The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
The podcast dedicated to demystifying Venture Capital. Nick Moran and Nate Pierotti interview VC's & Startup Founders and on how they build great technology startups.
243. A Quantitative Approach to PMF, Tribe's 8 Ball for Objective Evaluation, and Approaches to Reduce Talent Biases (Jonathan Hsu)
238. GP and LP Alignment, Challenges for Emerging Fund Managers, and How the Explosion in Seed Fund Volume Plays Out (Jaclyn Hester)
54 mins; July 06, 2020
237. Advice for Founders -- Reaching out to VCs, Pitching over Zoom, and Closing Capital Amidst a Pandemic (Nick Rishwain, Hannah Konitshek, Nick Moran)
236. The Four Fundamentals of Investing; the Future of Micro Mobility; and Hunting Consumer Unicorns (Shawn Carolan)
46 mins; June 29, 2020
Investor Stories 146: What's Next (Gallagher, Tavel, Deeter, Kim)
14 mins; June 27, 2020
235. Why Corporate VC Gets a Bad Wrap; Microsoft's Fresh Approach to CVC; and Key Insights to Acquire Mass Users (Tamara Steffens)
50 mins; June 25, 2020
234. Breaking into VC; Excelling at Goldman Sachs; and the Origin of BLCK VC (Brian Hollins)
53 mins; June 22, 2020
Investor Stories 145: Why I Passed (Ingersoll, Ajao, Kerby, Horowitz)
6 mins; June 20, 2020
233. Investment Decision in < 3 weeks; the Challenges and Opportunities with 3D Printing; and the Future for Industrial Automation (Kane Hsieh)
52 mins; June 18, 2020
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)
45 mins; June 15, 2020
Investor Stories 144: Post Mortems (Solivan, Klaff, Whitney, Bechtel)
10 mins; June 13, 2020
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
65 hours 18 mins; June 11, 2020
230. Crisis Coverage w/ David Rabie - Finding PMF, Raising Series B, & Navigating a Startup Amidst the Pandemic
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
37 mins; May 27, 2020
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
57 mins; May 25, 2020
Investor Stories 141: What's Next (Gembala, Rooke, Clavier, Reum)
10 mins; May 23, 2020
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
47 mins; May 21, 2020
224. Crisis Coverage w/ Beezer Clarkson - Platform LP; Allocations in a Down-Market; COVID Strategy Drift; and Emerging Manager Selection
55 mins; May 18, 2020
Investor Stories 140: Why I Passed (Osterwalder, Kupor, Cheng)
10 mins; May 14, 2020
223. Crisis Coverage w/ Byron Deeter - Why This is the Seminal Moment for Cloud and Lessons from 19 Unicorn Investments
45 mins; May 11, 2020
Investor Stories 139: Post Mortems (Cardamone, Kim, Calacanis)
14 mins; May 09, 2020
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
45 mins; May 07, 2020
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
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
52 mins; April 30, 2020
219. Crisis Coverage w/ Tomasz Tunguz - SaaS Strategies, Sector Data, and the $ Ceiling for Deals over Zoom
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
49 mins; April 22, 2020
217. Crisis Coverage w/ Elizabeth Yin - Investing After 1 Zoom Meeting, 2nd & 3rd Order Effects of The Virus, and Why "Market Pull" is Critical
45 mins; April 20, 2020
Investor Stories 136: What's Next (Ajao, Klaff, Polovets)
5 mins; April 17, 2020
216. Crisis Coverage w/ Patrick Gallagher - VC Firm Survival, How Seed Investing Scales, & A Glimpse at the Road Ahead
63 hours 19 mins; April 15, 2020
215. Crisis Coverage w/ Darren Bechtel - The Built World & Construction Tech, Post-Pandemic
214. Crisis Coverage w/ Somesh Dash - Late Stage Impacts & Prioritizing Mental Health
56 mins; April 08, 2020
213. Crisis Coverage w/ Semil Shah - VC Fund Management in a Pandemic World
39 mins; April 06, 2020
212. Crisis Coverage w/ Samir Kaji - Relief $ for Startups via CARES Act, EIDL, PPP; & How an Extended Downturn Affects Emerging VC Funds
38 mins; April 03, 2020
211. Crisis Coverage w/ David Horowitz - How Will Corporate VC Respond?
28 mins; April 01, 2020
210. Crisis Coverage w/ Chris Douvos - LP Lessons from '01 and '08, The Denominator Effect, Capital Calls & Fundraising in a Down Market
44 mins; March 30, 2020
209. Crisis Coverage w/ Steve Blank - The Playbook for Startup Survival
48 mins; March 25, 2020
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)
69 hours 45 mins; March 23, 2020
Investor Stories 134: Post Mortems (Vrionis, Horowitz, Banister)
6 mins; March 18, 2020
207. Breaking Convention, Hitting The Fundraise Wall & Why Deep-tech Is Not More Capital Intensive Than Software (Ryan Gembala)
