Fabrica VC


Insights from Fabrica Ventures Team.

January 28, 2026

Brex Sale: A Good Outcome or Not So Much?

Ten days after the announcement, the Brex sale to Capital One for $5.15B has generated a flood of coverage. It now stands as the largest exit […]
January 23, 2026

Consensys, Again

After a three-year freeze, crypto companies are quietly returning to the IPO market. This shift is not speculative — it is structural. Regulation and enforcement-by-lawsuit have […]
January 15, 2026

Este Fundo Brasileiro Está Surfando a Onda de IPOs nos EUA

A Fabrica Ventures é um fundo de VC late-stage levantado e liderado por GPs brasileiros, sediado no Vale do Silício e que investe diretamente em B2B-tech […]
January 12, 2026

PE and Caesar’s Wife

In the US, the PE (or LBO) asset class is over three times larger than VC in terms of dry powder. Structurally, PE targets mature, low-growth, […]
January 5, 2026

No Crystal Ball Required: VC 2026

There is no crystal ball. Human action arises from trillions of independent decisions — far too complex to simulate — ideally made voluntarily and coordinated through […]
December 28, 2025

Groq: Nvidia’s Largest Acquisition Ever

On Christmas Eve, Nvidia (market cap ~$4.6T) announced the acquisition of AI chipmaker Groq for around $20B in cash (the exact terms are still not public), […]
December 22, 2025

Fast and Furious

It’s good to end the year on a high note. Last week, Glean announced it has surpassed $200M in ARR, doubling revenue in just nine months. […]
December 14, 2025

An AI Wall for Management Consulting?

I worked in management consulting for 25 years. We lived by the mantra, “change is good for consulting”. That line always held true — until now, […]
December 8, 2025

Private Secondaries Are Ripping

Back in 2020, when Fabrica Ventures began, secondaries were considered a niche strategy. Fast-forward to today, they have become an essential tool for portfolio management in […]