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 DemystifiedInvestor Stories 413: Visionary Founders (Schilling, Abel, Patel)
On this special segment of The Full Ratchet, the following Investors are featured: Mathias Schilling Godard Abel Manish Patel We asked guests to discuss the…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 412: Best LP Question (Garcia, Tusk, Seides)
On this special segment of The Full Ratchet, the following Investors are featured: David Garcia Bradley Tusk Ted Seides We asked guests to share the best…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 411: Lessons Learned (Patil, Schilling, Abel)
On this special segment of The Full Ratchet, the following Investors are featured: Jay Patil Mathias Schilling Godard Abel We asked guests to tell the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified486. From Power Law to Proprietary Insight: Unlocking Early-Stage Alpha, Data-Driven VC, and Building a Next-Gen Firm (Nnamdi Okike)
Nnamdi Okike of 645 Ventures joins Nick to discuss From Power Law to Proprietary Insight: Unlocking Early-Stage Alpha, Data-Driven VC, and Building a Next-Gen…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 410: Why I Passed (Stevens, Patel, Shen)
On this special segment of The Full Ratchet, the following Investors are featured: Kevin Stevens Manish Patel Han Shen Each investor highlights a situation…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 409: Key Advice (Terbell and Clark, Schilling, Abel)
On this special segment of The Full Ratchet, the following Investors are featured: Jon Terbell and Ted Clark Mathias Schilling Godard Abel We asked guests for…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 408: Visionary Founders (Seides, Ralston, Stevens)
On this special segment of The Full Ratchet, the following Investors are featured: Ted Seides Rusty Ralston Kevin Stevens We asked guests to discuss the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified485. From Touring with Lady Gaga, Blink‑182, and Pharrell Williams to investing in Spotify, SpaceX, and Ripple… How an Artist Went from Tastemaker to Transformative Healthcare VC (D.A. Wallach)
D.A. Wallach of Time BioVentures joins Nick to discuss From Touring with Lady Gaga, Blink‑182, and Pharrell Williams to investing in Spotify, SpaceX, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 407: Best LP Question (Chau, Terbell and Clark, Schilling)
On this special segment of The Full Ratchet, the following Investors are featured: Laura Chau Jon Terbell and Ted Clark Mathias Schilling We asked guests to…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 406: Lessons Learned (Garcia, Tusk, Seides)
On this special segment of The Full Ratchet, the following Investors are featured: David Garcia Bradley Tusk Ted Seides We asked guests to tell the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 405: Why I Passed (Terbell and Clark, Patil, Schilling)
On this special segment of The Full Ratchet, the following Investors are featured: Jon Terbell and Ted Clark Jay Patil Mathias Schilling Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified484. Calculating the Market Size for AI, Building an "Experimentation Machine," the Bull Case for Non-Technical Founders, and the Key to PMF in the AI Age (Jeff Bussgang)
Jeff Bussgang of Flybridge Capital joins Nick to discuss Calculating the Market Size for AI, Building an "Experimentation Machine," the Bull Case for…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 404: Disruptive Forces (Abel, Patel, Shen)
On this special segment of The Full Ratchet, the following Investors are featured: Godard Abel Manish Patel Han Shen We asked guests to discuss the factor that…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 403: Key Advice (Chau, Whitmire, Garcia)
On this special segment of The Full Ratchet, the following Investors are featured: Laura Chau Mike Whitmire David Garcia We asked guests for the most important…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 402: Visionary Founders (Yunger, Tusk, Terbell and Clark)
On this special segment of The Full Ratchet, the following Investors are featured: Oren Yunger Bradley Tusk Jon Terbell and Ted Clark We asked guests to…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified483. AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents (Medha Agarwal)
Medha Agarwal of Defy joins Nick to discuss AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents. In this episode we cover: Revenue…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 401: Best LP Question (Chase, Boduch, Whitmire)
On this special segment of The Full Ratchet, the following Investors are featured: Jill Chase Eric Boduch Mike Whitmire We asked guests to share the best…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents (Casber Wang)
Casber Wang of Sapphire Ventures joins Nick to discuss How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 400: Lessons Learned (Yunger, Chau, Terbell and Clark)
On this special segment of The Full Ratchet, the following Investors are featured: Oren Yunger Laura Chau Jon Terbell and Ted Clark We asked guests to tell the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified481. Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like a Public Market Investor (Paul Madera)
