Investment memorandum · Industrial & Climate

Energy Transition and Industrial Software in the Andes

Construction, logistics, mining services and power: the operating software of the region's heavy industries, and the capital that will fund the transition.

By Raimundo García-Huidobro · November 2026

In progress

This memo is being built in the open. First version expected November 2026. Follow the Learning Log or the RSS feed to see it land.

Outline

In progress. Construction-site software, fleet and logistics management, PPAs and distributed generation, mining services, and the procurement behaviour of family-owned industrial groups.

Written November 2026. Personal research; not investment advice; does not reflect the views of Onwards VC or any other organisation. Public information only.