Fabrica VC

I have a certain “emotional” attachment to e-commerce fulfillment businesses, as we once led the interim management of the company that ultimately became Amazon’s beachhead in […]

In the past month, major Wall Street institutions entered the VC secondaries space with a wave of acquisitions. Charles Schwab acquired Forge for $660M and Morgan […]

From Miami Early in the AI supercycle, we presented our Investment Committee with an opportunity to invest in an AI customer-support chatbot. One of the members, […]

The myth of Cronus and Zeus captures one of humanity’s oldest themes — the Cycle of Power. A ruler becomes afraid of being replaced → he […]

We are proud that CB Insights, the most powerful VC intelligence platform, has featured Fabrica Ventures in its most recent customer success story. Since our inception, […]

Anthropic (founded in 2021) closed 2024 with $1.0B in annualized revenue and a $62B valuation, implying a 62x revenue multiple at the time of Fabrica’s investment. […]

Our Brazil-only biweekly happy hours have become a real tradition. It’s energizing to meet such an exceptional group of friends — startup founders, researchers exploring the […]

One of the oldest discussions in VC and portfolio theory centers on how many startups to back and how much to invest in each. Some managers […]

Today, it’s no longer news that “VC investments” in Silicon Valley essentially mean “AI investments.” Over 2/3 of the capital is flowing into AI. AI is […]