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 Demystified232. Network Effects; 9 Days Until a Funding Decision; Software as the Foundation for the Modern VC firm; and the Future of Social Media (James Currier)
James Currier of NFX joins Nick on a special Crisis Coverage installment to discuss Network Effects; 9 Days Until a Funding Decision; Software as the…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 144: Post Mortems (Solivan, Klaff, Whitney, Bechtel)
On this special segment of The Full Ratchet, the following Investors are featured: Leah Solivan Oren Klaff Jason Whitney Darren Bechtel Each investor discusses…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified231. Crisis Coverage w/ Ramy Adeeb - Why Facebook Should be Broken Up; SV Hype vs Returns; Amara's Law; and VC's Track Record Predicting Trends
Ramy Adeeb of 1984 Ventures joins Nick on a special Crisis Coverage installment to discuss Why Facebook Should be Broken Up; SV Hype vs Returns; Amara's Law…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified230. Crisis Coverage w/ David Rabie - Finding PMF, Raising Series B, & Navigating a Startup Amidst the Pandemic
David Rabie of Tovala joins Nick on a special Crisis Coverage installment to discuss Finding PMF, Raising Series B, & Navigating a Startup Amidst the Pandemic…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 143: Strange & Unusual (Isford, Dash, Blank, Suster)
On this special segment of The Full Ratchet, the following Investors are featured: Grace Isford Somesh Dash Steve Blank Mark Suster To listen more, please…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified229. Racism in Venture -- A White, Male VC Threatens Black & Brown Founders (featuring Taranvir Johal & Salman Elmi)
Taranvir Johal & Salman Elmi of Tavolo and Top Figure join Nick to discuss Racism in Venture -- A White, Male VC Threatens Black & Brown Founders. In this…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified228. Crisis Coverage w/ Jim Douglass - Pandemic Effects on B2B SaaS and Healthcare -- Total $ Invested, Multiples, and the Exit Environment
Jim Douglass of Fulcrum Equity Partners joins Nick on a special Crisis Coverage installment to discuss Pandemic Effects on B2B SaaS and Healthcare -- Total $…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 142: Lessons Learned (Vrionis, Yin, Franklin, Neilson)
On this special segment of The Full Ratchet, the following Investors are featured: John Vrionis Elizabeth Yin Bobby Franklin Jeremy Neilson Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified227. Crisis Coverage w/ Melody Koh - Super-Technologies; The Everyday Economy; The Overlooked Working Class; and Fear of Missing Out vs. Fear of Looking Dumb
Melody Koh of Nextview Ventures joins Nick on a special Crisis Coverage installment to discuss Super-Technologies; The Everyday Economy; The Overlooked Working…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified226. Crisis Coverage w/ Jeff Fluhr - Launching StubHub During the Dotcom Crash; Why Market Need Trumps Market Timing; Choosing B2B vs. B2C; and Why Founders Shouldn't Let VCs Decide Their Fate
Jeff Fluhr of Craft Ventures joins Nick on a special Crisis Coverage installment to discuss Launching StubHub During the Dotcom Crash; Why Market Need Trumps…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 141: What's Next (Gembala, Rooke, Clavier, Reum)
On this special segment of The Full Ratchet, the following investors are featured: Ryan Gembala Jenny Rooke Jeff Clavier Courtney Reum Each investor discusses…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified225. Crisis Coverage w/ Sarah Tavel - Consumer Marketplace Investing; Why Aggregate GMV is a Red Herring; and Minimum Viable Happiness as the Key to Market Leadership
Sarah Tavel of Benchmark joins Nick on a special Crisis Coverage installment to discuss Consumer Marketplace Investing; Why Aggregate GMV is a Red Herring; and…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified224. Crisis Coverage w/ Beezer Clarkson - Platform LP; Allocations in a Down-Market; COVID Strategy Drift; and Emerging Manager Selection
Beezer Clarkson of Sapphire Ventures joins Nick on a special Crisis Coverage installment to discuss Platform LP; Allocations in a Down-Market; COVID Strategy…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 140: Why I Passed (Osterwalder, Kupor, Cheng)