Paul Madera of Meritech Capital joins Nick to discuss Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 399: Why I Passed (Whitmire, Garcia, Tusk)
On this special segment of The Full Ratchet, the following Investors are featured: Mike Whitmire David Garcia Bradley Tusk Each investor highlights a situation…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified480. The OG Seed Investor, Mike Maples Jr., on Spotting Inflection Points, Living in the Future, and Why the Best Form of Competition Is No Competition (Mike Maples)
Mike Maples of Floodgate joins Nick to discuss The OG Seed Investor, Mike Maples Jr., on Spotting Inflection Points, Living in the Future, and Why the Best…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 398: Disruptive Forces (Ralston and Patil, Schilling, Stevens)
On this special segment of The Full Ratchet, the following Investors are featured: Rusty Ralston and Jay Patil Mathias Schilling Kevin Stevens We asked guests…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified479. Inside the LP Playbook with Venture Vanguard, Chris Rizik: What Metrics Actually Matter, How to Fix Venture's Liquidity Crisis, and Why Co-Invests Are a Trap (Chris Rizik)
Chris Rizik of Renaissance Venture Capital joins Nick to discuss Inside the LP Playbook with Venture Vanguard, Chris Rizik: What Metrics Actually Matter, How…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 397: Key Advice (Ho, Yunger, Tusk)
On this special segment of The Full Ratchet, the following Investors are featured: Gregory Ho Oren Yunger Bradley Tusk We asked guests for the most important…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified478. Classical vs. Jazz Leadership, IPO Readiness & Key Metrics for a Successful Offering, Requirements for David to Beat Goliath, and Why Altman and Other Leaders are Pivoting to Open Source (Somesh Dash)
Somesh Dash of IVP joins Nick to discuss Classical vs. Jazz Leadership, IPO Readiness & Key Metrics for a Successful Offering, Requirements for David to Beat…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 396: Visionary Founders (Chau, Whitmire, Garcia)
On this special segment of The Full Ratchet, the following Investors are featured: Laura Chau Mike Whitmire David Garcia We asked guests to discuss the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified477. The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly)
Aaref Hilaly of Bain Capital Ventures joins Nick to discuss The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 395: Best LP Question (Upham, Ho, Yunger)
On this special segment of The Full Ratchet, the following Investors are featured: Phin Upham Gregory Ho Oren Yunger We asked guests to share the best question…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified476. Fixing Education with a Startup Mentality: The Innovative Micro Schools-Model Backed by Founders Fund, Khosla, and Sam Altman (Ryan Delk)
Ryan Delk of Primer joins Nick to discuss Fixing Education with a Startup Mentality: The Innovative Micro Schools-Model Backed by Founders Fund, Khosla, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 394: Lessons Learned (Chase, Boduch, Whitmire)
On this special segment of The Full Ratchet, the following Investors are featured: Jill Chase Eric Boduch Mike Whitmire We asked guests to tell the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified475. Non-Dilutive Capital That's More Flexible Than Debt, Why Ruthless Prioritization Leads to Scale, and the One Ingredient That Makes a Company Investable at Any Stage (Vince Hsieh)
Vince Hsieh of Cypress Growth Capital joins Nick to discuss Non-Dilutive Capital That's More Flexible Than Debt, Why Ruthless Prioritization Leads to Scale…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 393: Why I Passed (Ho, Yunger, Chau)
On this special segment of The Full Ratchet, the following Investors are featured: Gregory Ho Oren Yunger Laura Chau Each investor highlights a situation where…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified474. The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success (Kyle York)
Kyle York of York IE joins Nick to discuss The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success. In…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 392: Disruptive Forces (Garcia, Tusk, Seides)
On this special segment of The Full Ratchet, the following Investors are featured: David Garcia Bradley Tusk Ted Seides We asked guests to discuss the factor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified473. The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance (Alexander Niehenke)
Alexander Niehenke of Scale Venture Partners joins Nick to discuss The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 391: Key Advice (Upham, Patil, Chase)
On this special segment of The Full Ratchet, the following Investors are featured: Phin Upham Sandeep Patil Jill Chase We asked guests for the most important…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified472. DeepSeek's Impact on Other LLMs, AI's Effect on Software Engineering, Nvidia's Future, and the Next Wave of Developer-First Companies (Joseph Ruscio)
