Field notes. Sector theses. Venture readings.
Proprietary research and field notes on the built environment, applied AI, and the European venture ecosystem.
01 · 17/05/2026
FIELD NOTE · BUILT ENVIRONMENT
What the built environment is becoming.
A few structural signals observed at the intersection of European startups, industrials, and investors of the built environment.
4 min read
02 · 12/05/2026
SECTOR STUDY · INFRASTRUCTURE
Energy renovation: the emergence of an industrial infrastructure market.
Buildings account for roughly 25% of energy consumption in developed economies, and up to 50% or more in winter. Meeting climate targets requires the existing stock to enter an industrial, technological, and financial logic that is no longer that of construction.
11 min read
03 · 09/01/2025
THESIS · VENTURE ACCESS
Industrial SMEs are Europe's largest underserved venture audience.
Why the European venture ecosystem optimizes for corporates and startups, and misses the densest pocket of real technology adoption.
10 min read
One note per month. Considered. No more, no less.