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Rank #93 in Investing category

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The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private Equity | Business Loans

Updated 12 days ago

Rank #93 in Investing category

Business
Technology
Investing
Tech News
Read more

A podcast dedicated to demystifying Venture Capital. Nick Moran interviews the VC and Angel investor experts on how they find, evaluate and select the next generation of great technology startups.

Read more

A podcast dedicated to demystifying Venture Capital. Nick Moran interviews the VC and Angel investor experts on how they find, evaluate and select the next generation of great technology startups.

iTunes Ratings

168 Ratings
Average Ratings
161
2
2
2
1

Fantastic content!

By Joe from Highland Park - Jun 21 2019
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Great podcast to learn about investing in startups from Nick and a great cast of investors.

Great insights

By JoshRut27 - Feb 13 2018
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I keep getting little nuggets throughout each episode. Really good source of insider details

iTunes Ratings

168 Ratings
Average Ratings
161
2
2
2
1

Fantastic content!

By Joe from Highland Park - Jun 21 2019
Read more
Great podcast to learn about investing in startups from Nick and a great cast of investors.

Great insights

By JoshRut27 - Feb 13 2018
Read more
I keep getting little nuggets throughout each episode. Really good source of insider details
Cover image of The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private Equity | Business Loans

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private Equity | Business Loans

Updated 12 days ago

Rank #93 in Investing category

Read more

A podcast dedicated to demystifying Venture Capital. Nick Moran interviews the VC and Angel investor experts on how they find, evaluate and select the next generation of great technology startups.

Rank #1: 161. Why SaaS is not a fit for VC and How AI Compounds Competitive Advantage (Ash Fontana)

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Ash Fontana of Zetta Venture Partners joins Nick to discuss Why SaaS is not a fit for VC and How AI Compounds Competitive Advantage. In this episode, we cover:

  • Categories of AI that Ash is most interested in
  • The difference between real AI and AI-enabled companies
  • Why SaaS will cease to be investable by VCs
  • The current AI stage of adoption
  • How he times the market
  • The four phases of AI
  • What phase of AI they invest in
  • How AI is and will be affected by limited data
  • How startups can compete for talent w/ GAFA (Google, Amazon, Facebook, Apple)
  • The moats being created by their AI-first portcos
  • How they think about metrics and milestones for AI-backed companies
  • If AI should be feared
  • and finally we wrap up w/ Ash's thoughts on Chris Dixon's position that we will see a movement from centralization back to decentralization in tech-- and the role that AI will play

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Apr 19 2018
50 mins
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Rank #2: 191. Corporate VC (David Horowitz)

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David Horowitz of Touchdown Ventures joins Nick to discuss Corporate VC. In this episode, we cover:

  • Backstory/ Path to Venture
  • Talk about the 14 years you spent with Comcast Ventures -- what you learned and why you left?
  • What lead to founding Touchdown Ventures?
  • At Touchdown, you partner with leading corporations to manage the complete venture lifecycle from entity formation to investment management…Can you dive into the thesis/focus of the firm?
  • Why would a founder choose corporate VC funding over institutional funding?
  • I was reading through the “Risky Business” blog on the Touchdown website and found some pretty interesting articles…specifically one that talks about “the most overlooked skill in Corporate venture" being deal management…that it “requires more effort than all other activities combined”…why is deal management so challenging?
  • Why do you think CVC’s funding has historically been more inconsistent than institutional venture funds?
  • Why are corporations willing to take minority stakes in startups? As Fred Wilson said on CVC—“You want the asset? Buy it.” Is there a risk to founders of taking investment from a large corporate that can "look under the hood" and reverse-engineer the tech or exploit the IP?
  • Is the core objective of a CVC financial return or is it more of a strategy play? (i.e. market insight, actively trying to grow certain sectors)
  • How does the mindset of a CVC change in a bear market, especially compared to institutional VC?
  • How does follow-on funding work in corporate VC? If the corporate has a poor financial year, does a lower funding allocation affect follow-on allotment for winners?
  • The firm was recognized by Global Corporate Venturing for having both established and managed the most corporate venture funds to date… At the industry level corp VC has peaked in funding in recent years. Why do you think corp VC has grown to this level and why did you raise the number of funds that you did?
  • One of the articles on the Risky Business blog talks about fraud detection with reference to Fyre Festival and Theranos…Talk about some red flags that an opportunity may be a fraud and what you should do if those red flags are present?

