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

Shamin Walsh of BAM Ventures joins Nick to discuss When Product-Market-Fit Isn’t Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend. In this episode we cover:

  • Investment Metrics and Market Dynamics
  • Consumer Spend Bifurcation and Market Trends
  • Consumer Tech and Signal Identification
  • Thesis-Driven vs. Founder-Driven Investing
  • Brand Market Fit and Loyalty
  • Cross-Cultural Insights and Market Adaptation
  • Making Money in Consumer Investing
  • Founder Traits and Market Conditions

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.

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!

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

Barry Schuler of DFJ Growth Ventures joins Nick to discuss Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies. In this episode we cover:

  • The Similarities of the Jobs, Musk, Case and Armstrong
  • Portfolio Construction
  • Impressions from Steve Jobs
  • The Need for Great Electric Cars
  • The Decision to Invest in Coinbase
  • Investment Thesis in the Data Center Space
  • The Future of Interfaces

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.

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!

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

Kevin Jiang of Mangusta Capital joins Nick to discuss Investing in xAI, Wiz, and Flexport; Masayoshi Son’s Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS. In this episode we cover:

  • Choosing Early-Stage Investing Over Growth Investing
  • Masayoshi and SoftBank's Investment Decisions
  • X AI and Elon Musk's Vision for AI
  • Vertical AI and Industry-Specific Solutions
  • Scalability and Expansion in Vertical AI
  • Challenges and Opportunities in AI Adoption

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.

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!

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

Craig Shapiro of Collaborative Fund joins Nick to discuss The Villain Test, Lessons from an OG at Sequoia, Spotting Superstars at Seed, Mastering Follow-on, and the Future of Consumer Tech. In this episode we cover:

  • Mission-Driven Founders and Impact Investing
  • Future of Consumer Products and Personalization
  • Consumer Behavior and Building Long-Term Brands
  • Data Privacy and Consumer Behavior
  • Later-Stage Investing and Identifying Breakouts
  • Hiring and Talent Development
  • The Villain Test and Consumer Decision-Making

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.

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!

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

In this special replay episode Ambar Bhattacharyya of Maverick Capital joins Nick to discuss Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling. In this episode we cover:

  • Healthcare Trends, Including High Deductible Health Plans and Cash Pay Models
  • US Halthcare System, Incentives for Preventative Medicine, and Potential for Value-Based Outcome-Oriented Systems
  • AI Adoption in Healthcare, Including Adoption and Risks
  • The Future of Healthcare Technology, New Codes, and Credentialing Process
  • Healthcare, Aging, and End-of-Life Care

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!

Direct download: Ambar_Bhattacharyya_-_Remaster.mp3
Category:Podcast Episodes -- posted at: 4:41am EST

In this special replay episode Adrian Aoun of Forward joins Nick to discuss Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us. In this episode we cover:

  • AI, Startups, and Entrepreneurship With Google Executives Larry Page and Sergey Brin
  • Democratizing Healthcare Through AI-Powered Pods
  • Healthcare Innovation and Technology Adoption
  • Assessing Talent and Building Teams in Person Vs. Remote
  • Healthcare System Flaws and Potential Solutions
  • Improving Healthcare with AI and Remote Monitoring

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.

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!

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

Han Shen of iFly.vc joins Nick to discuss Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They’re Obvious. In this episode we cover:

  • The Role of Customer Insights in Investment Decisions
  • Han Shen's Investment Strategy and Focus on U.S. Market
  • Investment Themes and Portfolio Construction
  • Investment in We and Lessons Learned from China
  • Founder Insights and Growth Potential
  • Investment Framework and Underwriting
  • Common Reasons for Company Failure
  • Recommendations and Final Thoughts

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.

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!

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

Manish Patel of Nava Ventures joins Nick to discuss Lessons from Larry Page, Why Subscriptions Won’t Work in the Era of AI, How Enterprises Will Adopt AI, and the 3 Keys to Building Great Products. In this episode we cover:

  • Challenges and Lessons at Google
  • The Evolution of AI and Advertising
  • Nava Ventures' Thesis and Investment Strategy
  • Investing in AI and Enterprise Sales
  • Lessons from Scopely's Success
  • The Importance of Human Needs in Product Design

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.

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!

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

Godard Abel of G2 joins Nick to discuss The Founder and CEO of G2 on AI’s Impact on Enterprise SaaS, How to Embrace the Climb, and Insights on Managing Through Crisis. In this episode we cover:

  • Founding G2 and Market Challenges
  • Metrics and Marketplace Growth
  • Investor Insights and Data Utilization
  • Founder Mode and Leadership
  • Building Strong Support Systems
  • Embracing AI and Innovation

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.

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!

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

Kevin Stevens of Energize Capital joins Nick to discuss The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC. In this episode we cover:

  • Challenges in Energy Distribution and Storage
  • The Role of Batteries and Other Energy Storage Solutions
  • Data Centers and Energy Consumption
  • Nuclear Energy and Its Role in the Energy Transition
  • Financing Challenges and Strategies for Energy and Climate Companies
  • The Importance of Intellectual Humility and Debate in Investing
  • Future of AI and Defensibility in Energy Software
  • Evaluating Revenue Quality and Key Metrics for Success

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.

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!

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

Mathias Schilling of Headline joins Nick to discuss Why Culture is King, The Role of “Founder Mode” in Building Iconic Companies, Lessons From 25 Years in the Business, and How to Make Tech a Force Multiplier Within a VC Firm. In this episode we cover:

  • Evolution of the Venture Capital Industry
  • Headline's Winning Strategy
  • Global Presence and Investment Approach
  • Navigating Market Cycles and Founder Mode
  • Capital Efficiencies and AI's Impact
  • Succession Planning and Leadership
  • Future of AI and Regulation

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.

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!

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

Rusty Ralston and Jay Patil of Swell VC joins Nick to discuss Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it’s at Peak Hype, and Using Recruiting as a Key Differentiator. In this episode we cover:

  • Assessing Category Creation and Founder Caliber
  • Sector Potential and Investment Strategy
  • Syndicate Structure and Fund Size
  • Talent Model and Sync Playbook
  • Market Conditions and Future Outlook
  • Investing in AI and Navigating Hype
  • Defensibility in AI and Future Investments

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.

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!

