Investor Stories

Investor Stories 37: My Investing Strategy (Heymann, Wilkins, Day)

On this special segment of The Full Ratchet,

the following investors are featured:

Maia Heymann
Peter Wilkins
Rob Day

Each investor describes their investment thesis and

how they evaluate startups for investment.

FULL TRANSCRIPT

*Please excuse any errors in the below transcript

Maia Heymann from Angel Group to Venture Fund

Wilkins Entrepreneur-Investor Fit

27 Jun

lolitataub

@lolitataub

👌🏽 Drinking Boba and listening to @TheFullRatchet talk to @himinnie about embracing failure, capitalizing on crisis, and building resilience. I'm a fan. fullratchet.net/204-… pic.twitter.com/rUAP…

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A very thoughtful discussion with a brilliant Brazilian VC @guyperelmuter in my favorite VC podcast by Nick Moran. twitter.com/TheFullR…

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@MacConwell @TheFullRatchet Loved this episode, guys -- so informative and enjoyable. My favorite nugget: "[Fundraising] is a thing you gotta learn to love." 💎💎💎

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@TheFullRatchet @MacConwell @RarebreedVC Two OGs and two 🐐

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A few weeks ago I had a dream come true to be interviewed on @TheFullRatchet. I've spent years as a listener and learning from this podcast to now be featured on it is kind of wild. Make sure you take a listen and let me know what you think twitter.com/TheFullR…

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@TheFullRatchet @MacConwell @RarebreedVC This gives me the same happiness as when I when I would watch crossover episodes on Cartoon Network as a kid, two of my fav legends talking is so cool 🤩

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I never tire listening to #NickMoran's @TheFullRatchet podcasts ever since he launched in 2014. I often go back and listen to them again. Like @ceonyc's on #dealflow worth listening to from 2014. His view 6 yrs later would be very insightful. #VC itunes.apple.com/Web…

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Really liked listening to @jebannister on this @TheFullRatchet episode talking about the Canadian startup ecosystem and learnt new things about Marketplaces. Lots of similarities to how we build / focus on things at @BlumeVentures and at @realventures twitter.com/DikshaLa…

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The VC model can be disrupted! thought provoking as always from @lo_toney And kudos to @TheFullRatchet for continuing to broaden the debate. podcasts.apple.com/g…

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Fantastic podcast today from @TheFullRatchet and @ty_findley from @ironspringVC on industrial innovation. Great insights like why T2D3 doesn’t work in the industrial sector, leading indicators Ty looks for, and Nick’s observation that markets overvalue growth and undervalue moats

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“Customers won’t tell you the solution, but they’ll illuminate the right problems” Nick Moran advises founders to focus on customer needs in the current environment and offers tips for fundraising remotely @TheFullRatchet buff.ly/395rAFn pic.twitter.com/Vst5…

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@Beezer232 @checkwarner @adaventures @diversityvc Wait “more 💴 was invested in the #vaping #startup @JUULvapor than one the entire category of femtech “ holy 💩! 😤 thank you @checkwarner - great perspective. Well done @TheFullRatchet @adaventures

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Some extremely valuable insights on structural disadvantages in venture, investing in the 'overlooked' & open-sourcing the VC fundraise from @checkwarner on the @TheFullRatchet podcast #diversityintech twitter.com/checkwar…

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A delightful surprise to see one of my favorite investors @checkwarner on one of my favorite podcasts @TheFullRatchet. @adaventures is a leading voice in bringing more diversity and modern perspective to the venture industry. I highly recommend a listen: fullratchet.net/242-…

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This week's podcast recommendation is @TheFullRatchet by Nick Moran where every episode is the top minds in VC walking you through every possible angle of investing in startups

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Great episode from @TheFullRatchet with Beezer Clarkson from @SapphireVC for a look inside the thought process of institutional investors investing in VC funds - loads of insights, but my favorite is Beezer's question of "why you?" @Beezer232 @MNSshow fullratchet.libsyn.c…

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@graceisford @graceisford great article and interview on @TheFullRatchet. To your point on overloaded infrastructure; how do you advise companies on owning their means of distribution?

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Great interview with @thrive board member @someshdash on @TheFullRatchet about mental health, leadership and how this crisis will affect startups. And thank you for shining a light on #FirstRespondersFirst! twitter.com/TheFullR…

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If you want to learn about venture investing, Listen to these two guys, they know their stuff. It’s always a pleasure to hear from @Samirkaji and @TheFullRatchet twitter.com/Samirkaj…

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29 Jan 2020

J&J Vaccinated Dion Lisle

@dionlisle

Looking forward to this one, the TFR with Mark Suster was a master class. @TheFullRatchet twitter.com/TheFullR…

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Love the comment from ⁦@lpolovets⁩ on this ⁦@TheFullRatchet⁩ episode regarding founders talking to investors about things they’re *not* good at. It can be hard to talk about our weaknesses but so important to have a plan to complement them. podcasts.apple.com/u…

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@Claire @msuster @TheFullRatchet @TheFullRatchet podcast is probably the best VC investing education you can get out there. I’m a huge fan.

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@msuster killer interview on @TheFullRatchet. love the intellectual depth and rigor displayed by (and not by) reference to some of the best books of our time.

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@sethbannon Which podcasts do you listen to? I’ve found great value in @TheFullRatchet, DealMakers @acremades and Give First @bfeld @davidcohen

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Just as I was hunting for information on how to best create Special Purpose Vehicles to help River Valley Investors, @TheFullRatchet did an episode on his The Full Ratchet podcast covering exactly this topic. Thanks Nick! lnkd.in/eFkgnKH

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@alexiskold Check out @TheFullRatchet. Nick Moran from @NewStackVC does a job with it

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Nintendo...the next great harbour of heritage brands to be acquired and miracle-worked in to Marvel-like domination? @mgsiegler in an as-usual-gr8 show @TheFullRatchet on 'Streaming Wars, The Future of Mobile’ fullratchet.net/198-…

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Biased but @mgsiegler is a great podcast guest. His latest with @TheFullRatchet covers reporting, investing, user interface trends, consumer unicorns, Apple, Disney, the streaming wars, and yes, the screenplay he will one day write... fullratchet.net/198-…

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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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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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@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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30 Mar 2018

Simplified Wardrobe | Wardrobe Consultant for Tech

@MissyTitus

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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Maia Heymann

Peter Wilkins

Rob Day