Viewpoints


Insights from Fabrica Ventures Team.

July 10, 2026

LBO Playbook, Now With AI

PE firms used to be associated with billion-dollar corporate buyouts. More recently, however, they have been consolidating HVAC businesses, dental practices, veterinary clinics, car washes, and […]
July 5, 2026

Korea Bets the Nation on AI

In 1980, Brazil’s GDP per capita was slightly above that of South Korea. Fast forward and the picture has completely reversed. Today, South Korea’s GDP per […]
June 28, 2026

Not Fundable

How about investing in a startup whose mission is to safeguard civilization? That is exactly what Dragos does. The company protects critical infrastructure — known as operational […]
June 21, 2026

Our St. Patrick’s Day

Salesforce announced this week the acquisition of Fin (formerly Intercom) for $3.6B. For comparison, this is about the same market value as Totvs, Brazil’s largest software […]
June 14, 2026

Tender Offers: The New Engine of Venture Liquidity

The past several years have legitimized venture secondaries as startups stayed private longer and traditional exits became increasingly scarce. What was once viewed as a niche […]
June 5, 2026

Even Benchmark Goes Late-Stage

The “house” of Benchmark is widely regarded as one of Silicon Valley’s most successful VC firms. Among its many notable investments, Benchmark was an early backer […]
May 30, 2026

DPI: The Metric That Matters While a Fund Is Alive

There are several ways to measure VC fund performance. Once a fund is fully realized, Net IRR is arguably the most informative metric because it captures […]
May 24, 2026

The Real Signal Behind CNBC’s Disruptor 50

CNBC just released its annual Disruptor 50 ranking — a list of late-stage venture-backed companies viewed as the most innovative and potentially transformative across industries. We […]
May 15, 2026

Cerebras Monster IPO

If there was any doubt that public market investors were desperate for AI exposure, Cerebras’ IPO answered it. Earlier this week, Cerebras increased both the price […]