Episode 001 - Origins
Super Series With Foundamental
•
57m
In episode 001 we go right back to the start. How did Foundamental come to be? What was the “random mash-up” that led to the firm’s genesis?
Watch this episode to discover:
- The unique origin story of how three unlikely partners came together to create a global powerhouse in construction tech investing
- Foundamental’s contrarian approach to building a truly global VC firm focused on construction and AEC (Architecture, Engineering, Construction) tech
- Insights into the firm’s investment strategy, decision-making process, and how they leverage their global presence for superior returns
- The compelling macro and micro factors driving innovation in the construction industry
- How Foundamental balances diverse personalities and skillsets to create a high-performing ‘wolf pack’ of investors
- Their unconventional approach to fund size and LP relationships that maximizes potential for outsized returns
Up Next in Super Series With Foundamental
-
Episode 002 - Patterns
In episode 002 we dive into the rapidly evolving world of construction technology investing featuring industry leaders from Foundamental.
Watch this episode to discover:
- The explosive growth of ConTech funding: from $5B in 2019 to $30B in 2023
- Why ConTech is emerging as the “final frontier”... -
Episode 003 - Fallacies
In episode 003 we unveil the fallacies plaguing the AECS (Architecture, Engineering, Construction & Supply Chain space), such as common misconceptions and herd mentalities.
Watch this episode to discover:
- A critical examination of why the world doesn’t need another generic VC firm, especially...
-
Episode 004 - Convictions
In episode 004 we discover the critical convictions and lessons that can make or break your investments in the Architecture, Engineering, Construction, and Supply Chain (AECS) sector.
Watch this episode to discover:
- The power of vertical singularities in identifying unique investment opportun...