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

Ted Seides of Capital Allocators joins Nick to discuss Lessons from Top Allocators, David Swensen’s Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting. In this episode we cover:

  • Evolution of Private Equity and Its Role in the Economy
  • Challenges and Opportunities in the Private Equity Industry
  • Impact of David Swensen and His Philosophy
  • Key Insights on Allocation and Alignment
  • Team Structure and Decision-Making in Private Equity
  • Innovative Models and Persistence in Private Equity
  • Insights on Allocation of Time and Resources

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.

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!

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

Justin Izzo of Dropbox DocSend joins Nick to discuss Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics. In this episode we cover:

  • Key Metrics in Pitch Deck Activity
  • Macro Economic Metrics and Their Impact on Pitch Deck Activity
  • Trends in Investor Deck Interactions and Time Spent
  • Advice for Founders on Pitch Deck Creation
  • Investor Engagement with AI-Focused Pitches
  • Founder Links Created and Their Implications
  • Impact of VC Funding Trends on Startups
  • Characteristics of Successful Founders and Regions
  • Seasonality and Strategic Timing for Fundraising
  • Advice for VCs Raising LP 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.

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!

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

Jon Terbell and Ted Clark of FourBridge Partners joins Nick to discuss LP Insight on What Distinguishes the Good from Great VCs, Why VC Firms Fail, How to Mitigate Risk, and What to Look For When Metrics Mislead. In this episode we cover:

  • Challenges and Best Practices in Venture Capital
  • Performance Metrics and Leading Indicators
  • Risk Management and Portfolio Construction
  • Importance of LP-GP Relationships
  • Current Market Conditions and Future Outlook
  • Advice for Emerging VCs and Aspiring VCs

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.

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!

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

Bradley Tusk of Tusk Ventures joins Nick to discuss From Campaigns to Code: The Intersection of Tech, Politics, and Regulation. In this episode we cover:

  • Regulatory Challenges in the Tech Industry
  • Gig Economy and Worker Classification Issues
  • AI Regulation and Professional Licensure
  • Autonomous Vehicles and Federal Regulation
  • State-Level Regulation and AI Legislation
  • Clean Energy and Climate Tech Investments
  • Healthcare and Digital Health Investments
  • Privacy and Social Media Regulation
  • Venture Capital and Regulatory Environment
  • Vote with Your Phone and Political Engagement

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.

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!

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

David Garcia of Digitt joins Nick to discuss Building the AMEX of LATAM, Raising a $50M Debt Facility, Why Leaders Should Tend to Flowers Not Weeds, and How Creativity Can Lead to 80% Organic Consumer Acquisition. In this episode we cover:

  • Comparison to SoFi and American Express
  • Business Model and Customer Retention
  • Future Products and Market Strategy
  • Debt Financing Process and Lessons Learned
  • Customer Acquisition and Content Strategy
  • Scarcity as a Superpower and Company Culture
  • Mistakes in Team Management and Final Advice

Guest Links:

Links Mentioned in This Episode:

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.

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!

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

Mike Whitmire of FloQast joins Nick to discuss Building and Scaling in Unsexy Spaces, The Next Generation of AI-Based Accounting, Backchanneling your Investors, and If the AI Hype Cycle is Bad for Venture. In this episode we cover:

  • FloQast's Product and Market Positioning
  • Organizational North Star and Customer Persona
  • Attracting Talent and Fundraising Struggles
  • AI Integration and Future of Accounting
  • Impact of AI on Venture Funding

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!

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

Laura Chau of Canaan joins Nick to discuss Consumer Headwinds, Whether AI Revenue Catch up with Infra Spend, and Are Creative “Takeunders” the Solution to Lina Khan’s FTC Agenda. In this episode we cover:

  • Consumer Investing and Churn
  • Customer Acquisition and Data Challenges
  • AI Investment Framework and Opportunities
  • AI Infrastructure and Revenue Gap
  • Google's Agreement with Character.ai
  • Non-AI Investment Areas and Founder Preferences

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.

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!

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

Oren Yunger of Notable Capital joins Nick to discuss Who Wins in the Cat and Mouse Game of Cyber, Open Source’s Role in Security, The Dealflow Network that Sources Deals and Vetts Them, and Will The Future Bring More Bundling or Unbundling? In this episode we cover:

  • Navigating Playbooks and Founder Experience
  • Supporting Founders and Cybersecurity Startups
  • Cybersecurity Trends and Open Source
  • Investing in Israel and Tech Hubs
  • Investing Models and Strategic Partnerships
  • Cybersecurity Market Dynamics and AI Impact
  • Consolidation and Best-of-Breed Solutions
  • Identity Management and Deepfakes

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!

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

Gregory Ho of Spring Mountain Capital joins Nick to discuss The Former CFO of McKinsey on AI, Quantum Computing, BioEngineering, and Why Social Impact Can be the Key to Investment Success. In this episode we cover:

  • AI's Applicability Across Sectors
  • Challenges and Opportunities in AI Adoption
  • Consulting Services and AI's Impact
  • Practical Applications of AI in Healthcare
  • Investing in Bioengineering and Social Impact
  • Challenges and Opportunities in Social Impact Investing
  • Future of Quantum Computing and AI

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!

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

Eric Boduch of Venture Studio 24 and Up and Revcast joins Nick to discuss Scaling Unicorn Pendo, When to Hire Your First Sales Leader, How To Construct a Team Pre and Post PMF, and How to Balance Stretch vs. Strain. In this episode we cover:

  • Pendo's Origin, Product Development, and Customer Acquisition
  • Product Market Fit, Growth Strategies and Team Composition for Early-Stage SaaS Startups
  • Hiring and Company Culture at a Fast-Growing Startup
  • Building and Optimizing Revenue Organizations - Metrics and Assumptions
  • AI's Impact on Software, Dashboarding and Agent Orchestration

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!

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

Jill Chase of CapitalG joins Nick to discuss Where AI Value will Accrue in the Tech Stack, How Far we are from AGI, The Role of Adversarial AI, and Enterprise Adoption of AI in 2024. In this episode we cover:

  • AI Technology and Investment, LTM Nets and Potential for Fully Autonomous Software Engineering
  • AI Technology, Growth Strategies, and Outlier Metrics in the Industry
  • AI Adoption in Enterprise, Challenges in Measuring ROI
  • Ethical Considerations Around Data Usage for Model Training
  • AI Research and Its Potential Impact on Society

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!

