Viewpoints


Insights from Fabrica Ventures Team.

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 […]
June 19, 2022

Stickiness

It is possible to classify companies in three dimensions: 1) B2C / B2B 2) Tech Enabled / Tech 3) Transactional / Continued Services Naturally, the largest […]
June 11, 2022

Late Stage VC Turning Point

That was the date of Amazon’s IPO. The IPO raised $54 million for Amazon, giving the company a market value of $438 million. 25 year later, […]
June 4, 2022

Value Investing

Benjamin Graham is considered the father of value investing and his book, “The Intelligent Investor”, published in 1947, the bible. Warren Buffett has become the most […]
May 21, 2022

The Welcomed Bifurcation

Nasdaq is now in bear market territory and plenty of tech companies have tumbled more than 60% from their peak. So the question that naturally arises […]
April 26, 2022

Endowments Holdings in Private Investments

University endowments funds are huge in the US. Their money mostly comes from alumni’s donations. Harvard’s, the largest one, reached US$ 53.2B in fiscal year 2021. […]
March 12, 2022

Late-Stage VC Thermometer

A leading indicator is defined as “any measurable or observable variable of interest that predicts a change or movement in another data series, process, trend, or […]
February 17, 2022

Talents’ Magnet

Crunchbase recently published an article about US unicorns with immigrant leaders. Even though the article’s data set is limited, it is quite remarkable that the four […]