Insights from Fabrica Ventures Team.

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” — […]
August 28, 2022

Lessons from MITIMCo

The March 2022 letter from MIT’s endowment (MIT Investment Management Company, or MITIMCo) wraps up the performance of the last 15 years since the current investment […]
August 21, 2022

Consequences of the IPO Window Closing to the VC Secondary Market

Actions have consequences (first-order effects) and consequences have their own consequences (second-order effects). Let’s then explore a second-order effect of the Fed’s interest rate hikes threat […]
July 16, 2022

Layoffs in Startups

“Tech layoffs top 15K in a brutal May”… “Cost cutting, layoffs remain leading startup themes”. These are some examples of the headlines that have been mushrooming […]
July 10, 2022

The State of the US VC in 1H22 — The Sky is Not Falling

The US VC sector shattered all records in 2021. Before that, 2020 was the best year ever. Pitchbook has recently published the data on the US […]
July 3, 2022

Adapting to Endure or RIP Good Times Reloaded

In May 2022 Sequoia Capital (a well-kwon VC firm) made a 52-page presentation, named “Adapting to Endure”, to share insights with the founders of its portfolio […]