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 Demystified377. From Special Forces to Leading Aleo, The Bull Case for Crypto and Web 3, and The Future of the Internet (Alex Pruden)
Alex Pruden of Aleo joins Nate to discuss From Special Forces to Leading Aleo, The Bull Case for Crypto and Web 3, and The Future of the Internet. In this…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 289: Post Mortems (Schlacks, Hershenson, Zullo)
On this special segment of The Full Ratchet, the following Investors are featured: Willy Schlacks Mar Hershenson Rick Zullo Each investor discusses a portfolio…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified376. Architecting a Thesis-Driven Philosophy, Why There's Riches in Niches, How Founder-Market Fit is Changing, and Building the Largest Community of Emerging Managers (Rick Zullo)
Rick Zullo of Equal Ventures joins Nick to discuss Architecting a Thesis-Driven Philosophy, Why There's Riches in Niches, How Founder-Market Fit is Changing…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 288: Strange & Unusual (Eylath, Ross, Hershenson)
On this special segment of The Full Ratchet, the following Investors are featured: Nadav Eylath Kristi Ross Mar Hershenson Each investor describes the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified375. Founding Unicorn Startup Alloy, How to Scale a Go To Market Strategy, and The Next 10 Years in FinTech (Laura Spiekerman)
Laura Spiekerman of Alloy joins Nate to discuss What Does the Future of Fintech Hold? Insights on Growth, Fraud, and Community Banking. In this episode we…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 287: Lessons Learned (Ross, Viswanathan, Alon)
On this special segment of The Full Ratchet, the following Investors are featured: Kristi Ross Ravi Viswanathan Oz Alon Each investor illustrates a critical…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified374. Key Drivers in Cloud and Security, Wiz's Unconventional GTM Decision, Insights on Earnings Predictability, and Lessons from Datadog, Discord, Slack and Coalition (Shardul Shah)
Shardul Shah of Index Ventures joins Nick to discuss Assessing an entrepreneur's imagination. What are the metrics and characteristics that demonstrate product…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 286: Why I Passed (Lefcourt, Hershenson, Viswanathan)
On this special segment of The Full Ratchet, the following Investors are featured: Jenny Lefcourt Mar Hershenson Ravi Viswanathan Each investor highlights a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified373. Bootstrapping to a Billion Dollar Exit, The History of Options Trading, Competing Against Robinhood, and How to Build a Brokerage Content Machine (Kristi Ross)
Kristi Ross of tastytrade joins Nick to discuss Bootstrapping to a Billion Dollar Exit, The History of Options Trading, Competing Against Robinhood, and How to…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 285: Post Mortems (Draper, Lefcourt, Sugden)
On this special segment of The Full Ratchet, the following Investors are featured: Tim Draper Jenny Lefcourt Chris Sugden Each investor discusses a portfolio…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified372. The $30 Trillion Dollar Market Opportunity, Formulas for Successful Consumer Investing, and The Current Macro Environment(Dan Ahrens)
Dan Ahrens of Left Lane Capital joins Nate to discuss The $30 Trillion Dollar Market Opportunity, Formulas for Successful Consumer Investing, and the Current…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 284: What's Next (O'Malley, Viswanathan, Schlacks)
On this special segment of The Full Ratchet, the following Investors are featured: Brian O'Malley Ravi Viswanathan Willy Schlacks Each investor discusses…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified371. Are Founders Born or Made?, What it Takes to Raise a Series A in 2023, and Weighing the Balance of Unit Economics vs Growth (Mar Hershenson)
Mar Hershenson of Pear VC joins Nick to discuss Are Founders Born or Made?, What it Takes to Raise a Series A in 2023, and Weighing the Balance of Unit…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 283: Why I Passed (Mejia Hernandez, Wroblewski, Burnham)
On this special segment of The Full Ratchet, the following Investors are featured: Samara Mejia Hernandez Julie Wroblewski Brad Burnham Each investor…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified370. Why 8VC's Incubation Model Works, the Most Unique Culture in Venture Capital, and Investing at the Intersection of PE and VC (Drew Oetting)
