Investor Stories 460: The Math Behind Venture Returns, When Sizing Matters More Than Selection, and Growth Over Discounts (Wallach, Okike, Banks)
On this special segment of The Full Ratchet, the following Investors are featured: D.A. Wallach of Time BioVentures Nnamdi Okike of 645 Ventures Lara Banks of Makena Capital Management We asked guests to tell the most important lesson they've learned in their career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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.
502. A New Era For Venture: Dynamic Capitalism, Finding Alpha in the AI Cycle, Are Bubbles a Feature or a Bug, and Why the Future for America is Still Bright (Seth Levine)
Seth Levine of Foundry joins Nick to discuss A New Era For Venture: Dynamic Capitalism, Finding Alpha in the AI Cycle, Are Bubbles a Feature or a Bug, and Why the Future for America is Still Bright. In this episode we cover: State of Venture Capital and Investment Trends Challenges and Opportunities in Venture Capital Dynamic Capitalism and Its Principles The Role of Government and Market Dynamics The American Dream and Economic Mobility Balancing Values and Politics in Business The Future of Capitalism and American Optimism Guest Links: Seth's LinkedIn Seth's X Foundry's LinkedIn Foundry's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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.
Investor Stories 459: Inside the Best LP Questions: Getting Better Over Time, Building Networks, and Driving Outcomes (Effron, Austin, Simpson)
On this special segment of The Full Ratchet, the following Investors are featured: Jacob Effron of Redpoint Ethan Austin of Outside VC Arianna Simpson of Andreessen Horowitz We asked guests to share the best question they've ever been asked by an allocator. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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.
Investor Stories 458: Anti Portfolio Lessons: Netflix by Mail, Palantir at the Wrong Price, and the Cost of Price Sensitivity (Madera, Bussgang, Orlovski)
On this special segment of The Full Ratchet, the following Investors are featured: Paul Madera of Meritech Capital Jeff Bussgang of Flybridge Capital Victor Orlovski of R136 Ventures Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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.
Investor Stories 457: Lessons for Early Career VCs: Fiduciary Mindset, Power Law Discipline, and Personal Edge (Dash, Okike, Hudson)
On this special segment of The Full Ratchet, the following Investors are featured: Somesh Dash of IVP Nnamdi Okike of 645 Ventures Charles Hudson of Precursor Ventures We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached. 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.