Viewpoints


Insights from Fabrica Ventures Team.

October 8, 2023

The Modern Data Stack

Oil was considered a waste before people understood what it was. Once people understood the economic potential of oil, it was transformed from unwanted waste into […]
October 1, 2023

PE Auspicious Software M&A Spree

PE funds are spending record amounts of capital on take-private enterprise-software companies. Citrix ($16.5B), Qualtrics ($12.5B), Anaplan ($10.7B), Zendesk ($10.2B), Avalara ($8.4B), Coupa ($8.0B), SailPoint ($6.9B), […]
September 22, 2023

Klaviyo’s Remarkable IPO

The tech IPO window has been fairly closed for the last 18 months. Klaviyo has just shattered it in a remarkable way – the company was […]
September 16, 2023

Après Moi, le Déluge

Arm, a chip-designer, IPOed past Thursday with its shares jumping by 25% in its first day of trading reaching a market cap of $85B. Fueled by […]
September 3, 2023

Workato’s Hyperautomation

In every era automation has propelled us forward. And wow! That was our feeling when we first saw Workato’s automation software, which has recently become a portfolio company […]
August 26, 2023

ThoughtSpot – Data Analytics as Simple as Google

ThoughtSpot delivers an AI-powered data analytics cloud-based tool, enabling non-technical users to create, consume and operationalize data-driven insights. When it comes to data, the biggest thing […]
August 18, 2023

Intercom – Making Internet Business Personal

Intercom is a customer communication platform that unifies every aspect of the customer journey, from conversation to engagement to support. And now it has become a […]
August 13, 2023

The Year of Efficiency in Cloud

The 2023 Cloud 100 list of the world’s best private cloud computing companies has just been published  by Forbes & Bessemer. The top highlight was: 2023 […]
August 8, 2023

The Courage to Be Disliked

The “Courage to Be Disliked”, written by two Japanese, is a huge best-seller with over 3.5 million copies sold. Throughout five nights, a young man with […]