Fabrica VC

Salesforce announced this week the acquisition of Fin (formerly Intercom) for $3.6B. For comparison, this is about the same market value as Totvs, Brazil’s largest software […]

The past several years have legitimized venture secondaries as startups stayed private longer and traditional exits became increasingly scarce. What was once viewed as a niche […]

The “house” of Benchmark is widely regarded as one of Silicon Valley’s most successful VC firms. Among its many notable investments, Benchmark was an early backer […]

There are several ways to measure VC fund performance. Once a fund is fully realized, Net IRR is arguably the most informative metric because it captures […]

CNBC just released its annual Disruptor 50 ranking — a list of late-stage venture-backed companies viewed as the most innovative and potentially transformative across industries. We […]

If there was any doubt that public market investors were desperate for AI exposure, Cerebras’ IPO answered it. Earlier this week, Cerebras increased both the price […]

When Fabrica Ventures invested in Palantir Technologies in 2020, one characteristic initially bothered us: its gross margins hovered around ~60%, well below the ~75% benchmark of […]

(From São Paulo — arguably the best restaurant city in the world) Last week, the tech giants Amazon, Alphabet, and Microsoft reported Q1 earnings. All three […]

Sacra was built on a simple premise: private markets deserve the analytical rigor public markets take for granted. This means institutional-grade depth on fundamentals, with modeling […]