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

249. Common Traits Shared by Top GPs, Why Underrepresented Fund Managers Will Produce Superior Returns, and SPACs vs. Direct Listings vs. IPOs (Lo Toney)

21 Sep 2020

Contributed by Lukas

Lo Toney of Plexo Capital joins Nick to discuss Common Traits Shared by Top GPs, Why Underrepresented Fund Managers Will Produce Superior Returns, an...

Investor Stories 158: Strange & Unusual (Yin, Cardamone, Levy-Weiss, Pezeshki)

17 Sep 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Elizabeth Yin Michael Cardamone Gigi Levy-Weiss Niki Pezeshki Eac...

248. Scaling Rackspace, The Evolving Responsibilities of a Venture-Backed CEO, and Confronting Big Tech Monopolies (Lanham Napier)

14 Sep 2020

Contributed by Lukas

Lanham Napier of BuildGroup joins Nick to discuss Scaling Rackspace, The Evolving Responsibilities of a Venture-Backed CEO, and Confronting Big Tech ...

Investor Stories 157: Lessons Learned (Dubugras, Gembala, Isford, Kupor)

10 Sep 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Henrique Dubugras Ryan Gembala Grace Isford Scott Kupor Each inve...

247. Leaving Kleiner Perkins to Start Defy Partners, The State of Venture in the Bay Area, and Maintaining a Beginner's Mind (Trae Vassallo)

07 Sep 2020

Contributed by Lukas

Trae Vassallo of Defy Partners joins Nick to discuss Leaving Kleiner Perkins to Start Defy Partners, The State of Venture in the Bay Area, and Mainta...

Investor Stories 156: What's Next (Whitney, Carolan, Horowitz, Hester)

03 Sep 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jason Whitney Shawn Carolan David Horowitz Jaclyn Hester Each inv...

246. Agglomerators vs. Specialists, the Rise of the Solo-Capitalist, and the Importance of Founder-Investor Fit (Nikhil Basu Trivedi)

31 Aug 2020

Contributed by Lukas

Nikhil Basu Trivedi of joins Nick to discuss Agglomerators vs. Specialists, the Rise of the Solo-Capitalist, and the Importance of Founder-Investor F...

Investor Stories 155: Why I Passed (Klaff, Steffens, Polovets, Deeter)

29 Aug 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Oren Klaff Tamara Steffens Leo Polovets Byron Deeter Each invest...

245. Backing from Bezos, Zuckerberg, and Gates; Lessons from Reid Hoffman; and Building a Network-centric Venture Firm (Ben Casnocha)

25 Aug 2020

Contributed by Lukas

Ben Casnocha of Village Global joins Nick to discuss Backing from Bezos, Zuckerberg, and Gates; Lessons from Reid Hoffman; and Building a Network-cen...

Investor Stories 154: Post Mortems (Clarkson, Osterwalder, Gallagher, Blank)

23 Aug 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: -Beezer Clarkson -Alex Osterwalder -Patrick Gallagher -Steve Blank...

244. Cross-Border Startup Expansion -- Lessons from 175 Companies (Stephen McIntyre)

18 Aug 2020

Contributed by Lukas

- You recently published research on the expansion of 175 US companies into Europe. I'd like to discuss a number of points from the piece, but first ...

Investor Stories 153: Strange & Unusual (Solivan, Hsieh, Kerby, Currier)

13 Aug 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Leah Solivan Kane Hsieh Richard Kerby James Currier Each investor...

243. A Quantitative Approach to PMF, Tribe's 8 Ball for Objective Evaluation, and Approaches to Reduce Talent Biases (Jonathan Hsu)

10 Aug 2020

Contributed by Lukas

Jonathan Hsu of Tribe Capital joins Nick to discuss how to Acquire Data, Build Abstractions and Do Research. In this episode, we cover: Walk us throu...

Investor Stories 152: Lessons Learned (Reum, Suster, Tavel, Calacanis)

06 Aug 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Courtney Reum Mark Suster Sarah Tavel Jason Calacanis Each invest...