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

Sandeep Patil of QED Investors joins Nick to discuss From India to IPO: Cracking the Code of Cross-Border FinTech Investments, Regulation, and Market Dynamics. In this episode we cover:

  • Investment Strategies in Asia and Australia, with a Focus on FinTech Companies
  • Challenges of Starting a Successful Tech Company in India
  • FinTech in India, Market Differences and Data Privacy Concerns
  • FinTech Trends, Embedded Finance, Digital Infrastructure, and Open Banking
  • Benefits of Regulation in Fintech, Importance of Understanding Regulatory Agenda, and IPO Considerations for Indian Companies
  • Indian Tech Companies' Listing Preferences and NASDAQ vs. Indian exchanges
  • India's Startup Ecosystem, Growth Potential, Tailwinds, and Challenges

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!

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

Phin Upham of Haymaker Ventures joins Nick to discuss Why Fewer is Better; Pursuing a Frictionless World, The Value in Reframing Everything. In this episode we cover:

  • The Challenges of Being a Good Venture Capitalist in a Rapidly Institutionalized Industry
  • Startup Growth Strategies in a Capital-Tight Environment
  • Fraud and Open Banking in the US
  • Friction in Efficiency Business, Picking Good Companies and Adding Value after Investing
  • The Benefits and Challenges of FinTech and AI in the Financial Industry
  • US Business Culture, Trust, and Escape Velocity
  • AI's Role in Personalized Decision-Making
  • Wealth Management, and Crypto Investments

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!

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

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!

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

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!

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

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!

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

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!

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

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!

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

Rick Heitzmann of First Mark joins Nick to discuss Building First Mark, A Leading VC in NYC, Will New York Overtake the Bay Area, Insights on Unicorn Selection from a Perennial Midas List Investor, and Why Remote Work can Ruin Great Startups. In this episode we cover:

  • Consumer Investing
  • Investing in DraftKings Despite Regulatory Risks
  • AI's Impact on SaaS Development and Deployment
  • AI and GLP-1 Impact on Quality of Life
  • Evaluating Entrepreneurs' Potential for Success

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!

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

Katelin Holloway of Seven Seven Six joins Nate to discuss The Question that Every Investor Should Ask, Teasing out the Characteristics of Generational Founders, and Recruiting Lessons from 1000+ Interviews. In this episode we cover:

  • HR Tech Development and Investment
  • Changing Dynamics in the Venture Capital Industry
  • Identifying Strong Founders, Through Talent Identification and Instinct vs. Data-Driven Approach
  • Evaluating Startup Founders and Products Using a Standardized Scorecard System
  • Assessing Founders' Integrity and Delivery on Promises
  • Important Questions to Ask Founders During Investment Meetings
  • Common Hiring Mistakes Founders Make, Overhiring, Not Pacing Hiring, and Hiring Too Senior

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!

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

Ambar Bhattacharyya of Maverick Capital joins Nick to discuss Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling. In this episode we cover:

  • Healthcare Trends, Including High Deductible Health Plans and Cash Pay Models
  • US Halthcare System, Incentives for Preventative Medicine, and Potential for Value-Based Outcome-Oriented Systems
  • AI Adoption in Healthcare, Including Adoption and Risks
  • The Future of Healthcare Technology, New Codes, and Credentialing Process
  • Healthcare, Aging, and End-of-Life Care

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!

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

Jake Yormak of Story Ventures joins Nate to discuss Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack. In this episode we cover:

  • Concentrating on Early-Stage Companies with Potential for Growth
  • Investing in Hardware Companies, Challenges and Opportunities
  • Focusing on Power Law Outliers
  • AI Commoditization, Impact on Profit Pools, with a Focus on Computer Vision and Proprietary Data
  • AI in Workflows, Incentivizing Users to Contribute Context

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!

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

James Joaquin of Obvious Ventures joins Nick to discuss Solving the World's Toughest Problems, the Ethics of AI, and the Rise of Generative Science. In this episode we cover:

  • Growth of Funds and Measuring Alignment Between Investors and Founders
  • Investing in Tech Companies with Positive Impact
  • Generative AI for Scientific Breakthroughs and Renewable Energy
  • AI's Potential to Transform Healthcare, Life Expectancy, and Scientific Research
  • Climate Tech Investment Potential and the Role of Venture Capital in Driving Sustainable Economic Growth
  • AI Ethics, Regulation, and Cybercrime Risks

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!

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

Pejman Nozad of Pear VC joins Nick to discuss How a Sports Journalist, Car Washer, and Rug Salesman Built a Tier 1 VC Firm . In this episode we cover:

  • Entrepreneurship, Venture Capital, and Building a Firm for Generations
  • Entrepreneur Mindset, Sales Skills, and Storytelling
  • Investing in Startups, Pro Rata, and Valuation
  • Evaluating Startup Potential, Including Market Size and Founder Quality
  • Investing, Exit Strategies, and Building Relationships with Founders

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!

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

Ilya Strebulaev co-author of the Venture Mindset joins Nick to discuss Deconstructing the Venture Mindset -- The Data and Decision-Making Driving Top Tier Investing. In this episode we cover:

  • Venture Capital Mindset and Decision-Making Principles
  • Venture Capital's Role in Creating Successful Companies
  • Sourcing and Selection in Venture Capital, Diversifying Networks and Meaningful Connections
  • Venture Capital Investing Strategies and Portfolio Management
  • Venture Capital Best Practices, Including Risk Management and Portfolio Analysis
  • Venture Mindset, Incentives, and Innovation in Startups and Large Companies
  • Investing in Venture Capital During Economic Downturns, with Insights on AI and Unicorn Valuations

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!

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

Alan Patricof & Abby Miller Levy of Primetime Partners joins Nick to discuss Founding VC Firms Apax, Greycroft, and Primetime, the Keys to Unlocking Investment Value in Healthcare, and Why the Aging Population is the Biggest Opportunity in Tech. In this episode we cover:

  • Launching a Horizontal Fund Focused on Ageing Population
  • Investing in Businesses Catering to Aging Population
  • Healthcare Investment, Regulation, and AI's impact
  • Reducing Healthcare Costs Through Prevention and Engagement
  • Healthcare Innovation, Monitoring, and Diagnostics
  • Reaching Older Adults in Healthcare, Including Marketing Strategies and Challenges

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!

