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 Demystified407. Lessons from Seed Investing in Snowflake and Gong, Why the Next Super-Cycle is Here and How to Invest in It, and Insights on Firm Building, Decision Making, and Talent Spotting (Peter Wagner)
Peter Wagner of Wing VC joins Nick to discuss Lessons from Seed Investing in Snowflake and Gong, Why the Next Super-Cycle is Here and How to Invest in It, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 319: Best LP Question (Ehrenberg, Duesterhoeft, Lynn)
On this special segment of The Full Ratchet, the following Investors are featured: Roger Ehrenberg Sebastian Duesterhoeft Rebecca Lynn We asked guests to share…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified406. Why Good Marketing Beats Good Product, Emerging Use Cases for AI, and Tactical Advice for Founder to Build Their GTM (Rebecca Lynn)
Rebecca Lynn of Canvas Ventures joins Nate to discuss Why Good Marketing Beats Good Product, Emerging Use Cases for AI, and Tactical Advice for Founder to…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 318: Strange & Unusual (Bannon, Lerer, Kimerling)
On this special segment of The Full Ratchet, the following Investors are featured: Maren Bannon Ben Lerer Dan Kimerling Each investor describes the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified405. How to Instill a Culture of Speed, Lessons from Scaling Merge to 8000 Customers, and the Future of Software Integration (Shensi Ding)
Shensi Ding of Merge joins Nate to discuss How to Instill a Culture of Speed, Lessons from Scaling Merge to 8000 Customers, and the Future of Software…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 317: Lessons Learned (Cowgill, Ehrenberg, Zalman)
On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Roger Ehrenberg Elizabeth Zalman We asked guests to tell the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified404. Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Tooling vs. AI Platforms; and the Search for the Next Form Factor Amidst Smart-phone Saturation (Ian Sigalow)
Ian Sigalow of Greycroft joins Nick to discuss Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Tooling vs…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 316: Why I Passed (Lerer, Duesterhoeft, Sigalow)
On this special segment of The Full Ratchet, the following Investors are featured: Ben Lerer Sebastian Duesterhoeft Ian Sigalow Each investor highlights a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified403. Can BioTech Extend Life to 150 Years? Gene Editing, and Investing in the Future of Life Sciences (Risa Stack)
Risa Stack of The Production Board joins Nate to discuss Can BioTech Extend Life to 150 Years? Gene Editing, and Investing in the Future of Life Sciences. In…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 315: Visionary Founders (Cowgill, Ehrenberg, Neumann)
On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Roger Ehrenberg Jerry Neumann We asked guests to discuss the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified402. Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent (Sebastian Duesterhoeft)
Sebastian Duesterhoeft of Lightspeed Venture Partners joins Nate to discuss Are Software Businesses Defensible? What is the S curve and How to Time it, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 314: What's Next (Kimerling, Akhund, Borumand)
On this special segment of The Full Ratchet, the following Investors are featured: Dan Kimerling Immad Akhund Cameron Borumand Each investor discusses sectors…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified401. Founder Vs. Investor – A debate between an Experienced Founder and the VC that Backed Her (Jerry Neumann and Elizabeth Zalman)
Jerry Neumann and Elizabeth Zalman of Neu Venture Capital/Crane Venture Partners join Nick to discuss Founder Vs. Investor – A debate between an Experienced…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 313: Why I Passed (Cowgill, Ehrenberg, Neumann)
On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Roger Ehrenberg Jerry Neumann Each investor highlights a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified400. Building and Leaving the Iconic Seed Firm IA, Mastering Reserve Strategy, Investing in Sports and the Next Wave of Entertainment, and Analyzing the Pysche of Unicorn Founders (Roger Ehrenberg)
Roger Ehrenberg of Eberg Capital joins Nick to discuss Building and Leaving the Iconic Seed Firm IA, Mastering Reserve Strategy, Investing in Sports and the…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 312: Lessons Learned (Lerer, Kimerling, Akhund)
On this special segment of The Full Ratchet, the following Investors are featured: Ben Lerer Dan Kimerling Immad Akhund Each investor illustrates a critical…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified399. Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to the Hype? (John Cowgill)
John Cowgill of Costanoa Ventures joins Nate to discuss Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to the…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 311: Why I Passed (Biederman, Kaul, Susan)
On this special segment of The Full Ratchet, the following Investors are featured: Rob Biederman Samir Kaul Lior Susan Each investor highlights a situation…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified398. Behind the Scenes at Mercury During the SVB Crisis, Tactical Fundraising Advice for Founders, Lessons from 300+ Angel Investments (Immad Akhund)
Immad Akhund of Mercury joins Nate to discuss Behind the Scenes at Mercury During the SVB Crisis, Tactical Fundraising Advice for Founders, Lessons from 300+…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 310: Post Mortems (Agarwal, Lerer, Kimerling)
On this special segment of The Full Ratchet, the following Investors are featured: Ajay Agarwal Ben Lerer Dan Kimerling Each investor discusses a portfolio…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified397. Defying the VC Orthodox, Re-inventing Financial Services, Picking Righteousness Over Returns, and Why VCs Should be More Like Rick Rubin and Less Like Don Wilson (Dan Kimerling)