242. Structural Disadvantages in Venture, Investing in the "Overlooked," and Open-Sourcing the VC Fund Raise and Investment Playbook (Check Warner)

04 Aug 2020

Contributed by Lukas

Check Warner of Ada Ventures joins Nick to discuss Structural Disadvantages in Venture, Investing in the "Overlooked," and Open-Sourcing the VC Fund R...

Investor Stories 151: What's Next (Adeeb, Dash, Neilson, Ingersoll)

30 Jul 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Ramy Adeeb Somesh Dash Jeremy Neilson Minnie Ingersoll Each inves...

241. Finding Markets with Long-Term Tailwinds; Macro Impacts on Venture; and Robust vs. Fragile Data (Niki Pezeshki)

27 Jul 2020

Contributed by Lukas

Niki Pezeshki of Felicis Ventures joins Nick to discuss Finding Markets with Long-Term Tailwinds; Macro Impacts on Venture; and Robust vs. Fragile Dat...

Investor Stories 150: Why I Passed (Siegler, Isford, Vrionis, Rust)

23 Jul 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: M.G. Siegler Grace Isford John Vrionis Ash Rust Each investor hig...

240. A Blazing Fast Path to $B+; Binary Outcomes; The Fintech Revolution; and A New Approach to Employee Comp (Henrique Dubugras)

20 Jul 2020

Contributed by Lukas

Henrique Dubugras of Brex joins Nick to discuss the Blazing Fast Path to $B+; Binary Outcomes; The Fintech Revolution; and A New Approach to Employee ...

Investor Stories 149: Post Mortems (Gembala, Dorsey, Yin, Fluhr)

16 Jul 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Ryan Gembala Scott Dorsey Elizabeth Yin Jeff Fluhr Each investor ...

239. What's Next in Gaming; The True Essence of Product-Market-Fit; & Investing with an Emphasis on Retention and Engagement (Gigi Levy-Weiss)

13 Jul 2020

Contributed by Lukas

Gigi Levy-Weiss of NFX joins Nick on a special Crisis Coverage installment to discuss What's Next in Gaming; The True Essence of Product-Market-Fit; &...

Investor Stories 148: Strange & Unusual (Kupor, Koh, Tunguz, Douglass)

09 Jul 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Scott Kupor Melody Koh Tom Tunguz Jim Douglass Each investor des...

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

06 Jul 2020

Contributed by Lukas

Jaclyn Hester of Foundry Group joins Nick on a special Crisis Coverage installment to discuss GP and LP Alignment, Challenges for Emerging Fund Manage...

237. Advice for Founders -- Reaching out to VCs, Pitching over Zoom, and Closing Capital Amidst a Pandemic (Nick Rishwain, Hannah Konitshek, Nick Moran)

04 Jul 2020

Contributed by Lukas

Nick Rishwain and Hannah Konitshek of The LegalTechLive Podcast interview Nick to discuss Advice for Founders -- Reaching out to VCs, Pitching over Z...

Investor Stories 147: Lessons Learned (Osterwalder, Clarkson, Cardamone, Polovets)

02 Jul 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Alex Osterwalder Beezer Clarkson Michael Cardamone Leo Polovets E...

236. The Four Fundamentals of Investing; the Future of Micro Mobility; and Hunting Consumer Unicorns (Shawn Carolan)

29 Jun 2020

Contributed by Lukas

Shawn Carolan of Menlo Ventures joins Nick on a special Crisis Coverage installment to discuss the Four Fundamentals of Investing; the Future of Micro...

Investor Stories 146: What's Next (Gallagher, Tavel, Deeter, Kim)

27 Jun 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Patrick Gallagher Sarah Tavel Byron Deeter Jim Kim Each investor ...

235. Why Corporate VC Gets a Bad Wrap; Microsoft's Fresh Approach to CVC; and Key Insights to Acquire Mass Users (Tamara Steffens)

25 Jun 2020

Contributed by Lukas

Tamara Steffens of M12 joins Nick on a special Crisis Coverage installment to discuss Why Corporate VC Gets a Bad Wrap; Microsoft's Fresh Approach to ...

