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

Nick Moran
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Jan 19, 2023 • 28min

366. 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 Anti-Trust Take a Bite out of Apple. In this episode we cover: Crypto's and Web 3.0's Correction The Down Round Reckoning Elon Musk and Twitter's Shakeup Apple's Response to Anti-Trust Missed a recent episode? Go to The Full Ratchet blog and catch up! 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. You can follow us on LinkedIn and Twitter! Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jan 16, 2023 • 9min

Investor 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 situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter! Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jan 12, 2023 • 9min

Investor 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 company that did not survive and why it was that they failed. The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter! Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jan 9, 2023 • 42min

365. 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 and Avoiding the Leaky Funnel Trap. In this episode we cover: Making the Switch from Angel to VC Tips For Founders Pitching Jenny and Freestyle How to Reach Conviction without Consensus Burn and Learn Investing B2B2C and Avoiding the Leaky Funnel And More! Missed a recent episode? Go to The Full Ratchet blog and catch up! 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. You can follow us on LinkedIn and Twitter! Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jan 7, 2023 • 7min

Investor 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 unusual situation or pitch that they've encountered as an investor. The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter! Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jan 5, 2023 • 36min

Replay - 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 of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps. In this episode, we cover: Nicole's background and path to VC How Shoe Dog Shaped her Investment Philosophy What are the consumer behaviors in different regions? Early Signs of Success in Consumer Investing And More! Missed a recent episode? Go to The Full Ratchet blog and catch up!
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Jan 2, 2023 • 48min

Replay - 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 a Hyper-Competitive Seed Market. In this episode, we cover: Ben's Founder Journey Primary's Thesis Market vs Founder How Primary Evaluates Talent Missed a recent episode? Go to The Full Ratchet blog and catch up!
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Dec 31, 2022 • 47min

Replay - 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 Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All. In this episode, we cover: The thesis at Cake Investing in Demographic Change Pros and Cons of Being a Solo GP How to Scale Yourself And More! Missed a recent episode? Go to The Full Ratchet blog and catch up!
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Dec 29, 2022 • 6min

Investor 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 lesson learned about startup investing and how it's changed their approach. The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter! Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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10 snips
Dec 26, 2022 • 52min

Replay - 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. "Why it matters" — what's the disconnect you've observed with early-stage founders? Arrogance vs. Humility — have you invested in founders displaying these traits? What's been your experience? 3 must-haves that you look for in a new investment? If there's one common theme in failed investments — what is it? Is there anything unusual about your approach to sourcing? If so, what is it? What are some best practices for founders when picking a VC? Over the past year or so the percentage of total VC dollars invested in early-stage deals fell to the lowest levels the industry has seen in five years. Why do you think this is the case? Do you focus on product-market-fit prior to the A round — if so, how do you define it? What's the problem with Sovereign Wealth in Silicon Valley? "The biggest mistake you can make is taking an investment from a mega-fund" Why? How has the early-stage venture landscape shifted from previous years? What do you expect to see in the future? Missed a recent episode? Go to The Full Ratchet blog and catch up!

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