Fabrica VC

Insights from Fabrica Ventures Team.

October 1, 2023

PE Auspicious Software M&A Spree

PE funds are spending record amounts of capital on take-private enterprise-software companies. Citrix ($16.5B), Qualtrics ($12.5B), Anaplan ($10.7B), Zendesk ($10.2B), Avalara ($8.4B), Coupa ($8.0B), SailPoint ($6.9B), […]
September 22, 2023

Klaviyo’s Remarkable IPO

The tech IPO window has been fairly closed for the last 18 months. Klaviyo has just shattered it in a remarkable way – the company was […]
September 16, 2023

Après Moi, le Déluge

Arm, a chip-designer, IPOed past Thursday with its shares jumping by 25% in its first day of trading reaching a market cap of $85B. Fueled by […]
September 3, 2023

Workato’s Hyperautomation

In every era automation has propelled us forward. And wow! That was our feeling when we first saw Workato’s automation software, which has recently become a portfolio company […]
August 26, 2023

ThoughtSpot – Data Analytics as Simple as Google

ThoughtSpot delivers an AI-powered data analytics cloud-based tool, enabling non-technical users to create, consume and operationalize data-driven insights. When it comes to data, the biggest thing […]
August 18, 2023

Intercom – Making Internet Business Personal

Intercom is a customer communication platform that unifies every aspect of the customer journey, from conversation to engagement to support. And now it has become a […]
August 13, 2023

The Year of Efficiency in Cloud

The 2023 Cloud 100 list of the world’s best private cloud computing companies has just been published  by Forbes & Bessemer. The top highlight was: 2023 […]
August 8, 2023

The Courage to Be Disliked

The “Courage to Be Disliked”, written by two Japanese, is a huge best-seller with over 3.5 million copies sold. Throughout five nights, a young man with […]
July 29, 2023

VC Philosophy Pendulum

We can generalize and split the VCs’ investment philosophy in two. Founders Fund is the archetypal of one side. Its own name signals its ethos: coaching founders […]