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

Hemant Mohapatra of Lightspeed India joins Nick to discuss Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India’s Digital Currency & Identity Economy. In this episode we cover: AI Investment Opportunities and Challenges Healthcare and Legal Implications of AI Defensibility in AI and Long-term Investment Strategies Vertical vs. Horizontal AI Opportunities India's Digital Currency and Blockchain Ecosystem Investment in Indian Innovation and Infrastructure Guest Links: Hemant’s LinkedIn Hemant’s X Lightspeed India’s LinkedIn Lightspeed India’s Website 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.

On this special segment of The Full Ratchet, the following Investors are featured: Manish Patel Barry Schuler Shamin Walsh 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.

On this special segment of The Full Ratchet, the following Investors are featured: Han Shen Craig Shapiro Kevin Jiang 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.

This episode dives into the best questions allocators have posed to investors, highlighting their profound impact on decision-making. A strong focus is placed on the necessity for aligning expectations in founder-investor relationships, showcasing the emotional connections that fuel long-term success. It also emphasizes the critical questions entrepreneurs must ask to gauge investors' priorities, sharing an inspiring anecdote about resilience in the face of skepticism in the startup landscape.

Charles Hudson of Precursor Ventures joins Nick to discuss Lessons from 600+ Investments, Founder Profiles that Win, Reserve Strategies that Drive Returns, and the Hidden Potential in Consumer Standouts. In this episode we cover: Role of Precursor Ventures and Founder Support Investment Philosophy and Learning Cycles Reserves and Follow-On Investments Graduation Rates and Market Conditions Consumer Investments and Founder Evaluation Learning from Past Investments and Mistakes Choosing Customers and Market Segmentation Future of Venture Capital and Market Dynamics Guest Links: Charles’ LinkedIn Charles’ X Precursor’s LinkedIn Precursor’s Website 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.

On this special segment of The Full Ratchet, the following Investors are featured: Alexander Niehenke Kyle York Vince Hsieh 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.

On this special segment of The Full Ratchet, the following Investors are featured: Shamin Walsh Daniela Binatti Mike Schroepfer 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.

On this special segment of The Full Ratchet, the following Investors are featured: Ted Seides Jay Patil Kevin Stevens 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.

Dave Link of ScienceLogic joins Nick to discuss A 20-Year Journey from the Garage to Nine-Figure ARR,  Reinventing with Every Platform Shift, Avoiding the Innovator’s Dilemma, and Future-Proofing for Generative AI. In this episode we cover: Transition to Venture Capital and Market Evolution Navigating Platform Shifts and Generative AI Leadership and Team Building Managing Expectations with Venture Capitalists Future of Generative AI and Data Quality Personal Habits and Leadership Guest Links: Dave’s LinkedIn Dave’s X Science Logic’s LinkedIn Science Logic’s Website 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.

On this special segment of The Full Ratchet, the following Investors are featured: Mathias Schilling Godard Abel Manish Patel 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.