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

345. How to Maximize Return When Selling a Startup, Twitter's Terms Battle, and Why MATH Ventures is Exiting Right (Mark Achler & Mert Iseri)

08 Aug 2022

Contributed by Lukas

Mark Achler & Mert Iseri of MATH Venture Partners join Nick to discuss Dispelling Folktales for Founders, the FAIR Framework, Twitter's Terms Battle,...

Investor Stories 255: What's Next (Fernandez, Barrile, Saenko)

04 Aug 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Hernán Fernandez Parker Barrile Maryanna Saenko Each invest...

344. An Inside Look Into Stonks, the Democratization of Dealflow, and the Future of Startup Investing (Ali Moiz)

01 Aug 2022

Contributed by Lukas

Ali Moiz of Stonks joins Nate to discuss An Inside Look Into Stonks, the Democratization of Dealflow, and the Future of Startup Investing. In this ep...

Investor Stories 254: Why I Passed (Wilkins, Mehta, Foxe Blader)

28 Jul 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Tony Wilkins Manan Mehta Ruth Foxe Blader Each investor high...

343. Opportunities in Market Downturns, Lessons from Lehman, Inherent Optimism in Venture, and Why Rise of the Rest Isn't Slowing Its Roll (Anna Mason)

25 Jul 2022

Contributed by Lukas

Anna Mason of Revolution's Rise of the Rest Seed Fund joins Nick to discuss Opportunities in Market Downturns, Lessons from Lehman, Inherent Optimism...

Investor Stories 253: Post Mortems (Cohen, Suissa, Go)

21 Jul 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Matt Cohen Yanev Suissa Rob Go Each investor discusses a por...

342. Investing in $B+ Marketplaces, Beating the Cold Start Problem, Warby Parker's Key to Scaling, and the Backstory Behind Redpoint's Social Media Surge (Annie Kadavy)

18 Jul 2022

Contributed by Lukas

Annie Kadavy of Redpoint Ventures joins Nick to discuss Investing in $B+ Marketplaces, Beating the Cold Start Problem, Warby Parker's Key to Scaling,...

Investor Stories 252: Strange & Unusual (Page, Kashyap, Sankar)

14 Jul 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Karen Page Nagraj Kashyap Santosh Sankar Each investor descr...

341. Competing with a16z & Sequoia at Pre-Seed, the Evolution of Accelerators, and Deciphering Signal From Noise in Web 3 (Neha Khera)

11 Jul 2022

Contributed by Lukas

Neha Khera of 2048 Ventures joins Nate to discuss Competing with a16z & Sequoia at Pre-Seed, the Evolution of Accelerators, and Deciphering Signal Fr...

Investor Stories 251: Lessons Learned (Rivera, Ebinger, Saenko)

07 Jul 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Miriam Rivera Jonathan Ebinger Maryanna Saenko Each investor...

340. Billion $ Lessons from a Dozen Unicorns, Why Consumer VC is not Dead, How to Size a Marketplace, and What the LP Pullback means for VC Funds (Tripp Jones)

04 Jul 2022

Contributed by Lukas

Tripp Jones of Uncork Capital joins Nate to discuss Billion $ Lessons from a Dozen Unicorns, Why Consumer VC is not Dead, How to Size a Marketplace, ...

Investor Stories 250: What's Next (Sippel, Zulkosky, Sands)

30 Jun 2022

Contributed by Lukas

Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-ret...

339. Founding Renaissance Technologies & First Round Capital, The Origins of Idealab, Reasons Not to Grow your Fund, and How Sourcing from YC Has Changed (Howard Morgan)

27 Jun 2022

Contributed by Lukas

Howard Morgan of B Capital Group joins Nick to discuss Founding Renaissance Technologies & First Round Capital, The Origins of Idealab, Reasons Not t...

Investor Stories 249: Why I Passed (Rivera, Levine, Mehta)

23 Jun 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Miriam Rivera Seth Levine Nihal Mehta Each investor highligh...

