<description>&lt;p&gt;I am excited to have &lt;span style="font-weight: 400;"&gt;Nick Moran, the founder and General Partner of&lt;/span&gt; &lt;a href= "http://newstack.vc/"&gt;&lt;span style="font-weight: 400;"&gt;New Stack Ventures&lt;/span&gt;&lt;/a&gt;&lt;span style="font-weight: 400;"&gt;. In addition to investing, Nick founded the 1st Venture Capital podcast, The Full Ratchet.&lt;/span&gt;&lt;/p&gt; &lt;p class="p1"&gt;In this episode, Nick Moran, founder and General Partner of NewStack Ventures, shares his journey from mergers and acquisitions at Danaher to pioneering venture capital podcasting with &lt;em&gt;The Full Ratchet&lt;/em&gt;. Nick delves into the challenges of transitioning to VC, the importance of investing in "outsiders," and the long feedback cycles of venture investing. He discusses evaluating founders, the shift toward AI-first companies, navigating SaaS market corrections, and much more!&lt;/p&gt; &lt;p&gt;&lt;strong&gt;Timestamps&lt;/strong&gt;&lt;/p&gt; &lt;p class="p1"&gt;Nick’s Background (1:15)&lt;/p&gt; &lt;p class="p1"&gt;Learning from PE at Danaher (3:30)&lt;/p&gt; &lt;p class="p1"&gt;Challenges in Transitioning to VC (5:10)&lt;/p&gt; &lt;p class="p1"&gt;Timeline for Success in VC (7:00)&lt;/p&gt; &lt;p class="p1"&gt;Challenges for Non-Silicon Valley Founders (9:15)&lt;/p&gt; &lt;p class="p1"&gt;Outsider Investing (11:45)&lt;/p&gt; &lt;p class="p1"&gt;Opportunistic vs. Strategic Investments (13:40)&lt;/p&gt; &lt;p class="p1"&gt;Expertise vs. Tech Knowledge in Founders (15:20)&lt;/p&gt; &lt;p class="p1"&gt;Younger vs. Experienced Founders (17:10)&lt;/p&gt; &lt;p class="p1"&gt;AI and Venture Trends (19:30)&lt;/p&gt; &lt;p class="p1"&gt;SaaS Valuations and Market Adjustments (21:15) .&lt;/p&gt; &lt;p class="p1"&gt;Impact of Potential Market Changes (23:00)&lt;/p&gt; &lt;p class="p1"&gt;Founder vs. Market Priority (24:50)&lt;/p&gt; &lt;p class="p1"&gt;Timing for Selling Positions (27:30)&lt;/p&gt; &lt;p class="p1"&gt;Misalignment Between VCs and Founders (29:45)&lt;/p&gt; &lt;p class="p1"&gt;Future of VC Industry (31:30)&lt;/p&gt; &lt;p class="p1"&gt;Advice for Emerging Managers (34:15)&lt;/p&gt; &lt;p class="p1"&gt;Podcasting as a VC Tool (36:50)&lt;/p&gt; &lt;p class="p1"&gt;Challenges of Podcasting (39:15)&lt;/p&gt; &lt;p&gt;&lt;strong&gt;Nick’s Links &lt;/strong&gt;&lt;/p&gt; &lt;p&gt;LDN– &lt;a href= "https://www.linkedin.com/in/nick-moran-a738503/"&gt;https://www.linkedin.com/in/nick-moran-a738503/&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Website –  &lt;a href= "https://www.newstack.com/"&gt;https://www.newstack.com/&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;strong&gt;My Links &lt;/strong&gt;&lt;/p&gt; &lt;p&gt;Podcast: &lt;a href="https://lifeselfmastery.com/itunes" rel= "nofollow ugc noopener"&gt;https://lifeselfmastery.com/itunes&lt;/a&gt;&lt;/p&gt; &lt;p&gt;YouTube: &lt;a href="https://lifeselfmastery.com/y" rel= "nofollow ugc noopener"&gt; youtube.com/lifeselfmastery&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Twitter: &lt;a href="https://twitter.com/rohitmal" rel= "nofollow ugc noopener"&gt;https://twitter.com/rohitmal&lt;/a&gt;&lt;/p&gt; &lt;p&gt;LinkedIn: &lt;a href= "https://www.linkedin.com/in/rohit857/"&gt;https://www.linkedin.com/in/rohit857/&lt;/a&gt;&lt;/p&gt; &lt;p&gt;5-day email course: &lt;a href= "http://www.enterprisesalesexpertise.com/" rel= "nofollow ugc noopener"&gt;www.enterprisesalesexpertise.com&lt;/a&gt;&lt;/p&gt;</description>

Lifeselfmastery's podcast I Startups I Venture Capital

Rohit Malhotra

Nick Moran on Investing in Outsiders and Lessons from The Full Ratchet

JAN 2, 202544 MIN
Lifeselfmastery's podcast I Startups I Venture Capital

Nick Moran on Investing in Outsiders and Lessons from The Full Ratchet

JAN 2, 202544 MIN

Description

I am excited to have Nick Moran, the founder and General Partner of New Stack Ventures. In addition to investing, Nick founded the 1st Venture Capital podcast, The Full Ratchet.

In this episode, Nick Moran, founder and General Partner of NewStack Ventures, shares his journey from mergers and acquisitions at Danaher to pioneering venture capital podcasting with The Full Ratchet. Nick delves into the challenges of transitioning to VC, the importance of investing in "outsiders," and the long feedback cycles of venture investing. He discusses evaluating founders, the shift toward AI-first companies, navigating SaaS market corrections, and much more!

Timestamps

Nick’s Background (1:15)

Learning from PE at Danaher (3:30)

Challenges in Transitioning to VC (5:10)

Timeline for Success in VC (7:00)

Challenges for Non-Silicon Valley Founders (9:15)

Outsider Investing (11:45)

Opportunistic vs. Strategic Investments (13:40)

Expertise vs. Tech Knowledge in Founders (15:20)

Younger vs. Experienced Founders (17:10)

AI and Venture Trends (19:30)

SaaS Valuations and Market Adjustments (21:15) .

Impact of Potential Market Changes (23:00)

Founder vs. Market Priority (24:50)

Timing for Selling Positions (27:30)

Misalignment Between VCs and Founders (29:45)

Future of VC Industry (31:30)

Advice for Emerging Managers (34:15)

Podcasting as a VC Tool (36:50)

Challenges of Podcasting (39:15)

Nick’s Links 

LDN– https://www.linkedin.com/in/nick-moran-a738503/

Website –  https://www.newstack.com/

My Links 

Podcast: https://lifeselfmastery.com/itunes

YouTube:  youtube.com/lifeselfmastery

Twitter: https://twitter.com/rohitmal

LinkedIn: https://www.linkedin.com/in/rohit857/

5-day email course: www.enterprisesalesexpertise.com