The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Episodes
Investor Stories 353: Best LP Question (Aoun, Dukach, Rueckert)
20 Jun 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Adrian Aoun Semyon Dukach Rob Rueckert We asked guests to...
438. Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)
17 Jun 2024
Contributed by Lukas
Ambar Bhattacharyya of Maverick Capital joins Nick to discuss Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialit...
Investor Stories 352: Disruptive Forces (Jensen, Edelson, Tunguz)
13 Jun 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Larsen Jensen Alex Edelson Tomasz Tunguz We asked guests ...
437. Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack (Jake Yormak)
10 Jun 2024
Contributed by Lukas
Jake Yormak of Story Ventures joins Nate to discuss Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Dat...
Investor Stories 351: Key Advice (Walsh, Aoun, Dukach)
06 Jun 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Colin Walsh Adrian Aoun Semyon Dukach We asked guests for...
436. Solving the World's Toughest Problems, the Ethics of AI, and the Rise of Generative Science (James Joaquin)
03 Jun 2024
Contributed by Lukas
James Joaquin of Obvious Ventures joins Nick to discuss Solving the World's Toughest Problems, the Ethics of AI, and the Rise of Generative Science. ...
Investor Stories 350: Lessons Learned (Spreng, Jensen, Edelson)
30 May 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: David Spreng Larsen Jensen Alex Edelson We asked guests t...
435. How a Sports Journalist, Car Washer, and Rug Salesman Built a Tier 1 VC Firm (Pejman Nozad)
27 May 2024
Contributed by Lukas
Pejman Nozad of Pear VC joins Nick to discuss How a Sports Journalist, Car Washer, and Rug Salesman Built a Tier 1 VC Firm . In this episode we cover...
Investor Stories 349: Why I Passed (Rueckert, Tunguz, Rotman)
23 May 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Rob Rueckert Tomasz Tunguz Frank Rotman Each investor hig...
434. Deconstructing the Venture Mindset -- The Data and Decision-Making Driving Top Tier Investing (Ilya Strebulaev)
20 May 2024
Contributed by Lukas
Ilya Strebulaev co-author of the Venture Mindset joins Nick to discuss Deconstructing the Venture Mindset -- The Data and Decision-Making Driving Top...
Investor Stories 348: Best LP Question (Schwerin, Walsh, Spreng)
16 May 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Colin Walsh David Spreng We asked guests t...
433. Founding VC Firms Apax, Greycroft, and Primetime, the Keys to Unlocking Investment Value in Healthcare, and Why the Aging Population is the Biggest Opportunity in Tech (Alan Patricof & Abby Miller Levy)
13 May 2024
Contributed by Lukas
Alan Patricof & Abby Miller Levy of Primetime Partners joins Nick to discuss Founding VC Firms Apax, Greycroft, and Primetime, the Keys to Unlocking ...
Investor Stories 347: Visionary Founders (Aoun, Dukach, Rueckert)
09 May 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Adrian Aoun Semyon Dukach Rob Rueckert We asked guests to...
432. Lessons from Building the Iconic Firm QED, the History of Fintech, the Efficiency of Carbon Vs. Silicon Processing, and Decentralizations Role in the Future of Finance (Frank Rotman)
06 May 2024
Contributed by Lukas
Frank Rotman of QED Investors joins Nick to discuss Lessons from Building the Iconic Firm QED, the History of Fintech, the Efficiency of Carbon Vs. S...
Investor Stories 346: Key Advice (Green, Beller, Jain)
02 May 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Mitchell Green Morgan Beller Gaurav Jain We asked guests ...
431. Web 3.0 Database Dominance, How to Trust Black-Box ML Models, Google's Ad Business in an LLM-First Search World, and Lessons from Looker, Monte Carlo, and MotherDuck (Tomasz Tunguz)
29 Apr 2024
Contributed by Lukas
Tomasz Tunguz of Theory Ventures joins Nick to discuss Web 3.0 Database Dominance, How to Trust Black-Box ML Models, Google's Ad Business in an LLM-F...
Investor Stories 345: Disruptive Forces (Schwerin, Aoun, Rueckert)
25 Apr 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Adrian Aoun Rob Rueckert We asked guests t...
430. LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and Selection (Alex Edelson)
22 Apr 2024
Contributed by Lukas
Alex Edelson of Slipstream Investors joins Nick to discuss LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Acce...
Investor Stories 344: Best LP Question (Kaiser, Jones, Jain)
18 Apr 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Joe Kaiser Michael Jones Gaurav Jain We asked guests to s...
429. TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers (Larsen Jensen)
15 Apr 2024
Contributed by Lukas
Larsen Jensen of Harpoon Ventures joins Nick to discuss TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking ...