338. The $640B Care Economy, The Invisible Work Dilemma, and Differentiation Tips for Emerging Managers (Julie Wroblewski)

20 Jun 2022

Contributed by Lukas

Julie Wroblewski of Magnify Ventures joins Nick to discuss The $640B Care Economy, The Invisible Work Dilemma, and Differentiation Tips for Emerging ...

Investor Stories 248: Post Mortems (Borumand, Falvey, Sarracino)

16 Jun 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Cameron Borumand Ryan Falvey Steve Sarracino Each investor d...

337. Navigating Macro Headwinds, Balancing Growth v. Profitability, and How to Get in Front of the Top 1% of Founders (Nnamdi Iregbulem)

13 Jun 2022

Contributed by Lukas

Nnamdi Iregbulem of Lightspeed Venture Partners joins Nate to discuss Navigating Macro Headwinds, Balancing Growth v. Profitability, and How to Get i...

Investor Stories 247: Strange & Unusual (Lehr, Nagaraj, Sarracino)

09 Jun 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jonathan Lehr Sunil Nagaraj Steve Sarracino Each investor describ...

336. The Mendoza Line in VC, Why Most Investors Fail More than they Succeed, What Founder Greatness Looks Like, and Lessons from Pitching to 500 LPs & Closing $42.6M (Nick Moran)

06 Jun 2022

Contributed by Lukas

Nate Pierotti of New Stack Ventures joins Nick to discuss The Mendoza Line in VC, Why Most Investors Fail More than they Succeed, What Founder Greatn...

Investor Stories 246: Lessons Learned (Go, Sankar, Page)

02 Jun 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following investors are featured: Rob Go Santosh Sankar Karen Page Each investor illustrates a crit...

335. The $2 Billion Pizza Order, The Founding Story of Grubhub, Why NPS Sucks, and How Fixer is Transforming Gig Work (Mike Evans)

30 May 2022

Contributed by Lukas

Mike Evans of Grubhub & Fixer joins Nick to discuss The $2 Billion Pizza Order, The Founding Story of Grubhub, Why NPS Sucks, and How Fixer is Transf...

334. A Decade at Costanoa, Where Large Multistage Funds Fail Founders, Denominator v. Numerator Effects, and Tips on Startup Selection (Greg Sands)

26 May 2022

Contributed by Lukas

Greg Sands of Costanoa Ventures joins Nick to discuss A Decade at Costanoa, Where Large Multistage Funds Fail Founders, Denominator v. Numerator Effe...

Investor Stories 245: What's Next (Kashyap, Cohen, Stojkovic, Cairo)

23 May 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Nagraj Kashyap Matt Cohen Jennifer Stojkovic Jed Cairo Each...

Investor Stories 244: Why I Passed (Wiener, Zhuo, Zulkosky)

19 May 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Ben Wiener TX Zhuo Sara Zulkosky Each investor highlights a situ...

333. Mexico's New Tech Mafia, Winning Copycat Strategies, and the Future of Fintech in LatAm (Hernán Fernández)

16 May 2022

Contributed by Lukas

Hernán Fernández of Angel Ventures joins Nick to discuss Mexico's New Tech Mafia, Winning Copycat Strategies, and the Future of Fintech in LatAm. I...

Investor Stories 243: Strange & Unusual (Suissa, Foxe Blader, Barrile)

12 May 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Yanev Suissa, Ruth Foxe Blader, and Parker Barrile.  Each invest...

332. 11 Unicorns from Seed, Quantitative Decision-Models for Selecting Investments, Thoughts on Male vs. Female Founders & Investors, and Lessons from Larry and Sergey in the Early Days of Google (Miriam Rivera)

09 May 2022

Contributed by Lukas

Miriam Rivera of Ulu Ventures joins Nick to discuss 11 Unicorns from Seed, Quantitative Decision-Models for Selecting Investments, Thoughts on Male v...

