The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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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)
48 mins; June 27, 2022
Investor Stories 249: Why I Passed (Rivera, Levine, Mehta)
8 mins; June 23, 2022
338. The $640B Care Economy, The Invisible Work Dilemma, and Differentiation Tips for Emerging Managers (Julie Wroblewski)
45 mins; June 20, 2022
Investor Stories 248: Post Mortems (Borumand, Falvey, Sarracino)
8 mins; June 16, 2022
Navigating Macro Headwinds, Balancing Growth v. Profitability, and How to Get in Front of the Top 1% of Founders (Nnamdi Iregbulem)
39 mins; June 13, 2022
Investor Stories 247: Strange & Unusual (Lehr, Nagaraj, Sarracino)
5 mins; June 09, 2022
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)
81 hours 3 mins; June 06, 2022
Investor Stories 246: Lessons Learned (Go, Sankar, Page)
6 mins; June 02, 2022
The $2 Billion Pizza Order, The Founding Story of Grubhub, Why NPS Sucks, and How Fixer is Transforming Gig Work (Mike Evans)
54 mins; May 30, 2022
A Decade at Costanoa, Where Large Multistage Funds Fail Founders, Denominator v. Numerator Effects, and Tips on Startup Selection (Greg Sands)
37 mins; May 26, 2022
Investor Stories 245: What's Next (Kashyap, Cohen, Stojkovic, Cairo)
10 mins; May 23, 2022
Investor Stories 244: Why I Passed (Wiener, Zhuo, Zulkosky)
6 mins; May 19, 2022
Mexico's New Tech Mafia, Winning Copycat Strategies, and the Future of Fintech in LatAm (Hernán Fernández)
44 mins; May 16, 2022
Investor Stories 243: Strange & Unusual (Suissa, Foxe Blader, Barrile)
6 mins; May 12, 2022
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)
42 mins; May 09, 2022
Investor Stories 242: Post Mortems (Wilkins, Mehta, Saenko)
7 mins; May 05, 2022
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)
47 mins; May 02, 2022
Investor Stories 241: Lessons Learned (Pascucci, Lehr, Pantoja)
5 mins; April 28, 2022
Building Unicorns from the Ground Up, Recruiting Founders from the C-Suite, and Driving Top 1% Returns with Concentration (Jed Cairo)
42 mins; April 25, 2022
Investor Stories 240: What's Next (Nagaraj, Falvey, Page)
6 mins; April 21, 2022
The $8.3T Opportunity in Procurement, How to Sell to the Fortune 500, Building a Bottoms Up Culture, and Mastering Cold Emails (Kevin Frechette)
47 mins; April 18, 2022
Investor Stories 239: Why I Passed (Hung, Sankar, Cohen)
6 mins; April 14, 2022
Why the Pacific Northwest Will Win Big, Tapping the Enterprise Talent Pool, and Investing in Apps over Infrastructure (Cameron Borumand)
32 mins; April 11, 2022
Investor Stories 238: Strange & Unusual (Paxhia, Mehta, Zhuo)
6 mins; April 07, 2022
The Late Stage Reset, Competing with Tiger, and Last Mile's Unit Economics (Steve Sarracino)
42 mins; April 04, 2022
Investor Stories 237: Post Mortems (Grayson & Holt, Kashyap, Barille)
6 mins; March 31, 2022
FoodTech's Female Founders, Crossing the Chasm for Alt Proteins, and Why the Psychedelics Market isn't like Cannabis (Jenny Stojkovic)
42 mins; March 28, 2022
Investor Stories 236: Lessons Learned (Mead, Suissa, Foxe Blader)
7 mins; March 24, 2022
Finding Alpha in Emerging Managers, Common Mistakes & Pitfalls, and Sources of Differentiation (Sara Zulkosky)
48 mins; March 21, 2022
Investor Stories 235: What's Next (Tamaseb, Ebinger, Heddleston)
6 mins; March 17, 2022
Support for Ukraine, 3 Measures for Evaluating DeepTech, a 15-year Fund Horizon, and Today's Most Compelling Climate Technologies (Maryanna Saenko)
39 mins; March 14, 2022
Investor Stories 234: Why I Passed (Requarth, Paxhia, Sippel)
6 mins; March 10, 2022
Box's Go-To-Market Strategy, Building the Enterprise Sales Motion, and When to Bring on a Sales Leader (Karen Page)
30 mins; March 07, 2022
Investor Stories 233: Strange & Unusual (Levine, Wiener, Go)
7 mins; March 03, 2022
Attacking Inequality with VC, How Ecommerce Infrastructure Competes with Amazon, The Future of Hourly Work, and the Body as a Platform (Jamison Hill)
