Viewpoints


Insights from Fabrica Ventures Team.

April 21, 2024

Safeguarding Civilization

How about a company whose mission is to safeguard civilization?! That’s exactly what Dragos aims to do, the latest investment of Fabrica Ventures Fund II. Dragos provides […]
April 14, 2024

Surely a Network That Is Big Enough Can Do Anything!

Once again, it was very enjoyable to connect with the vibrant Brazilian VC community (founders and VC managers) during Brazil at Silicon Valley (April 7-9), held […]
April 7, 2024

Cautious Optimism

CB Insights and PitchBook just released a series of macro statistics for the US VC in 1Q24. The signals were mixed: 1) Funding $34.2B, the highest value […]
March 30, 2024

Astera Labs and Reddit Icebreakers

[Back in Palo Alto and welcomed by a birds’ spring symphony after 3 weeks fundraising in São Paulo]. The US IPO window has largely remained closed […]
March 9, 2024

Groq, Groq, Groq

Following Nvidia’s remarkable quarterly results – revenue of $22.1B, 265% yoy growth, net income of $12.3B, 769% yoy growth – the company has now achieved a […]
March 2, 2024

Is the VC M&A Market Back?

In a recent post “The 2024 Tech IPO Pipeline” (https://fabricaventures.com/the-2024-tech-ipo-pipeline/), we delved into the likelihood of the tech IPO window opening this year. Now it is […]
February 24, 2024

Sophomore VC Fund Cattle Grid

The US VC market enjoyed a period of market exuberance from 2019 to 2021 (the zenith year). During this period, according to PitchBook, $29B was committed […]
February 18, 2024

We agree!

Databricks is one the most valuable US startups with a valuation of $43B. The company is positioned at the forefront of data and AI services, so […]
February 10, 2024

Not every waterfall is the same

In VC and PE funds, the distribution waterfall is a method used to allocate profits among LPs and GPs. The waterfall model outlines the sequence in […]