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

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Episodes

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Investor Stories 474: Trusting Your Own Point of View, Why Conventional Wisdom Leads to Mediocrity, and Building a Personal Conviction Engine (Byunn, Levine, Dillon)

On this special segment of The Full Ratchet, the following Investors are featured: Eric Byunn of Centana Growth Seth Levine of Foundry Natal...

06:12May 7, 2026

Investor Stories 473: Speed at Legora, Intensity at Mysten, Mastery at Heights Labs — Why These Founders Stand Out (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 Arian...

06:23Apr 30, 2026

507. Consumer Retrenchment or Reallocation, AI Impact on GTM and Purchase Decisions, How to Balance Consumer Sentiment vs. Behavior, and Where Smaller Funds Win (Natalie Dillon)

Natalie Dillon of Maveron joins Nick to discuss Consumer Retrenchment or Reallocation, AI Impact on GTM and Purchase Decisions, How to Balan...

35:36Apr 27, 2026

Investor Stories 472: Think Big, Stay Patient, Earn Access — Venture Advice from Foresite, Mayfield, and Blue Moon (Tananbaum, Chaddha, Orthlieb)

On this special segment of The Full Ratchet, the following Investors are featured: Jim Tananbaum of Foresite Capital Navin Chaddha of Mayfie...

03:40Apr 23, 2026

Investor Stories 471: Missing Great AI Bets, Losing Conviction, and Overweighting Founders — Lessons from Redpoint, a16z, and Outside VC (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 Arian...

06:44Apr 16, 2026

506. Mirage PMF, What LLMs Will Take On and What They Will Avoid, Why Outcomes Will Shift Models from Software to Services, and How Pricing Playbooks Are Being Rewritten (Jake Saper)

Jake Saper of Emergence Capital joins Nick to discuss Mirage PMF, What LLMs Will Take On and What They Will Avoid, Why Outcomes Will Shift M...

49:07Apr 13, 2026

Investor Stories 470: Passing on Uber, Perplexity, and Fintech's Breakout Winners — The Stories Behind the Misses (Orthlieb, Callaghan, Byunn)

On this special segment of The Full Ratchet, the following Investors are featured: Ben Orthlieb of Blue Moon Jon Callaghan of True Ventures...

05:51Apr 9, 2026

Investor Stories 469: What Visionary Leaders at Pixxel, eToro, and Founders Fund Do Differently (Mohapatra, Banks, Orlovski)

On this special segment of The Full Ratchet, the following Investors are featured: Hemant Mohapatra of Lightspeed India Lara Banks of Makena...

09:16Apr 2, 2026

505. The Ins and Outs of EquipmentShare's $6B IPO, The Construction Job Site in 10 Years, Where AI Thrives and Struggles to Solve Complex Problems, and Roll Ups in the VC Space (Willy Schlacks)

Willy Schlacks of EquipmentShare joins Nick to discuss The Ins and Outs of EquipmentShare's $6B IPO, The Construction Job Site in 10 Years,...

49:19Mar 30, 2026

Investor Stories 468: Selling Too Early, LP Pressure, and Investor Tension — Lessons from Investors at Foundry Group, Centana Growth, and Andreessen Horowitz (Levine, Byunn, Ulevitch)

On this special segment of The Full Ratchet, the following Investors are featured: Seth Levine of Foundry Eric Byunn of Centana Growth David...

10:41Mar 26, 2026

Investor Stories 467: Investors from Techstars, Redpoint, and Andreessen Horowitz on Strategy, Writing, and Building an Edge in Venture (Cohen, Effron, Simpson)

On this special segment of The Full Ratchet, the following Investors are featured: David Cohen of Techstars Jacob Effron of Redpoint Arianna...

05:12Mar 23, 2026

Investor Stories 466: Jim Tananbaum, Eric Byunn, and Ben Orthlieb on the Questions LPs Should Be Asking (Tananbaum, Orthlieb, Byunn)

On this special segment of The Full Ratchet, the following Investors are featured: Jim Tananbaum of Foresite Capital Ben Orthlieb of Blue Mo...

05:27Mar 19, 2026

504. American Dynamism: The Future of U.S. Industrials, Backing Companies with Major Production Components, Manufacturing Sovereignty, and Why Space Dominance is Critical (David Ulevitch)

David Ulevitch of Andreessen Horowitz joins Nick to discuss American Dynamism: The Future of U.S. Industrials, Backing Companies with Major...

44:36Mar 16, 2026

Investor Stories 465: Pricing Too Late, Selling Too Early, Investing Too Fast — Hard Lessons from Top VCs (Ramanujam, Cohen, Orlovski)

On this special segment of The Full Ratchet, the following Investors are featured: Madhavan Ramanujam of 49 Palms Ventures David Cohen of Te...

06:42Mar 12, 2026

Investor Stories 464: Anti Portfolio Confessions: Missing Twilio, Zoom, DocuSign, MongoDB, and Solana (Austin, Simpson, Chaddha)

On this special segment of The Full Ratchet, the following Investors are featured: Ethan Austin of Outside VC Arianna Simpson of Andreessen...