43 mins; February 28, 2022
Post Mortems (Sun, Foxe Blader, Mehta)
6 mins; February 24, 2022
Solo Capitalist Firm Building, Supporting Founder Mental Health, and Navigating Board Dynamics (Matt Cohen)
32 mins; February 21, 2022
Investor Stories 231: Lessons Learned (Paxhia, Wilkins, Heddleston)
8 mins; February 17, 2022
Consumer Fintech, the Future of Banking, and Navigating Web 3.0 Regulation (Ryan Falvey)
46 mins; February 14, 2022
Investor Stories 230: What's Next (Grayson & Holt, Go, Lehr)
7 mins; February 10, 2022
Investing Nerdy & Early, The Story of Auth0's Seed Round, and Why You Shouldn't Leave to Start "The Right" Company (Sunil Nagaraj)
39 mins; February 07, 2022
Investor Stories 229: Why I Passed (Libby, Larco, Kashyap)
6 mins; February 03, 2022
Founding the 1st VC Index Fund, Rethinking the Future of Capital Deployment, and Advice for Emerging Managers (Marcelino Pantoja)
25 mins; January 31, 2022
Investor Stories 228: Strange & Unusual (Luerssen, Pascucci, Ebinger)
6 mins; January 27, 2022
The Rise of Supply Chain Startups, Why We're Feeling Whiplash, and What the Future Holds for Labor & Data (Santosh Sankar)
48 mins; January 24, 2022
Investor Stories 227: Post Mortems (Hung, Requarth, Mead)
7 mins; January 20, 2022
316. Fika's Playbook for Success, Finding Value Outside of Central Casting, and the Future of Fintech as Banks Get Unbundled (TX Zhuo)
50 mins; January 17, 2022
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)
27 mins; January 13, 2022
314. 2022 Predictions P1: $100M Seed Valuations, Universe vs. Metaverse, Hottest and Coolest Sectors, Sequoia's VC Shakeup (Ramy Adeeb)
31 mins; January 10, 2022
Investor Stories 226: Lessons Learned (Tamaseb, Mehta, Wiener)
9 mins; January 06, 2022
313. Norwest's New $3B Fund, the Effects of VC Capital Explosion, and Scaling LinkedIn's Product 20x (Parker Barrile)
44 mins; January 03, 2022
Investor Stories 225: What's Next (Paxhia, Sun, Suissa)
12 mins; January 01, 2022
Replay — The Dark Side of VC | Predatory Investor Practices (Joanne Wilson)
38 mins; December 30, 2021
Replay — Getting Smart on a New Market, Parts 1 & 2 (Charles Hudson)
72 hours 49 mins; December 27, 2021
Investor Stories 224: Why I Passed (Thakker, Nauiokas, Lehr)
7 mins; December 25, 2021
Replay — GP and LP Alignment, Challenges for Emerging Fund Managers, and How the Explosion in Seed Fund Volume Plays Out (Jaclyn Hester)
54 mins; December 23, 2021
Replay — NEA's Investment Process & The Key Ingredients for Startup Success (Ben Narasin)
58 mins; December 20, 2021
Investor Stories 223: Post Mortems (Smerklo, Maughan, Larco, Wiener)
9 mins; December 16, 2021
312. The Embedded Opportunity in Insurtech, Crypto & Web 3.0 Applications, and the Future of Fintech (Ruth Foxe Blader)
31 mins; December 13, 2021
Investor Stories 222: Strange & Unusual (Mead, Sippel, Wilkins)
8 mins; December 09, 2021
311. Founding DocSend, Creating a Winning PLG Motion, and Data From 1000's of Pitch Decks (Russ Heddleston)
39 mins; December 06, 2021
Investor Stories 221: Lessons Learned (Requarth, Mehta, Levine)
8 mins; December 02, 2021
310. Why We Invested in Urban Sky (Andrew Antonio & Nate Williams)
48 mins; November 29, 2021
Investor Stories 220: Why I Passed (Shirota, Go, Sequeira)
7 mins; November 25, 2021
309. The Future of Softbank and Vision Fund 2, Creative Monetization of User Growth, and Why VC's Missed on Zoom (Nagraj Kashyap)
38 mins; November 22, 2021
Investor Stories 219: Post Mortems (Wallace, Tamaseb, Luerssen)
5 mins; November 18, 2021
308. The Human Rolodex, How the 2021 VC Vintage will Perform, and the Importance of Partnership Dynamics (Nihal Mehta)
46 mins; November 15, 2021
Investor Stories 218: Lessons Learned (Libby, Hung, Grayson & Holt)
7 mins; November 11, 2021
307. Public Sector Tech, the Merits of Hyper Concentration, and Why Google is More Frightening than the NSA (Yanev Suissa)
