Data access and the race for vertical models

Alice shares why the firm launched the first AEC-focused accelerator, Formwork Labs, and what the ecosystem gap was it wanted to fill for founders, how her construction operating experience informs her outlook as an AEC investor and what she looks for in founders (hint, industry experience can be a “double edged sword”), details a then and now lookback on the key drivers behind all the current investment and talent momentum entering construction tech, and finally where she views the intersection of construction and supply chain headed.