On this special segment of The Full Ratchet, the following Investors are featured: Alex Osterwalder Scott Kupor Cheryl Cheng Each investor highlights a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified223. Crisis Coverage w/ Byron Deeter - Why This is the Seminal Moment for Cloud and Lessons from 19 Unicorn Investments
Byron Deeter of Bessemer joins Nick on a special Crisis Coverage installment to discuss Why This is the Seminal Moment for Cloud and Lessons from 19 Unicorn…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 139: Post Mortems (Cardamone, Kim, Calacanis)
On this special segment of The Full Ratchet, the following Investors are featured: Michael Cardamone Jim Kim Jason Calacanis Each investor discusses a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified222. Crisis Coverage w/ Leah Solivan - Building TaskRabbit in a Recession; COVID Effects on the Independent/Gig Economy; and Key Factors for Early-Stage Marketplace Success
Leah Solivan of Fuel Capital joins Nick on a special Crisis Coverage installment to discuss Building TaskRabbit in a Recession; COVID Effects on the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified221. Crisis Coverage w/ Grace Isford - GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities post-COVID; and a Comprehensive Analysis of Successful GPs and Venture Investments
Grace Isford of Canvas Ventures joins Nick on a special Crisis Coverage installment to discuss How Companies Can Maintain Growth Post-COVID. In this episode…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 138: Strange & Unusual (Ingersoll, Dorsey, Siegler)
On this special segment of The Full Ratchet, the following Investors are featured: Minnie Ingersoll Scott Dorsey M.G. Siegler Each investor describes the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified220. Crisis Coverage w/ Ash Fontana - The AI Investing Playbook; Why "Dev Tools" for Data Scientists is the Next Great Opportunity; When Fund Returns Don't Fit the Power Law; and Ash's Favorite Investment Heuristic from Naval Ravikant
Ash Fontana of Zetta Venture Partners joins Nick on a special Crisis Coverage installment to discuss The AI Investing Playbook; Why "Dev Tools" for Data…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified219. Crisis Coverage w/ Tomasz Tunguz - SaaS Strategies, Sector Data, and the $ Ceiling for Deals over Zoom
Tomasz Tunguz of Redpoint Ventures joins Nick on a special Crisis Coverage installment to discuss SaaS Strategies, Sector Data, and the $ Ceiling for Deals…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 137: Lessons Learned (Senkut, Glickman, Rust)
On this special segment of The Full Ratchet, the following Investors are featured: Aydin Senkut Steve Glickman Ash Rust Each investor illustrates a critical…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified218. Crisis Coverage w/ Richard Kerby - Tactical Advice for Raising VC Fund 1, Why Not to "Raise the Bar", and a Framework for Startups Adjusting to COVID-19
Richard Kerby of Equal Ventures joins Nick on a special Crisis Coverage installment to discuss the Tactical Advice for Raising VC Fund 1, Why Not to "Raise the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified217. Crisis Coverage w/ Elizabeth Yin - Investing After 1 Zoom Meeting, 2nd & 3rd Order Effects of The Virus, and Why "Market Pull" is Critical
Elizabeth Yin of Hustle Fund joins Nick on a special Crisis Coverage installment to discuss Investing after 1 Zoom Meeting, 2nd & 3rd Order Effects of the…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 136: What's Next (Ajao, Klaff, Polovets)
On this special segment of The Full Ratchet, the following Investors are featured: Adeyemi Ajao Oren Klaff Leo Polovets Each investor discusses sectors…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified216. Crisis Coverage w/ Patrick Gallagher - VC Firm Survival, How Seed Investing Scales, & A Glimpse at the Road Ahead
Patrick Gallagher of Tuesday Capital joins Nick on a special Crisis Coverage installment to discuss VC Firm Survival, How Seed Investing Scales, & A Glimpse at…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified215. Crisis Coverage w/ Darren Bechtel - The Built World & Construction Tech, Post-Pandemic
Darren Bechtel of Brick & Mortar Ventures joins Nick on a special Crisis Coverage installment to discuss The Built World in Crisis. In this episode, we cover…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified135. Investor Stories CRAM Session: Why I Passed (Struhl, Greathouse, Wilson, Shah, Roberts, Henikoff, Heltzer, Mirabile, Brown, Feld)
