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

On this special segment of The Full Ratchet, the following Investors are featured: Gregory Ho Oren Yunger Laura Chau 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. 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!

Kyle York, CEO and Managing Partner at York IE, dives into the complexities of early-stage B2B SaaS investing. He challenges the VC Myth and dissects AI's role in modern startups. The conversation highlights the importance of operational efficiency during down markets and the value of tailored growth strategies. York emphasizes the necessity of strong founder-VC relationships and due diligence, while also sharing personal productivity tips and influential book recommendations that can shape entrepreneurial success.

On this special segment of The Full Ratchet, the following Investors are featured: David Garcia Bradley Tusk Ted Seides 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 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. 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!

Alexander Niehenke of Scale Venture Partners joins Nick to discuss The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance. In this episode we cover: Historical Reasons for Horizontal SaaS Success Shift Towards Vertical SaaS Solutions Unfair Advantages of Vertical AI Solutions Lessons for Modern Founders Expansion Strategies for Vertical Startups Talent Dilution and Competitive Moats VC Diligence and Founder Evaluation Regulatory Risk and Investment Decisions Motivation and Future of Venture Capital Guest Links: Twitter/X (guest)  Guest’s LinkedIn Company’s LinkedIn Company’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. 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: Phin Upham Sandeep Patil Jill Chase 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. 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!

Joseph Ruscio, General Partner at Heavybit, discusses the evolving landscape of AI and its impact on software engineering. He delves into how developer-first companies can harness advanced technologies like large language models and the importance of market insights from tools like GitHub. The conversation also touches on Nvidia's stock volatility and its implications for future demand in AI. Ruscio shares strategies for navigating challenges in venture capital, emphasizing quality partnerships and sustainable growth.

Discover the extraordinary qualities that define visionary founders in the tech industry. Guests share insights on pioneers like Aisha Evans and their contributions to satellite technology. Explore leadership shifts at major companies, including the transformation at Microsoft, and the crucial role of integrity in shaping careers. Learn about impactful lessons in team dynamics that underscore the importance of motivated talent for success.

Shashank Saxena, Managing Partner at Sierra Ventures and former co-founder of Vinly, dives into the transformation of services into software driven by AI. He discusses how AI influences job dynamics and the agile shift from corporates to startups. The talk covers the evolving role of consultants in enterprise settings and regulatory challenges in AI adoption. Saxena also highlights the essential traits of successful founders, such as grit and resilience, and shares insights on sectors like cybersecurity within enterprise software.

Listen in as prominent investors share their insights on the most impactful questions posed by allocators. Discover how team dynamics and family values are essential for driving investment performance. Dive into the innovative software tool, Sidecar, that streamlines venture capital management. The discussion also highlights the challenges faced by U.S.-trained investors in emerging markets, emphasizing the need for local knowledge and humility. It's a compelling look at what it takes to navigate the complex world of venture capital!

Mike Schroepfer, founder of Gigascale Capital and former CTO of Meta, dives into the world of deep tech investment for climate change. He shares enlightening lessons from Zuckerberg and discusses the challenges faced while building a social media giant. Schroepfer explores the next $10T market opportunity in sustainable innovations, emphasizing the importance of energy technology. He highlights how advances in AI and regulation intersect with energy costs, advocating for a diversified energy grid to foster innovation. A must-listen for aspiring tech entrepreneurs!