234. Breaking into VC; Excelling at Goldman Sachs; and the Origin of BLCK VC (Brian Hollins)

22 Jun 2020

Contributed by Lukas

Brian Hollins of BLCK VC joins Nick on a special Crisis Coverage installment to discuss Breaking into VC; Excelling at Goldman Sachs; and the Origin o...

Investor Stories 145: Why I Passed (Ingersoll, Ajao, Kerby, Horowitz)

20 Jun 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Minnie Ingersoll Adeyemi Ajao Richard Kerby David Horowitz Each i...

233. Investment Decision in < 3 weeks; the Challenges and Opportunities with 3D Printing; and the Future for Industrial Automation (Kane Hsieh)

18 Jun 2020

Contributed by Lukas

Kane Hsieh of Root Ventures joins Nick on a special Crisis Coverage installment to discuss Investment Decision in Backstory/Path to Venture Tell us ...

232. Network Effects; 9 Days Until a Funding Decision; Software as the Foundation for the Modern VC firm; and the Future of Social Media (James Currier)

15 Jun 2020

Contributed by Lukas

James Currier of NFX joins Nick on a special Crisis Coverage installment to discuss Network Effects; 9 Days Until a Funding Decision; Software as the ...

Investor Stories 144: Post Mortems (Solivan, Klaff, Whitney, Bechtel)

13 Jun 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Leah Solivan Oren Klaff Jason Whitney Darren Bechtel Each investo...

231. Crisis Coverage w/ Ramy Adeeb - Why Facebook Should be Broken Up; SV Hype vs Returns; Amara's Law; and VC's Track Record Predicting Trends

11 Jun 2020

Contributed by Lukas

Ramy Adeeb of 1984 Ventures joins Nick on a special Crisis Coverage installment to discuss Why Facebook Should be Broken Up; SV Hype vs Returns; Amara...

230. Crisis Coverage w/ David Rabie - Finding PMF, Raising Series B, & Navigating a Startup Amidst the Pandemic

08 Jun 2020

Contributed by Lukas

David Rabie of Tovala joins Nick on a special Crisis Coverage installment to discuss Finding PMF, Raising Series B, & Navigating a Startup Amidst the ...

Investor Stories 143: Strange & Unusual (Isford, Dash, Blank, Suster)

06 Jun 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Grace Isford Somesh Dash Steve Blank Mark Suster To listen more, ...

229. Racism in Venture -- A White, Male VC Threatens Black & Brown Founders (featuring Taranvir Johal & Salman Elmi)

04 Jun 2020

Contributed by Lukas

Taranvir Johal & Salman Elmi of Tavolo and Top Figure join Nick to discuss Racism in Venture -- A White, Male VC Threatens Black & Brown Founders. In ...

228. Crisis Coverage w/ Jim Douglass - Pandemic Effects on B2B SaaS and Healthcare -- Total $ Invested, Multiples, and the Exit Environment

01 Jun 2020

Contributed by Lukas

Jim Douglass of Fulcrum Equity Partners joins Nick on a special Crisis Coverage installment to discuss Pandemic Effects on B2B SaaS and Healthcare -- ...

Investor Stories 142: Lessons Learned (Vrionis, Yin, Franklin, Neilson)

29 May 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: John Vrionis Elizabeth Yin Bobby Franklin Jeremy Neilson Each inv...

227. Crisis Coverage w/ Melody Koh - Super-Technologies; The Everyday Economy; The Overlooked Working Class; and Fear of Missing Out vs. Fear of Looking Dumb

27 May 2020

Contributed by Lukas

Melody Koh of Nextview Ventures joins Nick on a special Crisis Coverage installment to discuss Super-Technologies; The Everyday Economy; The Overlooke...

226. Crisis Coverage w/ Jeff Fluhr - Launching StubHub During the Dotcom Crash; Why Market Need Trumps Market Timing; Choosing B2B vs. B2C; and Why Founders Shouldn't Let VCs Decide Their Fate

25 May 2020

Contributed by Lukas

Jeff Fluhr of Craft Ventures joins Nick on a special Crisis Coverage installment to discuss Launching StubHub During the Dotcom Crash; Why Market Need...

