Replay - Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill (Ed Sim)

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

In this special replay episode Ed Sim of Boldstart ventures joins Nick to discuss Maintaining a Disciplined Fund Size and Strategy, The Rise of NYC Tech, and Changes in the Exit Environment. In this episode, we cover:

• Walk us through your background and path to VC
• What’s the thesis at boldstart ventures?
• What was it like starting Boldstart in NYC in 2010?
• Tell us a bit about the thesis at investment and how things evolved over the years until the ultimate exit?
• What’s your preference… Niche and narrow problems or big and expansive opportunities?
• What is your mental model for investing in enterprise founders with ideas?
• category creation
• Why only technical founders?
• Will this enterprise bull market sustain?
• You’ve talked about being involved and sitting on boards from “whiteboard to scale” ?… how do you manage ever-increasing board responsibilities with other demands of the job?
• Where are VCs most lacking when it comes to the value that early-stage founders require?
• Do you think there’s too much money in venture?
• How do you win in a seed with so many seed funds?

Guest Links:

• boldstart ventures
• Ed’s Twitter
• Ed’s LinkedIn

The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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