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

• Sandeep Patil
• Jill Chase
• Eric Boduch

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.

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!

Shamin Walsh of BAM Ventures joins Nick to discuss When Product-Market-Fit Isn’t Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend. In this episode we cover:

• Investment Metrics and Market Dynamics
• Consumer Spend Bifurcation and Market Trends
• Consumer Tech and Signal Identification
• Thesis-Driven vs. Founder-Driven Investing
• Brand Market Fit and Loyalty
• Cross-Cultural Insights and Market Adaptation
• Making Money in Consumer Investing
• Founder Traits and Market Conditions

Guest Links:

• Shamin’s LinkedIn
• BAM’s LinkedIn
• BAM’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.

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!

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

• Oren Yunger
• Laura Chau
• Mike Whitmire

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 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.

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!

Barry Schuler of DFJ Growth Ventures joins Nick to discuss Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies. In this episode we cover:

• The Similarities of the Jobs, Musk, Case and Armstrong
• Portfolio Construction
• Impressions from Steve Jobs
• The Need for Great Electric Cars
• The Decision to Invest in Coinbase
• Investment Thesis in the Data Center Space
• The Future of Interfaces

Guest Links:

• LinkedIn
• X
• Firm

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.

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!

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

• Sami Inkinen
• Heidi Roizen
• Eric Boduch

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.

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!

Kevin Jiang of Mangusta Capital joins Nick to discuss Investing in xAI, Wiz, and Flexport; Masayoshi Son’s Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS. In this episode we cover:

• Choosing Early-Stage Investing Over Growth Investing
• Masayoshi and SoftBank's Investment Decisions
• X AI and Elon Musk's Vision for AI
• Vertical AI and Industry-Specific Solutions
• Scalability and Expansion in Vertical AI
• Challenges and Opportunities in AI Adoption

Guest Links:

• Kevin Jiang’s LinkedIn
• Company’s LinkedIn
• Company’s Website
• Kevin Jiang's Twitter/X

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.

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!

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

• Phin Upham
• Sandeep Patil
• Jill Chase

We asked guests to discuss the most visionary founder that they've worked with and what makes them so special.

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.

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!

Craig Shapiro of Collaborative Fund joins Nick to discuss The Villain Test, Lessons from an OG at Sequoia, Spotting Superstars at Seed, Mastering Follow-on, and the Future of Consumer Tech. In this episode we cover:

• Mission-Driven Founders and Impact Investing
• Future of Consumer Products and Personalization
• Consumer Behavior and Building Long-Term Brands
• Data Privacy and Consumer Behavior
• Later-Stage Investing and Identifying Breakouts
• Hiring and Talent Development
• The Villain Test and Consumer Decision-Making

Guest Links:

• Craig’s LinkedIn
• Collab Fund’s LinkedIn
• Collab Fund’s Website
• Twitter/X
• Collab Fund Twitter

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.

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!