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

Nick Moran
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Jan 5, 2023 • 36min

Replay - The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps (Nicole Quinn)

On this special replay episode, Nicole Quinn of Lightspeed Venture Partners joins Nick to discuss The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps. In this episode, we cover: Nicole's background and path to VC How Shoe Dog Shaped her Investment Philosophy What are the consumer behaviors in different regions? Early Signs of Success in Consumer Investing And More! Missed a recent episode? Go to The Full Ratchet blog and catch up!
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Jan 2, 2023 • 48min

Replay - Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market (Ben Sun)

In this special replay episode, Ben Sun of Primary Venture Partners joins Nick to discuss Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market. In this episode, we cover: Ben's Founder Journey Primary's Thesis Market vs Founder How Primary Evaluates Talent Missed a recent episode? Go to The Full Ratchet blog and catch up!
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Dec 31, 2022 • 47min

Replay - The "Three Layer Cake" Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All (Monique Woodard)

On this special replay episode, Monique Woodard of Cake Ventures joins Nick to discuss The "Three Layer Cake" Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All. In this episode, we cover: The thesis at Cake Investing in Demographic Change Pros and Cons of Being a Solo GP How to Scale Yourself And More! Missed a recent episode? Go to The Full Ratchet blog and catch up!
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Dec 29, 2022 • 6min

Investor Stories 276: Lessons Learned (Draper, Holiday, Mason)

On this special segment of The Full Ratchet, the following Investors are featured: Tim Draper Aaron Holiday Anna Mason 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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10 snips
Dec 26, 2022 • 52min

Replay - The DNA of Startup Success (John Vrionis)

On this special replay episode, John Vrionis joins Nick to discuss the DNA of Startup Success, including: What's unusual about what you do? "How it works" vs. "Why it matters" — what's the disconnect you've observed with early-stage founders? Arrogance vs. Humility — have you invested in founders displaying these traits? What's been your experience? 3 must-haves that you look for in a new investment? If there's one common theme in failed investments — what is it? Is there anything unusual about your approach to sourcing? If so, what is it? What are some best practices for founders when picking a VC? Over the past year or so the percentage of total VC dollars invested in early-stage deals fell to the lowest levels the industry has seen in five years. Why do you think this is the case? Do you focus on product-market-fit prior to the A round — if so, how do you define it? What's the problem with Sovereign Wealth in Silicon Valley? "The biggest mistake you can make is taking an investment from a mega-fund" Why? How has the early-stage venture landscape shifted from previous years? What do you expect to see in the future? Missed a recent episode? Go to The Full Ratchet blog and catch up!
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Dec 22, 2022 • 6min

Investor Stories 275: What's Next (Borumand, Kadavy, Waliszewski)

On this special segment of The Full Ratchet, the following Investors are featured: Cameron Borumand Annie Kadavy Konrad Waliszewski 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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Dec 19, 2022 • 38min

364. The FTX Fallout, What's Next for Crypto and Web 3.0, and Lessons From Backing 13 IPOs (Jai Das)

Jai Das of Sapphire Ventures joins Nick to discuss The FTX Fallout, What's Next for Crypto and Web 3.0, and Lessons From Backing 13 IPOs. In this episode we cover: Playing Defense and Offense in a Downturn Predictions for Crypto and Web 3.0 Indicators of a Future IPO And 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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Dec 15, 2022 • 13min

Investor Stories 274: Why I Passed (Sarracino, Fernandez, Draper)

On this special segment of The Full Ratchet, the following Investors are featured: Steve Sarracino Hernán Fernandez Tim Draper 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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Dec 12, 2022 • 44min

363. Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win a Market When Everything is a Commodity (Willy Schlacks)

Willy Schlacks of EquipmentShare joins Nick to discuss Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win a Market When Everything is a Commodity. In this episode we cover: From Communism to Capitalism The Philosophy of Altruistic Capitalism Fusing The Digital and Built Worlds Common Company Killers from Founders And More!
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Dec 8, 2022 • 9min

Investor Stories 273: Post Mortems (O'Malley, Burnham, Holiday)

this special segment of The Full Ratchet, the following Investors are featured: Brian O'Malley Brad Burnham Aaron Holiday 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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