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Explore every episode of the podcast The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

Dive into the complete episode list for The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Investor Stories 465: Pricing Too Late, Selling Too Early, Investing Too Fast — Hard Lessons from Top VCs (Ramanujam, Cohen, Orlovski)12 Mar 202600:06:42

On this special segment of The Full Ratchet, the following Investors are featured:

  • Madhavan Ramanujam of 49 Palms Ventures
  • David Cohen of Techstars
  • Victor Orlovski of R136 Ventures

We asked guests to tell the most important lesson they've learned in their career.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.  

Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Investor Stories 464: Anti Portfolio Confessions: Missing Twilio, Zoom, DocuSign, MongoDB, and Solana (Austin, Simpson, Chaddha)09 Mar 202600:06:52

On this special segment of The Full Ratchet, the following Investors are featured:

  • Ethan Austin of Outside VC
  • Arianna Simpson of Andreessen Horowitz
  • Navin Chaddha of Mayfield

Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.  

Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Investor Stories 457: Lessons for Early Career VCs: Fiduciary Mindset, Power Law Discipline, and Personal Edge (Dash, Okike, Hudson)05 Feb 202600:07:25

On this special segment of The Full Ratchet, the following Investors are featured:

  • Somesh Dash of IVP
  • Nnamdi Okike of 645 Ventures
  • Charles Hudson of Precursor Ventures

We asked guests for the most important piece of advice that they'd share with folks early in their venture career.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.  

Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Investor Stories 394: Lessons Learned (Chase, Boduch, Whitmire)27 Mar 202500:06:00

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 important lesson they've learned in their career.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

475. 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)24 Mar 202500:38:58

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, and the One Ingredient That Makes a Company Investable at Any Stage. In this episode we cover:

  • Economic Benefits and Equity Components
  • Loss Ratio and Investment Criteria
  • Ruthless Prioritization and Team Building
  • Impact of AI and Hardware-Enabled Software
  • Advantages of Investing Outside Coastal Tech Hubs
  • Common Fundraising Mistakes and Prioritization

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Investor Stories 393: Why I Passed (Ho, Yunger, Chau)20 Mar 202500:07:04

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 they decided not to invest, why they passed, and how it played out.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

474. The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success (Kyle York)17 Mar 202500:39:14

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 this episode we cover:

  • Rolling Syndicate and Market Challenges
  • Operational Support and Early-Stage Investing
  • Sustainable Growth and AI Opportunities
  • Vertical Software and Market Consolidation
  • Founder-VC Relationships and Due Diligence
  • Successful Founder Traits and Market Trends
  • Venture Trends and Future Perspectives
  • Master Class for Early-Stage Founders

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 392: Disruptive Forces (Garcia, Tusk, Seides)13 Mar 202500:09:18

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 that could cause the most disruption to the industry going forward and how that will change the next decade of venture.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

473. 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)10 Mar 202500:42:23

Alexander Niehenke of Scale Venture Partners joins Nick to discuss The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance. In this episode we cover:

  • Historical Reasons for Horizontal SaaS Success
  • Shift Towards Vertical SaaS Solutions
  • Unfair Advantages of Vertical AI Solutions
  • Lessons for Modern Founders
  • Expansion Strategies for Vertical Startups
  • Talent Dilution and Competitive Moats
  • VC Diligence and Founder Evaluation
  • Regulatory Risk and Investment Decisions
  • Motivation and Future of Venture Capital

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 391: Key Advice (Upham, Patil, Chase)06 Mar 202500:08:15

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 piece of advice that they'd share with folks early in their venture career.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

472. 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)03 Mar 202500:50:24

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 Developer-First Companies. In this episode we cover:

  • Impact of AI on Venture Capital and Developer Tools
  • Challenges and Opportunities in Scaling Developer-First Companies
  • Utilizing GitHub and Other Tools for Market Insights
  • Recommendations for Founders and Investors

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 390: Visionary Founders (Roizen, Boduch, Ho)27 Feb 202500:08:51

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 visionary founder that they've worked with and what makes them so special.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

471. How AI Transforms Services into Software and Revolutionizes Enterprise SaaS (Shashank Saxena)24 Feb 202500:30:33

Shashank Saxena of Sierra Ventures joins Nick to discuss How AI Transforms Services into Software and Revolutionizes Enterprise SaaS. In this episode we cover:

  • Vendor Management System Vinley
  • The Future of Work and AI
  • The Role of AI in Enterprise Adoption
  • Regulation and AI Adoption
  • Characteristics of Successful Founders

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

501. Spotting the Next Big Thing, Why This Cycle Is Different, Acceptable vs Unacceptable Risk, and Why Duration Is a Feature Not a Bug (Jon Callaghan)02 Feb 202601:04:38

Jon Callaghan of True Ventures joins Nick to discuss Spotting the Next Big Thing, Why This Cycle Is Different, Acceptable vs Unacceptable Risk, and Why Duration Is a Feature Not a Bug. In this episode we cover:

  • Spotting the Next Big Market and Reverse Engineering Success
  • The Role of Curiosity and Risk in Venture Capital
  • Duration as a Feature in Early-Stage Ventures
  • The Importance of Repeat Founders and Founder Referrals
  • The Creative Process and Learning from Other Creative Endeavors
  • Maximizing Risk and Long-Term Thinking in Venture Capital
  • The Role of People and Teamwork in Venture Capital

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.  

Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Investor Stories 389: Best LP Question (von Tobel, Felesky, Patil)20 Feb 202500:07:36

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 question they've ever been asked by an allocator.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

470. 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)17 Feb 202500:52:14

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 Impact of DeepTech on Energy Costs and Climate Change. In this episode we cover:

  • Challenges and Innovations at Facebook
  • Lessons from Working with Mark Zuckerberg
  • Gigascale Capital's Investment Thesis
  • Deep Tech Investments and Market Opportunities
  • Regulation and Its Role in Climate and Energy
  • Future of Energy and Climate Tech
  • Inspiring Founders and Innovations

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 388: Lessons Learned (Roizen, Upham, Ho)13 Feb 202500:07:19

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 important lesson they've learned in their career.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

469. Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of Payments (Daniela Binatti)10 Feb 202500:34:19

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 Payments. In this episode we cover:

  • Challenges in Banking and Pismo's Solution
  • Target Market and Client Base
  • Overcoming Objections and Sales Cycles
  • Innovation and Cultural Transformation
  • Trends and Opportunities in Banking
  • Geographic Challenges and Market Expansion
  • Future Opportunities and Blockchain
  • Founding and Building Pismo
  • Building in the Brazilian Ecosystem
  • Culture and Employee Support

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 387: Why I Passed (Patil, Chase, Boduch)06 Feb 202500:05:26

On this special segment of The Full Ratchet, the following Investors are featured:

  • Sandeep Patil
  • Jill Chase
  • Eric Boduch

Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

468. When Product-Market-Fit Isn't Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)03 Feb 202500:44:56

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 Consumer Spend. In this episode we cover:

  • Investment Metrics and Market Dynamics
  • Consumer Spend Bifurcation and Market Trends
  • Consumer Tech and Signal Identification
  • Thesis-Driven vs. Founder-Driven Investing
  • Brand Market Fit and Loyalty
  • Cross-Cultural Insights and Market Adaptation
  • Making Money in Consumer Investing
  • Founder Traits and Market Conditions

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 386: Disruptive Forces (Yunger, Chau, Whitmire)30 Jan 202500:04:47

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 that could cause the most disruption to the industry going forward and how that will change the next decade of venture.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

467. Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies (Barry Schuler)27 Jan 202500:44:21

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 Trillion-Dollar Companies. In this episode we cover:

  • The Similarities of the Jobs, Musk, Case and Armstrong
  • Portfolio Construction
  • Impressions from Steve Jobs
  • The Need for Great Electric Cars
  • The Decision to Invest in Coinbase
  • Investment Thesis in the Data Center Space
  • The Future of Interfaces

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 385: Key Advice (Inkinen, Roizen, Boduch)23 Jan 202500:04:31

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 piece of advice that they'd share with folks early in their venture career.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

466. 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)20 Jan 202500:51:38

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 Whether AI Is an Extinction-Level Event for SaaS. In this episode we cover:

  • Choosing Early-Stage Investing Over Growth Investing
  • Masayoshi and SoftBank's Investment Decisions
  • X AI and Elon Musk's Vision for AI
  • Vertical AI and Industry-Specific Solutions
  • Scalability and Expansion in Vertical AI
  • Challenges and Opportunities in AI Adoption

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 456: Inside Visionary Leadership: Platform Leverage, Founder Adaptability, and Market Timing (Rizik, Wang, Wallach)29 Jan 202600:06:34

On this special segment of The Full Ratchet, the following Investors are featured:

  • Chris Rizik of Renaissance Venture Capital
  • Casber Wang of Sapphire Ventures
  • D.A. Wallach of Time BioVentures

We asked guests to discuss the most visionary founder that they've worked with and what makes them so special.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.  

Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Investor Stories 384: Visionary Founders (Upham, Patil, Chase)16 Jan 202500:06:45

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 visionary founder that they've worked with and what makes them so special.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

465. The Villain Test, Lessons from an OG at Sequoia, Spotting Superstars at Seed, Mastering Follow-on, and the Future of Consumer Tech (Craig Shapiro)13 Jan 202500:44:30

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, and the Future of Consumer Tech. In this episode we cover:

  • Mission-Driven Founders and Impact Investing
  • Future of Consumer Products and Personalization
  • Consumer Behavior and Building Long-Term Brands
  • Data Privacy and Consumer Behavior
  • Later-Stage Investing and Identifying Breakouts
  • Hiring and Talent Development
  • The Villain Test and Consumer Decision-Making

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 383: Best LP Question (Droesch, Inkinen, Roizen)09 Jan 202500:05:50

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 question they've ever been asked by an allocator.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 382: Lessons Learned (von Tobel, Felesky, Patil)07 Jan 202500:06:52

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 important lesson they've learned in their career.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 381: Why I Passed (Inkinen, Roizen, Upham)02 Jan 202500:09:05

On this special segment of The Full Ratchet, the following Investors are featured:

  • Sami Inkinen
  • Heidi Roizen
  • Phin Upham

Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Replay - 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)30 Dec 202400:51:59

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 Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling. In this episode we cover:

  • Healthcare Trends, Including High Deductible Health Plans and Cash Pay Models
  • US Halthcare System, Incentives for Preventative Medicine, and Potential for Value-Based Outcome-Oriented Systems
  • AI Adoption in Healthcare, Including Adoption and Risks
  • The Future of Healthcare Technology, New Codes, and Credentialing Process
  • Healthcare, Aging, and End-of-Life Care

Guest Links:

The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 380: Disruptive Forces (Droesch, Patil, Chase)26 Dec 202400:06:39

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 that could cause the most disruption to the industry going forward and how that will change the next decade of venture.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Replay - 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)23 Dec 202400:43:50

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 Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us. In this episode we cover:

  • AI, Startups, and Entrepreneurship With Google Executives Larry Page and Sergey Brin
  • Democratizing Healthcare Through AI-Powered Pods
  • Healthcare Innovation and Technology Adoption
  • Assessing Talent and Building Teams in Person Vs. Remote
  • Healthcare System Flaws and Potential Solutions
  • Improving Healthcare with AI and Remote Monitoring

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 379: Key Advice (Bhattacharyya, Heitzmann, von Tobel)19 Dec 202400:09:12

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 most important piece of advice that they'd share with folks early in their venture career.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

464. 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)16 Dec 202400:52:37

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 Consumer Trends Before They're Obvious. In this episode we cover:

  • The Role of Customer Insights in Investment Decisions
  • Han Shen's Investment Strategy and Focus on U.S. Market
  • Investment Themes and Portfolio Construction
  • Investment in We and Lessons Learned from China
  • Founder Insights and Growth Potential
  • Investment Framework and Underwriting
  • Common Reasons for Company Failure
  • Recommendations and Final Thoughts

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 455: Lessons Learned: Building Investment Criteria, Missing HubSpot, and Staying True to Your Model (Madera, Agarwal, Bussgang)26 Jan 202600:06:53

On this special segment of The Full Ratchet, the following Investors are featured:

  • Paul Madera of Meritech Capital
  • Medha Agarwal of Defy
  • Jeff Bussgang of Flybridge Capital

We asked guests to tell the most important lesson they've learned in their career.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.  

Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Investor Stories 378: Visionary Founders (Felesky, Droesch, Inkinen)12 Dec 202400:06:40

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 visionary founder that they've worked with and what makes them so special.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

463. 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)09 Dec 202400:53:49

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 3 Keys to Building Great Products. In this episode we cover:

  • Challenges and Lessons at Google
  • The Evolution of AI and Advertising
  • Nava Ventures' Thesis and Investment Strategy
  • Investing in AI and Enterprise Sales
  • Lessons from Scopely's Success
  • The Importance of Human Needs in Product Design

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 377: Best LP Question (Nozad, Joaquin, Heitzmann)05 Dec 202400:05:54

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 question they've ever been asked by an allocator.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

462. 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)02 Dec 202400:40:38

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 Crisis. In this episode we cover:

  • Founding G2 and Market Challenges
  • Metrics and Marketplace Growth
  • Investor Insights and Data Utilization
  • Founder Mode and Leadership
  • Building Strong Support Systems
  • Embracing AI and Innovation

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 376: Lessons Learned (Bhattacharyya, Droesch, Inkinen)28 Nov 202400:08:06

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 most important lesson they've learned in their career.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

461. The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC (Kevin Stevens)25 Nov 202400:40:29

Kevin Stevens of Energize Capital joins Nick to discuss The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC. In this episode we cover:

  • Challenges in Energy Distribution and Storage
  • The Role of Batteries and Other Energy Storage Solutions
  • Data Centers and Energy Consumption
  • Nuclear Energy and Its Role in the Energy Transition
  • Financing Challenges and Strategies for Energy and Climate Companies
  • The Importance of Intellectual Humility and Debate in Investing
  • Future of AI and Defensibility in Energy Software
  • Evaluating Revenue Quality and Key Metrics for Success

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 375: Why I Passed (Heitzmann, Von Tobel, Felesky)21 Nov 202400:06:23

On this special segment of The Full Ratchet, the following Investors are featured:

  • Rick Heitzmann
  • Alexa Von Tobel
  • Adam Felesky

Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

460. 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)18 Nov 202400:45:58

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 Business, and How to Make Tech a Force Multiplier Within a VC Firm. In this episode we cover:

  • Evolution of the Venture Capital Industry
  • Headline's Winning Strategy
  • Global Presence and Investment Approach
  • Navigating Market Cycles and Founder Mode
  • Capital Efficiencies and AI's Impact
  • Succession Planning and Leadership
  • Future of AI and Regulation

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 374: Disruptive Forces (Inkinen, Roizen, Upham)14 Nov 202400:09:44

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 that could cause the most disruption to the industry going forward and how that will change the next decade of venture.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

459. 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)11 Nov 202400:37:42

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 Peak Hype, and Using Recruiting as a Key Differentiator. In this episode we cover:

  • Assessing Category Creation and Founder Caliber
  • Sector Potential and Investment Strategy
  • Syndicate Structure and Fund Size
  • Talent Model and Sync Playbook
  • Market Conditions and Future Outlook
  • Investing in AI and Navigating Hype
  • Defensibility in AI and Future Investments

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 454: When There Are No Good Choices: Navigating Ethical Dilemmas, Founder Splits, and Existential Company Threats (Cohen, Effron, Austin)22 Jan 202600:07:58

On this special segment of The Full Ratchet, the following Investors are featured:

  • David Cohen of Techstars
  • Jacob Effron of Redpoint
  • Ethan Austin of Outside VC

We discuss major conflicts that guests have faced and how they resolved them.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.  

Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Investor Stories 373: Key Advice (Holloway, Felesky, Droesch)07 Nov 202400:06:59

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 important piece of advice that they'd share with folks early in their venture career.

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

458. Lessons from Top Allocators, David Swensen's Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting (Ted Seides)04 Nov 202400:47:13

Ted Seides of Capital Allocators joins Nick to discuss Lessons from Top Allocators, David Swensen's Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting. In this episode we cover:

  • Evolution of Private Equity and Its Role in the Economy
  • Challenges and Opportunities in the Private Equity Industry
  • Impact of David Swensen and His Philosophy
  • Key Insights on Allocation and Alignment
  • Team Structure and Decision-Making in Private Equity
  • Innovative Models and Persistence in Private Equity
  • Insights on Allocation of Time and Resources

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Investor Stories 372: Visionary Founders (Bhattacharyya, Heitzmann, von Tobel)31 Oct 202400:06:19

On this special segment of The Full Ratchet, the following Investors are featured:

  • Ambar Bhattacharyya
  • Rick Heitzmann
  • Alexa von Tobel

We asked guests to discuss the most visionary founder that they've worked with and what makes them so special.

The hosts of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

Want to keep up to date with The Full Ratchet? Follow us on social.

You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

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