Investor Stories 242: Post Mortems (Wilkins, Mehta, Saenko)

05 May 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Tony Wilkins, Manan Mehta, and Maryanna Saenko.  Each investor d...

331. The Founding Story of NEA, The True History of Venture Capital, the Keys to an Enduring Firm Legacy, and Why the Best VC's Dare Disturb the Universe (Chuck Newhall)

02 May 2022

Contributed by Lukas

Chuck Newhall of NEA joins Nick to discuss The Founding Story of NEA, The True History of Venture Capital, the Keys to an Enduring Firm Legacy, and W...

Investor Stories 241: Lessons Learned (Pascucci, Lehr, Pantoja)

28 Apr 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Victor Pascucci, Jonathan Lehr, and Marcelino Pantoja.  Each inv...

330. Building Unicorns from the Ground Up, Recruiting Founders from the C-Suite, and Driving Top 1% Returns with Concentration (Jed Cairo)

25 Apr 2022

Contributed by Lukas

Jed Cairo of Juxtapose joins Nick to discuss Building Unicorns from the Ground Up, Recruiting Founders from the C-Suite, and Driving Top 1% Returns w...

Investor Stories 240: What's Next (Nagaraj, Falvey, Page)

21 Apr 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Sunil Nagaraj, Ryan Falvey, and Karen Page.  Each investor discu...

329. The $8.3T Opportunity in Procurement, How to Sell to the Fortune 500, Building a Bottoms Up Culture, and Mastering Cold Emails (Kevin Frechette)

18 Apr 2022

Contributed by Lukas

Kevin Frechette of Fairmarkit joins Nick to discuss the $8.3T Opportunity in Procurement, How to Sell to the Fortune 500, Building a Bottoms Up Cultu...

Investor Stories 239: Why I Passed (Hung, Sankar, Cohen)

14 Apr 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jonathan Hung, Santosh Sankar, & Matt Cohen.  Each investor high...

328. Why the Pacific Northwest Will Win Big, Tapping the Enterprise Talent Pool, and Investing in Apps over Infrastructure (Cameron Borumand)

11 Apr 2022

Contributed by Lukas

Cameron Borumand of FUSE joins Nick to discuss Why the Pacific Northwest Will Win Big, Tapping the Enterprise Talent Pool, and Investing in Apps over...

Investor Stories 238: Strange & Unusual (Paxhia, Mehta, Zhuo)

07 Apr 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Emily Paxhia, Nihal Mehta, and TX Zhuo.  Each investor describes...

327. The Late Stage Reset, Competing with Tiger, and Last Mile's Unit Economics (Steve Sarracino)

04 Apr 2022

Contributed by Lukas

Steve Sarracino of Activant Capital joins Nick to discuss The Late Stage Reset, Competing with Tiger, and Last Mile's Unit Economics. In this episode...

Investor Stories 237: Post Mortems (Grayson & Holt, Kashyap, Barille)

31 Mar 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Dayna Grayson & Rachel Holt, Nagraj Kashyap, and Parker Barille. ...

326. FoodTech's Female Founders, Crossing the Chasm for Alt Proteins, and Why the Psychedelics Market isn't like Cannabis (Jenny Stojkovic)

28 Mar 2022

Contributed by Lukas

Jenny Stojkovic of The Vegan's Women Summit joins Nick to discuss FoodTech's Female Founders, Crossing the Chasm for Alt Proteins, and Why the Psyche...

Investor Stories 236: Lessons Learned (Mead, Suissa, Foxe Blader)

24 Mar 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Winter Mead, Yanev Suissa, and Ruth Foxe Blader.  Each investor ...

325. Finding Alpha in Emerging Managers, Common Mistakes & Pitfalls, and Sources of Differentiation (Sara Zulkosky)

21 Mar 2022

Contributed by Lukas

Sara Zulkosky of Recast Capital joins Nick to discuss Finding Alpha in Emerging Managers, Common Mistakes & Pitfalls, and Sources of Differentiation....

