Ash Fontana of Zetta Venture Partners joins Nick to discuss Why SaaS is not a fit for VC and How AI Compounds Competitive Advantage. In this episode, we cover: Categories of AI that Ash is most interested in The difference between real AI and AI-enabled companies Why SaaS will cease…
On this special segment of The Full Ratchet, the following investors are featured: Lindel Eakman Chris Duovos Semil Shah Each investor describes the most unusual situation or pitch that they’ve encountered as an investor.
Welcome back to TFR for another Cram Session. In these special releases, we have aggregated the takeaways and tips from previous episodes. In this installment, we will be recapping the following episodes: 105. Underserved Startup Ecosystems, Part 1 (Stuart Larkins & Ezra Galston) 106. Underserved Startup Ecosystems, Part 2 (Stuart…
On this special segment of The Full Ratchet, the following investors are featured: Sheel Mohnot Guy Turner Ben Narasin Each investor illustrates a critical lesson learned about startup investing and how it’s changed their approach.
Elizabeth Galbut of SoGal Ventures joins Nick to discuss Better Diversity, Better Outcomes. In this episode, we cover: Her involvement in creating the first VC investment group at Johns Hopkins What the focus is at SoGal and why that creates their edge How she and her partner divide responsibilities How…
On this special segment of The Full Ratchet, the following investors are featured: Vic Pascucci Brendan Wallace Rebecca Kaden Each investor discusses sectors, drivers and/or trends that may have significant impact in the future and are potentially positioned for outsized-returns.
Intro Text: When and why did you start Bullpen? What was this product/market fit algorithm that you developed for Mike Maples? Are the stages moving out or are there more phases and gates? Tell us more about how you guys are different? Metric requirements for you to invest? $1M in…
On this special segment of The Full Ratchet, the following investors are featured: Peter Boyce Jordan Nof Sergio Gurrieri Each investor describes their investment thesis and how they evaluate startups for investment. Notes– Thanks to Richard Warren! Peter Boyce II (General Catalyst, Rough Draft) ▪ Rough Draft is powered by General…
James Hardiman of Data Collective joins Nick to discuss The Deep Tech Debate: Why Invest in a Capital Intensive, Long Time-to-Exit Category?. In this episode, we cover: James’ definition of deep tech The segments within the category How this area differs from others Types of founders and founder profiles that he…
On this special segment of The Full Ratchet, the following investors are featured: Chris Farmer Chris Olsen David Cowan Each investor describes a situation where they did decide to invest, what the key factors were that led to “Yes” and how that investment has worked out.