Investor Stories 141: What's Next (Gembala, Rooke, Clavier, Reum)

23 May 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following investors are featured: Ryan Gembala Jenny Rooke Jeff Clavier Courtney Reum Each investo...

225. Crisis Coverage w/ Sarah Tavel - Consumer Marketplace Investing; Why Aggregate GMV is a Red Herring; and Minimum Viable Happiness as the Key to Market Leadership

21 May 2020

Contributed by Lukas

Sarah Tavel of Benchmark joins Nick on a special Crisis Coverage installment to discuss Consumer Marketplace Investing; Why Aggregate GMV is a Red Her...

224. Crisis Coverage w/ Beezer Clarkson - Platform LP; Allocations in a Down-Market; COVID Strategy Drift; and Emerging Manager Selection

18 May 2020

Contributed by Lukas

Beezer Clarkson of Sapphire Ventures joins Nick on a special Crisis Coverage installment to discuss Platform LP; Allocations in a Down-Market; COVID ...

Investor Stories 140: Why I Passed (Osterwalder, Kupor, Cheng)

14 May 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Alex Osterwalder Scott Kupor Cheryl Cheng Each investor highlight...

223. Crisis Coverage w/ Byron Deeter - Why This is the Seminal Moment for Cloud and Lessons from 19 Unicorn Investments

11 May 2020

Contributed by Lukas

Byron Deeter of Bessemer joins Nick on a special Crisis Coverage installment to discuss Why This is the Seminal Moment for Cloud and Lessons from 19 U...

Investor Stories 139: Post Mortems (Cardamone, Kim, Calacanis)

09 May 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Michael Cardamone Jim Kim Jason Calacanis Each investor discusses...

222. Crisis Coverage w/ Leah Solivan - Building TaskRabbit in a Recession; COVID Effects on the Independent/Gig Economy; and Key Factors for Early-Stage Marketplace Success

07 May 2020

Contributed by Lukas

Leah Solivan of Fuel Capital joins Nick on a special Crisis Coverage installment to discuss Building TaskRabbit in a Recession; COVID Effects on the I...

221. Crisis Coverage w/ Grace Isford - GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities post-COVID; and a Comprehensive Analysis of Successful GPs and Venture Investments

04 May 2020

Contributed by Lukas

Grace Isford of Canvas Ventures joins Nick on a special Crisis Coverage installment to discuss How Companies Can Maintain Growth Post-COVID. In this e...

Investor Stories 138: Strange & Unusual (Ingersoll, Dorsey, Siegler)

02 May 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Minnie Ingersoll Scott Dorsey M.G. Siegler Each investor describe...

220. Crisis Coverage w/ Ash Fontana - The AI Investing Playbook; Why "Dev Tools" for Data Scientists is the Next Great Opportunity; When Fund Returns Don't Fit the Power Law; and Ash's Favorite Investment Heuristic from Naval Ravikant

30 Apr 2020

Contributed by Lukas

Ash Fontana of Zetta Venture Partners joins Nick on a special Crisis Coverage installment to discuss The AI Investing Playbook; Why "Dev Tools" for Da...

219. Crisis Coverage w/ Tomasz Tunguz - SaaS Strategies, Sector Data, and the $ Ceiling for Deals over Zoom

27 Apr 2020

Contributed by Lukas

Tomasz Tunguz of Redpoint Ventures joins Nick on a special Crisis Coverage installment to discuss SaaS Strategies, Sector Data, and the $ Ceiling for ...

Investor Stories 137: Lessons Learned (Senkut, Glickman, Rust)

24 Apr 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Aydin Senkut Steve Glickman Ash Rust Each investor illustrates a ...

218. Crisis Coverage w/ Richard Kerby - Tactical Advice for Raising VC Fund 1, Why Not to "Raise the Bar", and a Framework for Startups Adjusting to COVID-19

22 Apr 2020

Contributed by Lukas

Richard Kerby of Equal Ventures joins Nick on a special Crisis Coverage installment to discuss the Tactical Advice for Raising VC Fund 1, Why Not to "...

