The Full Ratchet: Venture Capital Demystified

Andrew Antonio of Urban Sky and Nate Williams of Union Labs join Nick to discuss Why We Invested in Urban Sky. In this episode we cover:

  • What is Urban Sky? 
  • How did Andrew and Nate originally connect? 
  • The thesis at Union Labs. 
  • What does the future hold for Urban Sky? 

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


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

Did you miss our guests full length episodes?

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

Direct download: 320_Investor_Stories_220__Why_I_Passed_Shirota_Sequeira_Go.mp3
Category:general -- posted at: 10:30am EDT

Nagraj Kashyap of Softbank joins Nick to discuss The Future of Softbank and Vision Fund 2, Creative Monetization of User Growth, and Why VC's Missed on Zoom. In this episode we cover:

  • Nagraj's Background and Path to VC.
  • How do you think through horizontal, vertical, or geographic expansion and when the right time is to do so?
  • What did other VC's miss about Zoom?
  • How do you evaluate an opportunity?
  • What key things are you looking for in a consumer startup? 

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


Each investor discusses a portfolio company that did not survive and why it was that they failed.

Did you miss our guests full length episodes?

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

Direct download: 319_Investor_Stories_219__Post_Mortems_Wallace_Tamaseb_Luerssen.mp3
Category:general -- posted at: 6:00am EDT

Nihal Mehta of Eniac Ventures joins Nick to discuss The Human Rolodex, How the 2021 VC Vintage will Perform, and the Importance of Partnership Dynamics. In this episode we cover:

 

  • How do you think about active management of relationships over time? Do you have any advice, tricks, or tips?
  • What is something you would have told yourself when you started Eniac?
  • How have you built the team over time and thought about roles, responsibilities, skill sets required, and driving value/outcomes for the firm?
  • What do you look for in a fund manager?
  • Where do 2020 and 2021 Vintage Funds rank?
  • What inspired you to start the 100K Pledge? 

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

 


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

Did you miss our guests full length episodes?

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

Direct download: 318_Investor_Stories_218__Lessons_Learned_Libby_Hung_Grayson__Holt.mp3
Category:general -- posted at: 6:00am EDT

Yanev Suissa of SineWave Ventures joins Nick to discuss Public Sector Tech, the Merits of Hyper Concentration, and Why Google is More Frightening than the NSA. In this episode we cover:

  • You've talked about investing "where the Valley, the Fortune 500, and the public sector intersect". How is this different from the typical Valley-based investor? 
  • Are there any advantages to working with public sector buyers? 
  • Is there legislative risk you take on by selling to an administration? 
  • Where do you see the biggest opportunities are coming out of the infrastructure bill? 
  • Rapid fire round of questions.

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


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

Did you miss our guests full length episodes?

David Goldberg Episode 272
Nicole Quinn Episode 279
Spencer Maughan Episode 284
Jonathan Ebinger Episode 302


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

Direct download: 317_Investor_Stories_217__Why_I_Passed_Goldberg_Quinn_Maughan_Ebinger.mp3
Category:general -- posted at: 6:00am EDT

Manan Mehta of Unshackled Ventures joins Nick to discuss Selection at Day 0, Investing in Immigrants, and Navigating Founder-Problem Fit. In this episode we cover:

  • What is investing at Day 0?
  • What unique challenges do you face in backing immigrant founders?
  • How do you approach sourcing and how you do it differently than other firms?
  • What is Founder-Problem Fit?

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


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