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

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)

17 Jul 2023

Contributed by Lukas

Samir Kaul of Khosla Ventures joins Nick to discuss Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Mar...

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

13 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 dis...

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

10 Jul 2023

Contributed by Lukas

Brian Barnes of M1 Finance joins Nick to discuss Building the Finance Super App, Modernizing Risk Underwriting, Revolutionizing Wealth Management, an...

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

06 Jul 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: David Tisch Tony Conrad Samir Kaul Each investor discusse...

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)

03 Jul 2023

Contributed by Lukas

Ajay Agarwal of Bain Capital Ventures joins Nick to discuss The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Star...

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

29 Jun 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Eric Tarczynski Ajay Agarwal Brian Barnes Each investo...

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

26 Jun 2023

Contributed by Lukas

Rob Biederman of Asymmetric joins Nate to discuss The Surprising Challenge of Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, ...

Investor Stories 301: Lessons Learned (Zullo, Dockery, Biederman)

22 Jun 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Rick Zullo Catharine Dockery Rob Biederman Each investor ...

388. The True Legend, Tony Conrad, on Avoiding Attribution, The 50.1% Rule of Life, How to Invest in Red Oceans, and Why Investor Inaction is Often Best (Tony Conrad)

19 Jun 2023

Contributed by Lukas

Tony Conrad of True Ventures joins Nick to discuss Avoiding Attribution, The 50.1% Rule of Life, How to Invest in Red Oceans, and Why Investor Inacti...

Investor Stories 300: Post Mortems (Eylath, Harrison, Pruden)

15 Jun 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Nadav Eylath Kyle Harrison Alex Pruden Each investor disc...

387. Why Now is the Best Time to be Investing in Crypto and Web3, What's Next in NFTs, and The Future of Crypto Regulation (David Pakman)

12 Jun 2023

Contributed by Lukas

David Pakman of Coinfund joins Nate to discuss Why Now is the Best Time to be Investing in Crypto and Web3, What's Next in NFTs, and The Future of Cr...

Investor Stories 299: Why I Passed (Tisch, Chan & Ebrahimi, Conrad)

08 Jun 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: David Tisch Wesley Chan & Pegah Ebrahimi Tony Conrad E...

386. Finding Product Market Fit As a Venture Firm, How to Identify World-Class Founders Before Anyone Else, And Debating Whether or Not Venture Has Hit The Bottom (Kyle Harrison and Eric Tarczynski)

05 Jun 2023

Contributed by Lukas

Kyle Harrison and Eric Tarczynski of Contrary Capital join Nate to discuss Finding Product Market Fit As a Venture Firm, How to Identify World-Class ...

Investor Stories 298: Strange & Unusual (Zullo, Shakir, Andelman)

01 Jun 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Rick Zullo Deena Shakir Jim Andelman Each investor descri...

385. Why AI is Still Being Underhyped, Innovating at the Hardware Layer, and Why the Future of AI is Open Source (Rodrigo Liang)

29 May 2023

Contributed by Lukas

Rodrigo Liang of SambaNova Systems joins Nate to discuss The Future of Generative AI, Innovating at the Hardware Layer, and the Path to Artificial Ge...

Investor Stories 297: What's Next (Dockery, Tisch, Harrison)

25 May 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Catharine Dockery David Tisch Kyle Harrison Each investor...

384. Building with a 100-Year Vision, Getting to Conviction in Canva, the Mission-Driven Mindset, and Lessons from the Legend, Bill Campbell (Wes Chan and Pegah Ebrahimi)

22 May 2023

Contributed by Lukas

Wes Chan and Pegah Ebrahimi of FPV Ventures join Nick to discuss Building with a 100-Year Vision, Getting to Conviction in Canva, the Mission-Driven ...