Welcome back to TFR for the first Investor Stories Cram Session. In these special releases, we have aggregated the Investor Stories from previous episodes. In…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified214. Crisis Coverage w/ Somesh Dash - Late Stage Impacts & Prioritizing Mental Health
Somesh Dash of IVP joins Nick on a special Crisis Coverage installment to discuss Late Stage Impacts and Prioritizing Mental Health. In this episode, we cover…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified213. Crisis Coverage w/ Semil Shah - VC Fund Management in a Pandemic World
Semil Shah of Haystack joins Nick on a special Crisis Coverage installment to discuss VC Fund Management in a Pandemic World. In this episode, we cover: Last…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified212. Crisis Coverage w/ Samir Kaji - Relief $ for Startups via CARES Act, EIDL, PPP; & How an Extended Downturn Affects Emerging VC Funds
Samir Kaji of First Republic joins Nick on a special Crisis Coverage installment to discuss Relief $ for Startups via CARES Act, EIDL, PPP; & How an Extended…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified211. Crisis Coverage w/ David Horowitz - How Will Corporate VC Respond?
David Horowitz of Touchdown Ventures joins Nick on a special Crisis Coverage installment to discuss How Corporate VC Will Respond. In this episode, we cover…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified210. Crisis Coverage w/ Chris Douvos - LP Lessons from '01 and '08, The Denominator Effect, Capital Calls & Fundraising in a Down Market
Chris Douvos of Ahoy Capital joins Nick on a special Crisis Coverage installment to discuss the LP Lessons from '01 and '08, The Denominator Effect, Capital…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified209. Crisis Coverage w/ Steve Blank - The Playbook for Startup Survival
Steve Blank joins Nick on this special "Crisis Coverage" installment to discuss The Playbook for Startup Survival. In this episode, we cover: What industries…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified208. Building a VC Franchise; The Shift to Bite-Sized Video Content; Last-Mile Attribution; & the Impact of Corona Virus Over The Next 6-12 Months (Mark Suster)
Mark Suster of Upfront Ventures joins Nick on a Pre-Crisis chat to discuss Building a VC Franchise; The Shift to Bite-Sized Video Content; Last-Mile…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 134: Post Mortems (Vrionis, Horowitz, Banister)
On this special segment of The Full Ratchet, the following Investors are featured: John Vrionis David Horowitz Cyan Banister Each investor discusses a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified207. Breaking Convention, Hitting The Fundraise Wall & Why Deep-tech Is Not More Capital Intensive Than Software (Ryan Gembala)
Ryan Gembala of Pathbreaker Ventures joins Nick to discuss Breaking Convention, Hitting The Fundraise Wall & Why Deep-tech Is Not More Capital Intensive Than…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 133: Strange & Unusual (Neilson, Whitney, Rooke)
On this special segment of The Full Ratchet, the following Investors are featured: Jeremy Neilson Jason Whitney Jenny Rooke Each investor describes the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified206. The Ultimate Testing Framework (Alex Osterwalder)
Alex Osterwalder of Strategyzer joins Nick to discuss The Ultimate Testing Framework. In this episode, we cover: Take me back and talk through the origin of…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 132: Lessons Learned (Dorsey, Clavier, Fein)
On this special segment of The Full Ratchet, the following Investors are featured: Scott Dorsey Jeff Clavier John Fein Each investor illustrates a critical…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified205. Unicorn vs Pegasus, The Softbank Effect, & Impacts of a Recession on VC (Jason Calacanis)
Jason Calacanis joins Nick to discuss Unicorn vs Pegasus, The Softbank Effect, & Impacts of a Recession on VC. In this episode, we cover: Last time we had you…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 131: What's Next (Kupor, Cardamone, Siegler)
On this special segment of The Full Ratchet, the following Investors are featured: Scott Kupor Michael Cardamone M.G. Siegler Each investor discusses sectors…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified204. Embracing Failure, Capitalizing on Crisis & Building Resilience (Minnie Ingersoll)
Minnie Ingersoll of TenOneTen Ventures joins Nick to discuss Embracing Failure, Capitalizing on Crisis & Building Resilience. In this episode, we cover…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 130: Why I Passed (Kim, Reum, Senkut)
