Shows / The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
The podcast dedicated to demystifying Venture Capital. Nick Moran and Nate Pierotti interview VC's & Startup Founders and on how they build great technology startups.
Episodes
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedReplay — The Self-Made Engineer, Angel, and Venture Capitalist (Cyan Banister)
Guest Update: When the episode was recorded in 2019, Cyan was a partner at Founders Fund. Currently, Cyan is a partner at Long Journey Ventures. In this…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedReplay — Dispelling Conventional Wisdom in VC (Eric Paley)
In this special replay of episode 135 & 136, Eric Paley of Founder Collective joins Nick to dispel some conventional wisdom in VC. We address questions…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 172: Lessons Learned (Collins, Vassallo, Adeeb, Siegler)
On this special segment of The Full Ratchet, the following Investors are featured: Eric Collins Trae Vassallo Ramy Adeeb M.G. Siegler Each investor illustrates…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified262. Why I Invested in Shotcall (Thomas Gentle)
On this special segment of The Full Ratchet, the following individuals are featured: Nick Moran Thomas Gentle This will be a unique segment where, Founder of…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 171: What's Next (Warner, Dubugras, Currier, Napier)
On this special segment of The Full Ratchet, the following Investors are featured: Check Warner Henrique Dubugras James Currier Lanham Napier Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified261. The Intersection of Crypto and VC, and the Future of Digital Currency (Avichal Garg)
Avichal Garg of Electric Capital joins Nick to discuss The Intersection of Crypto and VC and the Future of Digital Currency. In this episode, we cover: Walk us…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 170: Why I Passed (Whitney, Solivan, Douglass, Yin)
On this special segment of The Full Ratchet, the following Investors are featured: Jason Whitney Leah Solivan Jim Douglass Elizabeth Yin Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified260. The Fund that Started on Twitter, Why Community-driven Startups Win, and Embracing the Underestimated (Lolita Taub & Jesse Middleton)
Lolita Taub & Jesse Middleton of The Community Fund join Nick to discuss The Fund that Started on Twitter, Why Community-driven Startups Win, and Embracing the…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 169: Post Mortems (Pezeshki, Dash, Deeter, Vassallo)
On this special segment of The Full Ratchet, the following Investors are featured: Niki Pezeshki Somesh Dash Byron Deeter Trae Vassallo Each investor discusses…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified259. Developer Tools, The Surge of European Tech, and Why Founder Needs Differ Across Regions (Reid Christian)
Reid Christian of CRV joins Nick to discuss Developer Tools, The Surge of European Tech, and Why Founder Needs Differ Across Regions. In this episode, we…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 168: Strange & Unusual (Torenberg, Gembala, Hester, Hsu)
On this special segment of The Full Ratchet, the following Investors are featured: Erik Torenberg Ryan Gembala Jaclyn Hester Jonathan Hsu Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified258. Why I Invested in Neu (Kwame Boler)
On this special segment of The Full Ratchet, the following individuals are featured: Nick Moran Kwame Boler This will be a unique segment where, Founder of…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 167: Lessons Learned (Ingersoll, Klaff, Whitney, Basu Trivedi)
On this special segment of The Full Ratchet, the following Investors are featured: Minnie Ingersoll Oren Klaff Jason Whitney Nikhil Basu Trivedi Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified257. Investing in First-time Founders, the Evolution of Social, the Future of Big Tech, and the Freedom of Remote Work (Niko Bonatsos)
Niko Bonatsos of General Catalyst joins Nick to discuss Investing in First-time Founders, the Evolution of Social, the Future of Big Tech, and the Freedom of…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 166: What's Next (Osterwalder, Suster, Koh, Abbasi)
On this special segment of The Full Ratchet, the following Investors are featured: Alex Osterwalder Mark Suster Melody Koh Farooq Abbasi Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified256. A Proprietary Tool to Source Startups, The Commoditization of Capital, and the New Exit Environment (Villi Iltchev)