Joseph Ruscio of Heavybit joins Nick to discuss DeepSeek's Impact on Other LLMs, AI's Effect on Software Engineering, Nvidia's Future, and the Next Wave of…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 390: Visionary Founders (Roizen, Boduch, Ho)
On this special segment of The Full Ratchet, the following Investors are featured: Heidi Roizen Eric Boduch Gregory Ho We asked guests to discuss the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified471. How AI Transforms Services into Software and Revolutionizes Enterprise SaaS (Shashank Saxena)
Shashank Saxena of Sierra Ventures joins Nick to discuss How AI Transforms Services into Software and Revolutionizes Enterprise SaaS. In this episode we cover…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 389: Best LP Question (von Tobel, Felesky, Patil)
On this special segment of The Full Ratchet, the following Investors are featured: Alexa von Tobel Adam Felesky Sandeep Patil We asked guests to share the best…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified470. The Former CTO of Meta on DeepSeek, Lessons from Zuckerberg, The Next $10T Market Opportunity, and the Impact of DeepTech on Energy Costs and Climate Change (Mike Schroepfer)
Mike Schroepfer of Gigascale Capital joins Nick to discuss The Former CTO of Meta on DeepSeek, Lessons from Zuckerberg, The Next $10T Market Opportunity, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 388: Lessons Learned (Roizen, Upham, Ho)
On this special segment of The Full Ratchet, the following Investors are featured: Heidi Roizen Phin Upham Gregory Ho We asked guests to tell the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified469. Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of Payments (Daniela Binatti)
Daniela Binatti of Pismo joins Nick to discuss Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 387: Why I Passed (Patil, Chase, Boduch)
On this special segment of The Full Ratchet, the following Investors are featured: Sandeep Patil Jill Chase Eric Boduch Each investor highlights a situation…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified468. When Product-Market-Fit Isn't Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 386: Disruptive Forces (Yunger, Chau, Whitmire)
On this special segment of The Full Ratchet, the following Investors are featured: Oren Yunger Laura Chau Mike Whitmire We asked guests to discuss the factor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified467. Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies (Barry Schuler)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 385: Key Advice (Inkinen, Roizen, Boduch)
On this special segment of The Full Ratchet, the following Investors are featured: Sami Inkinen Heidi Roizen Eric Boduch We asked guests for the most important…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified466. 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 (Kevin Jiang)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 384: Visionary Founders (Upham, Patil, Chase)
On this special segment of The Full Ratchet, the following Investors are featured: Phin Upham Sandeep Patil Jill Chase We asked guests to discuss the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified465. The Villain Test, Lessons from an OG at Sequoia, Spotting Superstars at Seed, Mastering Follow-on, and the Future of Consumer Tech (Craig Shapiro)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 383: Best LP Question (Droesch, Inkinen, Roizen)
On this special segment of The Full Ratchet, the following Investors are featured: Mike Droesch Sami Inkinen Heidi Roizen We asked guests to share the best…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 382: Lessons Learned (von Tobel, Felesky, Patil)
On this special segment of The Full Ratchet, the following Investors are featured: Alexa von Tobel Adam Felesky Sandeep Patil We asked guests to tell the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 381: Why I Passed (Inkinen, Roizen, Upham)
On this special segment of The Full Ratchet, the following Investors are featured: Sami Inkinen Heidi Roizen Phin Upham Each investor highlights a situation…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedReplay - Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 380: Disruptive Forces (Droesch, Patil, Chase)
On this special segment of The Full Ratchet, the following Investors are featured: Mike Droesch Sandeep Patil Jill Chase We asked guests to discuss the factor…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedReplay - 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 (Adrian Aoun)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 379: Key Advice (Bhattacharyya, Heitzmann, von Tobel)
On this special segment of The Full Ratchet, the following Investors are featured: Ambar Bhattacharyya Rick Heitzmann Alexa von Tobel We asked guests for the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified464. 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 (Han Shen)
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…