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

In this special replay of episode 135 & 136, Eric Paley of Founder Collective joins Nick to dispel some conventional wisdom in VC. We address questions including: What's the focus at Founder Collective? What are the downsides of heavily funded companies? Overview and Methodology of the study of 71 IPOs: 'Overdosing on VC: Lessons from 71 IPOs' Conventional VC...

On this special segment of The Full Ratchet, the following Investors are featured: Eric Collins Trae Vassallo Ramy Adeeb M.G. Siegler Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach.

On this special segment of The Full Ratchet, the following individuals are featured: Nick Moran Thomas Gentle This will be a unique segment where, Founder of Shotcall, Thomas Gentle, will discuss his startup story and how he chose New Stack to participate in the funding round. follow us on Twitter @TheFullRatchet for updates and more information.

On this special segment of The Full Ratchet, the following Investors are featured: Check Warner Henrique Dubugras James Currier Lanham Napier Each investor discusses sectors, drivers and/or trends that may have a significant impact in the future and are potentially positioned for outsized-returns.

Avichal Garg of Electric Capital joins Nick to discuss The Intersection of Crypto and VC and the Future of Digital Currency. In this episode, we cover: Walk us through your background and path to VC What's the thesis at Electric Capital? How does the crypto focus change the fund structure of Electric Capital? When you invest capital and receive equity and/or coins in return... What determines that breakdown? For pure coin investments, how do you think about and manage liquidity and transactions over time? What are some of the big differences between traditional tech investing and crypto investing? How are the founder's different? What's are the biggest risk factors that are unique for early-stage cryptocurrencies?

On this special segment of The Full Ratchet, the following Investors are featured: Jason Whitney Leah Solivan Jim Douglass Elizabeth Yin Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.

Lolita Taub & Jesse Middleton of The Community Fund join Nick to discuss The Fund that Started on Twitter, Why Community-driven Startups Win, and Embracing the Underestimated. In this episode, we cover: Background of Lolita & Jesse How did the two of you meet and ultimately decide to launch a fund together? What's the thesis at the Community Fund? Conflicts or issues running multiple funds that invest at similar stages? Why did you create a distributed investment team of 13? How did you select them? Approach to investing in cold reach outs? How does decision-making work? What does a great founder look like to you? You invest in community-driven companies... what does that mean, and how do you define community-driven?

On this special segment of The Full Ratchet, the following Investors are featured: Niki Pezeshki Somesh Dash Byron Deeter Trae Vassallo Each investor discusses a portfolio company that did not survive and why it was that they failed.

Reid Christian of CRV joins Nick to discuss Developer Tools, The Surge of European Tech, and Why Founder Needs Differ Across Regions. In this episode, we cover: Walk us through your background and path to VC What's the thesis at CRV? $600M closed in July... any change to approach or thesis? What are some of the focus areas that you're leaning into amidst the circumstances? How do you evaluate teams? What type of founders excites you to invest? Centralization — the shift from consumers to creators Why is your focus on SAAS/CLOUD/ENTERPRISE IT/BIG DATA? What does the future look like for Enterprise SaaS companies? How has your sourcing of startups changed? In another lifetime, would you like to be a professional basketball player or a venture capitalist? Three data points question

On this special segment of The Full Ratchet, the following Investors are featured: Erik Torenberg Ryan Gembala Jaclyn Hester Jonathan Hsu Each investor describes the most unusual situation or pitch that they've encountered as an investor.