Investor Stories 235: What's Next (Tamaseb, Ebinger, Heddleston)

17 Mar 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Ali Tamaseb Jonathan Ebinger Russ Heddleston Each investor d...

324. Support for Ukraine, 3 Measures for Evaluating DeepTech, a 15-year Fund Horizon, and Today's Most Compelling Climate Technologies (Maryanna Saenko)

14 Mar 2022

Contributed by Lukas

Maryanna Saenko of Future Ventures joins Nick to discuss Support for Ukraine, 3 Measures for Evaluating DeepTech, a 15-year Fund Horizon, and Today's...

Investor Stories 234: Why I Passed (Requarth, Paxhia, Sippel)

10 Mar 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Brian Requarth Emily Paxhia Eric Sippel Each investor highli...

323. Box's Go-To-Market Strategy, Building the Enterprise Sales Motion, and When to Bring on a Sales Leader (Karen Page)

07 Mar 2022

Contributed by Lukas

Karen Page of B Capital Group joins Nick to discuss Box's Go-To-Market Strategy, Building the Enterprise Sales Motion, and When to Bring on a Sales L...

Investor Stories 233: Strange & Unusual (Levine, Wiener, Go)

03 Mar 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Seth Levine Ben Wiener Rob Go Each investor describes the mo...

322. Attacking Inequality with VC, How Ecommerce Infrastructure Competes with Amazon, The Future of Hourly Work, and the Body as a Platform (Jamison Hill)

28 Feb 2022

Contributed by Lukas

Jamison Hill of Base10 joins Nick to discuss Attacking Inequality with VC, How Ecommerce Infrastructure Competes with Amazon, The Future of Hourly Wo...

Investor Stories 232: Post Mortems (Sun, Foxe Blader, Mehta)

24 Feb 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Ben Sun Ruth Foxe Blader Manan Mehta Each investor discusses...

321. Solo Capitalist Firm Building, Supporting Founder Mental Health, and Navigating Board Dynamics (Matt Cohen)

21 Feb 2022

Contributed by Lukas

Matt Cohen of Ripple Ventures joins Nick to discuss Solo Capitalist Firm Building, Supporting Founder Mental Health, and Navigating Board Dynamics. I...

Investor Stories 231: Lessons Learned (Paxhia, Wilkins, Heddleston)

17 Feb 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Emily Paxhia Tony Wilkins Russ Heddleston Each investor illu...

320. Consumer Fintech, the Future of Banking, and Navigating Web 3.0 Regulation (Ryan Falvey)

14 Feb 2022

Contributed by Lukas

Ryan Falvey of Financial Venture Studio joins Nick to discuss Consumer Fintech, the Future of Banking, and Navigating Web 3.0 Regulation. In this epi...

Investor Stories 230: What's Next (Grayson & Holt, Go, Lehr)

10 Feb 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Dayna Grayson & Rachel Holt Rob Go Jonathan Lehr Each invest...

319. Investing Nerdy & Early, The Story of Auth0's Seed Round, and Why You Shouldn't Leave to Start "The Right" Company (Sunil Nagaraj)

07 Feb 2022

Contributed by Lukas

Sunil Nagaraj of Ubiquity Ventures joins Nick to discuss Investing Nerdy & Early, The Story of Auth0's Seed Round, and Why You Shouldn't Leave to Sta...

Investor Stories 229: Why I Passed (Libby, Larco, Kashyap)

03 Feb 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Billy Libby Vanessa Larco Nagraj Kashyap Each investor highl...

318. Founding the 1st VC Index Fund, Rethinking the Future of Capital Deployment, and Advice for Emerging Managers (Marcelino Pantoja)

31 Jan 2022

Contributed by Lukas

Marcelino Pantoja of Measurement joins Nick to discuss Founding the 1st VC Index Fund, Rethinking the Future of Capital Deployment, and Advice for Em...