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

Frank Rotman of QED Investors joins Nick to discuss Lessons from Building the Iconic Firm QED, the History of Fintech, the Efficiency of Carbon Vs. Silicon Processing, and Decentralizations Role in the Future of Finance. In this episode we cover:

  • Decentralization, and Stable Coins in Finance
  • Financial Nihilism and Is Impact on Savings, Investing, and the Economy
  • Megatrends, Including Aging Population, Climate Change, and GLP-1 Drugs
  • Carbon-Based vs Silicon-Based Learning Machines, Strengths and Limitations
  • Balancing Investor and Founder Needs
  • Venture Capital's Role in Startup Growth and the Need for Innovation in the Industry
  • Investing in Startups, Importance of Reserves, and Portfolio Construction

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!

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

Tomasz Tunguz of Theory Ventures joins Nick to discuss Web 3.0 Database Dominance, How to Trust Black-Box ML Models, Google's Ad Business in an LLM-First Search World, and Lessons from Looker, Monte Carlo, and MotherDuck. In this episode we cover:

  • Blockchain and Web3 Databases, with a Focus on Ethereum and Its Potential Dominance
  • AI, Data Analytics, and Their Applications in Business
  • Machine Learning Challenges and Opportunities,
  • AI Innovations in Robotics, Self-Driving Cars, and Programming
  • Using AI to Personalize Sales Pitches and Improve Response Rates
  • AI's Impact on GDP Growth, Productivity, and Profitability

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!

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

Alex Edelson of Slipstream Investors joins Nick to discuss LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and Selection. In this episode we cover:

  • Evaluating Emerging VC Firms and Co-Investing Opportunities
  • Overcoming Challenges in Investing in Emerging Managers with Limited Track Records
  • Evaluating Venture Capitalists' Competitive Advantages and Sustainability
  • Venture Capital Incentives and Non-Consensus Investments
  • Fundraising Challenges for VCs, With Advice on Structuring Fundraising Efforts
  • Using Reserves in Venture Capital Investments
  • How a GP Can Pitch Themselves to Limited Partners LPs to Build a Successful Partnership

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!

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

Larsen Jensen of Harpoon Ventures joins Nick to discuss TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers. In this episode we cover:

  • Startups Selling to Government Sector
  • Geopolitics and National Security in the Tech Industry
  • Startup Potential in Defense Industry
  • Investing in Tech Startups with a Focus on Government Contracts
  • AI Adoption in Government and Enterprise Sectors
  • Supporting Startup Founders with Differentiated Value
  • Drone and Counter-Drone Technology in National Security

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!

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

Ashu Garg of Foundation Capital joins Nate to discuss The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference. In this episode we cover:

  • Venture Capital Investing Strategies and Ideal Founder Characteristics
  • AI Model Development and Its Future
  • AI Models for Legal Tech and Their Potential Applications
  • Tech Giants' Positioning in the AI Shift
  • Google's Innovation Dilemma and AI Adoption

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!

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

Brian Long of Attentive joins Nate to discuss The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building Attentive. In this episode we cover:

  • Entrepreneurship, Product Development, and Market Opportunity
  • Strategic Decisions for Early-Stage Companies
  • Customer Discovery and Feedback in Product Development
  • Product Market Fit and Customer Acquisition Strategies
  • Customer Problem Evolution and Startup Success Strategies
  • Sales Strategies, Company Growth, and Founder Experience

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!

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

David Spreng of Runway Growth Capital joins Nate to discuss 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture Cycle is Unique. In this episode we cover:

  • Venture Capital, Technology Investments, and Late-Stage Funding
  • Differentiating Venture Debt Providers and Red Flags to Watch Out For
  • Venture Capital Quality, Liquidity Options, and Restructuring
  • Investing During Market Cycle Peak
  • Venture Debt Market Evolution and Underwriting Model

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!

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

Rob Rueckert of Sorenson Capital joins Nick to discuss How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access. In this episode we cover:

  • Venture Capital, Marketing, and Sales Strategies
  • AI's Impact on the Tech Industry, Jobs, and Innovation
  • Hiring Early Employees, Building a Strong Team, Leadership, and Company Growth
  • Entrepreneurship, investing, and Solving Humanity's Biggest Problems

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!

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

Semyon Dukach of One Way Ventures joins Nick to discuss Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About Downstream Financing is a Mental Trap. In this episode we cover:

  • Investing, Immigration, and Blackjack
  • Investing in Immigrant Founders and Their Unique Perspectives
  • Startup Investment Criteria and Screening Process
  • Entrepreneurship and Founder Characteristics
  • Investing in Tech Startups, Focusing on Credibility and Founder Quality
  • Investing in AI Startups and Future Risks

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!

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

Todd Klein of Revolution Growth joins Nate to discuss The Most Interesting Diligence Process You’ve Ever Heard, Why Founders Aren’t Risk Takers, and Reasoning Behind The Government Blocking More M&A Than Ever Before. In this episode we cover:

  • Revolution Growth's Investment Philosophy and Areas of Focus
  • The Current Regulatory Environment for Exits and M&A
  • Comparison of the Internet Paradigm Shift to AI and Identifying Sustainable Trends
  • Evaluating Founders and Distinguishing Those Who Want to Build Big Versus Control
  • Process for Identifying Trends and Immersing in Portfolio Companies

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!

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

Pete Flint of NFX joins Nate to discuss How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing. In this episode we cover:

  • Founding a Successful Tech Startup and Industry Insights
  • Founding NFX, Software Approach to Venture Firm, and Orthogonal Initiatives
  • Venture Capital Investment Strategy and Philosophy
  • Leveraging AI in Marketplaces for Efficient Operations and Novel Consumer Experiences
  • AI-Driven Career Counseling and Autopilot Technology
  • AI Value Creation and Distribution
  • B2B Marketplaces, Defensibility, Investment Criteria, and AI

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!

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

Adrian Aoun of Forward joins Nick to discuss Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us. In this episode we cover:

  • AI, Startups, and Entrepreneurship With Google Executives Larry Page and Sergey Brin
  • Democratizing Healthcare Through AI-Powered Pods
  • Healthcare Innovation and Technology Adoption
  • Assessing Talent and Building Teams in Person Vs. Remote
  • Healthcare System Flaws and Potential Solutions
  • Improving Healthcare with AI and Remote Monitoring

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!

