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

Nick Moran
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Mar 13, 2023 • 44min

374. Key Drivers in Cloud and Security, Wiz's Unconventional GTM Decision, Insights on Earnings Predictability, and Lessons from Datadog, Discord, Slack and Coalition (Shardul Shah)

Shardul Shah of Index Ventures joins Nick to discuss Assessing an entrepreneur's imagination. What are the metrics and characteristics that demonstrate product market fit for Early-stage investing? (Shardul Shah). In this episode we cover: Outsourcing security risk and the need to outsource risk. The Importance of Imaginative Entrepreneurs How do you think about the trade-offs of a services business? Metrics and characteristics that demonstrate product market fit. The evaluation criteria Shardul uses in evaluating companies. Missed a recent episode? Go to The Full Ratchet blog and catch up!
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Mar 9, 2023 • 6min

Investor Stories 286: Why I Passed (Lefcourt, Hershenson, Viswanathan)

On this special segment of The Full Ratchet, the following Investors are featured: Jenny Lefcourt Mar Hershenson Ravi Viswanathan 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!
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Mar 6, 2023 • 35min

373. Bootstrapping to a Billion Dollar Exit, The History of Options Trading, Competing Against Robinhood, and How to Build a Brokerage Content Machine (Kristi Ross)

Kristi Ross of tastytrade joins Nick to discuss Bootstrapping to a Billion Dollar Exit, The History of Options Trading, Competing Against Robinhood, and How to Build a Brokerage Content Machine. In this episode we cover: Bootstrapping to a Billion Chicago Trading in the 90s ThinkorSwim, TCV, and Trading to Tastytrade Robinhood's Capital Intensive Strategy Using Media and Content to Build a Brokerage Powerhouse 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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Mar 2, 2023 • 7min

Investor Stories 285: Post Mortems (Draper, Lefcourt, Sugden)

On this special segment of The Full Ratchet, the following Investors are featured: Tim Draper Jenny Lefcourt Chris Sugden 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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Feb 27, 2023 • 47min

372. The $30 Trillion Dollar Market Opportunity, Formulas for Successful Consumer Investing, and The Current Macro Environment(Dan Ahrens)

Dan Ahrens of Left Lane Capital joins Nate to discuss The $30 Trillion Dollar Market Opportunity, Formulas for Successful Consumer Investing, and the Current Macro Environment. In this episode we cover: Firm Building at Left Lane Raising a $1.4B Fund II Investing in Consumer Tech and SMB The Current Macro Environment and much more! 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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Feb 23, 2023 • 8min

Investor Stories 284: What's Next (O'Malley, Viswanathan, Schlacks)

On this special segment of The Full Ratchet, the following Investors are featured: Brian O'Malley Ravi Viswanathan Willy Schlacks 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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8 snips
Feb 20, 2023 • 35min

371. Are Founders Born or Made?, What it Takes to Raise a Series A in 2023, and Weighing the Balance of Unit Economics vs Growth (Mar Hershenson)

Mar Hershenson of Pear VC joins Nick to discuss Are Founders Born or Made?, What it Takes to Raise a Series A in 2023, and Weighing the Balance of Unit Economics vs Growth. In this episode we cover: Path to Pear and The Forbes Midas List Data on The DNA of Entrepreneurs Generative AI Hype Raising a Series A in 2023 & More! 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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Feb 16, 2023 • 8min

Investor Stories 283: Why I Passed (Mejia Hernandez, Wroblewski, Burnham)

On this special segment of The Full Ratchet, the following Investors are featured: Samara Mejia Hernandez Julie Wroblewski Brad Burnham 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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Feb 13, 2023 • 50min

370. Why 8VC's Incubation Model Works, the Most Unique Culture in Venture Capital, and Investing at the Intersection of PE and VC (Drew Oetting)

Drew Oetting of 8VC joins Nick to discuss Why 8VC's Incubation Model Works, the Most Unique Culture in Venture Capital, and Investing at the Intersection of PE and VC. In this episode we cover: Why Iteration is a Key Founder Quality The Incumbent Venture Capital Mindset How to Marry Entrepreneurship and Investing And Much More! 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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Feb 9, 2023 • 6min

Investor Stories 282: Strange & Unusual (Viswanathan, Lefcourt, Alon)

On this special segment of The Full Ratchet, the following Investors are featured: Ravi Viswanathan Jenny Lefcourt Oz Alon 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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