Investor Stories 228: Strange & Unusual (Luerssen, Pascucci, Ebinger)

27 Jan 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Brian Luerssen Victor Pascucci Jonathan Ebinger Each investo...

317. The Rise of Supply Chain Startups, Why We're Feeling Whiplash, and What the Future Holds for Labor & Data (Santosh Sankar)

24 Jan 2022

Contributed by Lukas

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 ...

Investor Stories 227: Post Mortems (Hung, Requarth, Mead)

20 Jan 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jonathan Hung Brian Requarth Winter Mead Each investor discu...

316. Fika's Playbook for Success, Finding Value Outside of Central Casting, and the Future of Fintech as Banks Get Unbundled (TX Zhuo)

17 Jan 2022

Contributed by Lukas

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 Ba...

315. 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 (Ramy Adeeb)

13 Jan 2022

Contributed by Lukas

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...

314. 2022 Predictions P1: $100M Seed Valuations, Universe vs. Metaverse, Hottest and Coolest Sectors, Sequoia's VC Shakeup (Ramy Adeeb)

10 Jan 2022

Contributed by Lukas

Ramy Adeeb of 1984 joins Nick to discuss 2022 Predictions P1: $100M Seed Valuations, Universe vs. Metaverse, Hottest and Coolest Sectors, Sequoia's V...

Investor Stories 226: Lessons Learned (Tamaseb, Mehta, Wiener)

06 Jan 2022

Contributed by Lukas

Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. Did you miss our guests full length...

313. Norwest's New $3B Fund, the Effects of VC Capital Explosion, and Scaling LinkedIn's Product 20x (Parker Barrile)

03 Jan 2022

Contributed by Lukas

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 ...

Investor Stories 225: What's Next (Paxhia, Sun, Suissa)

01 Jan 2022

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Emily Paxhia Ben Sun Yanev Suissa Each investor discusses se...

Replay — The Dark Side of VC | Predatory Investor Practices (Joanne Wilson)

30 Dec 2021

Contributed by Lukas

On this special replay episode, Joanne Wilson joins Nick to discuss predatory investor practices and the dark side of venture, including: On the foun...

Replay — Getting Smart on a New Market, Parts 1 & 2 (Charles Hudson)

27 Dec 2021

Contributed by Lukas

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 C...

Investor Stories 224: Why I Passed (Thakker, Nauiokas, Lehr)

25 Dec 2021

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Dharmesh Thakker Amy Nauiokas Jonathan Lehr Each investor hi...

Replay — GP and LP Alignment, Challenges for Emerging Fund Managers, and How the Explosion in Seed Fund Volume Plays Out (Jaclyn Hester)

23 Dec 2021

Contributed by Lukas

On this special replay, Jaclyn Hester of Foundry Group joins Nick on a special Crisis Coverage installment to discuss GP and LP Alignment, Challenges ...

Replay — NEA's Investment Process & The Key Ingredients for Startup Success (Ben Narasin)

20 Dec 2021

Contributed by Lukas

In this special replay of Episode 154, Ben Narasin of NEA joins Nick to discuss NEA's Investment Process & The Key Ingredients for Startup Success. I...

Investor Stories 223: Post Mortems (Smerklo, Maughan, Larco, Wiener)

16 Dec 2021

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Mike Smerklo Spencer Maughan Vanessa Larco Ben Wiener Each ...

312. The Embedded Opportunity in Insurtech, Crypto & Web 3.0 Applications, and the Future of Fintech (Ruth Foxe Blader)

13 Dec 2021

Contributed by Lukas

Ruth Foxe Blader of Anthemis joins Nick to discuss The Embedded Opportunity in Insurtech, Crypto & Web 3.0 Applications, and the Future of Fintech. I...

