Investor Stories 406: Lessons Learned (Garcia, Tusk, Seides)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Release Date: 06/09/2025
489. Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India’s Digital Currency & Identity Economy (Hemant Mohapatra)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Hemant Mohapatra of Lightspeed India joins Nick to discuss Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India’s Digital Currency & Identity Economy. In this episode we cover: AI Investment Opportunities and Challenges Healthcare and Legal Implications of AI Defensibility in AI and Long-term Investment Strategies Vertical vs. Horizontal AI Opportunities India's Digital Currency and Blockchain Ecosystem Investment in Indian Innovation and Infrastructure Guest Links: The host of The Full Ratchet is of , a venture capital firm...
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Investor Stories 419: Key Advice (Patel, Schuler, Walsh)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Manish Patel Barry Schuler Shamin Walsh 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 of , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? . You can learn more about New Stack Ventures by visiting our and .
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Investor Stories 418: Visionary Founders (Shen, Shapiro, Jiang)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Han Shen Craig Shapiro Kevin Jiang 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 of , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? . You can learn more about New Stack Ventures by visiting our and .
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Investor Stories 417: Best LP Question (Delk, Hilaly, Dash)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Ryan Delk Aaref Hilaly Somesh Dash We asked guests to share the best question they've ever been asked by an allocator. The host of The Full Ratchet is of , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? . You can learn more about New Stack Ventures by visiting our and .
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488. Lessons from 600+ Investments, Founder Profiles that Win, Reserve Strategies that Drive Returns, and the Hidden Potential in Consumer Standouts (Charles Hudson)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Charles Hudson of Precursor Ventures joins Nick to discuss Lessons from 600+ Investments, Founder Profiles that Win, Reserve Strategies that Drive Returns, and the Hidden Potential in Consumer Standouts. In this episode we cover: Role of Precursor Ventures and Founder Support Investment Philosophy and Learning Cycles Reserves and Follow-On Investments Graduation Rates and Market Conditions Consumer Investments and Founder Evaluation Learning from Past Investments and Mistakes Choosing Customers and Market Segmentation Future of Venture Capital and Market Dynamics Guest Links: ...
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Investor Stories 416: Lessons Learned (Niehenke, York, Hsieh)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Alexander Niehenke Kyle York Vince Hsieh We asked guests to tell the most important lesson they've learned in their career. The host of The Full Ratchet is of , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? . You can learn more about New Stack Ventures by visiting our and .
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Investor Stories 415: Why I Passed (Walsh, Binatti, Schroepfer)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Shamin Walsh Daniela Binatti Mike Schroepfer 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 of , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? . You can learn more about New Stack Ventures by visiting our and .
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Investor Stories 414: Key Advice (Seides, Patil, Stevens)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Ted Seides Jay Patil Kevin Stevens 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 of , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? . You can learn more about New Stack Ventures by visiting our and .
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487. A 20-Year Journey from the Garage to Nine-Figure ARR, Reinventing with Every Platform Shift, Avoiding the Innovator’s Dilemma, and Future-Proofing for Generative AI (Dave Link)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Dave Link of ScienceLogic joins Nick to discuss A 20-Year Journey from the Garage to Nine-Figure ARR, Reinventing with Every Platform Shift, Avoiding the Innovator’s Dilemma, and Future-Proofing for Generative AI. In this episode we cover: Transition to Venture Capital and Market Evolution Navigating Platform Shifts and Generative AI Leadership and Team Building Managing Expectations with Venture Capitalists Future of Generative AI and Data Quality Personal Habits and Leadership Guest Links: The host of The Full Ratchet is of , a venture capital firm...
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Investor Stories 413: Visionary Founders (Schilling, Abel, Patel)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Mathias Schilling Godard Abel Manish Patel 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 of , a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? . You can learn more about New Stack Ventures by visiting our and .
info_outlineOn this special segment of The Full Ratchet, the following Investors are featured:
- David Garcia
- Bradley Tusk
- Ted Seides
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.
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.