06:52Mar 9, 2026

Investor Stories 463: Selling Transformation Not Software, Managing Through Activists and Mergers, and Scaling Culture with Intent (Agarwal, Tananbaum, Cohen)

On this special segment of The Full Ratchet, the following Investors are featured: Medha Agarwal of Defy Jim Tananbaum of Foresite Capital D...

08:24Mar 5, 2026

503. The Future of Fintech, If VC Growth Has Become a New Asset Class, and the Case For and Against Vertical Integration in the AI Age (Eric Byunn)

Eric Byunn of Centana Growth joins Nick to discuss The Future of Fintech, If VC Growth Has Become a New Asset Class, and the Case For and Ag...

35:38Mar 2, 2026

Investor Stories 462: Study the Masters, Develop Your Own Eye, and Stop Outsourcing Conviction (Wang, Mohapatra, Banks)

On this special segment of The Full Ratchet, the following Investors are featured: Casber Wang of Sapphire Ventures Hemant Mohapatra of Ligh...

05:24Feb 26, 2026

Investor Stories 461: Feast and Famine in Crypto, When to Take the Off Ramp, and Evaluating Founder Temperament (Simpson, Chaddha, Orthlieb)

On this special segment of The Full Ratchet, the following Investors are featured: Arianna Simpson of Andreessen Horowitz Navin Chaddha of M...

06:55Feb 23, 2026

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 Vent...

05:45Feb 19, 2026

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...

48:38Feb 16, 2026

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 Arian...

04:52Feb 12, 2026

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 Flybridg...

09:10Feb 9, 2026

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 H...

07:25Feb 5, 2026

501. Spotting the Next Big Thing, Why This Cycle Is Different, Acceptable vs Unacceptable Risk, and Why Duration Is a Feature Not a Bug (Jon Callaghan)

Jon Callaghan of True Ventures joins Nick to discuss Spotting the Next Big Thing, Why This Cycle Is Different, Acceptable vs Unacceptable Ri...

01:04:38Feb 2, 2026

Investor Stories 456: Inside Visionary Leadership: Platform Leverage, Founder Adaptability, and Market Timing (Rizik, Wang, Wallach)

On this special segment of The Full Ratchet, the following Investors are featured: Chris Rizik of Renaissance Venture Capital Casber Wang of...

06:34Jan 29, 2026

Investor Stories 455: Lessons Learned: Building Investment Criteria, Missing HubSpot, and Staying True to Your Model (Madera, Agarwal, Bussgang)

On this special segment of The Full Ratchet, the following Investors are featured: Paul Madera of Meritech Capital Medha Agarwal of Defy Jef...

06:53Jan 26, 2026

Investor Stories 454: When There Are No Good Choices: Navigating Ethical Dilemmas, Founder Splits, and Existential Company Threats (Cohen, Effron, Austin)

On this special segment of The Full Ratchet, the following Investors are featured: David Cohen of Techstars Jacob Effron of Redpoint Ethan A...

07:58Jan 22, 2026

500. AI Native VC, Achieving 50%+ Graduation from Seed to Series A, Why Access Is the Key to Success, and Why Network Driven Firms Can No Longer Compete (Ben Orthlieb)

Ben Orthlieb of Blue Moon joins Nick to discuss AI Native VC, Achieving 50%+ Graduation from Seed to Series A, Why Access Is the Key to Succ...

46:14Jan 19, 2026

Investor Stories 453: Founder Led Capital Flywheels, Thoughtful Reserve Strategies, and Long Term Fund Design (York, Hsieh, Ramanujam)

On this special segment of The Full Ratchet, the following Investors are featured: Kyle York of York IE Vince Hsieh of Cypress Growth Capita...

06:30Jan 15, 2026

Investor Stories 452: Raising the Bar on Founders, What 100x Looks Like in Practice, and Why People Matter More Than Ever (Bussgang, Okike, Hudson)

On this special segment of The Full Ratchet, the following Investors are featured: Jeff Bussgang of Flybridge Capital Nnamdi Okike of 645 Ve...

06:04Jan 12, 2026

Investor Stories 451: Why I Passed: Moving Too Slowly, Misreading Return Drivers, and Passing on Lyft (Banks, Tananbaum, Cohen)

On this special segment of The Full Ratchet, the following Investors are featured: Lara Banks of Makena Capital Management Jim Tananbaum of...

07:43Jan 8, 2026

499. A 17 Time Midas Lister on Greatness, the $6T AI Teammate Market, Why AI Sovereignty Is Critical, and Who Wins the Battle Between Incumbents and Startups (Navin Chaddha)

Navin Chaddha of Mayfield joins Nick to discuss A 17 Time Midas Lister on Greatness, the $6T AI Teammate Market, Why AI Sovereignty Is Criti...