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Jul 31 2019
43 mins
Play

Rank #3: 44. Negotiating a Term Sheet (Jason Heltzer)

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Jason Heltzer of Origin Ventures joins Nick to cover Negotiating a Term Sheet. We will address questions including: Can you first talk about why you chose to write about negotiation? One of the first things to understand is whether the negotiation is asymmetric or not. What does this mean and...

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Aug 05 2015
37 mins
Play

Rank #4: Investor Stories 118: Strange & Unusual (Glickman, Wortmann, Fein)

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

  • Steve Glickman
  • Craig Wortmann
  • John Fein

Each investor describes the most unusual situation or pitch that they've encountered as an investor.

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Aug 07 2019
10 mins
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Rank #5: 107. Reinventing Venture Capital, Part 1 (Bryce Roberts)

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Bryce Roberts of Indie VC & OATV joins Nick to cover Reinventing Venture Capital, Part 1. We will address questions including: Can you walk us through your background and how you became involved in startup investing? As a pioneer in early-stage investing 10 years ago, what was the original investment...

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Sep 28 2016
35 mins
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Rank #6: 108. Reinventing Venture Capital, Part 2 (Bryce Roberts)

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Today we cover Part 2 of Reinventing Venture Capital with Bryce Roberts of Indie VC. In this segment we address: What are your filters, what level of traction are you looking for and what else do you like to see in prospective applicants? Many VCs target 100x+ exits for success…...

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Sep 29 2016
34 mins
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Rank #7: 49. The Value of Data, Part 2 (Leo Polovets)

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Leo Polovets of Susa Ventures joins Nick to cover The Value of Data, Part Two. We will address questions including: Transitioning to business models and the way data can be wielded to generate value. Can you provide an example of a business that relies on data within their business model to...

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Oct 07 2015
32 mins
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Rank #8: 41. The Exit (John Huston)

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John Huston of Ohio TechAngels joins Nick to cover The Exit. We will address questions including: How should angel group leaders think about the exit as a part of their investment strategy? Not every geographic area has produced multiple unicorns or any unicorns for that matter. Why is this a...

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Jun 24 2015
45 mins
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Rank #9: 179. Sales Mastery & Storytelling at Scaling Startups (Craig Wortmann)

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Craig Wortmann of Sales Engine joins Nick to discuss Sales Mastery & Storytelling at Scaling Startups. In this episode, we cover:

-Craig's background and how he became involved in the early stage tech community.

-You've spent a lot of time looking at how companies make this difficult transition from the scrappy, do-it-all world of "Entrepreneurial Selling" to a "Professional Selling" organization. Talk to us about what you've observed and how companies struggle in this transition.

-When is the right time to transition from 'guerilla selling' to a more organized, professional process?

-When we had Tae Hee Nahm on the program he talked about three different types of sales leaders at different stages of a startup. At the beginning it was a Davey Crocket- like individual, an independent explorer who will find their own path through the wilderness... then at the growth stage, Braveheart individual- someone with that warrior spirit and finally at the scale stage he looks for the Dwight Eisenhower-- someone with political savvy to align all the sales folks and move in the right direction... do you agree or disagree and how does your philosophy differ?

-What do you do when a top performing salesperson won't use the tools, align with the culture or conform to processes.

-How do you handle it when the product is broken... it's clear that the offering is lacking and the issue is not with sales.

-How about situations where one is selling something that doesn't exist?

-Storytelling... I see founders fail at this often and even I often failed in telling my story when raising Fund I. Where do most people go wrong?

-What's the story canvas and how should it best be used?

-You talk about how folks should think about 'capturing, distilling, and telling' the right story at the right time for the right reasons. What's your advice here?

-One of the more popular things you teach at Kellogg is called the 'The Perfect Sales Meeting'. Can you talk to us about how one should think, plan and increase their sales meeting effectiveness?

-Between sales meetings or when a prospect is slow to make a decision... how does one create urgency and positive momentum toward a decision?

Jan 23 2019
1 hour 14 mins
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Rank #10: The 'Softbank Effect', Financial Discipline and the Interworkings of a Top Seed Investment Firm

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Joe Medved of Lerer Hippeau joins Nick to discuss The 'Softbank Effect', Financial Discipline and the Interworkings of a Top Seed Investment Firm. In this episode, we cover:

  • The focus at Lerer Hippeau
  • The adoption and integration of the Binary Capital Portfolio
  • Why they dropped ventures from the name
  • Joe's take on the "Softbank Effect" and the challenges and opportunities created by it.
  • how founders should think about raise amount and valuations
  • The effect of late-stage capital on early stage investors
  • The capital strategy mistakes that lead to startup death
  • Joe's take on early-stage investors taking early exits when they are offered liquidity.
  • The strategy for their sixth, $150 million fund
  • How Joe's team approaches sourcing, vetting, diligence
  • LH's focus on outbound vs. inbound
  • Joe mentions a key analysis item that is often overlooked by many investors
  • Lerer Hippeau's portfolio management process: How often they interact and what activities they engage in.
  • The impact of raise amount on outcomes

