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The newsletter

Base Case

a Stratly publication

Monthly, on ConTech and AEC software. What actually changed, and what it means for the company you are building. Written for founders and the people backing them.

A standing view on where built-environment technology is going, not a blog written for traffic.

Get it when it goes out

What I believe

I hold these positions, and I repeat them.

These hold across companies, stages, and cycles. They are the starting point of most conversations here.

  • The best AEC software rarely wins on features. It wins on switching cost.

  • You do not have a positioning problem. You have an audience problem.

  • Founders overestimate the moat. Almost none overestimate the sales cycle.

  • The next ConTech winners will not sell software. They will sell a workflow nobody wants to own.

  • Positioning is the highest-leverage work most founders avoid.

  • Churn is usually an onboarding problem, not a price problem.

Start a conversation

If you want to test any of this against your own situation, start a conversation.