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

Raffi Garabedian of Electric Hydrogen joins Nate to discuss Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising Advice for DeepTech Startups. In this episode we cover:

  • Green Hydrogen and Its Potential for Clean Energy
  • Energy Transition and Business Opportunities in a Changing World
  • Green Hydrogen Applications and Timeline for Ammonia Transformation
  • Decarbonization in Various Industries
  • Green Hydrogen Infrastructure Development
  • Green Hydrogen Viability and Political 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

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

Colin Walsh of Varo Bank joins Nate to discuss Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion. In this episode we cover:

  • Entrepreneurship, Risk-Taking and Founding a Fintech Company
  • Financial Innovation and Customer Needs in the Industry
  • Financial Challenges and Technology Solutions
  • Becoming a Bank and Offering Financial Products to Consumers
  • AI's Impact on Financial Services, Operational Risk, and Productivity

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!

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

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:

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!

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

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:

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!

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

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:

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!

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

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:

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!

Direct download: Prediction_2024_Part_1_-_Final.mp3
Category:Podcast Episodes -- posted at: 4:00am EST

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:

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!

Direct download: Replay_Ep_277.mp3
Category:Podcast Episodes -- posted at: 4:00am EST

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:

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!

Direct download: Replay_Ep_221.mp3
Category:Podcast Episodes -- posted at: 4:00am EST

In this special replay episode Semil Shah of Haystack joins Nick to discuss 1st Institutional VC Fund Raised– Key Learnings.  We address questions including:

  • Maybe we can start off with how your investment focus has evolved since the last time you joined us.
  • What are your thoughts on how seed has split into pre-seed, seed, seed extension, and post seed?
  • Are you investing once with a company or reserving for these various stages within seed?
  • You just closed fund 3… tell us about the first two funds that set the stage.
  • Would you do things differently if you could go back?
  • Which raise was the hardest?
  • How did the expectations of LPs change from the early funds to the institutional fund?
  • What surprised you most about the raise?
  • Did you connect w/ prospectives through referrals, cold calls, a combination?
  • Walk us through the metrics… how many targets, meetings, avg commitment amt, etc.
  • Did you ever think you might not complete the raise?
  • What’s the best advice you got on the raise and who’d you get it from?
  • In our first interview, you talked about how you couldn’t get a full-time job at a venture firm. I’m sure you’ve had plenty of offers as you’ve built a track record. Did you ever consider making the jump?
  • When I sent my fund deck to you, you said “Awesome and looks good. As I always say, the deck matters much less than having capital partners who believe in you” For anyone listening that aspires to raise… talk about what you meant by this comment.

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!

Direct download: Replay_Ep_145.mp3
Category:Podcast Episodes -- posted at: 4:00am EST

In this special replay episode Ed Sim of Boldstart ventures joins Nick to discuss Maintaining a Disciplined Fund Size and Strategy, The Rise of NYC Tech, and Changes in the Exit Environment. In this episode, we cover:

  • Walk us through your background and path to VC
  • What’s the thesis at boldstart ventures?
  • What was it like starting Boldstart in NYC in 2010?
  • Tell us a bit about the thesis at investment and how things evolved over the years until the ultimate exit?
  • What’s your preference…  Niche and narrow problems or big and expansive opportunities?
  • What is your mental model for investing in enterprise founders with ideas?
  • category creation
  • Why only technical founders?
  • Will this enterprise bull market sustain?
  • You’ve talked about being involved and sitting on boards from “whiteboard to scale” ?…  how do you manage ever-increasing board responsibilities with other demands of the job?
  • Where are VCs most lacking when it comes to the value that early-stage founders require?
  • Do you think there’s too much money in venture?
  • How do you win in a seed with so many seed funds?

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!

Direct download: Replay_Ep_266.mp3
Category:Podcast Episodes -- posted at: 4:00am EST

In this special replay episode Jason Calacanis joins Nick to discuss his new book and his secrets to successful angel investing. We address questions including:

  • Why Jason wrote the book
  • What drives him to continue angel investing after all his success
  • His thoughts on angels that make large investments during their first year of angel investing
  • His focus on finding 5,000x returns and his response to those that say he is discouraging innovation w/ this approach
  • How he thinks about the economics and business model of early-stage businesses in nascent markets
  • If he takes a contrarian or adversarial approach with founders

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!

Direct download: Replay_Ep_138__139.mp3
Category:Podcast Episodes -- posted at: 4:00am EST

Jon Keidan of Torch Capital joins Nate to discuss The Consumer Investing Framework, The Importance of Building a Brand, And Tactical Advice for Founders on how to find Product-Market Fit. In this episode we cover:

  • Investing in Consumer Companies, Pain Points, Market Size, and Founder Qualities
  • Balancing Top-Down and Bottom-Up Investing Strategies
  • Consumer Distribution and Unit Economics in Early-Stage Investing
  • Building a Strong Brand and Moat for a Successful Business
  • Consumer Social Platforms and Their Potential for Growth
  • Fundraising Strategies for Early-Stage Startups

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!

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

Jules Schwerin of RTP Global joins Nate to discuss How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market. In this episode we cover:

  • Investing in Lagging Industries and Overcoming Inertia to Adopt Modern Tech
  • Market Entry Strategies and AI Adoption
  • Market Size, Competition, and Funding for Vertical SaaS Companies
  • Logistics Investments and Niche Markets
  • IPOs, Deal Making, and Valuations in the Venture Capital Industry

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!

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

Mitchell Green of Lead Edge Capital joins Nick to discuss The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the Key to Raising Capital. In this episode we cover:

  • Investment Criteria for Scaling Companies
  • Leveraging a Network of High-Net-Worth Individuals for Investment Opportunities
  • Hiring and Evaluating Analysts in the Venture Capital Industry
  • Investing in Private Companies and IPOs
  • AI, Entrepreneurship, and Investing

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!

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

Michael Jones of Science Ventures joins Nick to discuss Lessons from Liquid Death and Dollar Shave, Why X’s Super-App Strategy is Flawed, Building Through Influence, and The Power of Observation. In this episode we cover:

  • Disrupting the Razor and Beverage Industries
  • Influencer Marketing and E-Commerce Trends
  • Early Stage Investing, AI, and Startup Landscape
  • Identifying Successful Founders

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!