Villi Iltchev of Two Sigma Ventures joins Nick to discuss Using "George" a Proprietary Tool to Source Startups, The Commoditization of Capital, and the New…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 165: Why I Passed (Findley, McIntyre, Clarkson, Tavel)
On this special segment of The Full Ratchet, the following Investors are featured: Ty Findley Stephen McIntyre Beezer Clarkson Sarah Tavel Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified255. Launching Canada's #1 Local Classifieds Site, Kijiji, The Flourishing Canadian Tech Ecosystem, and What to Look for in Early-stage Marketplace Startups (Janet Bannister)
Janet Bannister of Real Ventures joins Nick to discuss Launching Canada's #1 Local Classifieds Site, Kijiji, The Flourishing Canadian Tech Ecosystem, and What…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 164: Post Mortems (Tunguz, Isford, Casnocha, Reum)
On this special segment of The Full Ratchet, the following Investors are featured: Tom Tunguz Grace Isford Ben Casnocha Courtney Reum Each investor discusses a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified254. Going Public via SPACs and PIPEs, The First Mover in Ridesharing That Lost to Uber, and Building the Online Marketplace for Used Cars, Shift (George Arison)
George Arison of Shift joins Nick to discuss Going Public via SPACs and PIPEs, The First Mover in Ridesharing That Lost to Uber, and Building the Online…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 163: Strange & Unusual (Warner, Adeeb, Gallagher, Carolan)
On this special segment of The Full Ratchet, the following Investors are featured: Check Warner Ramy Adeeb Patrick Gallagher Shawn Carolan Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified253. The Changing "Search Image" of Founders, Lack of Diversity = Missed Opportunity, and COVID Effects on the BLM Movement in Europe (Eric Collins)
Eric Collins of Impact X Capital joins Nick to discuss The Changing "Search Image" of Founders, Lack of Diversity = Missed Opportunity, and COVID Effects on…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 162: Lessons Learned (Kerby, Hester, Napier, Blank)
On this special segment of The Full Ratchet, the following Investors are featured: Richard Kerby Jaclyn Hester Lanham Napier Steve Blank Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified252. Decentralization of VC, Why Your Fund Size is Your Strategy, and Why Startup Formation is the Most Important Contributor to Economic Growth (Erik Torenberg)
Erik Torenberg of Village Global joins Nick to discuss Decentralization of VC, Why Your Fund Size is Your Strategy, and Why Startup Formation is the Most…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 161: What's Next (Hsu, Vrionis, Vassallo, Hsieh)
On this special segment of The Full Ratchet, the following Investors are featured: Jonathan Hsu John Vrionis Trae Vassallo Kane Hsieh Each investor discusses…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified251. Funding the Misunderstood Technical Founder, Self Evaluation as a Solo Capitalist, and Capital to Underwrite R&D risk vs. S&M risk (Farooq Abbasi)
Farooq Abbasi of Preface Ventures joins Nick to discuss Funding the Misunderstood Technical Founder, Self Evaluation as a Solo Capitalist, and Capital to…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 160: Why I Passed (Bechtel, Koh, Dash, Fluhr)
On this special segment of The Full Ratchet, the following Investors are featured: Darren Bechtel Melody Koh Somesh Dash Jeff Fluhr Each investor highlights a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified250. Industrial Innovation, Where Blitzscaling Doesn't Work, Why Sector Focus Wins, and Beginning with the End in Mind (Ty Findley)
Ty Findley of Ironspring joins Nick to discuss Industrial Innovation, Where Blitzscaling Doesn't Work, Why Sector Focus Wins, and Beginning with the End in…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 159: Post Mortems (Ingersoll, Douglass, Siegler, Currier)
On this special segment of The Full Ratchet, the following Investors are featured: Minnie Ingersoll Jim Douglass M.G. Siegler James Currier Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified249. Common Traits Shared by Top GPs, Why Underrepresented Fund Managers Will Produce Superior Returns, and SPACs vs. Direct Listings vs. IPOs (Lo Toney)
Lo Toney of Plexo Capital joins Nick to discuss Common Traits Shared by Top GPs, Why Underrepresented Fund Managers Will Produce Superior Returns, and SPACs…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 158: Strange & Unusual (Yin, Cardamone, Levy-Weiss, Pezeshki)
