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市場調查報告書
商品編碼
2089853

2026年上半年智慧建築新創公司－貫穿整個AEC/O生命週期的併購/投資/數位孿生/人工智慧新創企業

StartUps in Smart Buildings H1 2026 - M&A & Investments/Digital Twin & AI StartUps Across the AEC/O Lifecycle
出版日期: | 出版商: Memoori | 英文 1 Spreadsheet, 101 Presentation Slides, 35 Charts | 商品交期: 最快1-2個工作天內

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簡介目錄

智慧建築新創企業的資金籌措預計將達到歷史新高。本報告說明資金流向、投資者以及哪些新創企業取得了成功。

智慧建築新創企業市場再次蓬勃發展。在經歷了兩年低迷之後，2026年上半年確認了169輪資金籌措，總額超過56億美元。與2025年上半年相比，融資輪數成長了34%，融資額成長了80%。同時，併購動能也絲毫沒有減弱的跡象。短短六個月內就有46家新創公司被收購，其中Autodesk以36億美元收購MaintainX的交易備受矚目，被認為是該行業歷史上規模最大的交易之一。

本報告是全球智慧商業建築領域新創企業和成長型企業半年評估系列報告的第九份。繼前九份報告之後，該系列報告涵蓋了自2014年以來成立的1498家科技新創企業，其中600家已被收購，51家已完成或正在計劃進行IPO或SPAC上市。本研究所依據的綜合資料庫包含自2009年以來成立的1950多家公司，該資料庫建立在我們先前在併網建築、暖通空調最佳化、人工智慧、物聯網(IoT)、影像監控和門禁控制等領域的研究基礎上。

本研究包含一份電子表格，詳細列出了2026年上半年所有資金籌措輪次和新創公司收購情況、技術類別定義，以及137家數位孿生和人工智慧新創公司在其整個AEC/O生命週期中的相關資訊。此外，還附帶兩個演示文件，其中包含高解析度圖表。本報告包含在我們的「2026企業訂閱服務」中。

為什麼這項調查在 2026 年下半年如此重要？

  • 投資正在迅速復甦。繼 2023 年籌集 52 億美元、2024 年籌集 75 億美元、2025 年籌集 65 億美元之後，該公司僅在 2026 年上半年就籌集了超過 56 億美元，創下歷史新高。
  • 人工智慧如今已無所不在。據估計，2026年上半年獲得資金籌措的新創公司中，將有62%在其解決方案中使用人工智慧。這一比例高於2025年的50%。投資人不再詢問新創公司是否使用人工智慧，而是關注人工智慧在其產品中的整合程度。
  • 建築能源管理領域佔總投資的52%，在57輪融資中籌集了超過29億美元。歐洲的新創公司受益於該地區在脫碳和推廣與電網整合的建築方面取得的進展。
  • 產業整合正在加速。 2026年上半年，共完成46初創企業收購案，較去年同期增加4起。自2014年以來，收購案總數已達600起。策略性收購正從少數股權收購轉向完全控股。

我們對新創公司的定義是“私人公司，專注於商業和工業建築市場，不是大型企業的子公司或收購目標，並且通常從創業投資或股權公司獲得資金籌措。”

併購浪潮仍在繼續——這主要得益於一筆高達 36 億美元的巨額交易。

2026年上半年最引人注目的交易之一是Autodesk在5月以36億美元收購MaintainX，這筆交易生動地展現了人工智慧驅動的維護和營運軟體的價值。但這還不是全部。摩托羅拉解決方案公司以15億美元收購了無人機專家D-Fend Solutions，並將互動式人工智慧公司Hyper納入旗下。同時，江森自控收購了Nantum AI和資料中心冷卻專家Alloy Enterprises。在能源領域，Octopus Energy收購了Uplight的多數股權，而施耐德電機仍持有其重要的少數股權。

本報告分析了能源管理、電網互聯、職場管理、實體安全和房地產科技等領域的 46 項收購，探討了策略性收購者在這些交易中發現價值的途徑。

塑造創業市場的八家成熟公司

2026年上半年，23%的新創企業策略投資涉及大型智慧建築公司，這些公司可能是唯一投資者、參與資金籌措輪或作為收購者。本報告概述了ABB、霍尼韋爾、江森自控、施耐德電氣、西門子、開利、仲量聯行和Allegion的風險投資和併購策略，並列出了2022年至2026年6月期間每筆新創企業投資和收購交易的時間表。