Investor Stories 343: Visionary Founders (Tully, Schwerin, Beller)
11 Apr 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Tim Tully Jules Schwerin Morgan Beller We asked guests to...
428. The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference (Ashu Garg)
08 Apr 2024
Contributed by Lukas
Ashu Garg of Foundation Capital joins Nate to discuss The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Infer...
Investor Stories 342: Why I Passed (Green, Walsh, Aoun)
04 Apr 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Mitchell Green Colin Walsh Adrian Aoun Each investor high...
427. The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building Attentive (Brian Long)
01 Apr 2024
Contributed by Lukas
Brian Long of Attentive joins Nate to discuss The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Build...
Investor Stories 341: Key Advice (Jones, Schwerin, Keidan)
28 Mar 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Michael Jones Jules Schwerin Jon Keidan We asked guests f...
426. 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture Cycle is Unique (David Spreng)
25 Mar 2024
Contributed by Lukas
David Spreng of Runway Growth Capital joins Nate to discuss 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why t...
Investor Stories 340: Lessons Learned (Beller, Walsh, Aoun)
21 Mar 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Morgan Beller Colin Walsh Adrian Aoun We asked guests to ...
425. How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access (Rob Rueckert)
18 Mar 2024
Contributed by Lukas
Rob Rueckert of Sorenson Capital joins Nick to discuss How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps De...
Investor Stories 339: Disruptive Forces (Tully, Jones, Green)
14 Mar 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Tim Tully Michael Jones Mitchell Green We asked guests to...
424. Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About Downstream Financing is a Mental Trap (Semyon Dukach)
11 Mar 2024
Contributed by Lukas
Semyon Dukach of One Way Ventures joins Nick to discuss Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying Abou...
Investor Stories 338: Best LP Question (Sigalow, Wagner, Beller)
07 Mar 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Ian Sigalow Peter Wagner Morgan Beller We asked guests to...
423. The Most Interesting Diligence Process You've Ever Heard, Why Founders Aren't Risk Takers, and Reasoning Behind The Government Blocking More M&A Than Ever Before (Todd Klein)
04 Mar 2024
Contributed by Lukas
Todd Klein of Revolution Growth joins Nate to discuss The Most Interesting Diligence Process You've Ever Heard, Why Founders Aren't Risk Takers, and ...
Investor Stories 337: Visionary Founders (Stack, Kaiser, Green)
29 Feb 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Risa Stack Joe Kaiser Mitchell Green We asked guests to d...
422. How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing (Pete Flint)
26 Feb 2024
Contributed by Lukas
Pete Flint of NFX joins Nate to discuss How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Inv...
Investor Stories 336: Key Advice (Sigalow, Lynn, Tully)
22 Feb 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Ian Sigalow Rebecca Lynn Tim Tully We asked guests for th...
421. Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us (Adrian Aoun)
19 Feb 2024
Contributed by Lukas
Adrian Aoun of Forward joins Nick to discuss Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Provi...
Investor Stories 335: Why I Passed (Schwerin, Keidan, Beller)
15 Feb 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Jules Schwerin Jon Keidan Morgan Beller Each investor hig...
420. Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising Advice for DeepTech Startups (Raffi Garabedian)
12 Feb 2024
Contributed by Lukas
Raffi Garabedian of Electric Hydrogen joins Nate to discuss Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fun...
Investor Stories 334: Lessons Learned (Wagner, Lyman, Jones)
08 Feb 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Peter Wagner Lily Lyman Michael Jones We asked guests to ...
419. Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion (Colin Walsh)
05 Feb 2024
Contributed by Lukas
Colin Walsh of Varo Bank joins Nate to discuss Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inc...
Investor Stories 333: Disruptive Forces (Neumann, Kaiser, Beller)
01 Feb 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Jerry Neumann Joe Kaiser Morgan Beller We asked guests to...
418. Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to Past Paradigm Shifts (Gaurav Jain)
29 Jan 2024
Contributed by Lukas
Gaurav Jain of Afore Capital joins Nate to discuss Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to ...
Investor Stories 332: Best LP Question (Stack, Tully, Green)
25 Jan 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Risa Stack Tim Tully Mitchell Green We asked guests to sh...
417. Is Cerebral Valley the True Mecca for AI or Just Hype, How the FTX Meltdown Could Benefit Crypto in the Long Run, and The Pros and Cons of Taking on Elon Musk and Jeff Bezos (Morgan Beller)
22 Jan 2024
Contributed by Lukas
Morgan Beller of NFX joins Nick to discuss Is Cerebral Valley the True Mecca for AI or Just Hype, How the FTX Meltdown Could Benefit Crypto in the Lo...
