Fabrica VC


Insights from Fabrica Ventures Team.

June 19, 2022

Stickiness

It is possible to classify companies in three dimensions: 1) B2C / B2B 2) Tech Enabled / Tech 3) Transactional / Continued Services Naturally, the largest […]
June 11, 2022

Late Stage VC Turning Point

That was the date of Amazon’s IPO. The IPO raised $54 million for Amazon, giving the company a market value of $438 million. 25 year later, […]
June 4, 2022

Value Investing

Benjamin Graham is considered the father of value investing and his book, “The Intelligent Investor”, published in 1947, the bible. Warren Buffett has become the most […]
May 21, 2022

The Welcomed Bifurcation

Nasdaq is now in bear market territory and plenty of tech companies have tumbled more than 60% from their peak. So the question that naturally arises […]
April 26, 2022

Endowments Holdings in Private Investments

University endowments funds are huge in the US. Their money mostly comes from alumni’s donations. Harvard’s, the largest one, reached US$ 53.2B in fiscal year 2021. […]
March 12, 2022

Late-Stage VC Thermometer

A leading indicator is defined as “any measurable or observable variable of interest that predicts a change or movement in another data series, process, trend, or […]
February 17, 2022

Talents’ Magnet

Crunchbase recently published an article about US unicorns with immigrant leaders. Even though the article’s data set is limited, it is quite remarkable that the four […]
January 25, 2022

2021: A Banner Year for US VC

(All data from Pitchbook) US VC broke all the records in 2021. All statistics, in every dimension, were really astonishing. And we have to take into […]
January 16, 2022

Containers and Kubernetes Security

Sysdig has recently announced a new funding round (series G) of $350M, doubling its valuation from $1.2B to $2.5B. This round happened just 8 months after […]