Fabrica VC


Insights from Fabrica Ventures Team.

March 6, 2026

The Curious Case of Plaid’s Journey

Plaid is the fintech infrastructure company most people never see — yet almost every fintech depends on it. Its APIs connect bank accounts to applications like […]
February 28, 2026

How to Control Enterprise AI Roadmaps

I remain very keen on management consulting — after all, I worked in the sector for 25 years and built strong, lasting friendships along the way. […]
February 22, 2026

All Waters Run to the Sea

CB Insights has just released its 2025 global “State of Venture” report. Two statistics in particular stood out to me: 1. The US share of global […]
February 15, 2026

a16z: The Power Brokers

Packy McCormick published a long essay, The Power Brokers — a16z and the Rise of the Future, in January 2026, just as a16z raised a massive $15B […]
February 8, 2026

AI Will Replace All Software — Shoot Now, Ask Questions Later

Legal tech has become one of the most dynamic verticals in VC over the past three years. For decades, legal research operated as a comfortable duopoly […]
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, […]