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 348: Best LP Question (Schwerin, Walsh, Spreng)
On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Colin Walsh David Spreng We asked guests to share the best…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified433. Founding VC Firms Apax, Greycroft, and Primetime, the Keys to Unlocking Investment Value in Healthcare, and Why the Aging Population is the Biggest Opportunity in Tech (Alan Patricof & Abby Miller Levy)
Alan Patricof & Abby Miller Levy of Primetime Partners joins Nick to discuss Founding VC Firms Apax, Greycroft, and Primetime, the Keys to Unlocking Investment…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 347: Visionary Founders (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 discuss the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified432. Lessons from Building the Iconic Firm QED, the History of Fintech, the Efficiency of Carbon Vs. Silicon Processing, and Decentralizations Role in the Future of Finance (Frank Rotman)
Frank Rotman of QED Investors joins Nick to discuss Lessons from Building the Iconic Firm QED, the History of Fintech, the Efficiency of Carbon Vs. Silicon…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 346: Key Advice (Green, Beller, Jain)
On this special segment of The Full Ratchet, the following Investors are featured: Mitchell Green Morgan Beller Gaurav Jain We asked guests for the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified431. Web 3.0 Database Dominance, How to Trust Black-Box ML Models, Google's Ad Business in an LLM-First Search World, and Lessons from Looker, Monte Carlo, and MotherDuck (Tomasz Tunguz)
Tomasz Tunguz of Theory Ventures joins Nick to discuss Web 3.0 Database Dominance, How to Trust Black-Box ML Models, Google's Ad Business in an LLM-First…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 345: Disruptive Forces (Schwerin, Aoun, Rueckert)
On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Adrian Aoun Rob Rueckert We asked guests to discuss the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified430. LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and Selection (Alex Edelson)
Alex Edelson of Slipstream Investors joins Nick to discuss LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 344: Best LP Question (Kaiser, Jones, Jain)
On this special segment of The Full Ratchet, the following Investors are featured: Joe Kaiser Michael Jones Gaurav Jain We asked guests to share the best…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified429. TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers (Larsen Jensen)
Larsen Jensen of Harpoon Ventures joins Nick to discuss TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 343: Visionary Founders (Tully, Schwerin, Beller)
On this special segment of The Full Ratchet, the following Investors are featured: Tim Tully Jules Schwerin Morgan Beller We asked guests to discuss the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified428. The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference (Ashu Garg)
Ashu Garg of Foundation Capital joins Nate to discuss The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference. In…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 342: Why I Passed (Green, Walsh, Aoun)
On this special segment of The Full Ratchet, the following Investors are featured: Mitchell Green Colin Walsh Adrian Aoun Each investor highlights a situation…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified427. The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building Attentive (Brian Long)
Brian Long of Attentive joins Nate to discuss The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 341: Key Advice (Jones, Schwerin, Keidan)
On this special segment of The Full Ratchet, the following Investors are featured: Michael Jones Jules Schwerin Jon Keidan We asked guests for the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified426. 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture Cycle is Unique (David Spreng)
David Spreng of Runway Growth Capital joins Nate to discuss 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 340: Lessons Learned (Beller, Walsh, Aoun)
On this special segment of The Full Ratchet, the following Investors are featured: Morgan Beller Colin Walsh Adrian Aoun We asked guests to tell the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified425. How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access (Rob Rueckert)
Rob Rueckert of Sorenson Capital joins Nick to discuss How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 339: Disruptive Forces (Tully, Jones, Green)
On this special segment of The Full Ratchet, the following Investors are featured: Tim Tully Michael Jones Mitchell Green We asked guests to discuss the factor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified424. Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About Downstream Financing is a Mental Trap (Semyon Dukach)
Semyon Dukach of One Way Ventures joins Nick to discuss Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 338: Best LP Question (Sigalow, Wagner, Beller)
