Construct Capital is a thesis-driven fund focused exclusively on transforming America's foundational industries—manufacturing, logistics, transportation, energy, defense and critical infrastructure—into "tech-first industrials" that operate more like software companies with higher R&D spending and asset-light models. The fund combines deep industrial expertise with scaled operating experience from companies like Uber, targeting "boring" but massive industrial workflows where modern software and AI are still largely absent, positioning itself as a financial lever for U.S. industrial resilience and competitiveness.