Investor Stories 296_ Lessons Learned (Shakir, Tisch, Chan & Ebrahi)

18 May 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Deena Shakir David Tisch Wes Chan & Pegah Ebrahimi Each i...

383. The Fallout of First Republic and SVB and its Implications on Tech, The Algorithm Behind the Midas List, and Will AI Actually Replace Journalists? (Alex Konrad)

15 May 2023

Contributed by Lukas

Alex Konrad of Forbes joins Nick to discuss The Fallout of First Republic and SVB and its Implications on Tech, The Algorithm Behind the Midas List, ...

Investor Stories 295: Why I Passed (Andelman, Dockery, Tarczynski)

11 May 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jim Andelman Catharine Dockery Eric Tarczynski Each inves...

382. Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social (David Tisch)

08 May 2023

Contributed by Lukas

David Tisch of Box Group joins Nick to discuss Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer ...

Investor Stories 294: What's Next (Chan & Ebrahim, Shakir, Zullo)

04 May 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Wesley Chan & Pegah Ebrahimi Deena Shakir Rick Zullo Each...

381. The Opportunity in Gen Z, Deciphering Signal From the Noise in Generative AI, and The Future of Work (Rex Woodbury)

01 May 2023

Contributed by Lukas

Rex Woodbury of Index joins Nate to discuss The Opportunity in Gen Z, Deciphering Signal From the Noise in Generative AI, and The Future of Work. In t...

380. The Lux Capital Playbook, Deeptech and The Application Layer, and What the Future Holds for Digital Health (Deena Shakir)

27 Apr 2023

Contributed by Lukas

Deena Shakir of Lux Capital joins Nick to discuss The Lux Capital Playbook, Deeptech and The Application Layer, and What the Future Holds for Digital...

Investor Stories 293: Post Mortems (Andelman, Chan & Ebrahi, Liang)

24 Apr 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jim Andelman Wes Chan & Pegah Ebrahimi Rodrigo Liang Each ...

Investor Stories 292: Lessons Learned (Zullo, Shakir, Pruden)

20 Apr 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Rick Zullo Deena Shakir Alex Pruden Each investor illustrates...

379. 85% Graduation from Seed to Series A, SaaS Metric Mastery, The Right Time to Stop Founder-Led Sales, and Advice for Emerging Managers (Jim Andelman)

17 Apr 2023

Contributed by Lukas

Jim Andelman of Bonfire Ventures joins Nick to discuss 85% Graduation from Seed to Series A, SaaS Metric Mastery, The Right Time to Stop Founder-Led ...

Investor Stories 291: Why I Passed (Ross, Shakir, Zullo)

13 Apr 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Kristi Ross Deena Shakir Rick Zullo Each investor highligh...

378. Betting on "Bad" Industries, the opportunity in Alcohol, Nicotine, SexTech and other vices, and Why Early Stage Investors Should Avoid Consumer Investing (Catharine Dockery)

10 Apr 2023

Contributed by Lukas

Catharine Dockery of Vice Ventures joins Nick to discuss Betting on "Bad" Industries, the opportunity in Alcohol, Nicotine, SexTech and other vices, ...

Investor Stories 290: What's Next (Andelman, Hershenson, Pruden)

06 Apr 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jim Andelman Mar Hershenson Alex Pruden Each investor disc...

377. From Special Forces to Leading Aleo, The Bull Case for Crypto and Web 3, and The Future of the Internet (Alex Pruden)

03 Apr 2023

Contributed by Lukas

Alex Pruden of Aleo joins Nate to discuss From Special Forces to Leading Aleo, The Bull Case for Crypto and Web 3, and The Future of the Internet. In ...

Investor Stories 289: Post Mortems (Schlacks, Hershenson, Zullo)

30 Mar 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Willy Schlacks Mar Hershenson Rick Zullo Each investor discus...

376. Architecting a Thesis-Driven Philosophy, Why There's Riches in Niches, How Founder-Market Fit is Changing, and Building the Largest Community of Emerging Managers (Rick Zullo)

27 Mar 2023

Contributed by Lukas

Rick Zullo of Equal Ventures joins Nick to discuss Architecting a Thesis-Driven Philosophy, Why There's Riches in Niches, How Founder-Market Fit is C...

