for winning deals is gone… Any idea on how one might win a deal virtually?

Guest Links:

• Grace’s Twitter
• Grace’s LinkedIn
• Canvas Ventures

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!