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

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

  • Daniela Binatti of Pismo
  • Paul Madera of Meritech Capital
  • Nnamdi Okike of 645 Ventures

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.

We’re proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.  

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_430-_Visionary_Founders_Binatti_Madera_Okike.mp3
Category:Investor Stories -- posted at: 4:00am EDT

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

  • Kevin Stevens of Energize Capital
  • Manish Patel of Nava Ventures
  • Craig Shapiro of Collaborative Fund

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.

We’re proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.  

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_429-_Lessons_Learned_Stevens_Patel_Shapiro.mp3
Category:Investor Stories -- posted at: 4:00am EDT

Madhavan Ramanujam of 49 Palms Ventures joins Nick to discuss Prioritizing Monetization: Beautifully Simple Pricing, AI Models for Profitable Growth, and Guardrails for Freemium and Expansion Tiers. In this episode we cover:

  • Scaling Innovation: A Sequel to Monetizing Innovation
  • Balancing Value and Price
  • Enterprise Adoption of Outcome-Based Models
  • Usage-Based Pricing and Cost Management
  • Strategic Advice for Different Startup Phases
  • Implementing Sub-Optimal Pricing Strategies
  • Nine Strategies to Architect Profitable Growth

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.

We’re proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.  

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: Madhavan_Ramanujam_Full_Audio_Episode.mp3
Category:Podcast Episodes -- posted at: 4:00am EDT

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

  • Rusty Ralston of Swell VC
  • Godard Abel of G2
  • Han Shen of iFly.vc

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.

We’re proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.  

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:

  • Kevin Jiang of Mangusta Capital
  • Joseph Ruscio of Heavybit
  • Alexander Niehenke of Scale Venture Partners

We asked guests to describe the biggest change to their investment philosophy over the course of 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.

We’re proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.  

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:

  • Vince Hsieh
  • Ryan Delk
  • Aaref Hilaly

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_426-_Why_I_Passed_Hsieh_Delk_Hilaly.mp3
Category:Investor Stories -- posted at: 4:00am EDT

Lara Banks of Makena Capital Management joins Nick to discuss How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity. In this episode we cover:

  • Underwriting New Funds and Long-Term Partnerships
  • Criteria for Investment and Deal Breakers
  • Persistence in Venture and Brand Building
  • CO-Investments and Prepared Minds
  • Alignment and Strategy Drift
  • AI Market and Investment Opportunities
  • Secondaries as a Permanent Shift in Liquidity
  • Value Concentration and Allocation Strategies

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: Lara_Banks_Full_Audio_Episode.mp3
Category:Podcast Episodes -- posted at: 4:00am EDT

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

  • Han Shen
  • Craig Shapiro
  • Kevin Jiang

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.

Direct download: Investor_Stories_425-_Key_Advice_Shen_Shapiro_Jiang.mp3
Category:Investor Stories -- posted at: 4:00am EDT

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

  • Mike Schroepfer
  • Joseph Ruscio
  • Kyle York

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.


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