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

Nick Moran | Angel Investor | Startup Advisor | Venture Capitalist
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Aug 24, 2023 • 11min

Investor Stories 310: Post Mortems (Agarwal, Lerer, Kimerling)

Ajay Agarwal, Ben Lerer, and Dan Kimerling discuss portfolio companies that failed, including Bloom Reach's struggle with Google's algorithms, a cautionary tale of charismatic founders who mishandled finances, and the negative consequences of ignoring feedback in early stage investments. They also explore common reasons for failure, such as founder disinterest and lack of product-market financing alignment.
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Aug 21, 2023 • 1h 2min

397. Defying the VC Orthodox, Re-inventing Financial Services, Picking Righteousness Over Returns, and Why VCs Should be More Like Rick Rubin and Less Like Don Wilson (Dan Kimerling)

Dan Kimerling of Deciens Capital discusses defying the VC orthodox, reinventing financial services, supporting different fee structures, underserved communities in FinTech, decarbonizing finance, and the art of creating the future.
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Aug 17, 2023 • 5min

Investor Stories 309: Strange & Unusual (Wilk, Susan, Kaul)

On this special segment of The Full Ratchet, the following Investors are featured: Jason Wilk Lior Susan Samir Kaul Each investor describes the most unusual situation or pitch that they've encountered as an investor. The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter! Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Aug 14, 2023 • 36min

396. Scaling Dave to IPO, How to Recruit a Word Class Team, And Predictions for the Future of FinTech (Jason Wilk)

Jason Wilk of Dave joins Nate to discuss Scaling Dave to IPO, How to Recruit a Word Class Team, And Predictions for the Future of FinTech. In this episode we cover: Navigating the Early Stage of Product Market Fit. How to Drive Down the Cost of Acquisition. How Did the Fundraising Process Evolve Where Can We See the Winners in the FinTech Market Challenges of Competing with Traditional Banks Guest Links: Twitter LinkedIn Dave 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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Aug 10, 2023 • 8min

Investor Stories 308: Why I Passed (Agarwal, Barnes, Kimerling)

On this special segment of The Full Ratchet, the following Investors are featured: Ajay Agarwal Brian Barnes Dan Kimerling 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, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter! Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Aug 7, 2023 • 52min

395. How to Thrive in a Down Market; Investing through the AI Hype Cycle; and Consumer Exits and Key Lessons from Warby Parker, MIRROR, Casper, Allbirds, and Oscar (Ben Lerer)

Ben Lerer of Lerer Hippeau joins Nick to discuss How to Thrive in a Down Market; Investing through the AI Hype Cycle; and Consumer Exits and Key Lessons from Warby Parker, MIRROR, Casper, Allbirds, and Oscar. In this episode we cover: Opportunities In the New York Tech Scene The Challenges Of Building a DTC Company How To Assess Purchase Frequency When the Market Is Low Avoiding Startups Building With Generative AI Where Is the Alpha In the Solar Space What Makes For an Amazing CEO Do Founders Have a Unique Superpower Guest Links: Twitter LinkedIn Lerer Hippeau 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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Aug 3, 2023 • 10min

Investor Stories 307: What's Next (Kaul, Susan, Lerer)

On this special segment of The Full Ratchet, the following Investors are featured: Samir Kaul Lior Susan Ben Lerer Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. The host of The Full Ratchet is Nick Moran, General Partner of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Learn more about New Stack Ventures by visiting our Website. Also, follow us on LinkedIn and Twitter! Founders, are you frustrated by trying to find the ideal VC's for your stage, sector, and geography? Answer five questions with VC Rank and generate your customized list now.
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Jul 31, 2023 • 52min

394. Scaling to Exit Without Venture Capital, Why VCs Might be Incentivizing the Wrong Type of Company Building, and How GenAI Will Shape the Future of Media Businesses

David Tao of BarBend joins Nate to discuss Scaling to Exit Without Venture Capital, Why VCs Might be Incentivizing the Wrong Type of Company Building, and How GenAI Will Shape the Future of Media Businesses. In this episode, we cover: The Importance of Diversifying Your Revenue Streams. Hiring and Raising Capital for Founders. The Right Time to Sell the Company. Niche is Almost Always Bigger Than We Think. Timeline for Monetizing Content. Is Generative AI Overhyped or Underhyped. Guest Links: Twitter LinkedIn BarBend 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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Jul 27, 2023 • 7min

Investor Stories 306: Strange & Unusual (Biederman, Agarwal, Barnes)

On this special segment of The Full Ratchet, the following Investors are featured: Rob Biederman Ajay Agarwal Brian Barnes Each investor describes the most unusual situation or pitch that they've encountered as an investor. 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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Jul 24, 2023 • 32min

393. The $40T Opportunity Investing in Physical Industries, The Framework for Investing in Hardware, and Lessons Learned from Industry Legend, Pierre Lamond (Lior Susan)

Lior Susan of Eclipse Ventures joins Nate to discuss The $40T Opportunity Investing in Physical Industries, The Framework for Investing in Hardware, and Lessons Learned from Industry Legend, Pierre Lamond. In this episode we cover: Misperceptions in Fintech   Changing Barriers in Hardware   How to Find and Back the Best Founders   Macro Environment and Investing in 2023 Guest Links: Twitter LinkedIn Eclipse 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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