第二部分：貫穿整個AEC/O生命週期的數位孿生與人工智慧新創公司

繼1月發布後，調查的第二部分已大幅擴充。目前，它涵蓋了137家在建築、工程、施工前準備、施工和建築運營（O）階段應用數位孿生和人工智慧技術的新創公司。其中，54家是在2026年1月之後新增的。整體而言，103家新創公司在整個AEC/O生命週期中應用人工智慧，34家將數位孿生技術應用於建築環境。

在整個生命週期中，前期建造階段的資金籌措最為活躍，2026年上半年共進行了19輪資金籌措，超過了施工階段（15輪）和設計工程階段（11輪）。 Nemetschek、Autodesk、Procore和Trimble等領先的AEC軟體公司正在加速對新創公司的投資，其中Procore收購了Datagrid，Trimble收購了Document Crunch，以增強其人工智慧能力。

在本期中，除了 2026 年 1 月報告中介紹的 20 家公司簡介外，我們還增加了 10 家新創企業的詳細簡介，涵蓋了它們提供的服務、策略重點、資金籌措歷史、員工成長和市場定位。

2026年上半年值得關注的32家新創公司

作為這項研究的一部分，我們篩選出32家在2026年上半年預計在市場中蓬勃發展的新創公司，涵蓋物聯網平台、建築能源管理、房地產科技和實體安防四大產業領域。篩選標準包括內部成長、透過收購實現成長、採用新型經營模式和創新技術以及員工人數成長。此外，我們也辨識出一些發展勢頭減弱的新創公司，以及一些正在裁員或縮減營運規模的公司。

2026年全年展望

我們對2026年剩餘時間的展望如下：

  • 人工智慧的發展勢頭預計將持續下去，人工智慧驅動的數位建築管理將在 2026 年下半年推動交易趨勢。
  • 隨著策略性相關人員從少數股東參與轉向共同開發夥伴關係、收購、平台整合以及收購陷入困境的新創企業的資產，產業整合將進一步加劇。
  • 投資人對AEC軟體的興趣依然濃厚，新的融合趨勢正在湧現。具體而言，AEC軟體供應商正在向建築營運領域擴張，而房地產和設施管理公司則在投資設計、工程和施工領域的新創公司。

這份報告適合哪些讀者？

本次調查將為以下人群提供有用的資訊：

  • 一家尋求收購目標以擴展其技術組合的策略性收購公司。
  • 正在評估新興技術的建築業主和營運商。
  • 技術供應商希望了解自身相對於競爭對手的地位。
  • 投資者（創業投資、私募股權公司和企業創業投資部門）正在評估智慧建築和 AEC 軟體的投資機會。

本研究包含一個包含所有資料表格的電子表格和兩個具有高解析度圖表的演示文件。企業級授權價格為 3,000 美元。個人用戶可享 10% 的折扣。欲了解更多信息，請下載宣傳冊。

簡介目錄

Smart Building Startup Funding is Heading for a Record Year. This Report Tells You Where the Money is Going, Who is Buying, and Which Startups are Winning.

The smart building startup market has found its second wind. After two slower years, we tracked 169 funding rounds worth over $5.6 billion in H1 2026, a 34% jump in deal count and an 80% rise in value compared to the first half of 2025. At the same time, M&A shows no sign of cooling: 46 startups were acquired in just six months, headlined by Autodesk’s $3.6 billion purchase of MaintainX, one of the largest deals the sector has ever seen.

This is the 9th edition of our bi-annual evaluation of startups and scaleups in the global smart commercial buildings sector. Nine editions in, our landscape now maps 1,498 technology startups founded since 2014, of which 600 have been acquired and 51 have completed or planned IPOs or SPACs. The full database behind this research spans more than 1,950 companies founded since 2009. It builds on our previous research into Grid-Interactive Buildings, HVAC Optimization, Artificial Intelligence, the Internet of Things, Video Surveillance, and Access Control.

The research includes a spreadsheet detailing every H1 2026 funding round and startup acquisition, technology category definitions, and 137 digital twin and AI startups mapped across the AEC/O lifecycle, plus 2 presentation files with high-resolution charts. This report is included in our 2026 Enterprise Subscription Service.

Why This Research Matters in H2 2026?