Investor Stories 288: Strange & Unusual (Eylath, Ross, Hershenson)

23 Mar 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Nadav Eylath Kristi Ross Mar Hershenson Each investor des...

375. Founding Unicorn Startup Alloy, How to Scale a Go To Market Strategy, and The Next 10 Years in FinTech (Laura Spiekerman)

20 Mar 2023

Contributed by Lukas

Laura Spiekerman of Alloy joins Nate to discuss What Does the Future of Fintech Hold? Insights on Growth, Fraud, and Community Banking. In this episo...

Investor Stories 287: Lessons Learned (Ross, Viswanathan, Alon)

16 Mar 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Kristi Ross Ravi Viswanathan Oz Alon Each investor illustra...

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)

13 Mar 2023

Contributed by Lukas

Shardul Shah of Index Ventures joins Nick to discuss Assessing an entrepreneur's imagination. What are the metrics and characteristics that demonstrat...

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

09 Mar 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jenny Lefcourt Mar Hershenson Ravi Viswanathan Each investor high...

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)

06 Mar 2023

Contributed by Lukas

Kristi Ross of tastytrade joins Nick to discuss Bootstrapping to a Billion Dollar Exit, The History of Options Trading, Competing Against Robinhood, ...

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

02 Mar 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Tim Draper Jenny Lefcourt Chris Sugden Each investor dis...

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

27 Feb 2023

Contributed by Lukas

 Dan Ahrens of Left Lane Capital joins Nate to discuss The $30 Trillion Dollar Market Opportunity, Formulas for Successful Consumer Investing, and t...

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

23 Feb 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Brian O'Malley Ravi Viswanathan Willy Schlacks Each inves...

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)

20 Feb 2023

Contributed by Lukas

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 Un...

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

16 Feb 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Samara Mejia Hernandez Julie Wroblewski Brad Burnham Each investo...

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)

13 Feb 2023

Contributed by Lukas

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 Intersec...

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

09 Feb 2023

Contributed by Lukas

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

369. What Consumer Founders Often Get Wrong, How to Build a Culture that Breeds Creativity, and Scaling Bark to IPO (Henrik Werdelin)

06 Feb 2023

Contributed by Lukas

Henrik Werdelin of BARK joins Nate to discuss What Consumer Founders Often Get Wrong, How to Build a Culture that Breeds Creativity, and Scaling Bark ...

Investor Stories 281: Lessons Learned (Kadavy, Burnham, Hamed)

02 Feb 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Annie Kadavy Brad Burnham Ali Hamed Each investor illustrate...

368. From a Bar Owner to $100M+ ARR, How an Outsider Navigated Silicon Valley, Raising through Peaks and Troughs of Hype Cycles, and How to Select $B startups at the Incorporation Stage (Oz Alon & Nadav Eylath)

30 Jan 2023

Contributed by Lukas

Oz Alon & Nadav Eylath of Honeybook & at.inc/ joins Nick to discuss From a Bar Owner to $100M+ ARR, How an Outsider Navigated Silicon Valley, Raising...

Investor Stories 280: What's Next (Jones, Lefcourt, Viswanathan)

26 Jan 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Tripp Jones Jenny Lefcourt Ravi Viswanathan Each investor di...

367. 2023 Predictions P2: A16Z vs. Tiger, ChatGPT vs. Google, Hot vs. Cool Sectors, and Which Big Tech Companies are Doomed (Ramy Adeeb)

23 Jan 2023

Contributed by Lukas

Ramy Adeeb of 1984 joins Nick to discuss 2023 Predictions P2: A16Z vs. Tiger, ChatGPT vs. Google, Hot vs. Cool Sectors, and Which Big Tech Companies ...

