Episodios

  • 441. ID’ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts (Alexa von Tobel)
    Jul 8 2024

    Alexa von Tobel of Inspired Capital joins Nick to discuss ID’ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts. In this episode we cover:

    • Support Innovative Companies Addressing Societal Problems
    • Investing in Structurally Broken Markets
    • AI Adoption, Future of Work, and Potential Job Automation
    • AI Value Distribution, Incumbents Vs. Startups, and M&A Challenges
    • Future of FinTech and Reimagining Products
    • Investment Strategy in Uncertain Macro Environment

    Guest Links:

    • LinkedIn
    • X
    • Inspired Capital

    The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

    Want to keep up to date with The Full Ratchet? Follow us on social.

    You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

    Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!

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    47 m
  • Investor Stories 355: Why I Passed (Klein, Patricof, Strebulaev)
    Jul 4 2024

    On this special segment of The Full Ratchet, the following Investors are featured:

    • Todd Klein
    • Alan Patricof
    • Ilya Strebulaev

    Each investor highlights a situation where they decided not to invest, why they passed, and how it played out.

    The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

    Want to keep up to date with The Full Ratchet? Follow us on social.

    You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

    Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!

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    10 m
  • 440. Building First Mark, A Leading VC in NYC, Will New York Overtake the Bay Area, Insights on Unicorn Selection from a Perennial Midas List Investor, and Why Remote Work can Ruin Great Startups (Rick Heitzmann)
    Jul 1 2024

    Rick Heitzmann of First Mark joins Nick to discuss Building First Mark, A Leading VC in NYC, Will New York Overtake the Bay Area, Insights on Unicorn Selection from a Perennial Midas List Investor, and Why Remote Work can Ruin Great Startups. In this episode we cover:

    • Consumer Investing
    • Investing in DraftKings Despite Regulatory Risks
    • AI's Impact on SaaS Development and Deployment
    • AI and GLP-1 Impact on Quality of Life
    • Evaluating Entrepreneurs' Potential for Success

    Guest Links:

    • LinkedIn
    • X
    • First Mark

    The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

    Want to keep up to date with The Full Ratchet? Follow us on social.

    You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

    Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!

    Más Menos
    43 m
  • Investor Stories 354: Visionary Founders (Jain, Jensen, Edelson)
    6 m
  • 439. The Question that Every Investor Should Ask, Teasing out the Characteristics of Generational Founders, and Recruiting Lessons from 1000+ Interviews (Katelin Holloway)
    Jun 24 2024

    Katelin Holloway of Seven Seven Six joins Nate to discuss The Question that Every Investor Should Ask, Teasing out the Characteristics of Generational Founders, and Recruiting Lessons from 1000+ Interviews. In this episode we cover:

    • HR Tech Development and Investment
    • Changing Dynamics in the Venture Capital Industry
    • Identifying Strong Founders, Through Talent Identification and Instinct vs. Data-Driven Approach
    • Evaluating Startup Founders and Products Using a Standardized Scorecard System
    • Assessing Founders' Integrity and Delivery on Promises
    • Important Questions to Ask Founders During Investment Meetings
    • Common Hiring Mistakes Founders Make, Overhiring, Not Pacing Hiring, and Hiring Too Senior

    Guest Links:

    • LinkedIn
    • X
    • Seven Seven Six

    The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

    Want to keep up to date with The Full Ratchet? Follow us on social.

    You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

    Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!

    Más Menos
    53 m
  • Investor Stories 353: Best LP Question (Aoun, Dukach, Rueckert)
    Jun 20 2024

    On this special segment of The Full Ratchet, the following Investors are featured:

    • Adrian Aoun
    • Semyon Dukach
    • Rob Rueckert

    We asked guests to share the best question they've ever been asked by an allocator.

    The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

    Want to keep up to date with The Full Ratchet? Follow us on social.

    You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

    Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!

    Más Menos
    5 m
  • 438. Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)
    Jun 17 2024

    Ambar Bhattacharyya of Maverick Capital joins Nick to discuss Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling. In this episode we cover:

    • Healthcare Trends, Including High Deductible Health Plans and Cash Pay Models
    • US Halthcare System, Incentives for Preventative Medicine, and Potential for Value-Based Outcome-Oriented Systems
    • AI Adoption in Healthcare, Including Adoption and Risks
    • The Future of Healthcare Technology, New Codes, and Credentialing Process
    • Healthcare, Aging, and End-of-Life Care

    Guest Links:

    • LinkedIn
    • X
    • Maverick

    The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

    Want to keep up to date with The Full Ratchet? Follow us on social.

    You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

    Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!

    Más Menos
    53 m
  • Investor Stories 352: Disruptive Forces (Jensen, Edelson, Tunguz)
    Jun 13 2024

    On this special segment of The Full Ratchet, the following Investors are featured:

    • Larsen Jensen
    • Alex Edelson
    • Tomasz Tunguz

    We asked guests to discuss the factor that could cause the most disruption to the industry going forward and how that will change the next decade of venture.

    The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

    Want to keep up to date with The Full Ratchet? Follow us on social.

    You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

    Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!

    Más Menos
    5 m