The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

841 Episodes

1. Investor Stories 311: Why I Passed (Biederman, Kaul, Susan)

   Published: 31/08/2023
2. 398. Behind the Scenes at Mercury During the SVB Crisis, Tactical Fundraising Advice for Founders, Lessons from 300+ Angel Investments (Immad Akhund)

   Published: 28/08/2023
3. Investor Stories 310: Post Mortems (Agarwal, Lerer, Kimerling)

   Published: 24/08/2023
4. 397. Defying the VC Orthodox, Re-inventing Financial Services, Picking Righteousness Over Returns, and Why VCs Should be More Like Rick Rubin and Less Like Don Wilson (Dan Kimerling)

   Published: 21/08/2023
5. Investor Stories 309: Strange & Unusual (Wilk, Susan, Kaul)

   Published: 17/08/2023
6. 396. Scaling Dave to IPO, How to Recruit a Word Class Team, And Predictions for the Future of FinTech (Jason Wilk)

   Published: 14/08/2023
7. Investor Stories 308: Why I Passed (Agarwal, Barnes, Kimerling)

   Published: 10/08/2023
8. 395. How to Thrive in a Down Market; Investing through the AI Hype Cycle; and Consumer Exits and Key Lessons from Warby Parker, MIRROR, Casper, Allbirds, and Oscar (Ben Lerer)

   Published: 7/08/2023
9. Investor Stories 307: What's Next (Kaul, Susan, Lerer)

   Published: 3/08/2023
10. 394. Scaling to Exit Without Venture Capital, Why VCs Might be Incentivizing the Wrong Type of Company Building, and How GenAI Will Shape the Future of Media Businesses

    Published: 31/07/2023
11. Investor Stories 306: Strange & Unusual (Biederman, Agarwal, Barnes)

    Published: 27/07/2023
12. 393. The $40T Opportunity Investing in Physical Industries, The Framework for Investing in Hardware, and Lessons Learned from Industry Legend, Pierre Lamond (Lior Susan)

    Published: 24/07/2023
13. Investor Stories 305: Lessons Learned (Conrad, Kaul, Susan)

    Published: 20/07/2023
14. 392. Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech (Samir Kaul)

    Published: 17/07/2023
15. Investor Stories 304: What's Next (Biederman, Agarwal, Barnes)

    Published: 13/07/2023
16. 391. Building the Finance SuperApp, Modernizing Risk Underwriting, Revolutionizing Wealth Management, and Rocketing from Seed to Unicorn in 5 Years (Brian Barnes)

    Published: 10/07/2023
17. Investor Stories 303: Post Mortems (Tisch, Conrad, Kaul)

    Published: 6/07/2023
18. 390. The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds (Ajay Agarwal)

    Published: 3/07/2023
19. Investor Stories 302: Lessons Learned (Tarczynski, Agarwal, Barnes)

    Published: 29/06/2023
20. 389. The Surprising Challenge of Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, and Why Most Companies Are Overstaffed (Rob Biederman)

    Published: 26/06/2023