366. 2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Should Anti-Trust Take a Bite out of Apple (Ramy Adeeb)

19 Jan 2023

Contributed by Lukas

Ramy Adeeb of 1984 joins Nick to discuss 2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Shoul...

Investor Stories 279: Why I Passed (Nagaraj, O'Malley, Kadavy)

16 Jan 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Sunil Nagaraj Brian O'Malley Annie Kadavy Each investor highli...

Investor Stories 278: Post Mortems (Khera, Hamed, Viswanathan)

12 Jan 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Neha Khera Ravi Viswanathan Ali Hamed Each investor discusses...

365. From Founder to Forbes Midas List, Behind the Scenes of an Intro Call, Why B2B2C is Best, and Avoiding the Leaky Funnel Trap (Jenny Lefcourt)

09 Jan 2023

Contributed by Lukas

Jenny Lefcourt, General Partner at Freestyle Capital joins Nick to discuss Founder to Forbes Midas List, Behind the Scenes of an Intro Call, Why B2B2C...

Investor Stories 277: Strange & Unusual (Holiday, Liaw, Sugden)

07 Jan 2023

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Aaron Holiday Eric Liaw Chris Sugden Each investor describes...

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)

05 Jan 2023

Contributed by Lukas

On this special replay episode, Nicole Quinn of Lightspeed Venture Partners joins Nick to discuss The Effect of Technology on Relationships, The 5 Ind...

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

02 Jan 2023

Contributed by Lukas

In this special replay episode, Ben Sun of Primary Venture Partners joins Nick to discuss Distribution vs. Product, Founders vs. Markets, and Winning ...

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)

31 Dec 2022

Contributed by Lukas

On this special replay episode, Monique Woodard of Cake Ventures joins Nick to discuss The "Three Layer Cake" Fund, How Personal Experience Drives You...

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

29 Dec 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Tim Draper Aaron Holiday Anna Mason Each investor illustrate...

Replay - The DNA of Startup Success (John Vrionis)

26 Dec 2022

Contributed by Lukas

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...

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

22 Dec 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Cameron Borumand Annie Kadavy Konrad Waliszewski Each invest...

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

19 Dec 2022

Contributed by Lukas

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 epi...

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

15 Dec 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Steve Sarracino Hernán Fernandez Tim Draper Each investor disc...

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

12 Dec 2022

Contributed by Lukas

Willy Schlacks of EquipmentShare joins Nick to discuss Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win ...

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

08 Dec 2022

Contributed by Lukas

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

362. Orchestrating a $1B+ Secondaries Purchase from NEA, Tradeoffs of Burn, Growth, and Valuation, and Winning Against Multistage Firms (Ravi Viswanathan)

05 Dec 2022

Contributed by Lukas

Ravi Viswanathan of NVC joins Nick to discuss Orchestrating a $1B+ Secondaries Purchase from NEA, tradeoffs of Burn, Growth, and Valuation, and Winni...

Investor Stories 272: Strange & Unusual (Sands, Hamed, Draper)

01 Dec 2022

Contributed by Lukas

this special segment of The Full Ratchet, the following Investors are featured: Greg Sands Ali Hamed Tim Draper Each investor describes the m...

361. Valuation Inflation, the IPO Pause and What that Means for M&A, If Twitter is in Better Hands, and How to Construct a Successful Board (Eric Liaw)

28 Nov 2022

Contributed by Lukas

Eric Liaw of IVP joins Nick to discuss Valuation Inflation, the IPO Pause and What that Means for M&A, If Twitter is in Better Hands, and How to Cons...

Investor Stories 271: Lessons Learned (Khera, O'Malley, Mejia Hernandez)

24 Nov 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Neha Khera Brian O'Malley Samara Mejia Hernandez Each inve...

360. Stories, Advice, and Leveraging 35 Years of Startup Board Experience (Brad Feld)

21 Nov 2022

Contributed by Lukas

Brad Feld of Foundry Group and Techstars joins Nate to discuss Stories, Advice, and Leveraging 35 Years of Startup Board Experience. In this episode ...

