Super Series With Foundamental
Foundamental, the leading investor in 3D and Design, Construction, Renovation, Blue-Collar Workforce and Robotics, and Supply Chain & Logistics. Their diverse portfolio spans 22 countries, comprising over 128 investments valued at over $6.4 billion.
In this 8 part series, we sit down with General Partners: Patric Hellermann, Shubhankar Bhattacharya and Adam Zobler to dive deep into their world.
From the firm’s unconventional origin story to predictions about the industry’s future, this series offers behind the scenes access to the strategies, insights, and hard-earned wisdom of this truly generational company.
In this series, you’ll uncover:
- Why construction tech is the new frontier for venture capital
- How to identify truly innovative startups in a rapidly evolving sector
- The mega-trends driving a $30 billion investment surge
- Why traditional VC approaches often fail in AECS—and what works instead
- Strategies for navigating market volatility and achieving outsized returns
- The coming wave of acquisitions and what it means for incumbents and startups alike
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Episode 001 - Origins
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 ...
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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...
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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...
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Episode 005 - Singularities
In episode 005 we unveil the mega-trends and vertical singularities that will shape the next decade of innovation and investment in the built world.
Watch this episode to discover:
- The irreversible mega-shifts driving innovation in AECS, including labor shortages and energy transitions
- Emer... -
Episode 006 - Incumbents
In episode 006 Adam and Shub deliver an in-depth analysis of the challenges and opportunties facing incumbents in AECS.
Watch this episode to discover:
- A comprehensive examination of major incumbents across the AECS landscape and the unique challenges they face in an era of rapid technologica...
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Episode 007 - Destinations
In episode 007 we get a rare glimpse into the strategies driving innovation in the Architecture, Engineering, Construction, and Supply Chain (AECS) sector.
Watch this episode to discover:
- Personal journeys: How seasoned VCs found their way into construction tech investing
- Investment philoso... -
Episode 008 - Unfiltered
In episode 008 we gain unprecedented access to the minds of leading venture capitalists as they share their most candid thoughts, hilarious anecdotes, and hard-earned wisdom.
Watch this episode to discover:
- Crazy founder stories: From mob boss-like pitches to private jet invitations
- Investm...