Investor Stories 331: Visionary Founders (Lyman, Jones, Keidan)
18 Jan 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Lily Lyman Michael Jones Jon Keidan We asked guests to di...
416. 2024 Predictions P2: Bullish/Bearish on Acquisitions, First-Time Founders, Neobanks, PLG, Gaming, Cleantech, Venture GPT, Cyber, and A&D (Ramy Adeeb)
15 Jan 2024
Contributed by Lukas
Ramy Adeeb of 1984 Ventures joins Nick to discuss 2024 Predictions P2: Bullish/Bearish on Acquisitions, First-Time Founders, Neobanks, PLG, Gaming, C...
Investor Stories 330: Key Advice (Ding, Wagner, Kaiser)
11 Jan 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Shensi Ding Peter Wagner Joe Kaiser We asked guests for t...
415. 2024 Predictions P1: A Perfect Storm for Crisis, Feast & Famine in VC, Big Tech AI vs. Startup AI, and How LLMs Become the Ultimate Accelerant & Tax on Venture (Ramy Adeeb)
08 Jan 2024
Contributed by Lukas
Ramy Adeeb of 1984 Ventures joins Nick to discuss 2024 Predictions P1: A Perfect Storm for Crisis, Feast & Famine in VC, Big Tech AI vs. Startup AI, ...
Replay - Raising a Fund via General Solicitation & Twitter, The Challenges (and benefits) of Rolling Funds, and Facing the Reality of Diversity in VC (McKeever "Mac" Conwell II)
06 Jan 2024
Contributed by Lukas
In this special replay episode McKeever "Mac" Conwell II of RareBreed Ventures joins Nick to discuss Raising a Fund via General Solicitation & Twitter...
Investor Stories 329: Lessons Learned (Stack, Tully, Green)
04 Jan 2024
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Risa Stack Tim Tully Mitchell Green We asked guests to te...
Replay - GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities Post-COVID; and a Comprehensive Analysis of Successful GPs and Venture Investments (Grace Isford)
01 Jan 2024
Contributed by Lukas
In this special replay episode Grace Isford of Canvas Ventures joins Nick on a special Crisis Coverage installment to discuss the GTM Playbook; Buildi...
Replay - 1st Institutional VC Fund Raised– Key Learnings (Semil Shah)
30 Dec 2023
Contributed by Lukas
In this special replay episode Semil Shah of Haystack joins Nick to discuss 1st Institutional VC Fund Raised– Key Learnings. We address questions ...
Investor Stories 328: Why I Passed (Wagner, Lyman, Jones)
28 Dec 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Peter Wagner Lily Lyman Michael Jones Each investor highl...
Replay - Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill (Ed Sim)
25 Dec 2023
Contributed by Lukas
In this special replay episode Ed Sim of Boldstart ventures joins Nick to discuss Maintaining a Disciplined Fund Size and Strategy, The Rise of NYC Te...
Replay - How to Angel Invest like the Best, Part 1 & 2 (Jason Calacanis)
23 Dec 2023
Contributed by Lukas
In this special replay episode Jason Calacanis joins Nick to discuss his new book and his secrets to successful angel investing. We address questions ...
Investor Stories 327: Disruptive Forces (Ehrenberg, Duesterhoeft, Stack)
21 Dec 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Roger Ehrenberg Sebastian Duesterhoeft Risa Stack We aske...
414. The Consumer Investing Framework, The Importance of Building a Brand, And Tactical Advice for Founders on how to find Product-Market Fit (Jon Keidan)
18 Dec 2023
Contributed by Lukas
Jon Keidan of Torch Capital joins Nate to discuss The Consumer Investing Framework, The Importance of Building a Brand, And Tactical Advice for Found...
Investor Stories 326: Best LP Question (Cowgill, Neumann, Lyman)
14 Dec 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Jerry Neumann Lily Lyman We asked guests to ...
413. How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market (Jules Schwerin)
11 Dec 2023
Contributed by Lukas
Jules Schwerin of RTP Global joins Nate to discuss How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Se...
Investor Stories 325: Why I Passed (Stack, Kaiser, Tully)
07 Dec 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Risa Stack Joe Kaiser Tim Tully Each investor highlights ...
412. The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the Key to Raising Capital (Mitchell Green)
04 Dec 2023
Contributed by Lukas
Mitchell Green of Lead Edge Capital joins Nick to discuss The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the K...
