Investor Stories

Investor Stories 56: My Investing Strategy (Mohnot, Mougayar, Tunguz)

On this special segment of The Full Ratchet,

the following investors are featured:

Sheel Mohnot
William Mougayar
Tom Tunguz

Each investor describes their investment thesis and

how they evaluate startups for investment.

FULL TRANSCRIPT

*Please excuse any errors in the below transcript

@TheFullRatchet @chriswfarmer @signalfire This is the single best podcast episode ever. Only after listening to this I realized the true depth of what @chriswfarmer & @signalfire are building. MASSIVE KUDOS. Honorary no1 spot on my research on data/software driven VCs. twitter.com/polishvc…

@TheFullRatchet which is Nick Moran’s podcast on Venture Capital, Entrepreneurship and more is amazing and a must listen to podcast...#podcasts #VentureCapital #startups #Entrepreneurship

@cyantist please write a book. You have such an amazing story and amazing insights both professionally and personally. Would be amazing. Loved listening to you on the @TheFullRatchet

Tristan McKenna

Tristan McKenna

@TristanMcKenna8

Not in sales, but a great podcast by @craigwortmann, esp around story arcs and making sure internal training is the most challenging/demanding experience for client-facing teams. Power 10, too. @TheFullRatchet #startups fullratchet.net/179-…

Liliia(✿´‿`)

@MandrinoLiliia

I get a little bit sad when a new episode of the @TheFullRatchet is not loading. pic.twitter.com/LiOl…

Just finished listening to most of the back episodes of @TheFullRatchet podcast (full episodes), a must for anyone in the ecosystem, inspiring, thoughtful and educational

One of the best podcast episodes ... talks about managing self evolution along with the company . 168. Leadership from origin to scale - by @TheFullRatchet fullratchet.net

joyeux gauthier

joyeux gauthier

@STHoward @TheFullRatchet Currently listening to those, it's a goldmine

Been re-listening to @TheFullRatchet while walking the dog lately. Lots of good gems in there for founders and investors alike. If you're raising money for your first time, go listen to episodes 1-15 pronto and send thx to Nick Moran for the cheat sheet. itunes.apple.com/us/…

TaiwanStartupStadium

TaiwanStartupStadium

@startup_stadium

@TheFullRatchet @Jason @TWistartups Really enjoyed @TheFullRachet interview of @Jason. 2 of Fav podcast hosts. Thanks Nick and Jason. #NeverStopLearning

@guyhturner just listened to your @TheFullRatchet interview from last year and really enjoyed it. Could have easily continued for another hour, I’m sure

#Entrepreneurs #startups here's a podcast focused around venture capital A great source to learn about all things VC from various case studies. @TheFullRatchet fullratchet.net

Matt Wichrowski

Matt Wichrowski

@mattwichrowski

Really fantastic interview on @TheFullRatchet w/ @ashfontana. Phases of AI startups, why SaaS is f**ked for venture and how to build data moats. Best of the year! fullratchet.net/161-…

Love @design4innov8's interview on @TheFullRatchet. Designers make great VCs because Empathy. Empathy = Good research, Identifying the problem, Iteration.

Enjoyed every minute of this @TheFullRatchet episode, "Better Diversity, Better Outcomes" feat. @design4innov8 - insightful and valuable! fullratchet.net/160-…

Ryan Carson (he/him)

Ryan Carson (he/him)

@TheFullRatchet Love the show, Nick! Thanks for all you do 🙌

@semil @TheFullRatchet @ahpah @bullpencap Love hearing @ahpah bring the energy. Great clarity on strategy and purpose. Bonus, the Floodgate backstory was new to me.

Highly recommend this @TheFullRatchet podcast featuring wisdom of @ahpah from @bullpencap as a true contrarian blue-collar VC outfit: overcast.fm/+CKAhjf7…

Great podcast with @cdouvos and @TheFullRatchet. Super smart thinking on venture investing. Whitman quotes got me.

Boom. Excellent @TheFullRatchet podcast w @DCVC partner @hardimanjames on early-stage Deep Tech investing, w loving references to @mattocko @bznotes @RecursionPharma et al fullratchet.net/158-…

Incredibly insightful thoughts on the power of branding and building customer obsession by @rebeccak46 - a must listen for entrepreneurs building consumer brands! twitter.com/TheFullR…

My first company blog post. "Characterizing venture funds using Machine Learning". Mentions @TheFullRatchet's excellent interview with @rebeccak46. All about using NLP-like techniques of venture investment data. Retweets appreciated! twitter.com/TytoAi/s…

This is a must listen from @TheFullRatchet interviewing @timoreilly - Predicting Technology Shifts Before they Happen buff.ly/2Em6cLQ pic.twitter.com/yW1l…

Had a ton of fun recording this podcast with Nick @TheFullRatchet. We explored some of the changes we've seen in the #VC world. Just trying to shine my meager flashlight into some dark corners of the #investing universe! #OpenLP fullratchet.net/Chri…

@TheFullRatchet I really like the way you summarized your key takeaways here, @TheFullRatchet! More interviewers should do this. linkedin.com/feed/up…

“The laws of physics are required. Everything else is optional”. Love this quote about customer ‘requirements’. Thank you @ericries @TheFullRatchet awesome podcast!