Drew Oetting of 8VC joins Nick to discuss Why 8VC's Incubation Model Works, the Most Unique Culture in Venture Capital, and Investing at the Intersection of PE…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 282: Strange & Unusual (Viswanathan, Lefcourt, Alon)
On this special segment of The Full Ratchet, the following Investors are featured: Ravi Viswanathan Jenny Lefcourt Oz Alon Each investor describes the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified369. What Consumer Founders Often Get Wrong, How to Build a Culture that Breeds Creativity, and Scaling Bark to IPO (Henrik Werdelin)
Henrik Werdelin of BARK joins Nate to discuss What Consumer Founders Often Get Wrong, How to Build a Culture that Breeds Creativity, and Scaling Bark to IPO…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 281: Lessons Learned (Kadavy, Burnham, Hamed)
On this special segment of The Full Ratchet, the following Investors are featured: Annie Kadavy Brad Burnham Ali Hamed Each investor illustrates a critical…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified368. From a Bar Owner to $100M+ ARR, How an Outsider Navigated Silicon Valley, Raising through Peaks and Troughs of Hype Cycles, and How to Select $B startups at the Incorporation Stage (Oz Alon & Nadav Eylath)
Oz Alon & Nadav Eylath of Honeybook & at.inc/ joins Nick to discuss From a Bar Owner to $100M+ ARR, How an Outsider Navigated Silicon Valley, Raising through…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 280: What's Next (Jones, Lefcourt, Viswanathan)
On this special segment of The Full Ratchet, the following Investors are featured: Tripp Jones Jenny Lefcourt Ravi Viswanathan Each investor discusses sectors…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified367. 2023 Predictions P2: A16Z vs. Tiger, ChatGPT vs. Google, Hot vs. Cool Sectors, and Which Big Tech Companies are Doomed (Ramy Adeeb)
Ramy Adeeb of 1984 joins Nick to discuss 2023 Predictions P2: A16Z vs. Tiger, ChatGPT vs. Google, Hot vs. Cool Sectors, and Which Big Tech Companies are…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified366. 2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Should Anti-Trust Take a Bite out of Apple (Ramy Adeeb)
Ramy Adeeb of 1984 joins Nick to discuss 2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Should…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 279: Why I Passed (Nagaraj, O'Malley, Kadavy)
On this special segment of The Full Ratchet, the following Investors are featured: Sunil Nagaraj Brian O'Malley Annie Kadavy Each investor highlights a…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 278: Post Mortems (Khera, Hamed, Viswanathan)
On this special segment of The Full Ratchet, the following Investors are featured: Neha Khera Ravi Viswanathan Ali Hamed Each investor discusses a portfolio…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified365. From Founder to Forbes Midas List, Behind the Scenes of an Intro Call, Why B2B2C is Best, and Avoiding the Leaky Funnel Trap (Jenny Lefcourt)
Jenny Lefcourt, General Partner at Freestyle Capital joins Nick to discuss Founder to Forbes Midas List, Behind the Scenes of an Intro Call, Why B2B2C is Best…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 277: Strange & Unusual (Holiday, Liaw, Sugden)
On this special segment of The Full Ratchet, the following Investors are featured: Aaron Holiday Eric Liaw Chris Sugden Each investor describes the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedReplay - The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps (Nicole Quinn)
On this special replay episode, Nicole Quinn of Lightspeed Venture Partners joins Nick to discuss The Effect of Technology on Relationships, The 5 Indicators…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedReplay - Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market (Ben Sun)
In this special replay episode, Ben Sun of Primary Venture Partners joins Nick to discuss Distribution vs. Product, Founders vs. Markets, and Winning Deals in…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedReplay - The "Three Layer Cake" Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All (Monique Woodard)
On this special replay episode, Monique Woodard of Cake Ventures joins Nick to discuss The "Three Layer Cake" Fund, How Personal Experience Drives Your…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 276: Lessons Learned (Draper, Holiday, Mason)
