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Вміст надано The European VC. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The European VC або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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E325 | EUVC | On investing in the recreation of the real world with Patric Hellermann, GP of Foundamental
MP3•Головна епізоду
Manage episode 422959351 series 2968392
Вміст надано The European VC. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The European VC або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this conversation, we explore the distinction between construction tech and prop tech, with a focus on the former. Construction tech is a project-based business that optimizes supply chains, while prop-tech is an operations-based business that focuses on real estate transactions and utilization. The conversation delves into:
About the guest.
Patric Hellermann, the Founding General Partner of Foundamental, an $84M EUR venture capital fund focusing on construction technology, with $100M EUR Fund III just launched.
About the firm.
Foundamental is led by three GPs, 1 in the US, 1 in Europe, and 1 in Pacific Asia. They are investing in AEC-Tech: 3D-design, Construction, Renovation, Supply Chain & Logistics, and Blue-Collar Work, starting from day zero up to Series A.
Portoflio highlights count Infra.Market (Series A), Enter (pre-seed), Speckle (pre-seed), Rayon (pre-seed), Metalbook (pre-seed), SafeAI (seed), and Wizfreight (seed).
Key facts include a 94% follow-on rate among Fund-1 companies, the vast majority of which they invested at seed, top-decile returns in both funds, incl. top-decile DPI (Fund-2 actually top 3-5% currently), circa 10 portfolio companies have achieved net-profitability.
Go to eu.vc for our core learnings and the full video interview 👀
Chapters:
00:03 Meet Patric Hellemann and Foundamental
00:32 ConstructTech Explained
03:40 PropTech vs. ConstructTech
05:40 AECS: Architecture, Engineering, Construction, and Supply Chain
06:58 Robotics in Construction
08:51 Challenges and Opportunities in Construct Tech
19:33 Data Infrastructure and AI in AECS
33:07 Market Trends and Investment Insights
41:06 Automating Data Connectivity
42:59 The Second and Third Waves of Data Integration
43:22 Consolidation in the Infrastructure Sector
45:00 Challenges in Construction Robotics
46:21 Onsite vs. Offsite Construction
47:04 Automating Bricklaying
48:36 VC Fallacies and Sector-Specific Insights
01:13:05 Personal Productivity and Fund Strategy
…
continue reading
- The different segments within construction tech, including architecture, engineering, construction, and supply chain technology.
- The importance of outcome-based business models.
- The role of AI and data infrastructure in the construction industry.
About the guest.
Patric Hellermann, the Founding General Partner of Foundamental, an $84M EUR venture capital fund focusing on construction technology, with $100M EUR Fund III just launched.
About the firm.
Foundamental is led by three GPs, 1 in the US, 1 in Europe, and 1 in Pacific Asia. They are investing in AEC-Tech: 3D-design, Construction, Renovation, Supply Chain & Logistics, and Blue-Collar Work, starting from day zero up to Series A.
Portoflio highlights count Infra.Market (Series A), Enter (pre-seed), Speckle (pre-seed), Rayon (pre-seed), Metalbook (pre-seed), SafeAI (seed), and Wizfreight (seed).
Key facts include a 94% follow-on rate among Fund-1 companies, the vast majority of which they invested at seed, top-decile returns in both funds, incl. top-decile DPI (Fund-2 actually top 3-5% currently), circa 10 portfolio companies have achieved net-profitability.
Go to eu.vc for our core learnings and the full video interview 👀
Chapters:
00:03 Meet Patric Hellemann and Foundamental
00:32 ConstructTech Explained
03:40 PropTech vs. ConstructTech
05:40 AECS: Architecture, Engineering, Construction, and Supply Chain
06:58 Robotics in Construction
08:51 Challenges and Opportunities in Construct Tech
19:33 Data Infrastructure and AI in AECS
33:07 Market Trends and Investment Insights
41:06 Automating Data Connectivity
42:59 The Second and Third Waves of Data Integration
43:22 Consolidation in the Infrastructure Sector
45:00 Challenges in Construction Robotics
46:21 Onsite vs. Offsite Construction
47:04 Automating Bricklaying
48:36 VC Fallacies and Sector-Specific Insights
01:13:05 Personal Productivity and Fund Strategy
372 епізодів
MP3•Головна епізоду
Manage episode 422959351 series 2968392
Вміст надано The European VC. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The European VC або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this conversation, we explore the distinction between construction tech and prop tech, with a focus on the former. Construction tech is a project-based business that optimizes supply chains, while prop-tech is an operations-based business that focuses on real estate transactions and utilization. The conversation delves into:
About the guest.
