Customer success story
From Anthropic to Glean: how predictive intelligence shows Fabrica Ventures tomorrow’s winners, today
“Before CB Insights, we used PitchBook. It’s good on the macro level, but what we need is micro, the company-level detail.
That’s why we moved to CB Insights.”
Alvaro Filpo
Co-founder, Fabrica Ventures
No access is
no problem with
predictive intelligence
Fabrica Ventures investment portfolio.
Most VCs look for the next unicorn in primary markets. Fabrica Ventures takes a different path.
As a late-stage, B2B tech fund, Fabrica Ventures specializes in the secondary market — buying shares from existing investors, employees, or early backers.
It’s a bold strategy. Without access to company P&Ls or financial statements, Fabrica Ventures has to rely on external signals. That’s where CB Insights comes in, giving Fabrica Ventures the predictive intelligence and company-level data they need to build confidence.
With heavyweights like Anthropic, Databricks, and Glean anchoring its portfolio, Fabrica Ventures has clearly locked in a repeatable formula for success.
Predictive intelligence
front to back
Alvaro Filpo, co-founder at Fabrica Ventures, cuts to the chase: “We’re a small fund. We don’t have the luxury of analyzing thousands of companies — we have to get it right.”
And the way they get it right is with predictive signals. Fabrica Ventures calls it “gray mass density” — clustering capital where top founders, products, and investors converge.
“We don’t start by analyzing thousands of companies. We set our criteria in CB Insights — Series C and beyond, backed by strong funds, recurring revenues — and get a focused list of about 150 companies. Then we filter further with CB Insights’ proprietary Mosaic Scores*. For us, 800 is the floor. It’s how we know we’re starting from quality.”
*Mosaic Score is CB Insights’ proprietary metric that measures the overall health and growth potential of private companies. It predicts positive outcomes, such as IPOs, valuation increases, and acquisitions, with an 83% accuracy rate.
That same efficiency applies once Fabrica Ventures invests. CB Insights keeps the team on top of portfolio developments and sector shifts, giving Filpo a fast read on where attention is needed.
“Every morning I start with CB Insights news — it’s how I keep track of what’s happening in my portfolio and sectors. Once a month, we use those updates to build a newsletter for our LPs. And I’m always watching for new research. It’s how I educate myself and stay ahead.”
