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

Nick Moran
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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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Jul 20, 2023 • 9min

Investor Stories 305: Lessons Learned (Conrad, Kaul, Susan)

On this special segment of The Full Ratchet, the following Investors are featured: Tony Conrad Samir Kaul Lior Susan Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. 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 17, 2023 • 46min

392. Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech (Samir Kaul)

Samir Kaul of Khosla Ventures joins Nick to discuss Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech. In this episode we cover: Taking Large Technical Risk Than Large Market Risk Assessing Generative AI Moats Investing in CleanTech Investment Lessons & Best Practices During a Technology Revolution Guest Links: Twitter LinkedIn Khosla 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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Jul 13, 2023 • 6min

Investor Stories 304: What's Next (Biederman, Agarwal, Barnes)

On this special segment of The Full Ratchet, the following Investors are featured: Rob Biederman Ajay Agarwal Brian Barnes 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 10, 2023 • 52min

391. Building the Finance SuperApp, Modernizing Risk Underwriting, Revolutionizing Wealth Management, and Rocketing from Seed to Unicorn in 5 Years (Brian Barnes)

Brian Barnes of M1 Finance joins Nick to discuss Building the Finance Super App, Modernizing Risk Underwriting, Revolutionizing Wealth Management, and Rocketing from Seed to Unicorn in 5 Years. In this episode we cover: Building a Finance Super App Achieving Product Market Fit in Fintech Modernizing Risk Management Going Through Rapid Hiring and Finding Talents Raising Capital During Economic Downturn AI and Generative AI Impact on Fintech Guest Links: LinkedIn Twitter M1 Finance 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. To learn more about New Stack Ventures by visiting our Website and LinkedIn and be sure to follow us on Twitter. Want to keep up to date with The Full Ratchet? Subscribe to our podcast and follow us on 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 6, 2023 • 8min

Investor Stories 303: Post Mortems (Tisch, Conrad, Kaul)

On this special segment of The Full Ratchet, the following Investors are featured: David Tisch Tony Conrad Samir Kaul Each investor discusses a portfolio company that did not survive and why it was that they failed. 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 3, 2023 • 47min

390. The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds (Ajay Agarwal)

Ajay Agarwal of Bain Capital Ventures joins Nick to discuss The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds. In this episode we cover: Boston, Palo Alto, Austin, Pittsburgh, What Makes Certain Cities Great Startup Ecosystems Deploying $1.9B of New Funds Robotics, AI & Automation, How Technology Impacts The Physical World Why has the US Fallen Further Behind in Regards to Automation The Impact of the Lack of Capital Flowing into Robotics & Automation Guest Links: LinkedIn Twitter Bain Capital 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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Jun 29, 2023 • 11min

Investor Stories 302: Lessons Learned (Tarczynski, Agarwal, Barnes)

On this special segment of The Full Ratchet, the following Investors are featured: Eric Tarczynski Ajay Agarwal Brian Barnes Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. 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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Jun 26, 2023 • 41min

389. The Surprising Challenge of Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, and Why Most Companies Are Overstaffed (Rob Biederman)

Rob Biederman of Asymmetric joins Nate to discuss The Surprising Challenge of Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, and Why Most Companies Are Overstaffed. In this episode, we cover: The difference between a Founder VC and a Non-Founder VC What are the areas that are getting the team excited Vertical vs Horizontal Solutions Building in Use Cases that expand Customer Value with Minimal Cost How to Evaluate Horizontal Business Software Companies Overstaffing and Underinvestment Guest Links: LinkedIn Twitter Asymmetric Missed a recent episode? Go to The Full Ratchet blog and catch up! 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. You can 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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