Viewpoints


Insights from Fabrica Ventures Team.

December 11, 2022

Are Insider-Led Rounds Good or Bad?

All figures from PitchBook. Insider-led rounds (ILRs) are defined as new financings for startups that are led by existing investors. In 2022 YTD (up to November […]
December 3, 2022

The Welcomed Venture Growth Stage

All figures from PitchBook. Traditionally, the VC market is segmented in three: Angel & Seed, Early Stage and Late Stage. Late Stage is by far the […]
November 26, 2022

Startup-to-startup M&A

The US M&A activity is stunning; in 2021 it reached $2.75T (1.5x the Brazilian GDP) covering 18.5K deals. The VC-backed M&A activity represents a small subset. […]
November 21, 2022

Fast 500

Every year, and for almost three decades now, Deloitte provides a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies […]
October 28, 2022

Some Sino-Brazilian Similarities

China, the world’s third largest VC market (behind the US and the US-secondaries), is home of 175 unicorns, 14.7% of the world’s total (as of Sept […]
October 23, 2022

Zero IPO

The IPO window closed in 2022. There have been “only” 167 IPOs on the US stock market so far. As of October 22, 2022, this is […]
October 14, 2022

A Good Omen

We have been witnessing a flurry of public-to-private (P2P) tech transactions led by PE funds. The US saw P2P value hit $96B in the first six […]
September 18, 2022

The Rule of 40 in 4 Zones

SaaS companies are usually measured against the Rule of 40: the idea that growth rate plus profit margin should exceed 40%. It is an important metric […]
September 8, 2022

Serial Entrepreneurship

“In Silicon Valley, part of the reason why so many people start companies is because even if you fail, it is a badge of honor” — […]