Viewpoints


Insights from Fabrica Ventures Team.

November 6, 2021

Emotional Market Cycles in Brazil

The Brazilian stock market index (IBovespa) reached its peak 13.5 years ago, in May 2008, at 72,767 points. Adjusted to inflation (IPCA), this peak level would […]
October 2, 2021

To IPO Or To Direct List

The recent IPO of Toast and the direct listing of Amplitude raised again the issue of what is the best method to go public under the […]
August 27, 2021

Coursera

Coursera believes that: “Learning is the source of human progress”. We do too. That’s why we invested in Coursera in June 2019. At the time, Coursera’s […]
July 21, 2021

VC Secular Tailwind

At the half-year mark in 2021, the VC market is breaking all time records: 1) More than $288B was invested in VC worldwide — the prior […]
June 10, 2021

Our Club Deal Genesis

Two and half years ago we brought together a group of friends to start investing in Late Stage VC via club deals. We created a company […]
April 3, 2021

Our First Exit

Palantir became Fabrica Ventures Fund first exit. Palantir is a data analytics company that enables customers to integrate, manage, secure and analyze vast amounts of data. […]
March 9, 2021

J-Curve

Venture Capital and Private Equity funds (VCs-PEs) are ‘closed end’, since they deal with illiquid assets, i.e., equity in privately held companies. Because VCs-PEs cannot sell […]
March 7, 2021

A heuristic (from the Greek ‘I find, discover’)

A heuristic (from the Greek ‘I find, discover’) is any approach to problem solving that employs a practical method that is not guaranteed to be optimal […]
February 28, 2021

Udacity

“When a subject becomes totally obsolete we make it a required course” — Peter Drucker (1969). Traditional post-secondary education is doomed economically. There is little doubt that […]