Clodo

What do they actually do

Public details are limited. Based on the one‑liner and common products in this category, Clodo appears to build software that turns jobsite data from large construction projects (photos, videos, plan files, possibly drone/360° imagery) into simple progress views and issue flags. The product likely provides a web dashboard and periodic summaries that compare what’s on site to what’s planned and highlight items needing attention.

Early users would be project managers and field teams who need faster, clearer visibility without digging through photo folders or manual reports. Near‑term functionality likely focuses on ingesting imagery, aligning it to plans/BIM, detecting obvious deviations or safety/quality concerns, and exporting findings into the tools those teams already use. Exact features, integrations, and maturity are not publicly confirmed.

Who are their target customer(s)

• Project managers at large general contractors: They lack timely, consolidated site visibility and spend time reconciling photos, reports, and schedules, which slows decisions and obscures risks and claims evidence.
• Site superintendents and field engineers: They lose hours capturing photos and writing notes, and missed installations or errors surface late as rework. They need fast, clear field signals to fix issues early.
• Owners and program managers overseeing multiple projects: They don’t have a consistent, trustworthy view across sites. Inconsistent updates make it hard to spot at‑risk projects, enforce standards, and back up contract oversight.
• Digital construction / model managers: Keeping design models aligned with as‑built conditions is manual and slow, causing coordination errors, late clashes, and costly change orders.
• Quality, safety, and claims teams: They need clean, timestamped evidence to prove compliance and resolve disputes, but current photo trails are fragmented, forcing long investigations and raising liability.

How would they acquire their first 10, 50, and 100 customers

• First 10: Founder‑led, on‑site pilots via warm intros to large GC project managers, with hands‑on setup and a short measurable report in exchange for a low‑risk trial and a reference.
• First 50: Convert pilots to multi‑site deals using evidence‑led outbound (pilot results + ROI) and 1–2 enterprise reps; add reseller/field‑services partners (drone/camera integrators) and integrations with major PM/BIM platforms.
• First 100: Productize onboarding (standard camera setup, documented install), add light account management for expansions, and scale certified partners, targeted trade shows, case studies, and procurement‑friendly integrations.

What is the rough total addressable market

Top-down context:

TAM likely sits in the low‑single‑digit billions of dollars annually for software that provides site visibility and progress/issue detection on large, complex projects. The range depends on how you define “large projects,” what slice of project spend relates to site operations/reporting, and what share a software product can realistically capture.

Bottom-up calculation:

A practical view: 10k–30k large projects globally per year (>$50M) at $30k–$200k per active project annually implies roughly $300M–$6B TAM. A realistic midpoint (e.g., ~20k projects at ~$75k) suggests ~ $1.5B, subject to geography and pricing depth.

Assumptions:

• “Large projects” threshold around >$50M contract value.
• Eligible projects per year globally in the 10k–30k range.
• Average annual software price per active project in the $50k–$150k band for enterprise deployments.

Who are some of their notable competitors

• Buildots: Uses helmet/360° captures and computer vision to compare site conditions with BIM/plans and flag missing or delayed work; overlaps on plan‑level progress tracking for large GCs.
• OpenSpace: Automates 360° photo capture tied to floor plans for quick visual progress review and searchable site records; overlaps on auditable photo logs and remote visibility.
• Disperse: Transforms site photos into task‑level progress and quality insights; overlaps on turning imagery into actionable QA and status reports for PMs and owners.
• Doxel: Combines vision and depth sensing to measure installed work versus BIM/schedule and surface deviations; overlaps where quantitative progress and variance detection are required.
• Cupix: Creates 3D/360° digital twins from site photos for remote walkthroughs and as‑built comparison; overlaps on model‑aligned site records for coordination and handover.