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 378: Visionary Founders (Felesky, Droesch, Inkinen)
On this special segment of The Full Ratchet, the following Investors are featured: Adam Felesky Mike Droesch Sami Inkinen We asked guests to discuss the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified463. 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 (Manish Patel)
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 Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 377: Best LP Question (Nozad, Joaquin, Heitzmann)
On this special segment of The Full Ratchet, the following Investors are featured: Pejman Nozad James Joaquin Rick Heitzmann We asked guests to share the best…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified462. The Founder and CEO of G2 on AI's Impact on Enterprise SaaS, How to Embrace the Climb, and Insights on Managing Through Crisis (Godard Abel)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 376: Lessons Learned (Bhattacharyya, Droesch, Inkinen)
On this special segment of The Full Ratchet, the following Investors are featured: Ambar Bhattacharyya Mike Droesch Sami Inkinen We asked guests to tell the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified461. The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC (Kevin Stevens)
Kevin Stevens of Energize Capital joins Nick to discuss The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 375: Why I Passed (Heitzmann, Von Tobel, Felesky)
On this special segment of The Full Ratchet, the following Investors are featured: Rick Heitzmann Alexa Von Tobel Adam Felesky Each investor highlights a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified460. 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 (Mathias Schilling)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 374: Disruptive Forces (Inkinen, Roizen, Upham)
On this special segment of The Full Ratchet, the following Investors are featured: Sami Inkinen Heidi Roizen Phin Upham We asked guests to discuss the factor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified459. 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 (Rusty Ralston and Jay Patil)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 373: Key Advice (Holloway, Felesky, Droesch)
On this special segment of The Full Ratchet, the following Investors are featured: Katelin Holloway Adam Felesky Mike Droesch We asked guests for the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified458. Lessons from Top Allocators, David Swensen's Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting (Ted Seides)
Ted Seides of Capital Allocators joins Nick to discuss Lessons from Top Allocators, David Swensen's Principles for Investment, Insights on Private Equity…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 372: Visionary Founders (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 to…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified457. Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics (Justin Izzo)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 371: Best LP Question (Strebulaev, Yormak, Holloway)
On this special segment of The Full Ratchet, the following Investors are featured: Ilya Strebulaev Jake Yormak Katelin Holloway We asked guests to share the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified456. 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 (Jon Terbell and Ted Clark)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 370: Lessons Learned (Nozad, Joaquin, Heitzmann)
On this special segment of The Full Ratchet, the following Investors are featured: Pejman Nozad James Joaquin Rick Heitzmann We asked guests to tell the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified455. From Campaigns to Code: The Intersection of Tech, Politics, and Regulation (Bradley Tusk)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 369: Why I Passed (Yormak, Bhattacharyya, Holloway)
On this special segment of The Full Ratchet, the following Investors are featured: Jake Yormak Ambar Bhattacharyya Katelin Holloway Each investor highlights a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified454. 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 (David Garcia)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 368: Disruptive Forces (Klein, Joaquin, Felesky)
On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein James Joaquin Adam Felesky We asked guests to discuss the factor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified453. 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 (Mike Whitmire)
Mike Whitmire of FloQast joins Nick to discuss Building and Scaling in Unsexy Spaces, The Next Generation of AI-Based Accounting, Backchanneling your…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 367: Key Advice (Rueckert, Patricof, Strebulaev)
On this special segment of The Full Ratchet, the following Investors are featured: Rob Rueckert Alan Patricof Ilya Strebulaev We asked guests for the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified452. Consumer Headwinds, Whether AI Revenue Will Catch up with Infra Spend, and Are Creative "Takeunders" the Solution to Lina Khan's FTC Agenda (Laura Chau)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 366: Visionary Founders (Strebulaev, Nozad, Joaquin)
On this special segment of The Full Ratchet, the following Investors are featured: Ilya Strebulaev Pejman Nozad James Joaquin We asked guests to discuss the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified451. 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? (Oren Yunger)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 365: Best LP Question (Tunguz, Rotman, Patricof & Levy)
On this special segment of The Full Ratchet, the following Investors are featured: Tomasz Tunguz Frank Rotman Alan Patricof & Abby Miller Levy We asked guests…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified450. The Former CFO of McKinsey on AI, Quantum Computing, BioEngineering, and Why Social Impact Can be the Key to Investment Success (Gregory Ho)
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 Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 364: Disruptive Forces (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 to…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified449. 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 (Eric Boduch)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 363: Key Advice (Tunguz, Nozad, Joaquin)