On this special segment of The Full Ratchet, the following Investors are featured: Tim Draper Aaron Holiday Anna Mason Each investor illustrates a critical…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedReplay - The DNA of Startup Success (John Vrionis)
On this special replay episode, John Vrionis joins Nick to discuss the DNA of Startup Success, including: What's unusual about what you do? "How it works" vs…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 275: What's Next (Borumand, Kadavy, Waliszewski)
On this special segment of The Full Ratchet, the following Investors are featured: Cameron Borumand Annie Kadavy Konrad Waliszewski Each investor discusses…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified364. The FTX Fallout, What's Next for Crypto and Web 3.0, and Lessons From Backing 13 IPOs (Jai Das)
Jai Das of Sapphire Ventures joins Nick to discuss The FTX Fallout, What's Next for Crypto and Web 3.0, and Lessons From Backing 13 IPOs. In this episode we…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 274: Why I Passed (Sarracino, Fernandez, Draper)
On this special segment of The Full Ratchet, the following Investors are featured: Steve Sarracino Hernán Fernandez Tim Draper Each investor discusses sectors…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified363. Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win a Market When Everything is a Commodity (Willy Schlacks)
Willy Schlacks of EquipmentShare joins Nick to discuss Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win a Market…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 273: Post Mortems (O'Malley, Burnham, Holiday)
this special segment of The Full Ratchet, the following Investors are featured: Brian O'Malley Brad Burnham Aaron Holiday Each investor describes the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified362. Orchestrating a $1B+ Secondaries Purchase from NEA, Tradeoffs of Burn, Growth, and Valuation, and Winning Against Multistage Firms (Ravi Viswanathan)
Ravi Viswanathan of NVC joins Nick to discuss Orchestrating a $1B+ Secondaries Purchase from NEA, tradeoffs of Burn, Growth, and Valuation, and Winning Against…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 272: Strange & Unusual (Sands, Hamed, Draper)
this special segment of The Full Ratchet, the following Investors are featured: Greg Sands Ali Hamed Tim Draper Each investor describes the most unusual…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified361. Valuation Inflation, the IPO Pause and What that Means for M&A, If Twitter is in Better Hands, and How to Construct a Successful Board (Eric Liaw)
Eric Liaw of IVP joins Nick to discuss Valuation Inflation, the IPO Pause and What that Means for M&A, If Twitter is in Better Hands, and How to Construct a…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 271: Lessons Learned (Khera, O'Malley, Mejia Hernandez)
On this special segment of The Full Ratchet, the following Investors are featured: Neha Khera Brian O'Malley Samara Mejia Hernandez Each investor illustrates a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified360. Stories, Advice, and Leveraging 35 Years of Startup Board Experience (Brad Feld)
Brad Feld of Foundry Group and Techstars joins Nate to discuss Stories, Advice, and Leveraging 35 Years of Startup Board Experience. In this episode we cover…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 270: What's Next (Foxe Blader, Zhuo, Burnham)
On this special segment of The Full Ratchet, the following Investors are featured: Ruth Foxe Blader TX Zhuo Brad Burnham Each investor discusses sectors…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified359. The 20 Year Evolution of Venture Capital, Growing a Firm with Zero Investments in Silicon Valley, and the Multi-Stage Fund Reckoning (Chris Sugden)
Chris Sugden of Edison Partners joins Nate to discuss The 20 Year Evolution of Venture Capital, Growing a Firm with Zero Investments in Silicon Valley, and the…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 269: Why I Passed (Suissa, Hamed, Saenko)
On this special segment of The Full Ratchet, the following Investors are featured: Yanev Suissa Ali Hamed Maryanna Saenko Each investor highlights a situation…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified358. Lessons from Tim Draper on Investing in Elon, Where Theranos Went Wrong, and Why Decentralization is the Next Great Tech Frontier (Tim Draper)
Tim Draper of Draper Associates joins Nick to discuss Lessons from Tim Draper on Investing in Elon, Where Theranos Went Wrong, and Why Decentralization is the…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 268: Post Mortems (Sankar, Rivera, Kadavy)
