Viewpoints


Insights from Fabrica Ventures Team.

July 29, 2023

VC Philosophy Pendulum

We can generalize and split the VCs’ investment philosophy in two. Founders Fund is the archetypal of one side. Its own name signals its ethos: coaching founders […]
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

PLG

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 […]