Investor Stories 222: Strange & Unusual (Mead, Sippel, Wilkins)

09 Dec 2021

Contributed by Lukas

Each investor describes the most unusual situation or pitch that they've encountered as an investor. Did you miss our guests full length episodes? G...

311. Founding DocSend, Creating a Winning PLG Motion, and Data From 1000's of Pitch Decks (Russ Heddleston)

06 Dec 2021

Contributed by Lukas

Russ Heddleston of Dropbox joins Nick to discuss Founding DocSend, Creating a Winning PLG Motion, and Data From 1000's of Pitch Decks. In this episod...

Investor Stories 221: Lessons Learned (Requarth, Mehta, Levine)

02 Dec 2021

Contributed by Lukas

Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. Did you miss our guests full length...

310. Why We Invested in Urban Sky (Andrew Antonio & Nate Williams)

29 Nov 2021

Contributed by Lukas

Andrew Antonio of Urban Sky and Nate Williams of Union Labs join Nick to discuss Why We Invested in Urban Sky. In this episode we cover: What is Ur...

Investor Stories 220: Why I Passed (Shirota, Go, Sequeira)

25 Nov 2021

Contributed by Lukas

Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. Did you miss our guests full length e...

309. The Future of Softbank and Vision Fund 2, Creative Monetization of User Growth, and Why VC's Missed on Zoom (Nagraj Kashyap)

22 Nov 2021

Contributed by Lukas

Nagraj Kashyap of Softbank joins Nick to discuss The Future of Softbank and Vision Fund 2, Creative Monetization of User Growth, and Why VC's Missed ...

Investor Stories 219: Post Mortems (Wallace, Tamaseb, Luerssen)

18 Nov 2021

Contributed by Lukas

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...

308. The Human Rolodex, How the 2021 VC Vintage will Perform, and the Importance of Partnership Dynamics (Nihal Mehta)

15 Nov 2021

Contributed by Lukas

Nihal Mehta of Eniac Ventures joins Nick to discuss The Human Rolodex, How the 2021 VC Vintage will Perform, and the Importance of Partnership Dynami...

Investor Stories 218: Lessons Learned (Libby, Hung, Grayson & Holt)

11 Nov 2021

Contributed by Lukas

Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. Did you miss our guests full length...

307. Public Sector Tech, the Merits of Hyper Concentration, and Why Google is More Frightening than the NSA (Yanev Suissa)

08 Nov 2021

Contributed by Lukas

Yanev Suissa of SineWave Ventures joins Nick to discuss Public Sector Tech, the Merits of Hyper Concentration, and Why Google is More Frightening tha...

Investor Stories 217: Why I Passed (Goldberg, Quinn, Maughan, Ebinger)

04 Nov 2021

Contributed by Lukas

Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. Did you miss our guests full length ...

306. Selection at Day 0, Investing in Immigrants, and Navigating Founder-Problem Fit (Manan Mehta)

01 Nov 2021

Contributed by Lukas

Manan Mehta of Unshackled Ventures joins Nick to discuss Selection at Day 0, Investing in Immigrants, and Navigating Founder-Problem Fit. In this epi...

Investor Stories 216: Post Mortems (Guleri, Nauiokas, Chitnis, Perelmuter)

28 Oct 2021

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Tim Guleri Amy Nauiokas Sach Chitnis Guy Perelmuter Each investo...

305. Identifying Stand-outs at Pre-Seed, Coaching High-Growth Leaders, and Leveling the Playing Field for Underrepresented Founders (Tony Wilkins)

25 Oct 2021

Contributed by Lukas

Tony Wilkins of Standing Oaks Venture Partners joins Nick to discuss Identifying Stand-outs at Pre-Seed, Coaching High-Growth Leaders, and Leveling t...

Investor Stories 215: What's Next (Wiener, Larco, Pascucci)

21 Oct 2021

Contributed by Lukas

Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-ret...