  • Investment has come roaring back. After $5.2 billion in 2023, $7.5 billion in 2024, and $6.5 billion in 2025, the sector raised over $5.6 billion in the first half of 2026 alone, putting it on track for a record year.
  • AI is now pervasive. We estimate 62% of startups funded in H1 2026 use AI in their solutions, up from 50% in 2025. Investors are no longer asking whether a startup uses AI, but how deeply it is embedded in the product.
  • Building Energy Management captured 52% of total investment value, over $2.9 billion across 57 rounds, with European startups the biggest beneficiaries as the region presses ahead on decarbonization and grid-interactive buildings.
  • Consolidation is accelerating. 46 startup acquisitions completed in H1 2026, four more than the same period last year, taking the total to 600 acquisitions since 2014. Strategic buyers are moving from minority stakes to outright ownership.

Our definition of a startup is “a private company formed no earlier than 2014 that is focused on the commercial and industrial buildings market, is not a subsidiary or an acquisition of a larger company, and is generally financed by venture capital or private equity funding.”

The M&A Wave Rolls On - Led by a $3.6 Billion Blockbuster

The standout transaction of H1 2026 was Autodesk’s $3.6 billion acquisition of MaintainX in May, a resounding validation of AI-powered maintenance and operations software. It was far from alone. Motorola Solutions paid $1.5 billion for counter-drone specialist D-Fend Solutions and added conversational-AI firm Hyper, while Johnson Controls acquired Nantum AI and data-center cooling specialist Alloy Enterprises. In energy, Octopus Energy took a majority stake in Uplight, with Schneider Electric remaining a significant minority partner.

The report analyzes all 46 acquisitions across energy management, grid interactivity, workplace management, physical security, and PropTech, and examines what this deal flow tells us about where strategic buyers see value.

8 Incumbents Shaping the Startup Market

In H1 2026, 23% of strategic investments in startups involved a major smart buildings player, acting as sole investor, funding-round participant, or acquirer. The report maps the venture and M&A strategies of ABB, Honeywell, Johnson Controls, Schneider Electric, Siemens, Carrier, JLL, and Allegion, with deal-by-deal timelines of their startup investments and acquisitions from 2022 through June 2026.

Part 2: Digital Twin & AI Startups Across the AEC/O Lifecycle

Following its introduction in January, Part 2 of this research has expanded significantly. We have now categorized 137 startups applying digital twin and AI technologies across architecture, engineering, pre-construction, construction, and building operations. 54 of them newly added since January 2026. Of the total, 103 startups apply AI across the AEC/O lifecycle, and 34 apply digital twin technology to the built environment.

Pre-construction was the busiest funding stage of the lifecycle with 19 rounds in H1 2026, ahead of construction (15) and design & engineering (11). Established AEC software players - Nemetschek, Autodesk, Procore, and Trimble - are accelerating their startup bets, with Procore acquiring Datagrid and Trimble acquiring Document Crunch to bolster their AI capabilities.

This edition adds 10 new in-depth startup profiles, covering offering, strategic focus, funding history, headcount growth, and market positioning, on top of the 20 profiles in our January 2026 report.

32 Startups Gaining Traction in H1 2026

As part of this research, we identified 32 startups gaining market traction in H1 2026 across the four cohorts of the industry: IoT platforms, building energy management, PropTech, and physical security. Selection was based on organic and acquired growth, new business models and innovative technologies, and headcount growth. We also name the startups losing traction, companies reducing headcount or winding down.

2026 Full-Year Forecast

Our outlook for the remainder of 2026:

  • AI momentum will continue, with AI-enhanced digital building operations dominating deal flow into H2 2026.
  • Consolidation will intensify as strategic stakeholders move from minority stakes toward co-development partnerships, acquisitions, platform consolidation, and asset purchases of struggling startups.
  • Investor appetite for AEC software will persist, and we are seeing the start of a convergence trend: AEC software vendors moving into building operations, while real estate and facilities players invest in design, engineering, and construction startups.

Who Should Buy This Report?

This research will be valuable to:

  • Strategic acquirers seeking targets to expand technology portfolios.
  • Building owners and operators assessing emerging technologies.
  • Technology vendors who want to understand competitive positioning.
  • Investors (VCs, PE firms, corporate VC arms) evaluating smart building and AEC software opportunities.

The research includes a spreadsheet with all data tables and two presentation files with high-resolution charts, priced at $3,000 USD for an Enterprise-Wide License. Individual subscribers receive a 10% discount. Want to know more? Download the Brochure.