Fabrica VC


Insights from Fabrica Ventures Team.

June 18, 2023

A Lower Turnover Ratio Demands Finesse

There are now 650+ US based unicorns with a total valuation of over $2.0T (CB Insights). Moreover, according to Carta, the annual value of US VC […]
June 10, 2023

Pinch Us To See If We Are Awake

Pitchbook just published the global fundraising numbers for the 12-month period ending in March 2023. Fundraising was down across most private investing strategies (strategy; capital raised; […]
May 28, 2023

A Peculiar Moment

Since 2022 the US VC market, in all stages, has clearly shifted to become investor friendly. With one exception, though: AI startups are commanding bull-market prices. […]
May 20, 2023

PLG

What could be the best possible go-to-market model for a software startup? If a startup can build a software that users love and get immediate value […]
April 29, 2023

Amara’s Law

I attended the recently held (April 22-24) Brazil at Silicon Valley conference. It was very enjoyable and entertaining to be together with more than 500 Brazilian […]
April 20, 2023

Fabrica Ventures Fund 2

“The time to buy is when there’s blood in the streets” — Baron Rothschild It seems obvious, but it is against human psychology. It does not […]
April 15, 2023

Agro Hedge

“Brazil is agro”. This has been the official propaganda. In some sense that is true, the Brazilian economy is quite dependent on agribusiness (and on mineral […]
April 4, 2023

Exit Value to Funding Raised Ratio

Crunchbase recently published a list of US startup (venture-backed) exits — IPOs, Direct Listings, SPACs, and M&As — valued at $1B or more. Below are some of the statistics […]
March 25, 2023

Tech IPO Impressive Backlog

In 2021 there were 175 US VC-backed IPOs, while in 2022 this number dropped to 14 (Jay R. Ritter). What does explain the 2022 IPO window […]