Insights from Fabrica Ventures Team.

July 20, 2023

100x ARR

Wiz cloud security was the fastest startup ever to reach $100 million in ARR, scaling up to this level in just 18 months. Next, in Feb […]
July 11, 2023

Why AI Will Save the World

This is the title of a long article recently published by Marc Andreessen, who needs no introduction. It is rare to read an article that you […]
July 2, 2023

Only the Paranoid Survive

“Classics” are books that shake you. These you keep in your library to open a few times in search of inspiration or deeper connections to everyday […]
June 24, 2023

A Chat on the State of the US VC Secondary Market

LP: We have seen big discounts (over the last round) on the secondary late-stage VC market. What’s happening? Fabrica Ventures: Indeed, we can find 50%+ discounts on the […]
June 18, 2023

A Lower Turnover Ratio Demands Finesse

There are now 650+ US based unicorns with a total valuation of over $2.0T (CB Insights). Moreover, according to Carta, the annual value of US VC […]
June 10, 2023

Pinch Us To See If We Are Awake

Pitchbook just published the global fundraising numbers for the 12-month period ending in March 2023. Fundraising was down across most private investing strategies (strategy; capital raised; […]
May 28, 2023

A Peculiar Moment

Since 2022 the US VC market, in all stages, has clearly shifted to become investor friendly. With one exception, though: AI startups are commanding bull-market prices. […]
May 20, 2023


What could be the best possible go-to-market model for a software startup? If a startup can build a software that users love and get immediate value […]
April 29, 2023

Amara’s Law

I attended the recently held (April 22-24) Brazil at Silicon Valley conference. It was very enjoyable and entertaining to be together with more than 500 Brazilian […]