03
The budget the demo comes out of.
Good demos keep ending in stalled deals. The reason is usually which budget the purchase has to come out of, and who owns the route into it.
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Base Case
A monthly perspective on ConTech and AEC software.
What actually changed, and what it means for the company you’re building.
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CARLOS CORDEIRO MONTHLY PERSPECTIVES
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Base Case is my monthly view on developments in ConTech and AEC software. It’s written for founders and leadership teams who want to understand the decisions behind industry headlines.
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From the archive
Previously published.
02
The absorption gap.
Technology and capital are moving quickly. The question is whether the built environment can absorb them at the same pace.
Read this edition ↗01
The quarter the platform paradigm reasserted itself.
Two incumbents made their largest-ever acquisitions in a single quarter. Beneath the headlines, capital concentrated and the middle of the market was repriced.
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