Dan Kimerling of Deciens Capital joins Nick to discuss Defying the VC Orthodox, Re-inventing Financial Services, Picking Righteousness Over Returns, and Why…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 309: Strange & Unusual (Wilk, Susan, Kaul)
On this special segment of The Full Ratchet, the following Investors are featured: Jason Wilk Lior Susan Samir Kaul Each investor describes the most unusual…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified396. Scaling Dave to IPO, How to Recruit a Word Class Team, And Predictions for the Future of FinTech (Jason Wilk)
Jason Wilk of Dave joins Nate to discuss Scaling Dave to IPO, How to Recruit a Word Class Team, And Predictions for the Future of FinTech. In this episode we…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 308: Why I Passed (Agarwal, Barnes, Kimerling)
On this special segment of The Full Ratchet, the following Investors are featured: Ajay Agarwal Brian Barnes Dan Kimerling Each investor highlights a situation…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified395. How to Thrive in a Down Market; Investing through the AI Hype Cycle; and Consumer Exits and Key Lessons from Warby Parker, MIRROR, Casper, Allbirds, and Oscar (Ben Lerer)
Ben Lerer of Lerer Hippeau joins Nick to discuss How to Thrive in a Down Market; Investing through the AI Hype Cycle; and Consumer Exits and Key Lessons from…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 307: What's Next (Kaul, Susan, Lerer)
On this special segment of The Full Ratchet, the following Investors are featured: Samir Kaul Lior Susan Ben Lerer Each investor discusses sectors, drivers…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified394. Scaling to Exit Without Venture Capital, Why VCs Might be Incentivizing the Wrong Type of Company Building, and How GenAI Will Shape the Future of Media Businesses
David Tao of BarBend joins Nate to discuss Scaling to Exit Without Venture Capital, Why VCs Might be Incentivizing the Wrong Type of Company Building, and How…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 306: Strange & Unusual (Biederman, Agarwal, Barnes)
On this special segment of The Full Ratchet, the following Investors are featured: Rob Biederman Ajay Agarwal Brian Barnes Each investor describes the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified393. The $40T Opportunity Investing in Physical Industries, The Framework for Investing in Hardware, and Lessons Learned from Industry Legend, Pierre Lamond (Lior Susan)
Lior Susan of Eclipse Ventures joins Nate to discuss The $40T Opportunity Investing in Physical Industries, The Framework for Investing in Hardware, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 305: Lessons Learned (Conrad, Kaul, Susan)
On this special segment of The Full Ratchet, the following Investors are featured: Tony Conrad Samir Kaul Lior Susan Each investor illustrates a critical…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified392. Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech (Samir Kaul)
Samir Kaul of Khosla Ventures joins Nick to discuss Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 304: What's Next (Biederman, Agarwal, Barnes)
On this special segment of The Full Ratchet, the following Investors are featured: Rob Biederman Ajay Agarwal Brian Barnes Each investor discusses sectors…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified391. Building the Finance SuperApp, Modernizing Risk Underwriting, Revolutionizing Wealth Management, and Rocketing from Seed to Unicorn in 5 Years (Brian Barnes)
Brian Barnes of M1 Finance joins Nick to discuss Building the Finance Super App, Modernizing Risk Underwriting, Revolutionizing Wealth Management, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 303: Post Mortems (Tisch, Conrad, Kaul)
On this special segment of The Full Ratchet, the following Investors are featured: David Tisch Tony Conrad Samir Kaul Each investor discusses a portfolio…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified390. The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds (Ajay Agarwal)
Ajay Agarwal of Bain Capital Ventures joins Nick to discuss The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 302: Lessons Learned (Tarczynski, Agarwal, Barnes)
On this special segment of The Full Ratchet, the following Investors are featured: Eric Tarczynski Ajay Agarwal Brian Barnes Each investor illustrates a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified389. The Surprising Challenge of Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, and Why Most Companies Are Overstaffed (Rob Biederman)
Rob Biederman of Asymmetric joins Nate to discuss The Surprising Challenge of Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, and Why…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 301: Lessons Learned (Zullo, Dockery, Biederman)
On this special segment of The Full Ratchet, the following Investors are featured: Rick Zullo Catharine Dockery Rob Biederman Each investor illustrates a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified388. The True Legend, Tony Conrad, on Avoiding Attribution, The 50.1% Rule of Life, How to Invest in Red Oceans, and Why Investor Inaction is Often Best (Tony Conrad)
Tony Conrad of True Ventures joins Nick to discuss Avoiding Attribution, The 50.1% Rule of Life, How to Invest in Red Oceans, and Why Investor Inaction is…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 300: Post Mortems (Eylath, Harrison, Pruden)
On this special segment of The Full Ratchet, the following Investors are featured: Nadav Eylath Kyle Harrison Alex Pruden Each investor discusses a portfolio…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified387. Why Now is the Best Time to be Investing in Crypto and Web3, What's Next in NFTs, and The Future of Crypto Regulation (David Pakman)