217. Crisis Coverage w/ Elizabeth Yin - Investing After 1 Zoom Meeting, 2nd & 3rd Order Effects of The Virus, and Why "Market Pull" is Critical

20 Apr 2020

Contributed by Lukas

Elizabeth Yin of Hustle Fund joins Nick on a special Crisis Coverage installment to discuss Investing after 1 Zoom Meeting, 2nd & 3rd Order Effects of...

Investor Stories 136: What's Next (Ajao, Klaff, Polovets)

17 Apr 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Adeyemi Ajao Oren Klaff Leo Polovets Each investor discusses sect...

216. Crisis Coverage w/ Patrick Gallagher - VC Firm Survival, How Seed Investing Scales, & A Glimpse at the Road Ahead

15 Apr 2020

Contributed by Lukas

Patrick Gallagher of Tuesday Capital joins Nick on a special Crisis Coverage installment to discuss VC Firm Survival, How Seed Investing Scales, & A G...

215. Crisis Coverage w/ Darren Bechtel - The Built World & Construction Tech, Post-Pandemic

13 Apr 2020

Contributed by Lukas

Darren Bechtel of Brick & Mortar Ventures joins Nick on a special Crisis Coverage installment to discuss The Built World in Crisis. In this episode, w...

135. Investor Stories CRAM Session: Why I Passed (Struhl, Greathouse, Wilson, Shah, Roberts, Henikoff, Heltzer, Mirabile, Brown, Feld)

10 Apr 2020

Contributed by Lukas

Welcome back to TFR for the first Investor Stories Cram Session. In these special releases, we have aggregated the Investor Stories from previous epis...

214. Crisis Coverage w/ Somesh Dash - Late Stage Impacts & Prioritizing Mental Health

08 Apr 2020

Contributed by Lukas

Somesh Dash of IVP joins Nick on a special Crisis Coverage installment to discuss Late Stage Impacts and Prioritizing Mental Health. In this episode, ...

213. Crisis Coverage w/ Semil Shah - VC Fund Management in a Pandemic World

07 Apr 2020

Contributed by Lukas

Semil Shah of Haystack joins Nick on a special Crisis Coverage installment to discuss VC Fund Management in a Pandemic World. In this episode, we cove...

212. Crisis Coverage w/ Samir Kaji - Relief $ for Startups via CARES Act, EIDL, PPP; & How an Extended Downturn Affects Emerging VC Funds

03 Apr 2020

Contributed by Lukas

Samir Kaji of First Republic joins Nick on a special Crisis Coverage installment to discuss Relief $ for Startups via CARES Act, EIDL, PPP; & How an E...

211. Crisis Coverage w/ David Horowitz - How Will Corporate VC Respond?

01 Apr 2020

Contributed by Lukas

David Horowitz of Touchdown Ventures joins Nick on a special Crisis Coverage installment to discuss How Corporate VC Will Respond. In this episode, we...

210. Crisis Coverage w/ Chris Douvos - LP Lessons from '01 and '08, The Denominator Effect, Capital Calls & Fundraising in a Down Market

30 Mar 2020

Contributed by Lukas

Chris Douvos of Ahoy Capital joins Nick on a special Crisis Coverage installment to discuss the LP Lessons from '01 and '08, The Denominator Effect, C...

209. Crisis Coverage w/ Steve Blank - The Playbook for Startup Survival

25 Mar 2020

Contributed by Lukas

Steve Blank joins Nick on this special "Crisis Coverage" installment to discuss The Playbook for Startup Survival. In this episode, we cover: What in...

208. Building a VC Franchise; The Shift to Bite-Sized Video Content; Last-Mile Attribution; & the Impact of Corona Virus Over The Next 6-12 Months (Mark Suster)

23 Mar 2020

Contributed by Lukas

Mark Suster of Upfront Ventures joins Nick on a Pre-Crisis chat to discuss Building a VC Franchise; The Shift to Bite-Sized Video Content; Last-Mile A...

Investor Stories 134: Post Mortems (Vrionis, Horowitz, Banister)

18 Mar 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: John Vrionis David Horowitz Cyan Banister Each investor discusses...

