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

Nick Moran
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May 23, 2024 • 8min

Investor Stories 349: Why I Passed (Rueckert, Tunguz, Rotman)

On this special segment of The Full Ratchet, the following Investors are featured: Rob Rueckert Tomasz Tunguz Frank Rotman Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti 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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16 snips
May 20, 2024 • 54min

434. Deconstructing the Venture Mindset -- The Data and Decision-Making Driving Top Tier Investing (Ilya Strebulaev)

Ilya Strebulaev, co-author of the Venture Mindset, discusses venture capital decision-making principles, sourcing strategies, risk management, and unicorn valuations. The episode explores the venture mindset, AI disruption in industries, and surprising insights. Insights on investing during economic downturns, meaningful connections, and portfolio management are also covered.
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May 16, 2024 • 5min

Investor Stories 348: Best LP Question (Schwerin, Walsh, Spreng)

On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Colin Walsh David Spreng We asked guests to share the best question they've ever been asked by an allocator. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti 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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May 13, 2024 • 52min

433. Founding VC Firms Apax, Greycroft, and Primetime, the Keys to Unlocking Investment Value in Healthcare, and Why the Aging Population is the Biggest Opportunity in Tech (Alan Patricof & Abby Miller Levy)

Alan Patricof & Abby Miller Levy of Primetime Partners discuss investing in the aging population, healthcare innovation, AI's impact, preventative healthcare, marketing strategies, evolving healthcare information sources, and embracing diversity in venture capital.
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May 9, 2024 • 7min

Investor Stories 347: Visionary Founders (Aoun, Dukach, Rueckert)

On this special segment of The Full Ratchet, the following Investors are featured: Adrian Aoun Semyon Dukach Rob Rueckert We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti 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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May 6, 2024 • 1h 1min

432. Lessons from Building the Iconic Firm QED, the History of Fintech, the Efficiency of Carbon Vs. Silicon Processing, and Decentralizations Role in the Future of Finance (Frank Rotman)

Frank Rotman of QED Investors joins Nick to discuss Lessons from Building the Iconic Firm QED, the History of Fintech, the Efficiency of Carbon Vs. Silicon Processing, and Decentralizations Role in the Future of Finance. In this episode we cover: Decentralization, and Stable Coins in Finance Financial Nihilism and Is Impact on Savings, Investing, and the Economy Megatrends, Including Aging Population, Climate Change, and GLP-1 Drugs Carbon-Based vs Silicon-Based Learning Machines, Strengths and Limitations Balancing Investor and Founder Needs Venture Capital's Role in Startup Growth and the Need for Innovation in the Industry Investing in Startups, Importance of Reserves, and Portfolio Construction Guest Links: LinkedIn X - QED Investors X - Frank QED Investors The hosts of The Full Ratchet are Nick Moran and Nate Pierotti 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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May 2, 2024 • 6min

Investor Stories 346: Key Advice (Green, Beller, Jain)

On this special segment of The Full Ratchet, the following Investors are featured: Mitchell Green Morgan Beller Gaurav Jain We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The hosts of The Full Ratchet are Nick Moran and Nate Pierotti 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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Apr 29, 2024 • 51min

431. Web 3.0 Database Dominance, How to Trust Black-Box ML Models, Google's Ad Business in an LLM-First Search World, and Lessons from Looker, Monte Carlo, and MotherDuck (Tomasz Tunguz)

Tomasz Tunguz of Theory Ventures joins Nick to discuss Web 3.0 Database Dominance, How to Trust Black-Box ML Models, Google's Ad Business in an LLM-First Search World, and Lessons from Looker, Monte Carlo, and MotherDuck. In this episode we cover: Blockchain and Web3 Databases, with a Focus on Ethereum and Its Potential Dominance AI, Data Analytics, and Their Applications in Business Machine Learning Challenges and Opportunities, AI Innovations in Robotics, Self-Driving Cars, and Programming Using AI to Personalize Sales Pitches and Improve Response Rates AI's Impact on GDP Growth, Productivity, and Profitability Guest Links: LinkedIn X Theory Ventures The hosts of The Full Ratchet are Nick Moran and Nate Pierotti 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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Apr 25, 2024 • 4min

Investor Stories 345: Disruptive Forces (Schwerin, Aoun, Rueckert)

On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Adrian Aoun Rob Rueckert 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 hosts of The Full Ratchet are Nick Moran and Nate Pierotti 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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Apr 22, 2024 • 1h 6min

430. LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and Selection (Alex Edelson)

Alex Edelson of Slipstream Investors discusses LPs Seeking Alpha in venture capital, covering evaluating emerging VC firms, challenges in investing in emerging managers, VC incentives, fundraising advice, using reserves in investments, and building successful partnerships with LPs.

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