The Full Ratchet: Vc | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E

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 Urban Sky?  How did Andrew and Nate originally connect?  The thesis at Union Labs.  What does the future hold for Urban Sky?  Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

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 episodes? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

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 on Zoom. In this episode we cover: Nagraj's Background and Path to VC. How do you think through horizontal, vertical, or geographic expansion and when the right time is to do so? What did other VC's miss about Zoom? How do you evaluate an opportunity? What key things are you looking for in a consumer startup?  Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

Each investor discusses a portfolio company that did not survive and why it was that they failed. Did you miss our guests full length episodes? For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Nihal Mehta of Eniac Ventures joins Nick to discuss The Human Rolodex, How the 2021 VC Vintage will Perform, and the Importance of Partnership Dynamics. In this episode we cover:   How do you think about active management of relationships over time? Do you have any advice, tricks, or tips? What is something you would have told yourself when you started Eniac? How have you built the team over time and thought about roles, responsibilities, skill sets required, and driving value/outcomes for the firm? What do you look for in a fund manager? Where do 2020 and 2021 Vintage Funds rank? What inspired you to start the 100K Pledge?  Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.  

Yanev Suissa of SineWave Ventures joins Nick to discuss Public Sector Tech, the Merits of Hyper Concentration, and Why Google is More Frightening than the NSA. In this episode we cover: You've talked about investing "where the Valley, the Fortune 500, and the public sector intersect". How is this different from the typical Valley-based investor?  Are there any advantages to working with public sector buyers?  Is there legislative risk you take on by selling to an administration?  Where do you see the biggest opportunities are coming out of the infrastructure bill?  Rapid fire round of questions. Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

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 episodes? David Goldberg Episode 272 Nicole Quinn Episode 279 Spencer Maughan Episode 284 Jonathan Ebinger Episode 302 For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

Manan Mehta of Unshackled Ventures joins Nick to discuss Selection at Day 0, Investing in Immigrants, and Navigating Founder-Problem Fit. In this episode we cover: What is investing at Day 0? What unique challenges do you face in backing immigrant founders? How do you approach sourcing and how you do it differently than other firms? What is Founder-Problem Fit? Missed a recent episode? Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn and Twitter.

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

Tony Wilkins of Standing Oaks Venture Partners joins Nick to discuss Identifying Stand-outs at Pre-Seed, Coaching High-Growth Leaders, and Leveling the Playing Field for Underrepresented Founders. In this episode we cover: Are leaders born or made? How do you select for potentially great leaders at the very beginning of their business journey? How do you think about building a strong and healthy culture within a firm?  What's the most important thing for an angel investor to know when they start investing? What will it take to level the playing field for founders? 

Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. Did you miss our guests full length episodes? Ben Wiener Vanessa Larco Victor Pascucci Go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).

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 Tech. In this episode we cover: Walk us through your background and path to VC. Tell us a little more about the thesis at Work-Bench.  On your website, you mention you invest in "seed and seed II" startups. What is a seed II? What sort of myths are there around PLG companies? How do you advise startups to price their products? Mark Suster recently Tweeted…  "If you look at our industry, it's now awash with capital that requires every firm to get very focused on where its edge comes from. If you're not a bulge-bracket VC, choose your positioning wisely"(stage, sector, geography, founder access) … way too many firms are generic". What are your thoughts on the financing environment? You've been a part of the New York tech ecosystem for about a decade now. How has the tech scene evolved over the past 10 years or so?  There was a dogma for a while that enterprise

On this special segment of The Full Ratchet, the following Investors are featured:   Nikhil Basu Trivedi Alfred Chuang Monique Woodard Ben Sun 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 episodes? For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod).  

Rob Go of NextView Ventures joins Nick to discuss Reflections From 10 Years at NextView, Dogma vs Discipline, the Importance of Effective Post Money, and Market Sizing Pitfalls. In this episode we cover: Is VC fundamentally changing under our feet? What are other biggest industry shifts that have changed the way you operate at Next View? Most LPs are focused on their fund managers' ownership percentage at entry. Explain what effective post-money at exit is and why that has become a north star from next view? Takeaway #3: There is a Goldilocks zone between too much dogma and lack of discipline. Can you give us an example or two of strategies that were difficult to let go of or move on from? Your favorite saying internally is “anything worth doing is worth doing fast”. Yet this is a pretty long cycle business and it takes time for a portfolio to mature and drive returns. What were the key learnings with regards to returns and metrics? How do you know if you're winning if the metrics are a bit of a

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

Jonathan Ebinger of Transform Capital joins Nick to discuss Donating Half Your Carry, Why Open Banking is the Future, and Recruiting Outside the Bay Area. In this episode we cover: Walk us through your background and path to VC Tell us about your experience at Blue Run and why you decided to launch Transform. What is the thesis at Transform? Portfolio construction / stage / check size How did you come up with the model to donate 50% of your carry? What causes are you allocating carry to? What was the biggest challenge in the transition from early stage to late stage venture investing?  So you led the Series A in Jackpocket at BlueRun and the later stage Transform. How do you avoid conflicts of interest across both firms? I know you are an active fintech investor -- w/ regards to crypto... what areas are most compelling right now from an investment standpoint? We're in a hot market at the moment -- seeing lots of fund creation, lots of startup formation, and valuations are inflating  to 2-

On this special segment of The Full Ratchet, the following Investors are featured: Mike Smerklo Amy Nauiokas Tsune Shirota Vanessa Larco Each investor illustrates a critical lesson learned about startup investing and how it's changed their approach. Did you miss our guests full length episodes? For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod). The host of The Full Ratchet is Nick Moran (https://www.linkedin.com/in/nick-moran-a738503/), General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions. To learn more about New Stack Ventures by visiting our Website (https://www.newstack.vc/) and LinkedIn (https://www.linkedin.com/company/11396054/) and be sure to follow us on Twitter (https://twitter.com/NewStackVC). Are you a founder looking for your next investor? Visit our free tool VC-Rank (http://vc-rank.com/) and tell us about your bu

Eric Sippel of Sippel Farb Family Office joins Nick to discuss Raising from Family Offices, How to Differentiate as an Emerging Fund, and Common Mistakes Made by Established Firms. In this episode we cover: Walk us through your background and path to running Sippel Farb. Before we jump in can you give us some thoughts on Family Offices investing in Venture and how that has changed over the 25 years that you've been doing this? What are the major investment focus areas for the family office? With regards to manager selection... What gets you excited when you review the profile of an emerging fund? Tell us about the 3 S's that you look for. Rounds are moving faster then ever and prices seem to be escalating to 2-3x of what they were just 3 years ago.  Many GPs cite their speed of decision-making as a strength -- What is your opinion of quick investment decisions and short DD timelines? At New Stack, we focus on ownership.  However, some managers prefer a less concentrated approach with more shots on goal. 

Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns. Did you miss our guests full length episodes? For other great episodes, go to The Full Ratchet blog and catch up! Also, follow us on LinkedIn (https://www.linkedin.com/company/27155166/) and Twitter (https://twitter.com/TFR_Pod). The host of The Full Ratchet is Nick Moran (https://www.linkedin.com/in/nick-moran-a738503/), General Partner of New Stack Ventures, a venture capital firm committed to investing in the exceptions. To learn more about New Stack Ventures by visiting our Website (https://www.newstack.vc/) and LinkedIn (https://www.linkedin.com/company/11396054/) and be sure to follow us on Twitter (https://twitter.com/NewStackVC). Are you a founder looking for your next investor? Visit our free tool VC-Rank (http://vc-rank.com/) and tell us about your business. We’ll send a list of possible investors right to your email’s InBox!