Patric Hellermann, the Founding General Partner of Foundamental, an $84M EUR venture capital fund focusing on construction technology, with $100M EUR Fund III just launched.
About the firm.
Foundamental is led by three GPs, 1 in the US, 1 in Europe, and 1 in Pacific Asia. They are investing in AEC-Tech: 3D-design, Construction, Renovation, Supply Chain & Logistics, and Blue-Collar Work, starting from day zero up to Series A.
Portoflio highlights count Infra.Market (Series A), Enter (pre-seed), Speckle (pre-seed), Rayon (pre-seed), Metalbook (pre-seed), SafeAI (seed), and Wizfreight (seed).
Key facts include a 94% follow-on rate among Fund-1 companies, the vast majority of which they invested at seed, top-decile returns in both funds, incl. top-decile DPI (Fund-2 actually top 3-5% currently), circa 10 portfolio companies have achieved net-profitability.
Go to eu.vc for our core learnings and the full video interview 👀
Chapters:
00:03 Meet Patric Hellemann and Foundamental
00:32 ConstructTech Explained
03:40 PropTech vs. ConstructTech
05:40 AECS: Architecture, Engineering, Construction, and Supply Chain
06:58 Robotics in Construction
08:51 Challenges and Opportunities in Construct Tech
19:33 Data Infrastructure and AI in AECS
33:07 Market Trends and Investment Insights
41:06 Automating Data Connectivity
42:59 The Second and Third Waves of Data Integration
43:22 Consolidation in the Infrastructure Sector
45:00 Challenges in Construction Robotics
46:21 Onsite vs. Offsite Construction
47:04 Automating Bricklaying
48:36 VC Fallacies and Sector-Specific Insights
01:13:05 Personal Productivity and Fund Strategy
…
continue reading
- The different segments within construction tech, including architecture, engineering, construction, and supply chain technology.
- The importance of outcome-based business models.
- The role of AI and data infrastructure in the construction industry.
About the guest.
Patric Hellermann, the Founding General Partner of Foundamental, an $84M EUR venture capital fund focusing on construction technology, with $100M EUR Fund III just launched.
About the firm.
Foundamental is led by three GPs, 1 in the US, 1 in Europe, and 1 in Pacific Asia. They are investing in AEC-Tech: 3D-design, Construction, Renovation, Supply Chain & Logistics, and Blue-Collar Work, starting from day zero up to Series A.
Portoflio highlights count Infra.Market (Series A), Enter (pre-seed), Speckle (pre-seed), Rayon (pre-seed), Metalbook (pre-seed), SafeAI (seed), and Wizfreight (seed).
Key facts include a 94% follow-on rate among Fund-1 companies, the vast majority of which they invested at seed, top-decile returns in both funds, incl. top-decile DPI (Fund-2 actually top 3-5% currently), circa 10 portfolio companies have achieved net-profitability.
Go to eu.vc for our core learnings and the full video interview 👀
Chapters:
00:03 Meet Patric Hellemann and Foundamental
00:32 ConstructTech Explained
03:40 PropTech vs. ConstructTech
05:40 AECS: Architecture, Engineering, Construction, and Supply Chain
06:58 Robotics in Construction
08:51 Challenges and Opportunities in Construct Tech
19:33 Data Infrastructure and AI in AECS
33:07 Market Trends and Investment Insights
41:06 Automating Data Connectivity
42:59 The Second and Third Waves of Data Integration
43:22 Consolidation in the Infrastructure Sector
45:00 Challenges in Construction Robotics
46:21 Onsite vs. Offsite Construction
47:04 Automating Bricklaying
48:36 VC Fallacies and Sector-Specific Insights
01:13:05 Personal Productivity and Fund Strategy
372 епізодів
Alle episoder
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