Episodios

  • Investor Stories 359: Best LP Question (Klein, Jensen, Edelson)
    Aug 1 2024

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

    • Todd Klein
    • Larsen Jensen
    • Alex Edelson

    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!

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    6 m
  • 444. Lessons from Founding Trulia to IPO, How to Enter New Industries with No Experience, and Why Technology is Critical to Combat Diabetes in an era of GLP-1s (Sami Inkinen)
    Jul 29 2024

    Sami Inkinen of Virta Health joins Nick to discuss Lessons from Founding Trulia to IPO, How to Enter New Industries with No Experience, and Why Technology is Critical to Combat Diabetes in an era of GLP-1s. In this episode we cover:

    • Early Days of Trulia, Product Market Fit, and Challenges Faced by the Founder
    • Building a Successful Company Without an Exit Strategy
    • Reversing Diabetes through Nutrition and Technology
    • Using Biomarkers and Software to Track and Adjust Diet and Lifestyle for Optimal Health
    • Addressing Obesity through Telemedicine and Value-Based Care
    • Healthcare ROI and Patient Retention in a US-Based Digital Health Platform
    • Managing Complex Stakeholders in Healthcare and Real Estate Industries

    Guest Links:

    • LinkedIn
    • Twitter/X
    • Virta Health Website

    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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    59 m
  • Investor Stories 358: Disruptive Forces (Levy, Strebulaev, Nozad)
    Jul 25 2024

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

    • Abby Miller Levy
    • Ilya Strebulaev
    • Pejman Nozad

    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!

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    6 m
  • 443. The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain (Mike Droesch)
    Jul 22 2024

    Mike Droesch of Bessemer Venture Partners joins Nick to discuss The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain. In this episode we cover:

    • AI Applications in Various Industries, Advancements in AI-Powered Voice Transcription Technology,
    • AI's Potential to Disrupt Vertical SaaS Industries
    • Business Models for AI Software, Including Copilots, Agents, and Tech-Enabled Services
    • AI Applications, Defensibility, and Market Potential
    • Open Source vs. Closed Source AI Models
    • Supply Chain Inefficiencies and the Role of FinTech in Improving Payment and Invoicing Processes
    • Investing in Non-Consensus Supply Chain Software Categories, Focusing on Procurement and Freight Audit

    Guest Links:

    • LinkedIn
    • Twitter/X
    • Bessemer Venture Partners

    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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    52 m
  • Investor Stories 357: Key Advice (Klein, Jensen, Edelson)
    Jul 18 2024

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

    • Todd Klein
    • Larsen Jensen
    • Alex Edelson

    We asked guests for the most important piece of advice that they'd share with folks early in their venture career.

    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
    7 m
  • 442. The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms (Adam Felesky)
    Jul 15 2024

    Adam Felesky of Portage joins Nick to discuss The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms. In this episode we cover:

    • Investing in Web3, Crypto, and Blockchain, with a Focus on Global Markets and Entry Points
    • Investing in International Companies, with a Focus on Due Diligence and Risk Assessment
    • Modernizing Financial Infrastructure and Stacks
    • Open Banking, Payment Rails, and Acquisitions in the FinTech Industry
    • FinTech Investing, Risk Management, and Portfolio Support

    Guest Links:

    • LinkedIn
    • Twitter/X
    • Portage

    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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    37 m
  • Investor Stories 356: Lessons Learned (Rueckert, Tunguz, Rotman)
    Jul 11 2024

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

    • Rob Rueckert
    • Tomasz Tunguz
    • Frank Rotman

    We asked guests to tell the most important lesson they've learned in their career.

    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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    8 m
  • 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