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

Tim Tully of Menlo Ventures joins Nate to discuss Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines. In this episode we cover:

  • AI Hype, Investments, and Company Growth
  • Using Vector Databases to Improve AI Accuracy
  • Tech Investments and Trends in Developer Tools and Microservices
  • Enterprise Customer Demands, Engineering Teams, and Data Privacy

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!

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

Joe Kaiser of Mercato joins Nate to discuss Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticalization of Big Data . In this episode we cover:

  • Investment Strategy and Ideal Company Fit for a Midwestern Venture Capital Firm
  • Scaling Companies in Different Geographies and the Role of AI in Various Industries
  • AI Investment Strategies and Valuations
  • Startup Valuations, IPOs, and Growth Equity
  • Venture Capital, Investing, and Entrepreneurship.

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!

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

Lily Lyman of Underscore joins Nick to discuss Workflow automation, LLMs impact on the Future of Work, Why Proprietary Data-Sets Will Win, How Business Models Will Change with AI, Why VCs should Focus on Revenue Growth and Not Markups. In this episode we cover:

  • AI's Impact on Work, Automation, and Collaboration
  • Investing in InsurTech, Supply Chain Logistics, Commerce, and Digital Health
  • Healthcare Tech Evolution, Business Models, and AI
  • Venture Capital, Valuations, and Investing in the Current Market
  • Entrepreneurship, Fundraising, and Company Building Insights

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!

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

Peter Wagner of Wing VC joins Nick to discuss Lessons from Seed Investing in Snowflake and Gong, Why the Next Super-Cycle is Here and How to Invest in It, and Insights on Firm Building, Decision Making, and Talent Spotting. In this episode we cover:

  • Early-Stage Investing and Company Building in B2B Technology
  • Investment Decisions and Market Fit
  • AI's Impact on Business and Investment Strategies
  • Data Platforms, ETL, and Vector Data in AI
  • Venture Capital Team Building and Talent Selection

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!

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

Rebecca Lynn of Canvas Ventures joins Nate to discuss Why Good Marketing Beats Good Product, Emerging Use Cases for AI, and Tactical Advice for Founder to Build Their GTM. In this episode we cover:

  • Product Market Fit, Customer Needs, Marketing Strategies and Product Development
  • Marketing Strategies for Early-Stage Founders
  • Venture Capital, Marketing, and Scalability
  • Investing in Health Tech and Fintech Companies
  • AI in Legal Tech and Debt Collection

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!

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

Shensi Ding of Merge joins Nate to discuss How to Instill a Culture of Speed, Lessons from Scaling Merge to 8000 Customers, and the Future of Software Integration. In this episode we cover:

  • Founding a Company to Solve Integration Problems in the Workplace
  • Product Market Fit and Customer Acquisition Challenges
  • API-First Company Challenges, Speed, and Quality
  • Hiring Culture and Growth

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!

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

Ian Sigalow of Greycroft joins Nick to discuss Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Tooling vs. AI Platforms; and the Search for the Next Form Factor Amidst Smart-phone Saturation. In this episode we cover:

  • Venture Capital, Technology Trends, and Entrepreneurship
  • AI, GPUs, and Edge Computing
  • Future Growth Platforms for Consumer Software and Applications
  • AI Adoption and Platform Development
  • Investment Strategies and Portfolio Performance in the Tech Industry
  • Venture Capital, Public VS Private Markets, and Personal Habits.

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!

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

Risa Stack of The Production Board joins Nate to discuss Can BioTech Extend Life to 150 Years? Gene Editing, and Investing in the Future of Life Sciences. In this episode we cover:

  • Entrepreneurship, Venture Capital, and Starting Companies
  • Venture Studio Model, Technical Risk, and Investing in Businesses
  • Challenges in Therapeutic Development and Commercialization
  • Prioritizing People Over Products, and Assessing the Funding Environment for Critical Industries
  • Biotech, Life Extension, and Investment Strategies
  • Gene Editing and Cell Therapy Technologies
  • Personalized Medicine

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!

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

Sebastian Duesterhoeft of Lightspeed Venture Partners joins Nate to discuss Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent. In this episode we cover:

  • Investing in a Challenging Market with a Growth Investor
  • AI Technology, Its Impact & Potential to Disrupt Industries and Create New Opportunities
  • Investment Strategies and Price Dynamics in the Startup Space
  • Investing in Enterprise Software Companies, Including S-Curve Analysis
  • Market Size and Potential for a New Endpoint Security Player
  • Determining the Size of the Queue for Cloud Security and Software Development
  • Market Sizing, Vertical SAAS, and Software Margins
  • Investing, Brand, and Distribution in the Tech Industry

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!

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

Jerry Neumann and Elizabeth Zalman of Neu Venture Capital/Crane Venture Partners join Nick to discuss Founder Vs. Investor – A debate between an Experienced Founder and the VC that Backed Her. In this episode we cover:

  • Should Founders Even Want Venture Capital
  • Advice on Raising Capital
  • The Importance of Having a Hiring Process
  • How Many Full-Time Jobs Can a Founder Have
  • VC Attorneys
  • What Is the Purpose of the Board of Directors
  • Differences Between the Private and Public Markets
  • Tools Used for Profiling Founders

Guest Links:

Jerry Neumann:

Elizabeth Zalman:

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!

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

Roger Ehrenberg of Eberg Capital joins Nick to discuss Building and Leaving the Iconic Seed Firm IA, Mastering Reserve Strategy, Investing in Sports and the Next Wave of Entertainment, and Analyzing the Pysche of Unicorn Founders. In this episode we cover:

  • Spending Time with Founders Before Investing
  • What Most Investors Miss When Generating Persistent Returns
  • Directive vs Constructive with Founders
  • The Future of Sports
  • Dealing with Issues in Real Time

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!

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

John Cowgill of Costanoa Ventures joins Nate to discuss Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to the Hype?. In this episode we cover:

  • How Do Costanoa Ventures Run References
  • Do Investors Need to Have a Thesis
  • What Is Applied Big Data and How Will It Change the Enterprise
  • Bets on AI in the Enterprise
  • How Generative AI Can Be a Catalyst for Esoteric 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!

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

Immad Akhund of Mercury joins Nate to discuss Behind the Scenes at Mercury During the SVB Crisis, Tactical Fundraising Advice for Founders, Lessons from 300+ Angel Investments. In this episode we cover:

  • The Importance of Understanding the Market.
  • Banking for Startups and Entrepreneurs.
  • The Collapse of SVB
  • Lessons Learned from the SVB Crisis.
  • Advice for Founders on How to Navigate a Startup Death Spiral.

