The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

On this special segment of The Full Ratchet, the following Investors are featured: Peter Wagner Lily Lyman Michael Jones Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. 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!

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 Changes in the Exit Environment. In this episode, we cover: Walk us through your background and path to VC What's the thesis at boldstart ventures? What was it like starting Boldstart in NYC in 2010? Tell us a bit about the thesis at investment and how things evolved over the years until the ultimate exit? What's your preference… Niche and narrow problems or big and expansive opportunities? What is your mental model for investing in enterprise founders with ideas? category creation Why only technical founders? Will this enterprise bull market sustain? You've talked about being involved and sitting on boards from "whiteboard to scale" ?… how do you manage ever-increasing board responsibilities with other demands of the job? Where are VCs most lacking when it comes to the value that early-stage founders require? Do you think there's too much money in venture? How do you win in a seed with so many seed funds? Guest Links: boldstart ventures Ed's Twitter Ed's LinkedIn 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!

In this special replay episode Jason Calacanis joins Nick to discuss his new book and his secrets to successful angel investing. We address questions including: Why Jason wrote the book What drives him to continue angel investing after all his success His thoughts on angels that make large investments during their first year of angel investing His focus on finding 5,000x returns and his response to those that say he is discouraging innovation w/ this approach How he thinks about the economics and business model of early-stage businesses in nascent markets If he takes a contrarian or adversarial approach with founders Guest Links: Calacanis.com Jason on Twitter 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!

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

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 to find Product-Market Fit. In this episode we cover: Investing in Consumer Companies, Pain Points, Market Size, and Founder Qualities Balancing Top-Down and Bottom-Up Investing Strategies Consumer Distribution and Unit Economics in Early-Stage Investing Building a Strong Brand and Moat for a Successful Business Consumer Social Platforms and Their Potential for Growth Fundraising Strategies for Early-Stage Startups Guest Links: Twitter LinkedIn Torch Capital 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!

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 question they've ever been asked by an allocator. 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 Jules Schwerin discusses AI's impact on legacy industries, the bull case for vertical SaaS, and the future of the Series A market. They explore road mapping, RTP Global's structure, and the role of AI in legal tech. Market size and competitive funding rounds are highlighted, along with logistics investments in procurement automation and transportation management systems. The guest suggests potential interview ideas and encourages listeners to connect through email.

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

Mitchell Green, partner at Lead Edge Capital, discusses investment criteria, leveraging networks for opportunities, hiring and evaluating analysts, investing in private companies and IPOs, AI innovation, and the importance of communication and treating LPs well in the venture capital industry.

Investors Rebecca Lynn, Ian Sigalow, and Peter Wagner discuss the most visionary founders they've worked with. They explore the goals, mindset, and determination of these founders, highlighting their belief in the impossible. They also share stories of successful public company CEOs and the unique qualities of visionary founders who transformed their industries.