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

Investor Stories 446: What Experience Teaches Investors: When to Trust Conviction, How to Read Founders, and Why Coachability Matters (Rizik, Wang, Agarwal)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	08:09
Investor Stories 445: Navigating High Stakes Conflicts: Partnership Tension, Capital Inflection Points, and the Risks of Underfunding (Terbell and Clark, Banks, Tananbaum)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	07:16
Investor Stories 444. The Biggest Misses in VC: Passing on Airbnb, Overlooking Skype, and Arriving Hours After Postman Closed (Maples, Okike, Mohapatra)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	06:19
497. Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows (Ethan Austin)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	41:24
Investor Stories 443. Why Great Investors Move Slowly, Go Deep, and Surround Themselves with the Right People (Hsieh, Madera, Bussgang)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	04:48
Investor Stories 442. The Habits of Exceptional Founders, From Recruiting Great Teams to Understanding Customers (Walsh, Niehenke, Hilaly)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	06:17
Investor Stories 441. How Great Leaders Build Alignment, Set the Bar High, and Learn When to Let Go (Schroepfer, Saxena, Delk)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	05:51
496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	37:42
Investor Stories 440. The Questions That Expose True Alignment, How Founders Test Investors, and Why the Hard Ones Matter Most (Wang, Banks, Cohen)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	05:56
Investor Stories 439. From Angel Bets to Scalable Platforms, The Power of Listening, and Doing the Work Yourself (York, Dash, Madera)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	06:00
Investor Stories 438. The Deals That Got Away: LinkedIn, Snowflake, and Zeitview (Jiang, Schuler, Rizik)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	07:29
495. From CTO to $500M AUM: Entry Point Discipline, Why People Matter at Every Stage, and the AI-Driven Future of Banking (Victor Orlovski)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	38:49
Investor Stories 437. Why Founders Must Hold Their Ground, Why Investors Must Break Their Rules, and How Both Survive the Chaos (Binatti, Schroepfer, Ruscio)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	08:06
Investor Stories 436. Visionary Founders, From Steve Jobs to Brian Armstrong, and the Leaders Blending Life Sciences and Technology (Schuler, Saxena, Bussgang)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	05:57
Investor Stories 435. Why Complacency Kills Momentum, The Cost of Over-Diligence, and Accepting the Limits of Control (Walsh, Wang, Hudson)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	05:24
494. The Techstars Refresh, Why Bigger Isn't Better, Investing in the Seed-Strapping Era, and Why Quantum May Dwarf Every Tech Shift (David Cohen)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	31:07
Investor Stories 434. How LPs Judge Performance, Managing Founder Conflict, and The Blind Spots Investors Must Confront (Schuler, Niehenke, Agarwal)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	04:48
Investor Stories 433. The Art of Sensing Greatness, From Analytical to Intuitive Investing, and the Case for Industry Outsiders (Hsieh, Hilaly, Maples)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	07:04
Investor Stories 432. The Pain of Passing: Missed Bets on Uber, DoorDash, and Great Founders Who Proved Them Wrong (Shapiro, York, Dash)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	05:51
493. From Data Science to Drug Design: How AI Shifts Discovery, Target Validation, and Portfolio Construction (Jim Tananbaum)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	39:14
Investor Stories 431. Level Heads Build Enduring Companies, The Power of Persistence, and Why Conviction is Everything (Saxena, Delk, Rizik)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	03:04
Investor Stories 430. Focus and Execution at Nubank, How Storytelling Wins Customers, and How Creative Partnerships Unlock Growth (Binatti, Madera, Okike)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	08:45
Investor Stories 429. Focus and Discipline in Growth, The Dangers of Rules of Thumb, and Fighting Cynicism in Venture (Stevens, Patel, Shapiro)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	07:15
492. Prioritizing Monetization: Beautifully Simple Pricing, AI Models for Profitable Growth, and Guardrails for Freemium and Expansion Tiers (Madhavan Ramanujam)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	47:59
Investor Stories 428. Trust and Integrity with LPs, What Churn Reveals About Founders, and Building True Differentiation (Ralston, Abel, Shen)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	05:19
Investor Stories 427. Balancing Growth with Profitability, Why the Customer's Pain Matters Most, and Lessons from Film Financing to Supply Chain (Jiang, Ruscio, Niehenke)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	10:25
Investor Stories 426. Investor Regrets and Hard Calls: From Tax Credit Dependence to Saying No to Zoom (Hsieh, Delk, Hilaly)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	05:38
491. How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity (Lara Banks)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	35:40
Investor Stories 425. Don't Rush the Process: Building Insights, Networks, and Patience Early in Your VC Career (Shen, Shapiro, Jiang)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	08:57
Investor Stories 424. The Unique Traits of Visionary Founders Backed by Gigascale, Heavybit & York IE (Schroepfer, Ruscio, York)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	06:28
Investor Stories 423. From Checklists to Leadership: Lessons from iFLY, DFJ Growth & Pismo Leaders (Shen, Schuler, Binatti)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	08:05
490. Why Foundry Isn't Raising a New Fund, Lessons from Hibernation, and the Benefits and Drawbacks of a Give First Philosophy (Brad Feld)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	70:21
Investor Stories 422: Best LP Question (Stevens, Patel, Shapiro)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	06:54
Investor Stories 421: Rewriting the Playbook (Walsh, Schroepfer, Saxena)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	05:39
Investor Stories 420: Why I Passed (Abel, Ruscio, Niehenke)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	06:11
489. Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India's Digital Currency & Identity Economy (Hemant Mohapatra)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	43:31
Investor Stories 419: Key Advice (Patel, Schuler, Walsh)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	05:13
Investor Stories 418: Visionary Founders (Shen, Shapiro, Jiang)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	06:23
Investor Stories 417: Best LP Question (Delk, Hilaly, Dash)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	07:08
488. Lessons from 600+ Investments, Founder Profiles that Win, Reserve Strategies that Drive Returns, and the Hidden Potential in Consumer Standouts (Charles Hudson)	The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified	43:17

Investor Stories 446: What Experience Teaches Investors: When to Trust Conviction, How to Read Founders, and Why Coachability Matters (Rizik, Wang, Agarwal)

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

08:09

Investor Stories 445: Navigating High Stakes Conflicts: Partnership Tension, Capital Inflection Points, and the Risks of Underfunding (Terbell and Clark, Banks, Tananbaum)

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

07:16

Investor Stories 444. The Biggest Misses in VC: Passing on Airbnb, Overlooking Skype, and Arriving Hours After Postman Closed (Maples, Okike, Mohapatra)

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

06:19

497. Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows (Ethan Austin)

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

41:24