Fabrica VC


Insights from Fabrica Ventures Team.

April 16, 2026

Fund III’s Analytical Edge: Fabrica Ventures and Sacra

We’ve known the core Sacra team — Marcelo Ballve, Jan-Erik Asplund, and Walter Chen — for many years. Sacra is a venture research powerhouse — one […]
April 10, 2026

Three Sequential Shocks Hitting Tech

2026 began with high expectations for a reopening of the IPO window — “IPO markets look primed to accelerate in 2026,” PwC, Dec 12, 2025 … […]
April 6, 2026

Defense, Rewritten by AI: Shield AI’s Software-Defined Platform

Defense tech has been on a tear lately, emerging as one of the clearest beneficiaries of a rapidly shifting geopolitical landscape. Venture capital deployment into the […]
March 27, 2026

Orgs in the Age of Agents

In his 1983 classic High Output Management, Andrew Grove (Intel co-founder and third CEO) explores how to optimize information flow and managerial leverage. He argues that […]
March 23, 2026

Fed Rails and Nasdaq Tokens

Two watershed milestones were recently achieved by Kraken, a Fabrica Ventures portfolio company: 1. Kraken becomes the first crypto company to secure Fed master account access […]
March 13, 2026

After Palantir, Anduril

Accessing Anduril through the secondary market turned out to be one of the hardest companies for Fabrica Ventures to get into. Our first approach was to […]
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 […]