On this special segment of The Full Ratchet, the following Investors are featured: Ian Sigalow Peter Wagner Morgan Beller We asked guests to share the best…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified423. The Most Interesting Diligence Process You've Ever Heard, Why Founders Aren't Risk Takers, and Reasoning Behind The Government Blocking More M&A Than Ever Before (Todd Klein)
Todd Klein of Revolution Growth joins Nate to discuss The Most Interesting Diligence Process You've Ever Heard, Why Founders Aren't Risk Takers, and Reasoning…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 337: Visionary Founders (Stack, Kaiser, Green)
On this special segment of The Full Ratchet, the following Investors are featured: Risa Stack Joe Kaiser Mitchell Green We asked guests to discuss the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified422. How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing (Pete Flint)
Pete Flint of NFX joins Nate to discuss How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 336: Key Advice (Sigalow, Lynn, Tully)
On this special segment of The Full Ratchet, the following Investors are featured: Ian Sigalow Rebecca Lynn Tim Tully We asked guests for the most important…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified421. 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)
Adrian Aoun of Forward joins Nick to discuss Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 335: Why I Passed (Schwerin, Keidan, Beller)
On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Jon Keidan Morgan Beller Each investor highlights a situation…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified420. Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising Advice for DeepTech Startups (Raffi Garabedian)
Raffi Garabedian of Electric Hydrogen joins Nate to discuss Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 334: Lessons Learned (Wagner, Lyman, Jones)
On this special segment of The Full Ratchet, the following Investors are featured: Peter Wagner Lily Lyman Michael Jones We asked guests to tell the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified419. Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion (Colin Walsh)
Colin Walsh of Varo Bank joins Nate to discuss Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion. In…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 333: Disruptive Forces (Neumann, Kaiser, Beller)
On this special segment of The Full Ratchet, the following Investors are featured: Jerry Neumann Joe Kaiser Morgan Beller We asked guests to discuss the factor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified418. Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to Past Paradigm Shifts (Gaurav Jain)
Gaurav Jain of Afore Capital joins Nate to discuss Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to Past…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 332: Best LP Question (Stack, Tully, Green)
On this special segment of The Full Ratchet, the following Investors are featured: Risa Stack Tim Tully Mitchell Green We asked guests to share the best…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified417. Is Cerebral Valley the True Mecca for AI or Just Hype, How the FTX Meltdown Could Benefit Crypto in the Long Run, and The Pros and Cons of Taking on Elon Musk and Jeff Bezos (Morgan Beller)
Morgan Beller of NFX joins Nick to discuss Is Cerebral Valley the True Mecca for AI or Just Hype, How the FTX Meltdown Could Benefit Crypto in the Long Run…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 331: Visionary Founders (Lyman, Jones, Keidan)
On this special segment of The Full Ratchet, the following Investors are featured: Lily Lyman Michael Jones Jon Keidan We asked guests to discuss the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified416. 2024 Predictions P2: Bullish/Bearish on Acquisitions, First-Time Founders, Neobanks, PLG, Gaming, Cleantech, Venture GPT, Cyber, and A&D (Ramy Adeeb)
Ramy Adeeb of 1984 Ventures joins Nick to discuss 2024 Predictions P2: Bullish/Bearish on Acquisitions, First-Time Founders, Neobanks, PLG, Gaming, Cleantech…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 330: Key Advice (Ding, Wagner, Kaiser)
On this special segment of The Full Ratchet, the following Investors are featured: Shensi Ding Peter Wagner Joe Kaiser We asked guests for the most important…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified415. 2024 Predictions P1: A Perfect Storm for Crisis, Feast & Famine in VC, Big Tech AI vs. Startup AI, and How LLMs Become the Ultimate Accelerant & Tax on Venture (Ramy Adeeb)
Ramy Adeeb of 1984 Ventures joins Nick to discuss 2024 Predictions P1: A Perfect Storm for Crisis, Feast & Famine in VC, Big Tech AI vs. Startup AI, and How…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedReplay - Raising a Fund via General Solicitation & Twitter, The Challenges (and benefits) of Rolling Funds, and Facing the Reality of Diversity in VC (McKeever "Mac" Conwell II)
In this special replay episode McKeever "Mac" Conwell II of RareBreed Ventures joins Nick to discuss Raising a Fund via General Solicitation & Twitter, How…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 329: Lessons Learned (Stack, Tully, Green)
On this special segment of The Full Ratchet, the following Investors are featured: Risa Stack Tim Tully Mitchell Green We asked guests to tell the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedReplay - 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)