On this special segment of The Full Ratchet, the following Investors are featured: Santosh Sankar Miriam Rivera Annie Kadavy Each investor discusses a…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified357. Swimming in the Shark Tank, How Gary Vaynerchuk Got His First Check, and Mastering Your Mindset (Matt Higgins)
Matt Higgins of RSE Ventures & Business Hunters joins Nick to discuss Swimming in the Shark Tank, How Gary Vaynerchuk Got His First Check, and Mastering Your…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 267: Strange & Unusual (Cohen, Wroblewski, Khera)
On this special segment of The Full Ratchet, the following Investors are featured: Matt Cohen Julie Wroblewski Neha Khera Each investor describes the most…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified356. Why Most CRO Hires Don't Work, Lessons from Scaling World Class PLG Companies, and the Case for Founder-Led Sales (Victoria Treyger)
Victoria Treyger of Felicis joins Nate to discuss Why Most CRO Hires Don't Work, Lessons from Scaling World Class PLG Companies, and the Case for Founder-Led…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 266: Lessons Learned (Jones, Sands, Borumand)
On this special segment of The Full Ratchet, the following Investors are featured: Tripp Jones Greg Sands Cameron Borumand Each investor illustrates a critical…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified355. Lessons for Raising an Inaugural Fund, How to Construct a Thesis, and The Shortcomings of the Traditional VC Model (Allan Jean-Baptiste and Marco DeMeireles)
Allan Jean-Baptiste and Marco DeMeireles of Ansa Capital join Nate to discuss Lessons for Raising an Inaugural Fund, How to Construct a Thesis, and The…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 265: What's Next (Pantoja, Wroblewski, Mehta)
On this special segment of The Full Ratchet, the following Investors are featured: Marcelino Pantoja Julie Wroblewski Manan Mehta Each investor discusses…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified354. The VC Networking Playbook, Credit and Pricing Risk in New Asset Classes, and How VC Market Hype Should Impact Stage Focus and Net Buy/Sell Positions (Ali Hamed)
Ali Hamed of CoVenture and Crossbeam Venture Partners joins Nick to discuss The VC Networking Playbook, Credit and Pricing Risk in New Asset Classes, and How…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 264: Why I Passed (Sands, Page, Falvey)
On this special segment of The Full Ratchet, the following Investors are featured: Greg Sands Karen Page Ryan Falvey Each investor highlights a situation where…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified353. The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correction (Doug Pepper)
Doug Pepper of ICONIQ Growth joins Nate to discuss The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correction. In…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 263: Post Mortems (Jones, Lehr, Nagaraj)
On this special segment of The Full Ratchet, the following Investors are featured: Tripp Jones Jonathan Lehr Sunil Nagaraj Each investor discusses a portfolio…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified352. The Second Wave of SaaS, Using Software to Scale a Venture Firm, and Predictions for the Future of Venture Capital (Aaron Holiday)
Aaron Holiday of 645 Ventures joins Nate to discuss The Second Wave of SaaS, Using Software to Scale a Venture Firm, and Predictions for the Future of Venture…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 262: Strange & Unusual (Zulkosky, Fernandez, O'Malley)
On this special segment of The Full Ratchet, the following Investors are featured: Sara Zulkosky Hernán Fernandez Brian O'Malley Each investor describes the…
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified351. Founding Union Square Ventures, Driving Persistent, Top Decile Returns, How Top Founders Have Changed, and the Outlook for Web 3.0 and Data Control (Brad Burnham)
Brad Burnham of Union Square Ventures joins Nick to discuss Founding Union Square Ventures, Driving Persistent, Top Decile Returns, How Top Founders Have…
The Full Ratchet (TFR): Venture Capital and Startup Investing DemystifiedInvestor Stories 261: Lessons Learned (Zhuo, Morgan, Achler & Iseri)
On this special segment of The Full Ratchet, the following Investors are featured: TX Zhuo Howard Morgan Mark Achler & Mert Iseri Each investor illustrates a…