35 mins; November 08, 2021
Investor Stories 217: Why I Passed (Goldberg, Quinn, Maughan, Ebinger)
7 mins; November 04, 2021
306. Selection at Day 0, Investing in Immigrants, and Navigating Founder-Problem Fit (Manan Mehta)
45 mins; November 01, 2021
Investor Stories 216: Post Mortems (Guleri, Nauiokas, Chitnis, Perelmuter)
11 mins; October 28, 2021
305. Identifying Stand-outs at Pre-Seed, Coaching High-Growth Leaders, and Leveling the Playing Field for Underrepresented Founders (Tony Wilkins)
47 mins; October 25, 2021
Investor Stories 215: What's Next (Wiener, Larco, Pascucci)
6 mins; October 21, 2021
304. IT and Enterprise Tech Investing, The Realities and Myths of PLG, and The Past and Future of NYC Tech (Jonathan Lehr)
37 mins; October 18, 2021
Investor Stories 214: Why I Passed (Basu Trivedi, Chuang, Woodard, Sun)
12 mins; October 14, 2021
303. Reflections From 10 Years at NextView, Dogma vs Discipline, the Importance of Effective Post Money, and Market Sizing Pitfalls (Rob Go)
43 mins; October 11, 2021
Investor Stories 213: Post Mortems (Thakker, Libby, Paxhia, Sim)
11 mins; October 07, 2021
302. Donating Half Your Carry, Why Open Banking is the Future, and Recruiting Outside the Bay Area (Jonathan Ebinger)
46 mins; October 04, 2021
Investor Stories 212: Lessons Learned (Smerklo, Nauiokas, Shirota, Larco)
9 mins; September 30, 2021
301. Raising from Family Offices, How to Differentiate as an Emerging Fund, and Common Mistakes Made by Established Firms (Eric Sippel)
43 mins; September 27, 2021
301. Raising from Family Offices, How to Differentiate as an Emerging Fund, and Common Mistakes Made by Established Firms (Eric Sippel)
44 mins; September 27, 2021
Investor Stories 211: What's Next (Garg, Quinn, Hung, Requarth)
8 mins; September 23, 2021
300. The Trillion $ Opportunity in Natural Gas, Building A Strategic LP-Base, and Creating a Strong LPAC (Victor Pascucci)
46 mins; September 20, 2021
Investor Stories 210: Why I Passed (Bannon, Hsu, Rockman, Chitnis)
9 mins; September 16, 2021
299. The Decline of Entrepreneurship in America, Systemic Inequity in Supporting Small Businesses, and the "Capital vs. Labor" Debate (Seth Levine & Elizabeth MacBride)
51 mins; September 13, 2021
Investor Stories 209: Post Mortems (Christian, Goldberg, Conwell, Sequeira)
10 mins; September 09, 2021
298. The $61B Cannabis Market, Overcoming Compliance and Regulation, and the Declining Social Stigma Around Cannabis (Emily Paxhia)
44 mins; September 06, 2021
Investor Stories 208: Strange & Unusual (Grayson & Holt, Tamaseb, Hung, Larco)
10 mins; September 02, 2021
297. How to Raise a VC Fund, The YC for Emerging Managers, and Family Office Trends (Winter Mead)
59 mins; August 30, 2021
Investor Stories 207: Lessons Learned (Woodard, Maughan, Martino, Casnocha)
10 mins; August 26, 2021
296. Investing in Jerusalem, Applying Helmer's 7 Powers to VC, and Writing a Business Murder Mystery (Ben Wiener)
47 mins; August 23, 2021
Investor Stories 206: What's Next (McIntyre, Luerssen, Findley, Shirota)
7 mins; August 19, 2021
295. Product Manager Turned Investor, Navigating Turbulence pre-IPO on Robinhood's Board, and Unique Sourcing Strategies (Vanessa Larco)
47 mins; August 16, 2021
Investor Stories 205: Why I Passed (Warner, Torenberg, Garg, Grayson & Holt)
9 mins; August 12, 2021
294. How to Value AI, Data Network Effects vs. Data Learning Effects, and Evolution of the VC Asset Class (Ash Fontana)
54 mins; August 09, 2021
Investor Stories 204: Post Mortems (Collins, Quinn, Martino, Chuang)
11 mins; August 05, 2021
293. Viva Latam Startups, Losing Talent to the U.S., and Building the Zillow of Brazil (Brian Requarth)
40 mins; August 02, 2021
Investor Stories 203: Strange & Unusual (Goldberg, Sun, Shirota, Nauiokas)
8 mins; July 29, 2021
292. Why Sales Cycle Determines Success, the Challenges of International Deal Diligence, and Fractional Hiring in a Post COVID World (Jonathan Hung)
42 mins; July 26, 2021