Viewpoints


Insights from Fabrica Ventures Team.

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 […]
February 4, 2024

As we have preached

With $53 billion in AuM, Andreessen Horowitz is one of the largest of traditional SV firms and closely watched among other VC firms as a trend […]
January 27, 2024

Nazaré

In January, while visiting Portugal, the weather conditions favored the rising of the Nazaré waves, allowing us to witness the world’s biggest waves in awe. Some […]