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!

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

Dan Kimerling of Deciens Capital joins Nick to discuss Defying the VC Orthodox, Re-inventing Financial Services, Picking Righteousness Over Returns, and Why VCs Should be More Like Rick Rubin and Less Like Don Wilson. In this episode we cover:

  • How to Diversify Risk
  • How to Support a Fee Structure That is Different
  • The Rise of Free and Open Source Software.
  • What Communities Are Most Underserved by FinTech.
  • The Role That FinTech Plays in Decarbonizing Finance.
  • The Art of Creating the Future.

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!


Jason Wilk of Dave joins Nate to discuss Scaling Dave to IPO, How to Recruit a Word Class Team, And Predictions for the Future of FinTech. In this episode we cover:

  • Navigating the Early Stage of Product Market Fit.
  • How to Drive Down the Cost of Acquisition.
  • How Did the Fundraising Process Evolve
  • Where Can We See the Winners in the FinTech Market
  • Challenges of Competing with Traditional Banks

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!

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

Ben Lerer of Lerer Hippeau joins Nick to discuss How to Thrive in a Down Market; Investing through the AI Hype Cycle; and Consumer Exits and Key Lessons from Warby Parker, MIRROR, Casper, Allbirds, and Oscar. In this episode we cover:

  • Opportunities In the New York Tech Scene
  • The Challenges Of Building a DTC Company
  • How To Assess Purchase Frequency When the Market Is Low
  • Avoiding Startups Building With Generative AI
  • Where Is the Alpha In the Solar Space
  • What Makes For an Amazing CEO
  • Do Founders Have a Unique Superpower

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!

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

David Tao of BarBend joins Nate to discuss Scaling to Exit Without Venture Capital, Why VCs Might be Incentivizing the Wrong Type of Company Building, and How GenAI Will Shape the Future of Media Businesses. In this episode, we cover:

  • The Importance of Diversifying Your Revenue Streams.
  • Hiring and Raising Capital for Founders.
  • The Right Time to Sell the Company.
  • Niche is Almost Always Bigger Than We Think.
  • Timeline for Monetizing Content.
  • Is Generative AI Overhyped or Underhyped.

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!

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

Lior Susan of Eclipse Ventures joins Nate to discuss The $40T Opportunity Investing in Physical Industries, The Framework for Investing in Hardware, and Lessons Learned from Industry Legend, Pierre Lamond. In this episode we cover:

  • Misperceptions in Fintech

  •  

    Changing Barriers in Hardware

     

  • How to Find and Back the Best Founders

     

  • Macro Environment and Investing in 2023

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!

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

Samir Kaul of Khosla Ventures joins Nick to discuss Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech. In this episode we cover:

  • Taking Large Technical Risk Than Large Market Risk
  • Assessing Generative AI Moats
  • Investing in CleanTech
  • Investment Lessons & Best Practices During a Technology Revolution

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!

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

Brian Barnes of M1 Finance joins Nick to discuss Building the Finance Super App, Modernizing Risk Underwriting, Revolutionizing Wealth Management, and Rocketing from Seed to Unicorn in 5 Years. In this episode we cover:

  • Building a Finance Super App
  • Achieving Product Market Fit in Fintech
  • Modernizing Risk Management
  • Going Through Rapid Hiring and Finding Talents
  • Raising Capital During Economic Downturn
  • AI and Generative AI Impact on Fintech

Guest Links:

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.

Want to keep up to date with The Full Ratchet? Subscribe to our podcast and follow us on 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!

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

Ajay Agarwal of Bain Capital Ventures joins Nick to discuss The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds. In this episode we cover:

  • Boston, Palo Alto, Austin, Pittsburgh, What Makes Certain Cities Great Startup Ecosystems
  • Deploying $1.9B of New Funds
  • Robotics, AI & Automation, How Technology Impacts The Physical World
  • Why has the US Fallen Further Behind in Regards to Automation
  • The Impact of the Lack of Capital Flowing into Robotics & Automation

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!

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

Rob Biederman of Asymmetric joins Nate to discuss The Surprising Challenge of Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, and Why Most Companies Are Overstaffed. In this episode, we cover:

  • The difference between a Founder VC and a Non-Founder VC
  • What are the areas that are getting the team excited
  • Vertical vs Horizontal Solutions
  • Building in Use Cases that expand Customer Value with Minimal Cost
  • How to Evaluate Horizontal Business Software Companies
  • Overstaffing and Underinvestment

Guest Links:

Missed a recent episode? Go to The Full Ratchet blog and catch up!

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. You can follow us on LinkedIn and Twitter!

Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.

Direct download: 387_Rob_Biederman.mp3
Category:Podcast Episodes -- posted at: 4:00am EST

Tony Conrad of True Ventures joins Nick to discuss Avoiding Attribution, The 50.1% Rule of Life, How to Invest in Red Oceans, and Why Investor Inaction is Often Best. In this episode, we cover:

  • The importance of building camaraderie
  • What does it take to get 20% Ownership in a Company
  • How to Invest in Red Oceans
  • Investing in Hardware
  • Selling Hardware vs. Software
  • Impact of Consumer Trends on Tech Startups
  • Is AI a threat to humans and what is the role of AI in the market

Guest Links:

Missed a recent episode? Go to The Full Ratchet blog and catch up!

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. You can follow us on LinkedIn and Twitter!

Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.

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

David Pakman of Coinfund joins Nate to discuss Why Now is the Best Time to be Investing in Crypto and Web3, What's Next in NFTs, and The Future of Crypto Regulation. In this episode, we cover:

  • The difference between Crypto-native and Crypto-dabble firms.
  • Catalysts driving adoption of Bitcoin & Crypto Currency.
  • Consumer use case for Crypto Currencies?
  • What's Next in NFTs
  • Advice for web3 founders.
  • Why we don’t want five companies to control the future.

Guest Links:

Missed a recent episode? Go to The Full Ratchet blog and catch up!

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. You can follow us on LinkedIn and Twitter!

Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.

