Foundamental

Summary of AEC-tech fundraising research 2024 🧵

🧵 5 Common Fallacies Generalist VCs Fall For in Construction Tech:

💡 Key Learning: Generic tech investment frameworks often fail in construction. The sector needs investors who understand: Industry-specific unit economics Relationship-driven sales Outcome-based solutions Agree? Disagree? What other fallacies have you seen?

Full review:

What #aectech categories are you building in?

Category trends in #aec-tech

Risers of the month #aec

Concentration ratios 4 and 10 were much higher in Q3, particularly in the US market. This trend may not be healthy if sustained and requires monitoring in the USA.

Full analysis:

What is the state of fundraising for #aec tech #startups? 1⃣Over $800 Million in funding for Q3 2024 2⃣Cumulative VC funding has now reached $35 Billion 3⃣Post-2021 quarters consistently show higher funding levels compared to pre-2021 #VentureCapital

RT @bricksbytespod: Are VCs equipped to evaluate cutting-edge science, or are they falling for flashy pitches? In this episode, we had Patric Hellermann, who shared insights on the challenges VCs face when assessing scientifically complex startups.

RT @bricksbytespod: From "What's Construction Tech?" to a VC Hotspot in Just 5 Years! In this episode of Bricks, Bucks and Bytes with @ShubVC from @foundamental , we explore the remarkable transformation of the construction tech industry in India.