Investor Stories 270: What's Next (Foxe Blader, Zhuo, Burnham)

17 Nov 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Ruth Foxe Blader TX Zhuo Brad Burnham Each investor discus...

359. The 20 Year Evolution of Venture Capital, Growing a Firm with Zero Investments in Silicon Valley, and the Multi-Stage Fund Reckoning (Chris Sugden)

14 Nov 2022

Contributed by Lukas

Chris Sugden of Edison Partners joins Nate to discuss The 20 Year Evolution of Venture Capital, Growing a Firm with Zero Investments in Silicon Valle...

Investor Stories 269: Why I Passed (Suissa, Hamed, Saenko)

10 Nov 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Yanev Suissa Ali Hamed Maryanna Saenko Each investor highlig...

358. Lessons from Tim Draper on Investing in Elon, Where Theranos Went Wrong, and Why Decentralization is the Next Great Tech Frontier (Tim Draper)

07 Nov 2022

Contributed by Lukas

Tim Draper of Draper Associates joins Nick to discuss Lessons from Tim Draper on Investing in Elon, Where Theranos Went Wrong, and Why Decentralizati...

Investor Stories 268: Post Mortems (Sankar, Rivera, Kadavy)

03 Nov 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Santosh Sankar Miriam Rivera Annie Kadavy Each investor discusses ...

357. Swimming in the Shark Tank, How Gary Vaynerchuk Got His First Check, and Mastering Your Mindset (Matt Higgins)

31 Oct 2022

Contributed by Lukas

Matt Higgins of RSE Ventures & Business Hunters joins Nick to discuss Swimming in the Shark Tank, How Gary Vaynerchuk Got His First Check, and Master...

Investor Stories 267: Strange & Unusual (Cohen, Wroblewski, Khera)

27 Oct 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured:    Matt Cohen    Julie Wroblewski    Neha Khera        Ea...

356. Why Most CRO Hires Don't Work, Lessons from Scaling World Class PLG Companies, and the Case for Founder-Led Sales (Victoria Treyger)

24 Oct 2022

Contributed by Lukas

Victoria Treyger of Felicis joins Nate to discuss Why Most CRO Hires Don't Work, Lessons from Scaling World Class PLG Companies, and the Case for Fou...

Investor Stories 266: Lessons Learned (Jones, Sands, Borumand)

20 Oct 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Tripp Jones Greg Sands Cameron Borumand Each investor illustrate...

355. Lessons for Raising an Inaugural Fund, How to Construct a Thesis, and The Shortcomings of the Traditional VC Model (Allan Jean-Baptiste and Marco DeMeireles)

17 Oct 2022

Contributed by Lukas

Allan Jean-Baptiste and Marco DeMeireles of Ansa Capital join Nate to discuss Lessons for Raising an Inaugural Fund, How to Construct a Thesis, and Th...

Investor Stories 265: What's Next (Pantoja, Wroblewski, Mehta)

13 Oct 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Marcelino Pantoja Julie Wroblewski Manan Mehta Each investor...

354. The VC Networking Playbook, Credit and Pricing Risk in New Asset Classes, and How VC Market Hype Should Impact Stage Focus and Net Buy/Sell Positions (Ali Hamed)

10 Oct 2022

Contributed by Lukas

Ali Hamed of CoVenture and Crossbeam Venture Partners joins Nick to discuss The VC Networking Playbook, Credit and Pricing Risk in New Asset Classes,...

Investor Stories 264: Why I Passed (Sands, Page, Falvey)

06 Oct 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Greg Sands Karen Page Ryan Falvey Each investor highlights a...

353. The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correction (Doug Pepper)

03 Oct 2022

Contributed by Lukas

Doug Pepper of ICONIQ Growth joins Nate to discuss The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correcti...

Investor Stories 263: Post Mortems (Jones, Lehr, Nagaraj)

29 Sep 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Tripp Jones Jonathan Lehr Sunil Nagaraj Each investor discus...