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

Kyle Harrison and Eric Tarczynski of Contrary Capital join Nate to discuss Finding Product Market Fit As a Venture Firm, How to Identify World-Class Founders Before Anyone Else, And Debating Whether or Not Venture Has Hit The Bottom. In this episode, we cover:

  • The thesis and investment approach at Contrary.
  • Content and content marketing?
  • Ideating and scaling the MVP?
  • How much time are investors spending on other areas?
  • How do you differentiate your company?

Missed a recent episode? Go to The Full Ratchet blog and catch up!

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. You can follow us on LinkedIn and Twitter!

Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.

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

Rodrigo Liang of SambaNova Systems joins Nate to discuss The Future of Generative AI, Innovating at the Hardware Layer, and the Path to Artificial General Intelligence. In this episode we cover:

  • The Rise of Neural Nets and Demand for Computing Power
  • Transition models vs. legacy models.
  • E-Chat GPT Introduction was Game Changing.
  • Predictions For The Future of Generative AI
  • AI's role in the digital age.
  • Are there any professions that are at risk?

Guest Links:

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.

Want to keep up to date with The Full Ratchet? Subscribe to our podcast and follow us on 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!

Direct download: 384._RodrigoLiang_Full.mp3
Category:Podcast Episodes -- posted at: 4:00am EST

Wes Chan and Pegah Ebrahimi of FPV Ventures join Nick to discuss Building with a 100-Year Vision, Getting to Conviction in Canva, the Mission-Driven Mindset, and Lessons from the Legend, Bill Campbell. In this episode we cover:

  • The long-term effects of the tech banking crisis
  • Advice to portfolio founders
  • What Generative AI Means for Google and Search
  • How to find mission-driven founders
  • The operating model for helping with founders
  • How to build trust with founders
  • Advice from Bill Campbell
  • Advice for portfolio founders on sourcing talent

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.

Want to keep up to date with The Full Ratchet? Subscribe to our podcast and follow us on 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!

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

Alex Konrad of Forbes joins Nick to discuss The Fallout of First Republic and SVB and its Implications on Tech, The Algorithm Behind the Midas List, and Will AI Actually Replace Journalists? . In this episode we cover:

  • What led to the demise of First Republic Bank
  • Venture Capital’s response to the Crisis
  • How will the acquisition of First Republic Bank impact investors and venture capitalists
  • How the Midas list is made
  • Differences between the regular Midas list and the Seed list
  • What are the useful use cases for Crypto
  • Is AI coming for people’s jobs

Guest Links:

Missed a recent episode? Go to The Full Ratchet blog and catch up!

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. You can follow us on LinkedIn and Twitter!

Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.

Direct download: 383_Alex_Konrad.mp3
Category:Podcast Episodes -- posted at: 4:00am EST

David Tisch of Box Group joins Nick to discuss Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social. In this episode we cover:

  • Dealing with decisions that feel like tweener.
  • Over-rotating on short-term fake signals.
  • What is their portfolio construction philosophy?
  • Regretting not investing in the right companies.
  • Where do you think prices will go in 2020?
  • Differences between social media and venture capital.
  • The opportunity to capture the hearts and minds of consumers.

Missed a recent episode? Go to The Full Ratchet blog and catch up!

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. You can follow us on LinkedIn and Twitter!

Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.

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

Rex Woodbury of Index joins Nate to discuss The Opportunity in Gen Z, Deciphering Signal From the Noise in Generative AI, and The Future of Work. In this episode we cover:

Entrepreneurship vs. Work ethic.
The power of questioning social constructs.
Other trends to be excited about in tech.
Connecting to people on the internet is similar to advertising.
Comparing cloud vs. Generative AI
Habits tactics and techniques for writing.

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.

Want to keep up to date with The Full Ratchet? Subscribe to our podcast and follow us on 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!

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

Deena Shakir of Lux Capital joins Nick to discuss The Lux Capital Playbook, Deeptech and The Application Layer, and What the Future Holds for Digital Health. In this episode we cover:

  • Investments in the fertility space.
  • How do you think about the future of healthcare?
  • Investing in healthcare companies.
  • Innovation in healthcare.

Guest Links:

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.

Want to keep up to date with The Full Ratchet? Subscribe to our podcast and follow us on 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

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

Jim Andelman of Bonfire Ventures joins Nick to discuss 85% Graduation from Seed to Series A, SaaS Metric Mastery, The Right Time to Stop Founder-Led Sales, and Advice for Emerging Managers. In this episode we cover:

  • The entry point for a seed investor.
  • The importance of being overweight on the first round.
  • How do you respond to a correction in valuation?
  • Knowing when to relax constraints in venture.
  • How much does it cost to build a sales team?
  • The right time to transition from founder-led sales to sales leader.
  • Evaluating the margin profile of a business.

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.

Want to keep up to date with The Full Ratchet? Subscribe to our podcast and follow us on 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!

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

Catharine Dockery of Vice Ventures joins Nick to discuss Betting on "Bad" Industries, the opportunity in Alcohol, Nicotine, SexTech and other vices, and Why Early Stage Investors Should Avoid Consumer Investing. In this episode we cover:

  • Raising money for venture capital.
  • Investment opportunities in psychedelics.
  • What are the signals to look for in a consumer company?

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.

Want to keep up to date with The Full Ratchet? Subscribe to our podcast and follow us on 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!

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

Alex Pruden of Aleo joins Nate to discuss From Special Forces to Leading Aleo, The Bull Case for Crypto and Web 3, and The Future of the Internet. In this episode we cover:

  • Leading a tech startup.
  • How to cultivate a stronger sense of leadership.
  • What is Aleo and what does it do?
  • What are the initial use cases for Ai?
  • The power of proof of humanity.
  • The scalability of zero-knowledge proofs.

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.

Want to keep up to date with The Full Ratchet? Subscribe to our podcast and follow us on 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!

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

Rick Zullo of Equal Ventures joins Nick to discuss Architecting a Thesis-Driven Philosophy, Why There's Riches in Niches, How Founder-Market Fit is Changing, and Building the Largest Community of Emerging Managers. In this episode we cover:

  • How many different specialties can a founder have?
  • How do they take concepts and opportunities?
  • The importance of having a thesis driven team
  • The process of evaluating an investment
  • How to get conviction on ideas
  • Being earnestly honest about your business model
  • The four stages of building a business
  • The importance of finding a niche and expanding it

Missed a recent episode? Go to The Full Ratchet blog and catch up!

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.

You can follow us on LinkedIn and Twitter! Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.

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