Investor Stories 324: Visionary Founders (Lynn, Sigalow, Wagner)
30 Nov 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Rebecca Lynn Ian Sigalow Peter Wagner We asked guests to d...
411. Lessons from Liquid Death and Dollar Shave, Why X's Super-App Strategy is Flawed, Building Through Influence, and The Power of Observation (Michael Jones)
27 Nov 2023
Contributed by Lukas
Michael Jones of Science Ventures joins Nick to discuss Lessons from Liquid Death and Dollar Shave, Why X's Super-App Strategy is Flawed, Building Th...
Investor Stories 323: Key Advice (Ehrenberg, Duesterhoeft, Lyman)
23 Nov 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Roger Ehrenberg Sebastian Duesterhoeft Lily Lyman We aske...
410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)
20 Nov 2023
Contributed by Lukas
Tim Tully of Menlo Ventures joins Nate to discuss Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the...
Investor Stories 322: Lessons Learned (Ding, Lynn, Kaiser)
16 Nov 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Shensi Ding Rebecca Lynn Joe Kaiser We asked guests to te...
409. Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticalization of Big Data (Joe Kaiser)
13 Nov 2023
Contributed by Lukas
Joe Kaiser of Mercato joins Nate to discuss Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticaliz...
Investor Stories 321: Disruptive Forces (Cowgill, Wagner, Lyman)
09 Nov 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Peter Wagner Lily Lyman We asked guests to d...
408. Workflow automation, LLMs impact on the Future of Work, Why Proprietary Data-Sets Will Win, How Business Models Will Change with AI, Why VCs should Focus on Revenue Growth and Not Markups (Lily Lyman)
06 Nov 2023
Contributed by Lukas
Lily Lyman of Underscore joins Nick to discuss Workflow automation, LLMs impact on the Future of Work, Why Proprietary Data-Sets Will Win, How Busine...
Investor Stories 320: Post Mortems (Susan, Bahat, Moatti)
02 Nov 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Lior Susan Roy Bahat SC Moatti Each investor discusses a ...
407. Lessons from Seed Investing in Snowflake and Gong, Why the Next Super-Cycle is Here and How to Invest in It, and Insights on Firm Building, Decision Making, and Talent Spotting (Peter Wagner)
30 Oct 2023
Contributed by Lukas
Peter Wagner of Wing VC joins Nick to discuss Lessons from Seed Investing in Snowflake and Gong, Why the Next Super-Cycle is Here and How to Invest i...
Investor Stories 319: Best LP Question (Ehrenberg, Duesterhoeft, Lynn)
26 Oct 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Roger Ehrenberg Sebastian Duesterhoeft Rebecca Lynn We as...
406. Why Good Marketing Beats Good Product, Emerging Use Cases for AI, and Tactical Advice for Founder to Build Their GTM (Rebecca Lynn)
23 Oct 2023
Contributed by Lukas
Rebecca Lynn of Canvas Ventures joins Nate to discuss Why Good Marketing Beats Good Product, Emerging Use Cases for AI, and Tactical Advice for Found...
Investor Stories 318: Strange & Unusual (Bannon, Lerer, Kimerling)
19 Oct 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Maren Bannon Ben Lerer Dan Kimerling Each investor descri...
405. How to Instill a Culture of Speed, Lessons from Scaling Merge to 8000 Customers, and the Future of Software Integration (Shensi Ding)
16 Oct 2023
Contributed by Lukas
Shensi Ding of Merge joins Nate to discuss How to Instill a Culture of Speed, Lessons from Scaling Merge to 8000 Customers, and the Future of Softwar...
Investor Stories 317: Lessons Learned (Cowgill, Ehrenberg, Zalman)
12 Oct 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Roger Ehrenberg Elizabeth Zalman We asked gu...
404. Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Tooling vs. AI Platforms; and the Search for the Next Form Factor Amidst Smart-phone Saturation (Ian Sigalow)
09 Oct 2023
Contributed by Lukas
Ian Sigalow of Greycroft joins Nick to discuss Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Too...
Investor Stories 316: Why I Passed (Lerer, Duesterhoeft, Sigalow)
05 Oct 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Ben Lerer Sebastian Duesterhoeft Ian Sigalow Each investo...
403. Can BioTech Extend Life to 150 Years? Gene Editing, and Investing in the Future of Life Sciences (Risa Stack)
02 Oct 2023
Contributed by Lukas
Risa Stack of The Production Board joins Nate to discuss Can BioTech Extend Life to 150 Years? Gene Editing, and Investing in the Future of Life Scie...