207. Breaking Convention, Hitting The Fundraise Wall & Why Deep-tech Is Not More Capital Intensive Than Software (Ryan Gembala)

11 Mar 2020

Contributed by Lukas

Ryan Gembala of Pathbreaker Ventures joins Nick to discuss Breaking Convention, Hitting The Fundraise Wall & Why Deep-tech Is Not More Capital Intensi...

Investor Stories 133: Strange & Unusual (Neilson, Whitney, Rooke)

04 Mar 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jeremy Neilson Jason Whitney Jenny Rooke Each investor describes ...

206. The Ultimate Testing Framework (Alex Osterwalder)

26 Feb 2020

Contributed by Lukas

Alex Osterwalder of Strategyzer joins Nick to discuss The Ultimate Testing Framework. In this episode, we cover: Take me back and talk through the or...

Investor Stories 132: Lessons Learned (Dorsey, Clavier, Fein)

19 Feb 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Scott Dorsey Jeff Clavier John Fein Each investor illustrates a c...

205. Unicorn vs Pegasus, The Softbank Effect, & Impacts of a Recession on VC (Jason Calacanis)

12 Feb 2020

Contributed by Lukas

Jason Calacanis joins Nick to discuss Unicorn vs Pegasus, The Softbank Effect, & Impacts of a Recession on VC. In this episode, we cover: Last time w...

Investor Stories 131: What's Next (Kupor, Cardamone, Siegler)

05 Feb 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Scott Kupor Michael Cardamone M.G. Siegler Each investor discusse...

204. Embracing Failure, Capitalizing on Crisis & Building Resilience (Minnie Ingersoll)

29 Jan 2020

Contributed by Lukas

Minnie Ingersoll of TenOneTen Ventures joins Nick to discuss Embracing Failure, Capitalizing on Crisis & Building Resilience. In this episode, we cove...

Investor Stories 130: Why I Passed (Kim, Reum, Senkut)

22 Jan 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jim Kim Courtney Reum Aydin Senkut Each investor highlights a sit...

203. Raising Fund III, A Framework to De-risk Your Startup, & When to Explore vs. Exploit (Leo Polovets)

15 Jan 2020

Contributed by Lukas

Leo Polovets of Susa Ventures joins Nick to discuss Raising Fund III, A Framework to De-risk Your Startup, & When to Explore vs. Exploit. In this epis...

Investor Stories 129: Post Mortems (Ajao, Rust, Moatti)

08 Jan 2020

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Adeyemi Ajao Ash Rust SC Moatti Each investor discusses a portfol...

202. Cram Session, Episodes 138-143 (Nick Moran)

01 Jan 2020

Contributed by Lukas

Welcome back to TFR for another Cram Session. In these special releases, we have aggregated the takeaways and tips from previous episodes. In this ins...

201. [REPLAY] Economic Theory in Venture Capital (Mark Suster)

25 Dec 2019

Contributed by Lukas

Mark Suster of Upfront Ventures joins Nick to discuss Economic Theory in Venture Capital. In this episode, we cover: You've written about a major les...

Investor Stories 128: Strange & Unusual (Vrionis, Tusk, Klaff)

19 Dec 2019

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: John Vrionis Bradley Tusk Oren Klaff Each investor describes the ...

200. University-Affiliated Funds & Angel Networks (Jason Whitney)

13 Dec 2019

Contributed by Lukas

Jason Whitney of IU Ventures joins Nick to discuss University-Affiliated Funds & Angel Networks. In this episode, we cover: Backstory/path to venture...

Investor Stories 127: Lessons Learned (Wortmann, Horowitz, Banister)

04 Dec 2019

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Craig Wortmann David Horowitz Cyan Banister Each investor illustr...

199. SPV's, Side Cars, & The Syndication Surge (Jeremy Neilson)

27 Nov 2019

Contributed by Lukas

Jeremy Neilson of Assure joins Nick to discuss SPV's, Side Cars, & The Syndication Surge. In this episode, we cover: Quick walkthrough of your back...

Investor Stories 126: Whats Next (Franklin, Glickman, Cheng)

20 Nov 2019

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Bobby Franklin Steve Glickman Cheryl Cheng Each investor discusse...