The Geaux Network

The Geaux Network

Thank you @TheFullRatchet for your wonderful #podcasts...Truly a #Godsend

Kevin P. Taylor

Kevin P. Taylor

New angel investors, I recommend @TheFullRatchet's Angel Best Practices series as a place to get acquainted. fullratchet.net/ange… #angelinvest #startupfinance #startups

Outstanding interview of @bznotes by @TheFullRatchet on deep tech VC, new data networks, types of moats, financing big/risky plays. Bilal & Lux are truly incredible: overcast.fm/+CKAgsw5…

Great podcast @JBPritzker journey from VC to running for Governor. Even greater to see how Nick @TheFullRatchet continues to bring an founder mentality to VC. fullratchet.net/150-…

I always appreciate a VC with operational experience. @TheFullRatchet is one of those, and his latest podcast with @JBPritzker is excellent. Have a listen. fullratchet.net/150-…

Thank you @TheFullRatchet and @bznotes for an awesome podcast episode. Great insights about iterating with the customer on a scalable solution.

Great line by @zachcoelius on @TheFullRatchet podcast re: founding a startup: “A startup is a rocket ship ride into the walls of your own incompetence”

@bryanlanders @TheFullRatchet @StartupMixtape_ It's sooo good. I learned a ton from it the past couple of years.

I'm somehow just now discovering @TheFullRatchet's excellent #vc #podcast. Thank you, @StartupMixtape_! fullratchet.net

@semil @TheFullRatchet has excellent podcast - many great eps, but ones w/ @msuster and @davidcowan up there w/ my faves

@JavierMBGJ Had no idea @TheFullRatchet existed. This is exactly what I've been missing!

Dean Tonya M. Evans

Dean Tonya M. Evans

@TheFullRatchet @Jason Gr8 interview Nick! @Jason u shared a wealth of info. I've listened twice! Looking fwd to the book. #startup #angelinvesting #entrepreneur

Awesome podcast by Nick Moran from @TheFullRatchet with @wmougayar about #blockchain itunes.apple.com/us/…

Sean Robinson, CFA

Sean Robinson, CFA

One of the best #investing and #Entrepreneurship podcasts I've ever heard was @msuster and @TheFullRatchet talking about the Economics & VC!

Steve Blentlinger

Steve Blentlinger

Wow! Took me way to long to listen to this amazing @TechinChicago episode with Nick Moran @TheFullRatchet itunes.apple.com/us/…

As an entrepreneur, really enjoying your padcasts @TheFullRatchet thank you for the insights and the knowledge you are sharing! #startup

Pure gold on GP EQ and managing a LP relationship with max transparency & detail. Thanks @LP2LP2VC @TheFullRatchet itunes.apple.com/us/…

The takeaways to end this episode are fantastic! Thanks @TheFullRatchet & @BenEinstein! pca.st/Fey4 #smartHardware #startups

1/highly recommend @TheFullRatchet talk with @msuster - too many good points to highlight all - legit top tier convo fullratchet.net/118-…

AirPower Software

AirPower Software

Hey @TheFullRatchet, terrific article. Lots of good insights for SaaS companies like ours. We're working on our moats. 🏰 twitter.com/TheFullR…

Listened to part 1&2 of economic theory in vc podcast this wknd. Absolutely flawless hour of finance talk! Thanks @msuster @TheFullRatchet

I can’t push @TheFullRatchet enough - it’s a great podcast on investing, everyone i tech should be listening to it. twitter.com/Guarante…

As someone who invests public $$ in startups, listening to @TheFullRatchet has been fantastic. Next up is the cleantech episode.

swyx ⚛️ @ReactRally

swyx ⚛️ @ReactRally

@TheFullRatchet @davidcowan @BessemerVP this was a very refreshing interview! had no idea there was a moore’s law going on in spacetech!

Matt Wichrowski

Matt Wichrowski

@mattwichrowski

I'm ashamed that I just discovered @TheFullRatchet but it's amazing and will now be taking up my entire weekend.

Last 15 mins summary is the bomb > thx to @TheFullRatchet #VentureCapital podcast with @msuster #startupinvesting overcast.fm/+CKAgmOh…

If you haven't listened to this, you really should #Startup Investing @TheFullRatchet fullratchet.net/?p=4…

Great podcast from @TheFullRatchet "Must Have Characteristics of #SaaS #Startups" I recommend it to SaaS founders: fullratchet.net/?p=2…

@TheFullRatchet love the podcast! I've learned so much

ValleyVentureMentors

ValleyVentureMentors

The @TheFullRatchet episodes on underserved startup ecosystems was fantastic #VentureCapital fullratchet.net/?p=4… - @PaulGSilva

Ted Serbinski 🦖

Ted Serbinski 🦖

Awesome insights on being an LP and early stage VC from @LDEakman of @foundrygroup on @TheFullRatchet pca.st/episode/78625…

Can't recommend @TheFullRatchet podcast enough, more investors and founders here in Latam could benefit from listening to the whole series

@bryce @TheFullRatchet @OATV great talk, example investment at 32min mark is valuable, even for ppl who know about @indievc terms/structure.

Got to chop it up with @TheFullRatchet about the history of @OATV and @indievc. I can’t handle listening to myself talk so tell me how it is twitter.com/TheFullR…