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

Nick Moran
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11 snips
May 26, 2022 • 37min

334. A Decade at Costanoa, Where Large Multistage Funds Fail Founders, Denominator v. Numerator Effects, and Tips on Startup Selection (Greg Sands)

Greg Sands, founder and managing director at Costanoa Ventures with roots at Netscape and Sutter Hill. He discusses Costanoa’s seed/Series A focus and builder ops model. He recounts early product lessons from Netscape. He contrasts large multistage funds with founder-first approaches. He explains denominator vs numerator effects and shares practical startup selection tips.
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May 23, 2022 • 11min

Investor Stories 245: What's Next (Kashyap, Cohen, Stojkovic, Cairo)

On this special segment of The Full Ratchet, the following Investors are featured: Nagraj Kashyap Matt Cohen Jennifer Stojkovic Jed Cairo Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. Did you miss our guests full length episodes? For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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May 19, 2022 • 7min

Investor Stories 244: Why I Passed (Wiener, Zhuo, Zulkosky)

On this special segment of The Full Ratchet, the following Investors are featured: Ben Wiener TX Zhuo Sara Zulkosky Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod). The host of The Full Ratchet is Nick Moran (https://www.linkedin.com/in/nick-moran-a738503/), General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside the Bay area.
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May 16, 2022 • 44min

333. Mexico's New Tech Mafia, Winning Copycat Strategies, and the Future of Fintech in LatAm (Hernán Fernández)

Hernán Fernández of Angel Ventures joins Nick to discuss Mexico's New Tech Mafia, Winning Copycat Strategies, and the Future of Fintech in LatAm. In this episode we cover: Mexico's Explosion in VC Funding The Rappi Tech Mafia What to Look for in Copycat Strategies Democratizing Fintech in LatAm & more! Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter. 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. To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on 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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May 12, 2022 • 6min

Investor Stories 243: Strange & Unusual (Suissa, Foxe Blader, Barrile)

On this special segment of The Full Ratchet, the following Investors are featured: Yanev Suissa, Ruth Foxe Blader, and Parker Barrile. Each investor describes the most unusual situation or pitch that they've encountered as an investor. Did you miss our guests full length episodes? For all great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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May 9, 2022 • 42min

332. 11 Unicorns from Seed, Quantitative Decision-Models for Selecting Investments, Thoughts on Male vs. Female Founders & Investors, and Lessons from Larry and Sergey in the Early Days of Google (Miriam Rivera)

Miriam Rivera of Ulu Ventures joins Nick to discuss 11 Unicorns from Seed, Quantitative Decision-Models for Selecting Investments, Thoughts on Male vs. Female Founders & Investors, and Lessons from Larry and Sergey in the Early Days of Google. In this episode we cover: Lessons from the Early Days of Google Quantitative Decision Making in VC Male vs. Female Founder Questions And more! Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.
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May 5, 2022 • 8min

Investor Stories 242: Post Mortems (Wilkins, Mehta, Saenko)

On this special segment of The Full Ratchet, the following Investors are featured: Tony Wilkins, Manan Mehta, and Maryanna Saenko. Each investor discusses a portfolio company that did not survive and why it was that they failed. Did you miss our guests full length episodes? For all great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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May 2, 2022 • 47min

331. The Founding Story of NEA, The True History of Venture Capital, the Keys to an Enduring Firm Legacy, and Why the Best VC's Dare Disturb the Universe (Chuck Newhall)

Chuck Newhall of NEA joins Nick to discuss The Founding Story of NEA, The True History of Venture Capital, the Keys to an Enduring Firm Legacy, and Why the Best VC's Dare Disturb the Universe. In this episode we cover: The History of VC Pre & Post 1945 How NEA Raised Fund I Memorable Fund Successes and Failures Why Chuck Passed on Home Depot Founder's Brain Chemistry Scaling Talent without Scaling Superstars & more! Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter. The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in outsiders. To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter. Are you a founder looking for your next investor? Visit our free tool VC-Rank and tell us about your business. We'll send a list of possible investors right to your email's InBox!
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Apr 28, 2022 • 6min

Investor Stories 241: Lessons Learned (Pascucci, Lehr, Pantoja)

On this special segment of The Full Ratchet, the following Investors are featured: Victor Pascucci, Jonathan Lehr, and Marcelino Pantoja. Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. Did you miss our guests full length episodes? For all great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).
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Apr 25, 2022 • 43min

330. Building Unicorns from the Ground Up, Recruiting Founders from the C-Suite, and Driving Top 1% Returns with Concentration (Jed Cairo)

Jed Cairo, co-founder and managing partner at Juxtapose, shares his journey from private equity to venture funding, emphasizing technology company growth. He discusses innovative strategies for recruiting top CEOs and the significance of authentic missions in startups. Cairo highlights the flexibility required in early-stage investments and stresses the importance of aligning leadership with market demands. Additionally, he advocates for balancing financial returns with social impact, ensuring business success in today's competitive landscape.

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