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  1. The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
  2. Investor Stories 449: Exceptional Founders Up Close: Listening Over Posturing, Integrity Over Ease, and Deliberate Execution from Day One (Hsieh, Delk, Maples Jr.)
Investor Stories 449: Exceptional Founders Up Close: Listening Over Posturing, Integrity Over Ease, and Deliberate Execution from Day One (Hsieh, Delk, Maples Jr.)

Investor Stories 449: Exceptional Founders Up Close: Listening Over Posturing, Integrity Over Ease, and Deliberate Execution from Day One (Hsieh, Delk, Maples Jr.)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified · Dec 25, 2025

What makes a founder visionary? VCs highlight key traits: exceptional listening, unwavering integrity, and deliberate, strategic risk mitigation.

Elite Founders Use Investor Meetings for Strategy, Not Status Updates

Instead of presenting information that can be read in an email, a successful founder sent updates beforehand. This freed up meeting time for strategic discussions on product, capital, and hiring, which accelerated the company's growth.

Investor Stories 449: Exceptional Founders Up Close: Listening Over Posturing, Integrity Over Ease, and Deliberate Execution from Day One (Hsieh, Delk, Maples Jr.) thumbnail

Investor Stories 449: Exceptional Founders Up Close: Listening Over Posturing, Integrity Over Ease, and Deliberate Execution from Day One (Hsieh, Delk, Maples Jr.)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified·2 months ago

Applied Intuition's First Hires Were Made Specifically to Eliminate Existential Risks

Instead of hiring based on network or general talent, Applied Intuition's founders strategically assessed the biggest technical and knowledge risks facing the company. They then hired their first employees specifically to mitigate those existential threats.

Investor Stories 449: Exceptional Founders Up Close: Listening Over Posturing, Integrity Over Ease, and Deliberate Execution from Day One (Hsieh, Delk, Maples Jr.) thumbnail

Investor Stories 449: Exceptional Founders Up Close: Listening Over Posturing, Integrity Over Ease, and Deliberate Execution from Day One (Hsieh, Delk, Maples Jr.)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified·2 months ago

Applied Intuition Founder Waited 14 Months to Find an Idea Meeting His Strict Criteria

Kasser Yunus of Applied Intuition had a non-negotiable checklist for his startup idea (e.g., software margins, not easily commoditized). He patiently evaluated ideas for over a year, refusing to pursue any that didn't meet all his conditions.

Investor Stories 449: Exceptional Founders Up Close: Listening Over Posturing, Integrity Over Ease, and Deliberate Execution from Day One (Hsieh, Delk, Maples Jr.) thumbnail

Investor Stories 449: Exceptional Founders Up Close: Listening Over Posturing, Integrity Over Ease, and Deliberate Execution from Day One (Hsieh, Delk, Maples Jr.)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified·2 months ago