49:29Jan 5, 2026

Investor Stories 450. How to Succeed Early in VC: Slow Down, Commit to Relationships, and Become an Active Listener (Niehenke, York, Hilaly)

On this special segment of The Full Ratchet, the following Investors are featured: Alexander Niehenke of Scale Venture Partners Kyle York of...

05:01Jan 1, 2026

Replay - The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly)

In this special replay episode Aaref Hilaly of Bain Capital Ventures joins Nick to discuss The Biggest Misconceptions About AI Agents, Why D...

30:16Dec 29, 2025

Investor Stories 449: Exceptional Founders Up Close: Listening Over Posturing, Integrity Over Ease, and Deliberate Execution from Day One (Hsieh, Delk, Maples Jr.)

On this special segment of The Full Ratchet, the following Investors are featured: Vince Hsieh of Cypress Growth Capital Ryan Delk of Primer...

05:36Dec 25, 2025

Investor Stories 448: Hard Lessons in Investing: Mistiming Trends, Relying on Partnership Debate, and Avoiding Good Money After Bad (Hilaly, Dash, Rizik)

On this special segment of The Full Ratchet, the following Investors are featured: Aaref Hilaly of Bain Capital Ventures Somesh Dash of IVP...

08:13Dec 22, 2025

Investor Stories 447: Choosing the Right VC: Understanding Value Add, Assessing Alignment, and Identifying the Best Board Partner (Jiang, Walsh, Saxena)

On this special segment of The Full Ratchet, the following Investors are featured: Kevin Jiang of Mangusta Capital Shamin Walsh of BAM Ventu...

04:56Dec 18, 2025

498. The Crypto x AI Convergence, the Truth About Stablecoins, Tokens vs Equity, and Whether NFTs Will Make a Comeback (Arianna Simpson)

Arianna Simpson of Andreessen Horowitz joins Nick to discuss The Crypto x AI Convergence, the Truth About Stablecoins, Tokens vs Equity, and...

46:30Dec 15, 2025

Investor Stories 446: What Experience Teaches Investors: When to Trust Conviction, How to Read Founders, and Why Coachability Matters (Rizik, Wang, Agarwal)

On this special segment of The Full Ratchet, the following Investors are featured: Chris Rizik of Renaissance Venture Capital Casber Wang of...

08:09Dec 11, 2025

Investor Stories 445: Navigating High Stakes Conflicts: Partnership Tension, Capital Inflection Points, and the Risks of Underfunding (Terbell and Clark, Banks, Tananbaum)

On this special segment of The Full Ratchet, the following Investors are featured: Jon Terbell and Ted Clark of FourBridge Partners Lara Ban...

07:16Dec 8, 2025

Investor Stories 444. The Biggest Misses in VC: Passing on Airbnb, Overlooking Skype, and Arriving Hours After Postman Closed (Maples, Okike, Mohapatra)

On this special segment of The Full Ratchet, the following Investors are featured: Mike Maples Jr. of Floodgate Nnamdi Okike of 645 Ventures...

06:19Dec 4, 2025

497. Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows (Ethan Austin)

Ethan Austin of Outside VC joins Nick to discuss Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and R...

41:24Dec 1, 2025

Investor Stories 443. Why Great Investors Move Slowly, Go Deep, and Surround Themselves with the Right People (Hsieh, Madera, Bussgang)

On this special segment of The Full Ratchet, the following Investors are featured: Vince Hsieh of Cypress Growth Capital Paul Madera of Meri...

04:48Nov 27, 2025

Investor Stories 442. The Habits of Exceptional Founders, From Recruiting Great Teams to Understanding Customers (Walsh, Niehenke, Hilaly)

On this special segment of The Full Ratchet, the following Investors are featured: Shamin Walsh of BAM Ventures Alexander Niehenke of Scale...

06:17Nov 24, 2025

Investor Stories 441. How Great Leaders Build Alignment, Set the Bar High, and Learn When to Let Go (Schroepfer, Saxena, Delk)

On this special segment of The Full Ratchet, the following Investors are featured: Mike Schroepfer of Gigascale Capital Shashank Saxena of S...

05:51Nov 20, 2025

496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)

Jacob Effron of Redpoint joins Nick to discuss How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to...

37:42Nov 17, 2025

Investor Stories 440. The Questions That Expose True Alignment, How Founders Test Investors, and Why the Hard Ones Matter Most (Wang, Banks, Cohen)

On this special segment of The Full Ratchet, the following Investors are featured: Casber Wang of Sapphire Ventures Lara Banks of Makena Cap...

05:56Nov 13, 2025

Investor Stories 439. From Angel Bets to Scalable Platforms, The Power of Listening, and Doing the Work Yourself (York, Dash, Madera)

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 Me...

06:00Nov 10, 2025

Investor Stories 438. The Deals That Got Away: LinkedIn, Snowflake, and Zeitview (Jiang, Schuler, Rizik)

On this special segment of The Full Ratchet, the following Investors are featured: Kevin Jiang of Mangusta Capital Barry Schuler of DFJ Grow...

07:29Nov 6, 2025