Investor Stories 315: Visionary Founders (Cowgill, Ehrenberg, Neumann)
28 Sep 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Roger Ehrenberg Jerry Neumann We asked guest...
402. Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent (Sebastian Duesterhoeft)
25 Sep 2023
Contributed by Lukas
Sebastian Duesterhoeft of Lightspeed Venture Partners joins Nate to discuss Are Software Businesses Defensible? What is the S curve and How to Time i...
Investor Stories 314: What's Next (Kimerling, Akhund, Borumand)
21 Sep 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Dan Kimerling Immad Akhund Cameron Borumand Each investor...
401. Founder Vs. Investor – A debate between an Experienced Founder and the VC that Backed Her (Jerry Neumann and Elizabeth Zalman)
18 Sep 2023
Contributed by Lukas
Jerry Neumann and Elizabeth Zalman of Neu Venture Capital/Crane Venture Partners join Nick to discuss Founder Vs. Investor – A debate between an Ex...
Investor Stories 313: Why I Passed (Cowgill, Ehrenberg, Neumann)
14 Sep 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: John Cowgill Roger Ehrenberg Jerry Neumann Each investor ...
400. Building and Leaving the Iconic Seed Firm IA, Mastering Reserve Strategy, Investing in Sports and the Next Wave of Entertainment, and Analyzing the Pysche of Unicorn Founders (Roger Ehrenberg)
11 Sep 2023
Contributed by Lukas
Roger Ehrenberg of Eberg Capital joins Nick to discuss Building and Leaving the Iconic Seed Firm IA, Mastering Reserve Strategy, Investing in Sports ...
Investor Stories 312: Lessons Learned (Lerer, Kimerling, Akhund)
07 Sep 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Ben Lerer Dan Kimerling Immad Akhund Each investor illust...
399. Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to the Hype? (John Cowgill)
04 Sep 2023
Contributed by Lukas
John Cowgill of Costanoa Ventures joins Nate to discuss Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to...
Investor Stories 311: Why I Passed (Biederman, Kaul, Susan)
31 Aug 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Rob Biederman Samir Kaul Lior Susan Each investor highlig...
398. Behind the Scenes at Mercury During the SVB Crisis, Tactical Fundraising Advice for Founders, Lessons from 300+ Angel Investments (Immad Akhund)
28 Aug 2023
Contributed by Lukas
Immad Akhund of Mercury joins Nate to discuss Behind the Scenes at Mercury During the SVB Crisis, Tactical Fundraising Advice for Founders, Lessons f...
Investor Stories 310: Post Mortems (Agarwal, Lerer, Kimerling)
24 Aug 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Ajay Agarwal Ben Lerer Dan Kimerling Each investor discus...
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)
21 Aug 2023
Contributed by Lukas
Dan Kimerling of Deciens Capital joins Nick to discuss Defying the VC Orthodox, Re-inventing Financial Services, Picking Righteousness Over Returns, ...
Investor Stories 309: Strange & Unusual (Wilk, Susan, Kaul)
17 Aug 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Jason Wilk Lior Susan Samir Kaul Each investor describes ...
396. Scaling Dave to IPO, How to Recruit a Word Class Team, And Predictions for the Future of FinTech (Jason Wilk)
14 Aug 2023
Contributed by Lukas
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 ep...
Investor Stories 308: Why I Passed (Agarwal, Barnes, Kimerling)
10 Aug 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Ajay Agarwal Brian Barnes Dan Kimerling Each investor hig...
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)
07 Aug 2023
Contributed by Lukas
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 Les...
Investor Stories 307: What's Next (Kaul, Susan, Lerer)
03 Aug 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Samir Kaul Lior Susan Ben Lerer Each investor discusses s...
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
31 Jul 2023
Contributed by Lukas
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...
Investor Stories 306: Strange & Unusual (Biederman, Agarwal, Barnes)
27 Jul 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Rob Biederman Ajay Agarwal Brian Barnes Each investor des...
393. The $40T Opportunity Investing in Physical Industries, The Framework for Investing in Hardware, and Lessons Learned from Industry Legend, Pierre Lamond (Lior Susan)
24 Jul 2023
Contributed by Lukas
Lior Susan of Eclipse Ventures joins Nate to discuss The $40T Opportunity Investing in Physical Industries, The Framework for Investing in Hardware, ...
Investor Stories 305: Lessons Learned (Conrad, Kaul, Susan)
20 Jul 2023
Contributed by Lukas
On this special segment of The Full Ratchet, the following Investors are featured: Tony Conrad Samir Kaul Lior Susan Each investor illustrat...