On this special segment of The Full Ratchet, the following Investors are featured: Jim Kim Courtney Reum Aydin Senkut Each investor highlights a situation…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified203. Raising Fund III, A Framework to De-risk Your Startup, & When to Explore vs. Exploit (Leo Polovets)
Leo Polovets of Susa Ventures joins Nick to discuss Raising Fund III, A Framework to De-risk Your Startup, & When to Explore vs. Exploit. In this episode, we…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 129: Post Mortems (Ajao, Rust, Moatti)
On this special segment of The Full Ratchet, the following Investors are featured: Adeyemi Ajao Ash Rust SC Moatti Each investor discusses a portfolio company…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified202. Cram Session, Episodes 138-143 (Nick Moran)
Welcome back to TFR for another Cram Session. In these special releases, we have aggregated the takeaways and tips from previous episodes. In this installment…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified201. [REPLAY] Economic Theory in Venture Capital (Mark Suster)
Mark Suster of Upfront Ventures joins Nick to discuss Economic Theory in Venture Capital. In this episode, we cover: You've written about a major lesson from…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 128: Strange & Unusual (Vrionis, Tusk, Klaff)
On this special segment of The Full Ratchet, the following Investors are featured: John Vrionis Bradley Tusk Oren Klaff Each investor describes the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified200. University-Affiliated Funds & Angel Networks (Jason Whitney)
Jason Whitney of IU Ventures joins Nick to discuss University-Affiliated Funds & Angel Networks. In this episode, we cover: Backstory/path to venture At IU you…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 127: Lessons Learned (Wortmann, Horowitz, Banister)
On this special segment of The Full Ratchet, the following Investors are featured: Craig Wortmann David Horowitz Cyan Banister Each investor illustrates a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified199. SPV's, Side Cars, & The Syndication Surge (Jeremy Neilson)
Jeremy Neilson of Assure joins Nick to discuss SPV's, Side Cars, & The Syndication Surge. In this episode, we cover: Quick walkthrough of your background Can…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 126: Whats Next (Franklin, Glickman, Cheng)
On this special segment of The Full Ratchet, the following Investors are featured: Bobby Franklin Steve Glickman Cheryl Cheng Each investor discusses sectors…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified198. Streaming Wars, The Future of Mobile & The Evolution of User Interaction (M.G. Siegler)
M.G. Siegler of GV joins Nick to discuss Streaming Wars, The Future of Mobile & The Evolution of User Interaction. In this episode, we cover: Backstory/path to…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 125: Why I Passed (Cardamone, Rooke, Dorsey)
On this special segment of The Full Ratchet, the following Investors are featured: Michael Cardamone Jenny Rooke Scott Dorsey Each investor highlights a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified197. The DNA of Startup Success (John Vrionis)
John Vrionis of Unusual Ventures joins Nick to discuss The DNA of Startup Success. In this episode, we cover: Backstory/path to venture. Talk about your…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 124: Post Mortems (Clavier, Tusk, Kupor)
On this special segment of The Full Ratchet, the following Investors are featured: Jeff Clavier Bradley Tusk Scott Kupor Each investor discusses a portfolio…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified196. Creating Unfair Advantages, Surviving Founder Burnout and Driving Successful Exits (Courtney Reum)
Courtney Reum of M13 joins Nick to discuss Creating Unfair Advantages, Surviving Founder Burnout and Driving Successful Exits. In this episode, we cover…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 123: Strange & Unusual (Horowitz, Kim, Rust)
On this special segment of The Full Ratchet, the following Investors are featured: David Horowitz Jim Kim Ash Rust Each investor describes the most unusual…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified195. Flip The Script & Perfect Your Pitch (Oren Klaff)
Oren Klaff of Intersection Capital joins Nick to discuss Flip The Script & Perfect Your Pitch. In this episode, we cover: Backstory/path to finance What led to…