Content Hub

Our library of thoughts about everything AECS-Tech, spanning design, construction, renovation, blue-collar and robotics, B2B marketplaces, supply chains and logistics. Plus the occasional sneak peeks into the Foundamental family life.

Practical Nerds

The latest in venture and technology in the real world, from construction-tech to design-tech. Two early-stage investors shooting the breeze about startups, founders and venture funding. We talk about design, construction, renovation, blue-collar, robotics and supply chains. Hosted by Patric Hellermann and Shub Bhattacharya, General Partners at Foundamental

Practical Nerds Podcast

AEC_VC

Reflections of a VC in AEC technology (architecture, engineering and construction-tech). What fascinated me last week.

AEC_VC Content

The Foundamentary

In what might be a world premiere - a VC firm allowing an external documentary team inside - Foundamental’s General Partners sit down with the Bricks & Bytes Documentary team for an unfiltered view into our ‘kitchen’.

From Foundamental’s unique origin story, over controversial takes on the future of AECS and venture, to the philosophies powering Foundamental’s decisions and portfolio success, this documentary series offers a first-of-its-kind behind the scenes access to the people, strategies, and hard-earned learnings of Foundamental.

Articles

Covering a spectrum of verticals on construction, 3D and design, including renovation, blue-collar workforce and robotics, supply chains and logistics.

Press

If you ever get exhausted by our takes on the real world, here’s what the real world says about itself.

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Thesis: Warehousing for Construction?
Construction is a supply chain game. The first principle is that it will always need buffering. Today, the site is the buffer. Tomorrow? For years we have been discussing this interesting opportunity in construction. It's time a dedicated founder diligenced this opportunity, and found out whether this thesis is for real.
AEC_VC
Frameworks | Models
Chemical manufacturing in India: A buzzing space
India's chemical manufacturing industry is a vital part of the nation's economy, projected to triple its global market share by 2040. The specialty chemicals segment stands out as the most robust, consistently showing a net trade surplus, driven by competitive labor costs and a favorable business environment. Ambitious entrepreneurs are seizing this opportunity by building B2B contract manufacturing marketplaces, providing R&D, quality assurance, and working capital financing to make SME manufacturers export-ready.
Articles
Asia-Pacific
Markets Observatory
Ofload raises $31M to support new supply chain analytics platform
The newly launched Carbon Analytics Platform (CAP) is Australia’s first fully automated solution for companies to measure carbon output through their supply chain. To launch the product, Ofload closed a $31 million financing deal, led by Yarra Capital Management with King River Capital and Jungle Ventures also reinvesting. The latest funding round values Ofload at $350 million, which is a value increase of more than 200 per cent in under two years.
Press
A-NZ
Supply | Marketplaces
Streaming Our New Community Letter: The Next 5 Years Of Foundamental and AEC-Tech
035 | Chasing Vertical Singularities | The Next 5 Years Of Foundamental and AEC-Tech | Streaming Our New Community Letter
Practical Nerds
Frameworks | Models
MARS doubles down on Infra.Market with new $50M investment at $2.5B valuation
MARS Unicorn Fund, a joint venture between AI-driven fund Liquidity Group and Japanese bank MUFG, is an existing backer of the Mumbai-headquartered startup, having invested $50 million in it in 2022. The new investment, a primary fundraise (structured with both debt and equity) by Infra.Market’s Singapore unit, values the startup at $2.5 billion — retaining the 2021 Series C’s valuation.
Press
Asia-Pacific
Supply | Marketplaces
Thesis: Why AEC incumbents are being FORCED to buy tech
034 | Thesis: Why incumbents are FORCED to buy tech | Our 4-part answer | Exploding demand | Shrinking productivity | Fleeing labor | AEC is service & project biz | Perfect storm for industry
Practical Nerds
Markets Observatory
Outcome-as-a-Service
In this episode of the AEC_VC podcast, I dig into the concept of "outcome-as-a-service" - a business model that is enabling a new breed of startups to build massive companies in the architecture, engineering, construction and supply chain sectors.
AEC_VC
Frameworks | Models
Bricks & Bytes: Matrak, Infra.Market and the future of cross-border construction trade between East and West
In this conversation, Owen, Martin, and Shub discuss the Australian company Matrak, which focuses on supply chain management in the construction industry. They explore the implications of the company's recent expansion into China and the challenges of doing business in the Chinese market.
Press
Asia-Pacific
Markets Observatory
Hidden in spite of obvious
In this episode of my AEC_VC podcast, I share my "Hidden in spite of obvious" framework and how the most promising early-stage companies I invest in often pursue ideas that are obvious to industry insiders but remain hidden from outsiders.
AEC_VC
Frameworks | Models
Game-changer strategies in AEC-Tech, outcome-as-a-service and service-as-a-product
033 | Game-Changer Strategies in AEC-Tech | Service-as-a-product | Data lakes | Targeting Small One-Person Shops | Challenging Conventional Wisdom in Construction Tech
Practical Nerds
Frameworks | Models
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