Insights from Fabrica Ventures Team.

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 […]
March 18, 2023

Silicon Valley Will Shine Brighter

Capitalism has been gone a long time ago with the end of the gold standard (to the fiat standard), the development of the banking fractional reserve […]
March 5, 2023

Options Clock

We have written extensively about why startups are staying private longer and how it represents a wealth generation shift from public to private markets. Besides market […]
February 14, 2023


Doug Leone was the Sequoia Capital’s managing partner that led its expansion to China and India. In an interview at Stanford in 2014, “Luck & Taking […]
February 4, 2023

$100M+ ARR Centaurs

“Originating from Greek mythology, and much of Roman mythology, Centaurs symbolize masculinity, and are supposed to be brave, loyal warriors”. When the term unicorn was coined […]