304. IT and Enterprise Tech Investing, The Realities and Myths of PLG, and The Past and Future of NYC Tech (Jonathan Lehr)

18 Oct 2021

Contributed by Lukas

Jonathan Lehr of Work-Bench joins Nick to discuss IT and Enterprise Tech Investing, The Realities and Myths of PLG, and The Past and Future of NYC Te...

Investor Stories 214: Why I Passed (Basu Trivedi, Chuang, Woodard, Sun)

14 Oct 2021

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured:   Nikhil Basu Trivedi Alfred Chuang Monique Woodard Ben Sun Ea...

303. Reflections From 10 Years at NextView, Dogma vs Discipline, the Importance of Effective Post Money, and Market Sizing Pitfalls (Rob Go)

11 Oct 2021

Contributed by Lukas

Rob Go of NextView Ventures joins Nick to discuss Reflections From 10 Years at NextView, Dogma vs Discipline, the Importance of Effective Post Money,...

Investor Stories 213: Post Mortems (Thakker, Libby, Paxhia, Sim)

07 Oct 2021

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Dharmesh Thakker Billy Libby Emily Paxhia Ed Sim Each investor dis...

302. Donating Half Your Carry, Why Open Banking is the Future, and Recruiting Outside the Bay Area (Jonathan Ebinger)

04 Oct 2021

Contributed by Lukas

Jonathan Ebinger of Transform Capital joins Nick to discuss Donating Half Your Carry, Why Open Banking is the Future, and Recruiting Outside the Bay ...

Investor Stories 212: Lessons Learned (Smerklo, Nauiokas, Shirota, Larco)

30 Sep 2021

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Mike Smerklo Amy Nauiokas Tsune Shirota Vanessa Larco Each invest...

301. Raising from Family Offices, How to Differentiate as an Emerging Fund, and Common Mistakes Made by Established Firms (Eric Sippel)

28 Sep 2021

Contributed by Lukas

Eric Sippel of Sippel Farb Family Office joins Nick to discuss Raising from Family Offices, How to Differentiate as an Emerging Fund, and Common Mist...

Investor Stories 211: What's Next (Garg, Quinn, Hung, Requarth)

23 Sep 2021

Contributed by Lukas

Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsiz...

300. The Trillion $ Opportunity in Natural Gas, Building A Strategic LP-Base, and Creating a Strong LPAC (Victor Pascucci)

20 Sep 2021

Contributed by Lukas

Victor Pascucci of Energy Capital Ventures joins Nick to discuss The Trillion $ Opportunity in Natural Gas, Building A Strategic LP-Base, and Creatin...

Investor Stories 210: Why I Passed (Bannon, Hsu, Rockman, Chitnis)

16 Sep 2021

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Maren Bannon Sach Chitnis Jonathan Hsu Glenn Rockman Each inves...

299. The Decline of Entrepreneurship in America, Systemic Inequity in Supporting Small Businesses, and the "Capital vs. Labor" Debate (Seth Levine & Elizabeth MacBride)

13 Sep 2021

Contributed by Lukas

Seth Levine & Elizabeth MacBride of The New Builders joins Nick to discuss The Decline of Entrepreneurship in America, Systemic Inequity in Supportin...

Investor Stories 209: Post Mortems (Christian, Goldberg, Conwell, Sequeira)

09 Sep 2021

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Reid Christian David Goldberg McKeever "Mac" Conwell II Neil Sequ...

298. The $61B Cannabis Market, Overcoming Compliance and Regulation, and the Declining Social Stigma Around Cannabis (Emily Paxhia)

06 Sep 2021

Contributed by Lukas

Emily Paxhia of Poseidon Asset Management joins Nick to discuss The $61B Cannabis Market, Overcoming Compliance and Regulation, and the Declining Soc...

Investor Stories 208: Strange & Unusual (Grayson & Holt, Tamaseb, Hung, Larco)

02 Sep 2021

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Dayna Grayson & Rachel Holt Ali Tamaseb Jonathan Hung Vanessa Lar...