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

May 31 2018
54 mins
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Rank #11: 154. NEA's Investment Process & The Key Ingredients for Startup Success (Ben Narasin)

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Ben Narasin of NEA joins Nick to discuss how NEA makes decisions, why he joined the firm and the key traits he looks for in founders. In this episode, we cover:

-Why he made the move to NEA -His Investment focus -the role of Venture Partner at NEA -the investment process the firm... and if decisions are made by committee -Ben's Evaluation Process -the key factor that every successful founder possesses -The common red flags that pop up and cause him to say no to strong startups -Why he believes his job is to say no -How he assess opportunities with 100 reasons to say yes and one reason to say no -Ben's evolving approach toward weighing risk factors in startups -how the tech and investing industry has changed over the past decade -how AUM is driving a bifurcation in venture -finally we get Ben's response to the recent Techcrunch article highlighting the crash in early-stage VC funding

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Jan 15 2018
1 hour
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Rank #12: 71. Blockchain Investing, Part 1 (William Mougayar)

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William Mougayar of Virtual Capital Ventures joins Nick to cover Blockchain Investing, Part 1. We will address questions including: Can you start off by telling us about your background and how you became involved in both startup investing and studying the blockchain? We hear investors talk about Bitcoin, crypotcurrencies and,...

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Mar 02 2016
31 mins
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Rank #13: 47. Entrepreneur-Investor Fit (Peter Wilkins)

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Peter Wilkins of Hyde Park Angels joins Nick to cover Entrepreneur-Investor Fit. We will address questions including: Did you consider raising a venture fund as opposed to leading an angel group? What should entrepreneurs think about when targeting investors? How do you parse which businesses need Venture Capital vs. Angel...

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Sep 16 2015
52 mins
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Rank #14: 147. Monetization Strategy & Why Price Trumps Product (Madhavan Ramanujam)

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Madhavan Ramanujam of Simon-Kutcher & Partners joins Nick to discuss Monetization Strategy & Why Price Trumps Product. In this episode, we cover:

  • What's the backstory and how did you develope this monetization expertise?
  • What VC firms and/or investors have you worked with?
  • What's the most common missteps that innovators make?
  • What are the 4 types of innovation fails?
  • I want to talk about your three key rules for monetizing new products: Having the WTP conversation early, Investigating how to charge not just what to charge and not settling for one-size fits all... Let's start w/ the WTP conversation, walk us through this point and the three questions one should ask?
  • Essentially, are you suggesting that startups run a conjoint analysis to see what features customers want and how much they'll pay or is it more than that?
  • How do the results inform the pricing strategy? Is this the Van Westendorp methodology, if not, how's it different?
  • Talk more about the second rule... Investigating how to charge, not just what to charge.
  • The final rule is: Don't settle for one-size-fits-all... walk us through your point here. form factor, application, segment
  • This is controversial in the venture space where many investors are looking for one business model across all customers... what's your response to VCs here?
  • How do you apply your methodology in situations with a nascent market... where customers may not fully understand their needs, the problems they will experience or the solutions available?
  • Final thoughts and advice for startups that are creating a new product?
  • Any words of advice for investors that are assessing startups very early on?

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Nov 16 2017
36 mins
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Rank #15: 156. Chaos Capital, the new Micro VC Movement and LPs Chasing Hype (Chris Douvos)

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Chris Douvos, the Super LP, joins Nick to discuss Chaos Capital, the new Micro VC Movement and LPs Chasing Hype. In this episode, we cover:

  • How his mindset as an LP has evolved
  • Startups out of Standford vs Berkley and if the valley is over-fished
  • how the micro VC movement has changed
  • Chris' selection criteria and what he looks for in managers
  • Why he most often says no
  • The impact on LPs of companies staying private longer
  • Yhe impact of new LPs coming into venture on asset class
  • How the LP community interacts... adversarial, collaborative, competitive or othewise
  • The areas where Chris can grow most as an LP
  • and we wrap up w/ his thoughts on co-investment alongside GPs as well as follow-ons in later rounds

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Feb 07 2018
59 mins
Play

Rank #16: 138. How to Angel Invest Like the Best, Part 1 (Jason Calacanis)

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Jason Calacanis joins Nick to discuss his new book and his secrets to successful angel investing. We address questions including:

- Why Jason wrote the book - What drives him to continue angel investing after all his success - His thoughts on angels that make large investments during their first year of angel...