On this special segment of The Full Ratchet, the following Investors are featured: Elizabeth Yin Michael Cardamone Gigi Levy-Weiss Niki Pezeshki Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified248. Scaling Rackspace, The Evolving Responsibilities of a Venture-Backed CEO, and Confronting Big Tech Monopolies (Lanham Napier)
Lanham Napier of BuildGroup joins Nick to discuss Scaling Rackspace, The Evolving Responsibilities of a Venture-Backed CEO, and Confronting Big Tech…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 157: Lessons Learned (Dubugras, Gembala, Isford, Kupor)
On this special segment of The Full Ratchet, the following Investors are featured: Henrique Dubugras Ryan Gembala Grace Isford Scott Kupor Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified247. Leaving Kleiner Perkins to Start Defy Partners, The State of Venture in the Bay Area, and Maintaining a Beginner's Mind (Trae Vassallo)
Trae Vassallo of Defy Partners joins Nick to discuss Leaving Kleiner Perkins to Start Defy Partners, The State of Venture in the Bay Area, and Maintaining a…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 156: What's Next (Whitney, Carolan, Horowitz, Hester)
On this special segment of The Full Ratchet, the following Investors are featured: Jason Whitney Shawn Carolan David Horowitz Jaclyn Hester Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified246. Agglomerators vs. Specialists, the Rise of the Solo-Capitalist, and the Importance of Founder-Investor Fit (Nikhil Basu Trivedi)
Nikhil Basu Trivedi of joins Nick to discuss Agglomerators vs. Specialists, the Rise of the Solo-Capitalist, and the Importance of Founder-Investor Fit+. In…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 155: Why I Passed (Klaff, Steffens, Polovets, Deeter)
On this special segment of The Full Ratchet, the following Investors are featured: Oren Klaff Tamara Steffens Leo Polovets Byron Deeter Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified245. Backing from Bezos, Zuckerberg, and Gates; Lessons from Reid Hoffman; and Building a Network-centric Venture Firm (Ben Casnocha)
Ben Casnocha of Village Global joins Nick to discuss Backing from Bezos, Zuckerberg, and Gates; Lessons from Reid Hoffman; and Building a Network-centric…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Investor Stories 154: Post Mortems (Clarkson, Osterwalder, Gallagher, Blank)
On this special segment of The Full Ratchet, the following Investors are featured: -Beezer Clarkson -Alex Osterwalder -Patrick Gallagher -Steve Blank Each…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified244. Cross-Border Startup Expansion -- Lessons from 175 Companies (Stephen McIntyre)
- You recently published research on the expansion of 175 US companies into Europe. I'd like to discuss a number of points from the piece, but first off… what…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Investor Stories 153: Strange & Unusual (Solivan, Hsieh, Kerby, Currier)
On this special segment of The Full Ratchet, the following Investors are featured: Leah Solivan Kane Hsieh Richard Kerby James Currier Each investor describes…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
243. A Quantitative Approach to PMF, Tribe's 8 Ball for Objective Evaluation, and Approaches to Reduce Talent Biases (Jonathan Hsu)
Jonathan Hsu of Tribe Capital joins Nick to discuss how to Acquire Data, Build Abstractions and Do Research. In this episode, we cover: Walk us through your…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Investor Stories 152: Lessons Learned (Reum, Suster, Tavel, Calacanis)
On this special segment of The Full Ratchet, the following Investors are featured: Courtney Reum Mark Suster Sarah Tavel Jason Calacanis Each investor…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
242. Structural Disadvantages in Venture, Investing in the "Overlooked," and Open-Sourcing the VC Fund Raise and Investment Playbook (Check Warner)
Check Warner of Ada Ventures joins Nick to discuss Structural Disadvantages in Venture, Investing in the "Overlooked," and Open-Sourcing the VC Fund Raise and…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Investor Stories 151: What's Next (Adeeb, Dash, Neilson, Ingersoll)
On this special segment of The Full Ratchet, the following Investors are featured: Ramy Adeeb Somesh Dash Jeremy Neilson Minnie Ingersoll Each investor…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
241. Finding Markets with Long-Term Tailwinds; Macro Impacts on Venture; and Robust vs. Fragile Data (Niki Pezeshki)
