Investor Stories 430. Focus and Execution at Nubank, How Storytelling Wins Customers, and How Creative Partnerships Unlock Growth (Binatti, Madera, Okike)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Release Date: 09/29/2025
Investor Stories 442. The Habits of Exceptional Founders, From Recruiting Great Teams to Understanding Customers (Walsh, Niehenke, Hilaly)
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 of BAM Ventures Alexander Niehenke of Scale Venture Partners Aaref Hilaly of Bain Capital Ventures 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. We’re proud to partner with Ramp, the modern finance automation platform. and get $150—no strings attached. ...
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Investor Stories 441. How Great Leaders Build Alignment, Set the Bar High, and Learn When to Let Go (Schroepfer, Saxena, Delk)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Mike Schroepfer of Gigascale Capital Shashank Saxena of Sierra Ventures Ryan Delk of Primer 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. We’re proud to partner with Ramp, the modern finance automation platform. and get $150—no strings attached. Want to keep up to date with The Full...
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496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Jacob Effron of Redpoint joins Nick to discuss How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned. In this episode we cover: Investing in AI and Vertical Applications Model Layer Advancements and Future Milestones Challenges and Opportunities in Agentic AI Investing in Tooling and Middleware Product Market Fit and Defensibility in AI Applications Verticals with Real Product Market Fit The Evolution of AI Investing Metrics Future Trends in AI and Robotics Guest Links: The host of The...
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Investor Stories 440. The Questions That Expose True Alignment, How Founders Test Investors, and Why the Hard Ones Matter Most (Wang, Banks, Cohen)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Casber Wang of Sapphire Ventures Lara Banks of Makena Capital Management David Cohen of Techstars 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. We’re proud to partner with Ramp, the modern finance automation platform. and get $150—no strings attached. Want to keep up to date with The Full...
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Investor Stories 439. From Angel Bets to Scalable Platforms, The Power of Listening, and Doing the Work Yourself (York, Dash, Madera)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Kyle York of York IE Somesh Dash of IVP Paul Madera of Meritech Capital 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. We’re proud to partner with Ramp, the modern finance automation platform. and get $150—no strings attached. Want to keep up to date with The Full...
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Investor Stories 438. The Deals That Got Away: LinkedIn, Snowflake, and Zeitview (Jiang, Schuler, Rizik)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Kevin Jiang of Mangusta Capital Barry Schuler of DFJ Growth Ventures Chris Rizik of Renaissance Venture Capital 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. We’re proud to partner with Ramp, the modern finance automation platform. and get $150—no strings attached. ...
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495. From CTO to $500M AUM: Entry Point Discipline, Why People Matter at Every Stage, and the AI-Driven Future of Banking (Victor Orlovski)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Victor Orlovski of R136 Ventures joins Nick to discuss From CTO to $500M AUM: Entry Point Discipline, Why People Matter at Every Stage, and the AI-Driven Future of Banking. In this episode we cover: Exit Strategies and Market Challenges Risks and Opportunities in Late-Stage Investments Banking and FinTech Challenges Future of Financial Markets and AI in Banking Impact of AI on Financial Institutions Role of Founders in the AI Era Guest Links: The host of The Full Ratchet is of , a venture capital firm committed to investing in founders outside of the Bay...
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Investor Stories 437. Why Founders Must Hold Their Ground, Why Investors Must Break Their Rules, and How Both Survive the Chaos (Binatti, Schroepfer, Ruscio)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Daniela Binatti of Pismo Mike Schroepfer of Gigascale Capital Joseph Ruscio of Heavybit 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. We’re proud to partner with Ramp, the modern finance automation platform. and get $150—no strings attached. Want to keep up...
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Investor Stories 436. Visionary Founders, From Steve Jobs to Brian Armstrong, and the Leaders Blending Life Sciences and Technology (Schuler, Saxena, Bussgang)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
On this special segment of The Full Ratchet, the following Investors are featured: Barry Schuler of DFJ Growth Ventures Shashank Saxena of Sierra Ventures Jeff Bussgang of Flybridge Capital 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. We’re proud to partner with Ramp, the modern finance automation platform. and get $150—no strings attached. Want to...
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Investor Stories 435. Why Complacency Kills Momentum, The Cost of Over-Diligence, and Accepting the Limits of Control (Walsh, Wang, Hudson)
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 of BAM Ventures Casber Wang of Sapphire Ventures Charles Hudson of Precursor Ventures 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. We’re proud to partner with Ramp, the modern finance automation platform. and get $150—no strings attached. Want to keep up to date with The Full...
info_outlineOn this special segment of The Full Ratchet, the following Investors are featured:
- Daniela Binatti of Pismo
- Paul Madera of Meritech Capital
- Nnamdi Okike of 645 Ventures
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.
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.