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

Santosh Sankar of Dynamo Ventures joins Nick to discuss The Rise of Supply Chain Startups, Why We're Feeling Whiplash, and What the Future Holds for Labor & Data. Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

On this special segment of The Full Ratchet, the following Investors are featured: Jonathan Hung Brian Requarth Winter Mead Each investor discusses a portfolio company that did not survive and why it was that they failed. Did you miss our guests full length episodes? For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

TX Zhuo of Fika Ventures joins Nick to discuss Fika's Playbook for Success, Finding Value Outside of Central Casting, and the Future of Fintech as Banks Get Unbundled. In this episode we cover: TX's Background & Path to VC Fika's Playbook Lessons From Cobra Kai DAO Infrastructure Unbundling the Bank Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

Ramy Adeeb of 1984 joins Nick to discuss 2022 Predictions P2: Web 3.0 Dorsey vs. Andreesen, Crypto's Killer App, Omicron's Staying Power, Which FAANG Co. Loses to Anti-Trust First. In this episode we cover: The Web 3 Twitter War What Nick thinks about Crypto's Killer App Omicron and Labor Market Dynamics Inflation Expectations Regulation for Big Tech and Crypto & More! Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

Ramy Adeeb of 1984 joins Nick to discuss 2022 Predictions P1: $100M Seed Valuations, Universe vs. Metaverse, Hottest and Coolest Sectors, Sequoia's VC Shakeup. In this episode we cover: Ramy's New $75M Fund Bubbles in Crypto and NFT's Why Ramy is sticking to the Universe Sequoia's New Strategy & More! Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. Did you miss our guests full length episodes? For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Parker Barrile of Norwest Venture Partners joins Nick to discuss Norwest's New $3B Fund, the Effects of VC Capital Explosion, and Scaling LinkedIn's Product 20x. In this episode we cover: Norwest's Largest Ever Fund The Capital Allocator's Environment How Parker Scaled LinkedIn's Product to $2B Compelling Customer Acquisition Strategies & Much More! Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

On this special segment of The Full Ratchet, the following Investors are featured: Emily Paxhia Ben Sun Yanev Suissa Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. Did you miss our guests full length episodes? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

On this special replay episode, Joanne Wilson joins Nick to discuss predatory investor practices and the dark side of venture, including: On the founder-side, What are some of the activities you've seen from early-stage investors, that are predatory toward founders? What are some of the major differences between investor practices of the mid-90's and today? What actionable measures would you recommend founders take in order to help prevent getting taken advantage of? Moving to the investor-side. What are some of the things that later-stage VCs will do to eliminate or water-out an angel's equity position? What can early-stage angels do to prevent this from happening? How has your approach evolved throughout your investing history to position you and your portfolio companies for success? Generally, what is your take on the gender balance in venture, how has it changed and what specific things are you involved in to help promote the role of women? Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

On this special replay, Charles Hudson of Precursor Ventures joins Nick to discuss Getting Smart on a New Market. In this episode we cover: What Charles' experience at SoftTech was like and how he made the transition to founding Precursor. What his continuing role as a Venture Partner at SoftTech entails. How Charles decides to study a new, emerging market and some of the markets that he's analyzed over the years. The three components of his approach to getting smart on a new area. How important timing is and how he considers if the timing is right for a new area. If he assesses markets vertically and looks for the level within the supply chain stack to see where a company is playing and which level within the chain is going to exert the most control over the market. How he breaks down market structure and the critical components therein. The importance of the degree of homogeneity of the customer base within a target market. How he thinks about companies disrupting existing markets and those creating brand new markets. We discuss how there's always a good reason to say no to startups and, more importantly, the key, recurring reasons that come up that cause him to say yes. How do you look at companies addressing industries where the incumbent product offerings are free. Businesses like Slack that were replacing free options Fresh Eyes… You've written about how you don't look at decks before the first meeting w/ an entrepreneur. Can you touch on the key reasons why you take meetings without reviewing the deck? If you are evaluating a startup that is pre-traction – what do you look for and why? In the spirit of continuous improvement… What are your thoughts on how one can learn and improve once they have a job in VC? What startup investor has inspired and influenced you most and why?