352. The Second Wave of SaaS, Using Software to Scale a Venture Firm, and Predictions for the Future of Venture Capital (Aaron Holiday)

26 Sep 2022

Contributed by Lukas

Aaron Holiday of 645 Ventures joins Nate to discuss The Second Wave of SaaS, Using Software to Scale a Venture Firm, and Predictions for the Future o...

Investor Stories 262: Strange & Unusual (Zulkosky, Fernandez, O'Malley)

22 Sep 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Sara Zulkosky Hernán Fernandez Brian O'Malley Each investor...

351. Founding Union Square Ventures, Driving Persistent, Top Decile Returns, How Top Founders Have Changed, and the Outlook for Web 3.0 and Data Control (Brad Burnham)

19 Sep 2022

Contributed by Lukas

Brad Burnham of Union Square Ventures joins Nick to discuss Founding Union Square Ventures, Driving Persistent, Top Decile Returns, How Top Founders ...

Investor Stories 261: Lessons Learned (Zhuo, Morgan, Achler & Iseri)

15 Sep 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: TX Zhuo Howard Morgan Mark Achler & Mert Iseri Each investor...

350. How to Maximize Investor Value for Founders, the Future of Cloud Infrastructure, and the Bull Case for Cybersecurity (Guru Chahal)

12 Sep 2022

Contributed by Lukas

Guru Chahal of Lightspeed Venture Partners joins Nate to discuss How to Maximize Investor Value for Founders, the Future of Cloud Infrastructure, and...

Investor Stories 260: What's Next (Rivera, Sarracino, Mason)

08 Sep 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Miriam Rivera Steve Sarracino Anna Mason Each investor discu...

349. The Secrets Behind Building a 35M+ Following, Why Social is the New SEO, and How Tripscout is Creating the Super App for Travel (Konrad Waliszewski)

05 Sep 2022

Contributed by Lukas

Konrad Waliszewski of Tripscout joins Nick to discuss The Secrets Behind Building a 35M+ Following, Why Social is the New SEO, and How Tripscout is C...

Investor Stories 259: Why I Passed (Jones, Khera, Borumand)

01 Sep 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Tripp Jones Neha Khera Cameron Borumand Each investor highli...

348. Future Strategies for Digital Customer Acquisition, Why to Stay Small While You Scale, and S&M Strategies at Different Customer ACV Tiers (Brian O'Malley)

29 Aug 2022

Contributed by Lukas

Brian O'Malley of Forerunner Ventures joins Nick to discuss Future Strategies for Digital Customer Acquisition, Why to Stay Small While You Scale, an...

Investor Stories 258: Post Mortems (Page, Zhuo, Sands)

25 Aug 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Karen Page TX Zhuo Greg Sands Each investor discusses a port...

347. Lessons from the Largest Latina Solo GP, Being Impactful Without Being an Impact Fund, and How to Use Sales Tactics for Success in VC (Samara Mejia Hernandez)

22 Aug 2022

Contributed by Lukas

Samara Mejia Hernandez of Chingona Ventures joins Nick to discuss Lessons from the Largest Latina Solo GP, Being Impactful Without Being an Impact Fu...

Investor Stories 257: Strange & Unusual (Falvey, Mehta, Kadavy)

18 Aug 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Ryan Falvey Manan Mehta Annie Kadavy Each investor describes...

346. Lessons from Scaling Braze to IPO, the Importance of the Underdog Mindset, and the Future of SaaS (Mark Ghermezian)

15 Aug 2022

Contributed by Lukas

Mark Ghermezian of m]x[v Capital joins Nate to discuss Lessons from Scaling Braze to IPO, the Importance of the Underdog Mindset, and the Future of S...

Investor Stories 256: Lessons Learned (Wroblewski, Evans, Nagaraj)

11 Aug 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Julie Wroblewski Mike Evans Sunil Nagaraj Each investor illu...