Viewpoints

We’ve known the core Sacra team — Marcelo Ballve, Jan-Erik Asplund, and Walter Chen — for many years. Sacra is a venture research powerhouse — one […]

2026 began with high expectations for a reopening of the IPO window — “IPO markets look primed to accelerate in 2026,” PwC, Dec 12, 2025 … […]

Defense tech has been on a tear lately, emerging as one of the clearest beneficiaries of a rapidly shifting geopolitical landscape. Venture capital deployment into the […]

In his 1983 classic High Output Management, Andrew Grove (Intel co-founder and third CEO) explores how to optimize information flow and managerial leverage. He argues that […]

Two watershed milestones were recently achieved by Kraken, a Fabrica Ventures portfolio company: 1. Kraken becomes the first crypto company to secure Fed master account access […]

Accessing Anduril through the secondary market turned out to be one of the hardest companies for Fabrica Ventures to get into. Our first approach was to […]

Plaid is the fintech infrastructure company most people never see — yet almost every fintech depends on it. Its APIs connect bank accounts to applications like […]

I remain very keen on management consulting — after all, I worked in the sector for 25 years and built strong, lasting friendships along the way. […]

CB Insights has just released its 2025 global “State of Venture” report. Two statistics in particular stood out to me: 1. The US share of global […]