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

11 Oct

Burton Taylor

@proventuslegal

Intrigued by the idea of angel investing, I found @TheFullRatchet and started at episode No. 1. Best find since landing on @RBIPodcast pic.twitter.com/vGqM…

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@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…

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@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

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@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

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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-…

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

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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

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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

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

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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/…

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

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

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#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

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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-…

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

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

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

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

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

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

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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-…

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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…

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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…

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

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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…

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

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

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

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

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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…

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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-…

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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-…

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

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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”

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

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

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

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

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

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