In this special replay episode Grace Isford of Canvas Ventures joins Nick on a special Crisis Coverage installment to discuss the GTM Playbook; Building a…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedReplay - 1st Institutional VC Fund Raised– Key Learnings (Semil Shah)
In this special replay episode Semil Shah of Haystack joins Nick to discuss 1st Institutional VC Fund Raised– Key Learnings. We address questions including…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 328: Why I Passed (Wagner, Lyman, Jones)
On this special segment of The Full Ratchet, the following Investors are featured: Peter Wagner Lily Lyman Michael Jones Each investor highlights a situation…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedReplay - Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill (Ed Sim)
In this special replay episode Ed Sim of Boldstart ventures joins Nick to discuss Maintaining a Disciplined Fund Size and Strategy, The Rise of NYC Tech, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedReplay - How to Angel Invest like the Best, Part 1 & 2 (Jason Calacanis)
In this special replay episode Jason Calacanis joins Nick to discuss his new book and his secrets to successful angel investing. We address questions…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 327: Disruptive Forces (Ehrenberg, Duesterhoeft, Stack)
On this special segment of The Full Ratchet, the following Investors are featured: Roger Ehrenberg Sebastian Duesterhoeft Risa Stack We asked guests to discuss…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified414. The Consumer Investing Framework, The Importance of Building a Brand, And Tactical Advice for Founders on how to find Product-Market Fit (Jon Keidan)
Jon Keidan of Torch Capital joins Nate to discuss The Consumer Investing Framework, The Importance of Building a Brand, And Tactical Advice for Founders on how…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 326: Best LP Question (Cowgill, Neumann, Lyman)
On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Jerry Neumann Lily Lyman We asked guests to share the best…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified413. How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market (Jules Schwerin)
Jules Schwerin of RTP Global joins Nate to discuss How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 325: Why I Passed (Stack, Kaiser, Tully)
On this special segment of The Full Ratchet, the following Investors are featured: Risa Stack Joe Kaiser Tim Tully Each investor highlights a situation where…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified412. The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the Key to Raising Capital (Mitchell Green)
Mitchell Green of Lead Edge Capital joins Nick to discuss The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the Key to…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 324: Visionary Founders (Lynn, Sigalow, Wagner)
On this special segment of The Full Ratchet, the following Investors are featured: Rebecca Lynn Ian Sigalow Peter Wagner We asked guests to discuss the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified411. Lessons from Liquid Death and Dollar Shave, Why X's Super-App Strategy is Flawed, Building Through Influence, and The Power of Observation (Michael Jones)
Michael Jones of Science Ventures joins Nick to discuss Lessons from Liquid Death and Dollar Shave, Why X's Super-App Strategy is Flawed, Building Through…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 323: Key Advice (Ehrenberg, Duesterhoeft, Lyman)
On this special segment of The Full Ratchet, the following Investors are featured: Roger Ehrenberg Sebastian Duesterhoeft Lily Lyman We asked guests for the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)
Tim Tully of Menlo Ventures joins Nate to discuss Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 322: Lessons Learned (Ding, Lynn, Kaiser)
On this special segment of The Full Ratchet, the following Investors are featured: Shensi Ding Rebecca Lynn Joe Kaiser We asked guests to tell the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified409. Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticalization of Big Data (Joe Kaiser)
Joe Kaiser of Mercato joins Nate to discuss Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticalization of…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 321: Disruptive Forces (Cowgill, Wagner, Lyman)
On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Peter Wagner Lily Lyman We asked guests to discuss the factor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified408. Workflow automation, LLMs impact on the Future of Work, Why Proprietary Data-Sets Will Win, How Business Models Will Change with AI, Why VCs should Focus on Revenue Growth and Not Markups (Lily Lyman)
Lily Lyman of Underscore joins Nick to discuss Workflow automation, LLMs impact on the Future of Work, Why Proprietary Data-Sets Will Win, How Business Models…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 320: Post Mortems (Susan, Bahat, Moatti)
On this special segment of The Full Ratchet, the following Investors are featured: Lior Susan Roy Bahat SC Moatti Each investor discusses a portfolio company…