198. Streaming Wars, The Future of Mobile & The Evolution of User Interaction (M.G. Siegler)

13 Nov 2019

Contributed by Lukas

M.G. Siegler of GV joins Nick to discuss Streaming Wars, The Future of Mobile & The Evolution of User Interaction. In this episode, we cover: Backsto...

Investor Stories 125: Why I Passed (Cardamone, Rooke, Dorsey)

06 Nov 2019

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Michael Cardamone Jenny Rooke Scott Dorsey Each investor highligh...

197. The DNA of Startup Success (John Vrionis)

30 Oct 2019

Contributed by Lukas

John Vrionis of Unusual Ventures joins Nick to discuss The DNA of Startup Success. In this episode, we cover: Backstory/path to venture. Talk about y...

Investor Stories 124: Post Mortems (Clavier, Tusk, Kupor)

23 Oct 2019

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Jeff Clavier Bradley Tusk Scott Kupor Each investor discusses a p...

196. Creating Unfair Advantages, Surviving Founder Burnout and Driving Successful Exits (Courtney Reum)

16 Oct 2019

Contributed by Lukas

Courtney Reum of M13 joins Nick to discuss Creating Unfair Advantages, Surviving Founder Burnout and Driving Successful Exits. In this episode, we cov...

Investor Stories 123: Strange & Unusual (Horowitz, Kim, Rust)

09 Oct 2019

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: David Horowitz Jim Kim Ash Rust Each investor describes the most ...

195. Flip The Script & Perfect Your Pitch (Oren Klaff)

02 Oct 2019

Contributed by Lukas

Oren Klaff of Intersection Capital joins Nick to discuss Flip The Script & Perfect Your Pitch. In this episode, we cover: Backstory/path to finance...

Investor Stories 122: Lessons Learned (Ajao, Bahat, Cheng)

25 Sep 2019

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Adeyemi Ajao Roy Bahat Cheryl Cheng Each investor illustrates a ...

194. Special Edition! The Story Behind TFR & New Stack Ventures (John Gannon interviews Nick Moran)

18 Sep 2019

Contributed by Lukas

John Gannon of Going VC interviews Nick to discuss The Story Behind TFR & New Stack Ventures. In this episode, we cover: How did you get Brad Feld ...

193. SaaS Acceleration, Sales Savvy Founders & The Rise of Tech-Enabled Services (Michael Cardamone)

13 Sep 2019

Contributed by Lukas

Michael Cardamone of Acceleprise joins Nick to discuss SaaS Acceleration, Sales Savvy Founders & the Rise of Tech-Enabled Services. In this episode, w...

Investor Stories 121: What's Next (Dorsey, Senkut, Banister)

11 Sep 2019

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Scott Dorsey Aydin Senkut Cyan Banister Each investor discusses s...

Investor Stories 120: Why I Passed (Hea Nahm, Moatti, Clavier)

29 Aug 2019

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Tae Hea Nahm SC Moatti Jeff Clavier Each investor highlights a si...

192. Secrets of Sand Hill Road (Scott Kupor)

23 Aug 2019

Contributed by Lukas

Scott Kupor of Andreessen Horowitz joins Nick to discuss Secrets of Sand Hill Road. In this episode, we cover: When Marc and Ben first reached out to...

Investor Stories 119: Special Edition! Why I Invested in Curv Labs (Moran, Balish, Deshays)

19 Aug 2019

Contributed by Lukas

On this special segment of The Full Ratchet, the following individuals are featured: Nick Moran Shea Balish Henri Deshays This will be a unique seg...

Investor Stories 118: Strange & Unusual (Glickman, Wortmann, Fein)

07 Aug 2019

Contributed by Lukas

On this special segment of The Full Ratchet, the following Investors are featured: Steve Glickman Craig Wortmann John Fein Each investor describes t...

191. Corporate VC (David Horowitz)

31 Jul 2019

Contributed by Lukas

David Horowitz of Touchdown Ventures joins Nick to discuss Corporate VC. In this episode, we cover: Backstory/ Path to Venture Talk about the 14 year...