Viewpoints


Insights from Fabrica Ventures Team.

February 4, 2024

As we have preached

With $53 billion in AuM, Andreessen Horowitz is one of the largest of traditional SV firms and closely watched among other VC firms as a trend […]
January 27, 2024

Nazaré

In January, while visiting Portugal, the weather conditions favored the rising of the Nazaré waves, allowing us to witness the world’s biggest waves in awe. Some […]
January 21, 2024

Fabs

One of the reasons we chose the name “Fabrica” Ventures was because a semiconductor fabrication plant is known as “Fab”. Since we are based on the […]
January 13, 2024

SaaS Buying Cycles

Vendr is one of the world’s largest software buyers, having processed more than $3B of software spending which gives them a unique vantage point on SaaS […]
December 24, 2023

Goldilocks Scenario for US VC

Common sense and history show the futility of economic forecasting. Nevertheless, since we are approaching New Year’s Eve, we have an excuse to trace a Goldilocks […]
December 17, 2023

Jevons paradox

“It is a confusion of ideas to suppose that the economical use of fuel is equivalent to diminished consumption. The very contrary is the truth.” — […]
December 10, 2023

Menlo Security

Cybersecurity threats have evolved over the past decade as technology has become increasingly integrated into our daily routines. The shift to the cloud, the widespread mobile […]
December 2, 2023

LTV-CAC Ratio

The successful recipe of a SaaS business is to acquire customers at relatively low costs and keep them happy for an extended period. Thus, Customer Acquisition […]
November 25, 2023

The 2024 Tech IPO Pipeline

I recently had a conversation with a Nasdaq executive who mentioned that there are over 150 tech companies with their S-1 IPO applications filled out, just […]