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

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

Latest episodes

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Dec 5, 2024 • 6min

Investor Stories 377: Best LP Question (Nozad, Joaquin, Heitzmann)

Listen as savvy investors share their experiences with compelling questions asked by allocators, shedding light on the significance of competitive advantages. Get a humorous take on the seriousness of long-term commitments in venture capital. The discussion also highlights an exciting partnership with Omaha Steaks, revealing how quality and profitability can go hand in hand. These stories illuminate the innovative strategies driving success in the venture capital landscape.
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Dec 2, 2024 • 41min

462. The Founder and CEO of G2 on AI’s Impact on Enterprise SaaS, How to Embrace the Climb, and Insights on Managing Through Crisis (Godard Abel)

Godard Abel, Co-founder and CEO of G2, shares insights from his journey in the SaaS industry. He discusses the evolution of G2 and the significance of buyer trust in software discovery. The conversation highlights the importance of support systems and 'founder mode' leadership during challenging times. Godard also explores how AI is transforming enterprise software, enhancing both user experience and operational efficiency. He draws parallels between personal growth and entrepreneurial challenges, emphasizing teamwork and perseverance.
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Nov 28, 2024 • 8min

Investor Stories 376: Lessons Learned (Bhattacharyya, Droesch, Inkinen)

Investors share pivotal lessons from their careers, focusing on the power of strong teams over mere product features. They discuss the significance of network effects in venture capital and how companies like Doximity leverage these dynamics for growth. Insights into streamlining investment operations peek through, alongside a successful meal kit company's rise through strategic partnerships. The balance of profitability, customer satisfaction, and personal leadership during tough times rounds out this enlightening conversation.
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Nov 25, 2024 • 40min

461. The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC (Kevin Stevens)

Kevin Stevens, a partner at Energize Capital and former founder of Intellis Capital, dives into the exciting world of energy transformation. He discusses the critical challenges in energy distribution and storage, highlighting the role of battery technology. Stevens compares nuclear energy and renewables, addressing their places in the future energy landscape. He emphasizes the importance of intellectual humility in venture capital and how unreasonable hospitality can foster deeper connections. Expect insightful strategies for navigating investments in the evolving climate sector.
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Nov 21, 2024 • 6min

Investor Stories 375: Why I Passed (Heitzmann, Von Tobel, Felesky)

On this special segment of The Full Ratchet, the following Investors are featured: Rick Heitzmann Alexa Von Tobel Adam Felesky 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!
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Nov 18, 2024 • 46min

460. Why Culture is King, The Role of “Founder Mode” in Building Iconic Companies, Lessons From 25 Years in the Business, and How to Make Tech a Force Multiplier Within a VC Firm (Mathias Schilling)

Mathias Schilling, co-founder and managing partner at Headline, brings over 25 years of experience in scaling tech companies. He explores why culture is crucial for iconic businesses and shares insights on the evolving landscape of venture capital. Mathias highlights the importance of 'Founder Mode' in navigating market cycles and capital efficiencies, while also discussing AI's role as a tech force multiplier. He emphasizes the significance of succession planning and the need for equitable distribution of AI's benefits in society.
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Nov 14, 2024 • 10min

Investor Stories 374: Disruptive Forces (Inkinen, Roizen, Upham)

Discover the game-changing insights from leading investors about the future of venture capital. They discuss the disruptive potential of AI in healthcare and how it may reshape the industry landscape. The conversation dives into the contrast between single-payer and fragmented systems, revealing innovation opportunities and economic implications. Listen in as they also explore the regulatory changes affecting mergers and acquisitions, and the evolving dynamics of wealth concentration in the venture space.
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5 snips
Nov 11, 2024 • 38min

459. Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it’s at Peak Hype, and Using Recruiting as a Key Differentiator (Rusty Ralston and Jay Patil)

Rusty Ralston and Jay Patil, co-founders of Swell VC, share insights on investing in 'N-of-1' companies and the importance of category creation. They discuss their unique talent acquisition strategies, emphasizing the role of strong teams in startup success. The duo delves into navigating the current AI investment landscape, particularly amid hyped valuations and market fluctuations. They also highlight how a solid recruiting model can distinguish venture firms, making it essential for future investments.
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Nov 7, 2024 • 7min

Investor Stories 373: Key Advice (Holloway, Felesky, Droesch)

Katelin Holloway, an investor at 776, shares her insights on supporting founders by being helpful and empathetic. She emphasizes the importance of passion for aspiring investors and developing a unique approach in the venture capital space. Meanwhile, Adam Felesky and Mike Droesch discuss the necessity of maintaining commitments and broadening networks in early-stage investing. They also touch on the challenges of balancing profitability with quality in the booming meal delivery sector. This engaging dialogue is packed with advice for navigating the startup landscape.
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5 snips
Nov 4, 2024 • 47min

458. Lessons from Top Allocators, David Swensen’s Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting (Ted Seides)

Ted Seides, Managing Partner of Capital Allocators and author of 'Private Equity Deals,' shares invaluable insights into the evolving world of private equity. He discusses David Swensen’s investment principles and the importance of alignment between limited and general partners. The conversation touches on effective time management strategies inspired by military principles, as well as innovative asset allocation models that enhance risk assessment. Seides also explores key traits of successful dealmakers, emphasizing empathy and negotiation skills.

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