Niki Pezeshki of Felicis Ventures joins Nick to discuss Finding Markets with Long-Term Tailwinds; Macro Impacts on Venture; and Robust vs. Fragile Data. In…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Investor Stories 150: Why I Passed (Siegler, Isford, Vrionis, Rust)
On this special segment of The Full Ratchet, the following Investors are featured: M.G. Siegler Grace Isford John Vrionis Ash Rust Each investor highlights a…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
240. A Blazing Fast Path to $B+; Binary Outcomes; The Fintech Revolution; and A New Approach to Employee Comp (Henrique Dubugras)
Henrique Dubugras of Brex joins Nick to discuss the Blazing Fast Path to $B+; Binary Outcomes; The Fintech Revolution; and A New Approach to Employee Comp. In…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Investor Stories 149: Post Mortems (Gembala, Dorsey, Yin, Fluhr)
On this special segment of The Full Ratchet, the following Investors are featured: Ryan Gembala Scott Dorsey Elizabeth Yin Jeff Fluhr Each investor discusses a…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
239. What's Next in Gaming; The True Essence of Product-Market-Fit; & Investing with an Emphasis on Retention and Engagement (Gigi Levy-Weiss)
Gigi Levy-Weiss of NFX joins Nick on a special Crisis Coverage installment to discuss What's Next in Gaming; The True Essence of Product-Market-Fit; &…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Investor Stories 148: Strange & Unusual (Kupor, Koh, Tunguz, Douglass)
On this special segment of The Full Ratchet, the following Investors are featured: Scott Kupor Melody Koh Tom Tunguz Jim Douglass Each investor describes the…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
238. GP and LP Alignment, Challenges for Emerging Fund Managers, and How the Explosion in Seed Fund Volume Plays Out (Jaclyn Hester)
Jaclyn Hester of Foundry Group joins Nick on a special Crisis Coverage installment to discuss GP and LP Alignment, Challenges for Emerging Fund Managers, and…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
237. Advice for Founders -- Reaching out to VCs, Pitching over Zoom, and Closing Capital Amidst a Pandemic (Nick Rishwain, Hannah Konitshek, Nick Moran)
Nick Rishwain and Hannah Konitshek of The LegalTechLive Podcast interview Nick to discuss Advice for Founders -- Reaching out to VCs, Pitching over Zoom, and…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Investor Stories 147: Lessons Learned (Osterwalder, Clarkson, Cardamone, Polovets)
On this special segment of The Full Ratchet, the following Investors are featured: Alex Osterwalder Beezer Clarkson Michael Cardamone Leo Polovets Each…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
236. The Four Fundamentals of Investing; the Future of Micro Mobility; and Hunting Consumer Unicorns (Shawn Carolan)
Shawn Carolan of Menlo Ventures joins Nick on a special Crisis Coverage installment to discuss the Four Fundamentals of Investing; the Future of Micro…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Investor Stories 146: What's Next (Gallagher, Tavel, Deeter, Kim)
On this special segment of The Full Ratchet, the following Investors are featured: Patrick Gallagher Sarah Tavel Byron Deeter Jim Kim Each investor discusses…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
235. Why Corporate VC Gets a Bad Wrap; Microsoft's Fresh Approach to CVC; and Key Insights to Acquire Mass Users (Tamara Steffens)
Tamara Steffens of M12 joins Nick on a special Crisis Coverage installment to discuss Why Corporate VC Gets a Bad Wrap; Microsoft's Fresh Approach to CVC; and…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
234. Breaking into VC; Excelling at Goldman Sachs; and the Origin of BLCK VC (Brian Hollins)
Brian Hollins of BLCK VC joins Nick on a special Crisis Coverage installment to discuss Breaking into VC; Excelling at Goldman Sachs; and the Origin of BLCK…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Investor Stories 145: Why I Passed (Ingersoll, Ajao, Kerby, Horowitz)
On this special segment of The Full Ratchet, the following Investors are featured: Minnie Ingersoll Adeyemi Ajao Richard Kerby David Horowitz Each investor…
- The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
233. Investment Decision in < 3 weeks; the Challenges and Opportunities with 3D Printing; and the Future for Industrial Automation (Kane Hsieh)
Kane Hsieh of Root Ventures joins Nick on a special Crisis Coverage installment to discuss Investment Decision in Backstory/Path to Venture Tell us about the…