David Pakman of Coinfund joins Nate to discuss Why Now is the Best Time to be Investing in Crypto and Web3, What's Next in NFTs, and The Future of Crypto…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 299: Why I Passed (Tisch, Chan & Ebrahimi, Conrad)
On this special segment of The Full Ratchet, the following Investors are featured: David Tisch Wesley Chan & Pegah Ebrahimi Tony Conrad Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified386. Finding Product Market Fit As a Venture Firm, How to Identify World-Class Founders Before Anyone Else, And Debating Whether or Not Venture Has Hit The Bottom (Kyle Harrison and Eric Tarczynski)
Kyle Harrison and Eric Tarczynski of Contrary Capital join Nate to discuss Finding Product Market Fit As a Venture Firm, How to Identify World-Class Founders…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 298: Strange & Unusual (Zullo, Shakir, Andelman)
On this special segment of The Full Ratchet, the following Investors are featured: Rick Zullo Deena Shakir Jim Andelman Each investor describes the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified385. Why AI is Still Being Underhyped, Innovating at the Hardware Layer, and Why the Future of AI is Open Source (Rodrigo Liang)
Rodrigo Liang of SambaNova Systems joins Nate to discuss The Future of Generative AI, Innovating at the Hardware Layer, and the Path to Artificial General…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 297: What's Next (Dockery, Tisch, Harrison)
On this special segment of The Full Ratchet, the following Investors are featured: Catharine Dockery David Tisch Kyle Harrison Each investor discusses sectors…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified384. Building with a 100-Year Vision, Getting to Conviction in Canva, the Mission-Driven Mindset, and Lessons from the Legend, Bill Campbell (Wes Chan and Pegah Ebrahimi)
Wes Chan and Pegah Ebrahimi of FPV Ventures join Nick to discuss Building with a 100-Year Vision, Getting to Conviction in Canva, the Mission-Driven Mindset…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 296_ Lessons Learned (Shakir, Tisch, Chan & Ebrahi)
On this special segment of The Full Ratchet, the following Investors are featured: Deena Shakir David Tisch Wes Chan & Pegah Ebrahimi Each investor illustrates…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified383. The Fallout of First Republic and SVB and its Implications on Tech, The Algorithm Behind the Midas List, and Will AI Actually Replace Journalists? (Alex Konrad)
Alex Konrad of Forbes joins Nick to discuss The Fallout of First Republic and SVB and its Implications on Tech, The Algorithm Behind the Midas List, and Will…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 295: Why I Passed (Andelman, Dockery, Tarczynski)
On this special segment of The Full Ratchet, the following Investors are featured: Jim Andelman Catharine Dockery Eric Tarczynski Each investor highlights a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified382. Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social (David Tisch)
David Tisch of Box Group joins Nick to discuss Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social. In…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 294: What's Next (Chan & Ebrahim, Shakir, Zullo)
On this special segment of The Full Ratchet, the following Investors are featured: Wesley Chan & Pegah Ebrahimi Deena Shakir Rick Zullo Each investor discusses…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified381. The Opportunity in Gen Z, Deciphering Signal From the Noise in Generative AI, and The Future of Work (Rex Woodbury)
Rex Woodbury of Index joins Nate to discuss The Opportunity in Gen Z, Deciphering Signal From the Noise in Generative AI, and The Future of Work. In this…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified380. The Lux Capital Playbook, Deeptech and The Application Layer, and What the Future Holds for Digital Health (Deena Shakir)
Deena Shakir of Lux Capital joins Nick to discuss The Lux Capital Playbook, Deeptech and The Application Layer, and What the Future Holds for Digital Health…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 293: Post Mortems (Andelman, Chan & Ebrahi, Liang)
On this special segment of The Full Ratchet, the following Investors are featured: Jim Andelman Wes Chan & Pegah Ebrahimi Rodrigo Liang Each investor discusses…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 292: Lessons Learned (Zullo, Shakir, Pruden)
On this special segment of The Full Ratchet, the following Investors are featured: Rick Zullo Deena Shakir Alex Pruden Each investor illustrates a critical…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified379. 85% Graduation from Seed to Series A, SaaS Metric Mastery, The Right Time to Stop Founder-Led Sales, and Advice for Emerging Managers (Jim Andelman)
Jim Andelman of Bonfire Ventures joins Nick to discuss 85% Graduation from Seed to Series A, SaaS Metric Mastery, The Right Time to Stop Founder-Led Sales, and…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 291: Why I Passed (Ross, Shakir, Zullo)
On this special segment of The Full Ratchet, the following Investors are featured: Kristi Ross Deena Shakir Rick Zullo Each investor highlights a situation…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified378. Betting on "Bad" Industries, the opportunity in Alcohol, Nicotine, SexTech and other vices, and Why Early Stage Investors Should Avoid Consumer Investing (Catharine Dockery)
Catharine Dockery of Vice Ventures joins Nick to discuss Betting on "Bad" Industries, the opportunity in Alcohol, Nicotine, SexTech and other vices, and Why…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 290: What's Next (Andelman, Hershenson, Pruden)
On this special segment of The Full Ratchet, the following Investors are featured: Jim Andelman Mar Hershenson Alex Pruden Each investor discusses sectors…