Viewpoints

Ten days after the announcement, the Brex sale to Capital One for $5.15B has generated a flood of coverage. It now stands as the largest exit […]

After a three-year freeze, crypto companies are quietly returning to the IPO market. This shift is not speculative — it is structural. Regulation and enforcement-by-lawsuit have […]

A Fabrica Ventures é um fundo de VC late-stage levantado e liderado por GPs brasileiros, sediado no Vale do Silício e que investe diretamente em B2B-tech […]

In the US, the PE (or LBO) asset class is over three times larger than VC in terms of dry powder. Structurally, PE targets mature, low-growth, […]

There is no crystal ball. Human action arises from trillions of independent decisions — far too complex to simulate — ideally made voluntarily and coordinated through […]

On Christmas Eve, Nvidia (market cap ~$4.6T) announced the acquisition of AI chipmaker Groq for around $20B in cash (the exact terms are still not public), […]

It’s good to end the year on a high note. Last week, Glean announced it has surpassed $200M in ARR, doubling revenue in just nine months. […]

I worked in management consulting for 25 years. We lived by the mantra, “change is good for consulting”. That line always held true — until now, […]

Back in 2020, when Fabrica Ventures began, secondaries were considered a niche strategy. Fast-forward to today, they have become an essential tool for portfolio management in […]