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

Nnamdi Okike of 645 Ventures joins Nick to discuss From Power Law to Proprietary Insight: Unlocking Early-Stage Alpha, Data-Driven VC, and Building a Next-Gen Firm. In this episode we cover:

  • Frameworks and Signals for Early-Stage Investing
  • Challenges and Opportunities in Non-Consensus Investing
  • The Role of AI in Venture Capital

Guest Links:

The host 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 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.

Direct download: Nnamdi_Okike_Full_Audio_Episode.mp3
Category:Podcast Episodes -- posted at: 4:00am EST

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

  • Kevin Stevens
  • Manish Patel
  • Han Shen

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

The host 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 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

Direct download: Investor_Stories_410-_Why_I_Passed_Stevens_Patel_Shen.mp3
Category:Investor Stories -- posted at: 4:00am EST

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

  • Jon Terbell and Ted Clark
  • Mathias Schilling
  • Godard Abel

We asked guests for the most important piece of advice that they'd share with folks early in their venture career.

The host 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 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.


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

  • Ted Seides
  • Rusty Ralston
  • Kevin Stevens

We asked guests to discuss the most visionary founder that they've worked with and what makes them so special.

The host 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 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.


D.A. Wallach of Time BioVentures joins Nick to discuss From Touring with Lady Gaga, Blink‑182, and Pharrell Williams to investing in Spotify, SpaceX, and Ripple… How an Artist Went from Tastemaker to Transformative Healthcare VC. In this episode we cover:

  • Transition from Music to Tech Investing
  • Investing in Tech and Healthcare
  • Lessons from the Music Industry
  • Healthcare System and Policy
  • Value-Based Care and Functional Medicine
  • Creative and Tech Talent

Guest Links:

The host 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 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.

Direct download: Full_Audio_Episode.mp3
Category:Podcast Episodes -- posted at: 4:00am EST

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

  • Laura Chau
  • Jon Terbell and Ted Clark
  • Mathias Schilling

We asked guests to share the best question they've ever been asked by an allocator.

The host 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 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.


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

  • David Garcia
  • Bradley Tusk
  • Ted Seides

We asked guests to tell the most important lesson they've learned in their career.

The host 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 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.

Direct download: Investor_Stories_406-_Lessons_Learned_Garcia_Tusk_Seides.mp3
Category:Investor Stories -- posted at: 4:00am EST

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

  • Jon Terbell and Ted Clark
  • Jay Patil
  • Mathias Schilling

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

The host 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 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.


Jeff Bussgang of Flybridge Capital joins Nick to discuss Calculating the Market Size for AI, Building an "Experimentation Machine," the Bull Case for Non-Technical Founders, and the Key to PMF in the AI Age. In this episode we cover:

  • Exits and Liquidity in Venture Capital
  • The Experimentation Machine and AI Opportunity
  • Evaluating AI Businesses and Founders
  • Challenges and Opportunities in AI Investing
  • Entrepreneurship Education and Startup Ecosystems
  • Product-Market Fit and Customer Discovery
  • Future of AI and Venture Capital

Guest Links:

The host 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 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.

Direct download: Jeff_Bussgang_Full_Audio_Episode.mp3
Category:Podcast Episodes -- posted at: 4:00am EST

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