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Jul 20 2017
38 mins
Play

Rank #17: 2. Venture Capital — Funds, Angels & Entrepreneurs (Chris Yeh)

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Chris Yeh joins Nick on The Full Ratchet to discuss Venture Capital…  Angels, Funds & Entrepreneurs including:   What is venture capital? Where does venture capital fit as an asset class? What is the standard time it takes to get a return? How is it similar to & different from...

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Jun 11 2014
54 mins
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Rank #18: 183. Automation vs. AI (Adeyemi Ajao)

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Adeyemi Ajao of Base 10 Partners joins Nick to discuss Automation vs. AI. In this episode, we cover:

  • Backstory - Growing up in Spain and Nigeria and his path to entrepreneurship.
  • Previous to Base10 Partners, you had quite a successful career as an entrepreneur, founding highly influential companies such as Tuenti, Identified and Cabify in Latin America - talk a bit about your experience founding and scaling multiple tech companies, ultimately to exit?
  • How did you, TJ and Reggie come together and decide to create Base10?
  • On the website it says that you "started Base10 to take a profoundly different approach to Automation." Tell us more about your thesis on automation and how it's different.
  • Talk about Automation vs. AI and the potentially misleading guidance that we're hearing from many firms in the valley with regard to AI.
  • Of course, with any big changes that are made to the way people traditionally do things, there is a reaction. While some will embrace automation tools, others will have an adverse reaction. Are there certain sectors, categories or even functions that you think will more readily adopt automation solutions?
  • You mentioned a number of industries... Real Estate, Construction, SaaS, Agriculture, Logistics, Consumer... you have these Partners listed on the website, like Fifth Wall, Bessemer, Owl, Shasta, Bain Capital... can you explain the details of your partnership program?
  • When researching sectors that you’re interested in and assessing the opportunity to implement automation tools, what key factors are you looking for?
  • "We know automation. We have seen it succeed and fail. We know what playbook to apply from team structure to go-to-market, automated customer service or data collection systems." Talk to us about the playbook elements that have application across the automation-focused startups you work with?
  • You've discussed the pride you take in being: Hispanic, American, European, African, black and white. It's quite notable that you raised the first black-led VC fund of over $100M. How were able to break through such a significant glass ceiling where others haven't?

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Mar 29 2019
53 mins
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Rank #19: 151. Kingmaking, De-Risking Every Investment & the Future of Real Estate Tech (Brendan Wallace)

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Brendan Wallace of Fifth Wall Ventures joins Nick to discuss Kingmaking, De-Risking Every Investment & the Future of Real Estate Tech.  In this episode, we cover:

  • how building a fund is different from a startup
  • why fifth wall invests in real estate tech
  • why they take a different approach to workign with LPs and portcos
  • how large corporate LPs get comfortable with threatening tech that can destroy existing asset value
  • Brendan gives an overview of the real estate tech landscape and how it's segmented
  • why he thinks no other funds are focused on this sector the common demoniator he looks for in startups
  • the concept of the built world and how tech will bridge the gap between physical and digital
  • the most disruptive ideas he's come across in real estate
  • how the hot trends like AI, AV, robotics and VR/AR will effect the sector
  • and finally, what's surprised him most since raising fifth wall fund 1

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Dec 14 2017
47 mins
Play

Rank #20: 155. Predicting Technology Shifts Before they Happen (Tim O'Reilly)

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The Trend Spotter joins us today on the program. Tim O'Reilly is one of the top minds in tech, who has predicted and/or driven many of the movements that now seem so obvious to us. In today's episode we discuss:

  • Tim's path to becoming an investor
  • How he linked up w/ Bryce Roberts and launched O'Reilly Alphatech
  • The shift in their model w/ Indie VC
  • We talk about Tim's focus on profitability and his counter to those that cite some of the biggest and best tech companies that are not profitable
  • We discuss Tim's new book WTF: What the future and why it's up to us
  • Tim outlines the way he thinks about business model maps
  • He explains his thought process of identifying technology shifts before they happen
  • We discuss fear and it's role in shaping consumer mindset
  • Tim references the historical lessons most overlooked by today's society
  • and we wrap up w/ a conversation on ICOs and cryptocurrencies and get Tim's opinion on their role in the future of tech

To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes.

Also, follow us on twitter @TheFullRatchet for updates and more information.

Jan 26 2018
1 hour 3 mins
Play

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