On this special segment of The Full Ratchet, the following Investors are featured: Tomasz Tunguz Pejman Nozad James Joaquin We asked guests for the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified448. 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 (Jill Chase)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 362: Lessons Learned (Patricof, Strebulaev, Yormak)
On this special segment of The Full Ratchet, the following Investors are featured: Alan Patricof Ilya Strebulaev Jake Yormak We asked guests to tell the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified447. From India to IPO: Cracking the Code of Cross-Border FinTech Investments, Regulation, and Market Dynamics (Sandeep Patil)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 361: Why I Passed (Jensen, Nozad, Joaquin)
On this special segment of The Full Ratchet, the following Investors are featured: Larsen Jensen Pejman Nozad James Joaquin Each investor highlights a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified446. Why Fewer is Better; Pursuing a Frictionless World, The Value in Reframing Everything (Phin Upham)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 360: Visionary Founders (Tunguz, Rotman, Levy)
On this special segment of The Full Ratchet, the following Investors are featured: Tomasz Tunguz Frank Rotman Abby Miller Levy We asked guests to discuss the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified445. Secrets of a Serial Entrepreneur and VC: Fraudulent Founders, Radical Recaps, C-suite Shuffles, and Reviving Dysfunctional Boards (Heidi Roizen)
Heidi Roizen of Threshold Ventures joins Nick to discuss Secrets of a Serial Entrepreneur and VC: Fraudulent Founders, Radical Recaps, C-suite Shuffles, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 359: Best LP Question (Klein, Jensen, Edelson)
On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein Larsen Jensen Alex Edelson We asked guests to share the best…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified444. 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 (Sami Inkinen)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 358: Disruptive Forces (Levy, Strebulaev, Nozad)
On this special segment of The Full Ratchet, the following Investors are featured: Abby Miller Levy Ilya Strebulaev Pejman Nozad We asked guests to discuss the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified443. 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 (Mike Droesch)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 357: Key Advice (Klein, Jensen, Edelson)
On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein Larsen Jensen Alex Edelson We asked guests for the most important…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified442. 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 (Adam Felesky)
Adam Felesky of Portage joins Nick to discuss The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 356: Lessons Learned (Rueckert, Tunguz, Rotman)
On this special segment of The Full Ratchet, the following Investors are featured: Rob Rueckert Tomasz Tunguz Frank Rotman We asked guests to tell the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified441. 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 (Alexa von Tobel)
Alexa von Tobel of Inspired Capital joins Nick to discuss ID'ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 355: Why I Passed (Klein, Patricof, Strebulaev)
On this special segment of The Full Ratchet, the following Investors are featured: Todd Klein Alan Patricof Ilya Strebulaev Each investor highlights a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified440. 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 (Rick Heitzmann)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified439. The Question that Every Investor Should Ask, Teasing out the Characteristics of Generational Founders, and Recruiting Lessons from 1000+ Interviews (Katelin Holloway)
Katelin Holloway of Seven Seven Six joins Nate to discuss The Question that Every Investor Should Ask, Teasing out the Characteristics of Generational…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 353: Best LP Question (Aoun, Dukach, Rueckert)
On this special segment of The Full Ratchet, the following Investors are featured: Adrian Aoun Semyon Dukach Rob Rueckert We asked guests to share the best…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified438. 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)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 352: Disruptive Forces (Jensen, Edelson, Tunguz)
On this special segment of The Full Ratchet, the following Investors are featured: Larsen Jensen Alex Edelson Tomasz Tunguz We asked guests to discuss the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified437. Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack (Jake Yormak)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 351: Key Advice (Walsh, Aoun, Dukach)
On this special segment of The Full Ratchet, the following Investors are featured: Colin Walsh Adrian Aoun Semyon Dukach We asked guests for the most important…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified436. Solving the World's Toughest Problems, the Ethics of AI, and the Rise of Generative Science (James Joaquin)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 350: Lessons Learned (Spreng, Jensen, Edelson)
On this special segment of The Full Ratchet, the following Investors are featured: David Spreng Larsen Jensen Alex Edelson We asked guests to tell the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified435. How a Sports Journalist, Car Washer, and Rug Salesman Built a Tier 1 VC Firm (Pejman Nozad)
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…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 349: Why I Passed (Rueckert, Tunguz, Rotman)
On this special segment of The Full Ratchet, the following Investors are featured: Rob Rueckert Tomasz Tunguz Frank Rotman Each investor highlights a situation…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified434. Deconstructing the Venture Mindset -- The Data and Decision-Making Driving Top Tier Investing (Ilya Strebulaev)
Ilya Strebulaev co-author of the Venture Mindset joins Nick to discuss Deconstructing the Venture Mindset -- The Data and Decision-Making Driving Top Tier…