A metal box, full of wires, that runs the world
Here is a fact that is both completely boring and, if you sit with it, faintly astonishing: almost every machine that does something physical in the modern economy - the pump in a water-filtration plant, the conveyor in a warehouse, the saw in a lumber mill, the magnet coils in an experimental fusion reactor - is switched on and off, sped up and slowed down, and generally kept from catching fire by a metal box full of wires bolted to a wall nearby. That box is an industrial control panel. It is unglamorous. It is everywhere. And, per Podium Automation's co-founder and CEO Jamie Niu Serota, "the way they're designed and built hasn't fundamentally changed in decades."
This is the kind of sentence that should make an investor's ears prick up, because "large, essential, and unchanged for decades" is roughly the exact description of every category that eventually gets rebuilt by someone who looked at it and thought, reasonably, that it could be faster. Podium is that someone. Founded in 2024 and headquartered in Brooklyn - a borough not historically associated with UL-listed electrical enclosures - the company designs and manufactures industrial control panels using a software-driven process, and then ships them in under four weeks. The industry standard is twelve-plus. That is the whole pitch, and it is a surprisingly good one.
"Control panels are everywhere, but the way they're designed and built hasn't fundamentally changed in decades."
— Jamie Niu Serota, Co-Founder & CEOThe reason this matters, and the reason it is a business rather than a hobby, is that the twelve weeks is not a physics problem. It is a process problem. Traditional panel shops are often bespoke, artisanal, paper-and-phone-call operations: an engineer draws schematics, someone sources components across a fragmented supply chain, a fabricator drills and mounts and wires by hand, and at every step the customer mostly waits in the dark. Podium's argument is that if you put a software layer over the front of that process - configuration, sourcing, error-checking - and an automated factory behind it - CNC machining, automated wire processing, human-verified quality assurance - the twelve weeks compresses to four, the errors go down, and, crucially, the customer can watch the whole thing happen.
Purchase order → shipped panel
An operator and a factory-floor lifer walk into Brooklyn
The two people betting that this is a company are an interesting pair, mostly because they come at the same problem from opposite ends. Jamie Niu Serota, the CEO, spent her earlier career on commercial strategy and business development at Tesla, Blue Origin, and Bowery Farming - which is to say, at three companies whose entire identity was taking an old, slow, physical process and making it move faster. That is a useful instinct to bring to control panels.
Her co-founder and CTO, Jacob Buser, brings the other half. He spent roughly a decade designing and building industrial automation systems across pharmaceuticals, cosmetics, and food and beverage - as both the company selling the equipment and the company using it. In practice this means he has been on both sides of the loading dock, has felt the specific pain of a panel that arrives late or wired wrong, and knows exactly which corners of the process are slow because they have to be and which are slow because nobody bothered to fix them. Andreessen Horowitz, an investor, summarized the pairing about as cleanly as you can: they "understand both the legacy world and how to rebuild it from first principles."
Jamie Niu Serota
Co-Founder & CEO. Previously led commercial strategy and business development at Tesla, Blue Origin, and Bowery Farming.
Jacob Buser
Co-Founder & CTO. A decade building industrial automation across pharma, cosmetics, and food & bev - as both OEM and end user.
"Protolabs, but for control panels"
The shorthand Podium uses for itself - and that investors seem happy to repeat - is that it wants to be the "Protolabs of control panels." Protolabs, for the uninitiated, is the company that turned quick-turn machined and molded prototype parts into an on-demand, upload-a-file-get-a-quote service. The analogy is doing a lot of work, and it is the right analogy: the promise is that a category people assumed had to be slow, custom, and opaque can instead be fast, configurable, and transparent, without giving up the certifications that make the thing legal to install.
Those certifications are not a detail. Podium's panels are built to UL 508A, the listing that covers standard industrial control panels, and UL 698A, which covers panels destined for hazardous locations - the kind of place where a stray spark is a genuinely bad idea. Building to those standards, fast, repeatably, out of a real factory, is the moat. Anyone can promise speed; doing it while staying "100% compliant" is the harder trick.
UL 508A Panels
Standard industrial control panels, designed and built, shipped in under four weeks.
UL 698A Panels
Certified for hazardous and intrinsically safe locations where a spark is not an option.
Design-Build
Podium engineers the schematics, sources parts, fabricates, wires, and tests the finished panel.
Design-to-Print
Build-to-spec manufacturing from a customer's existing drawings and bill of materials.
Wrapping all of it is the software - an intuitive configuration tool that speeds up panel design, reduces errors, and drives the automated factory downstream. And wrapping the customer experience is transparency: real-time status from purchase order to shipped panel. In an industry where "the black box" is both a literal product and a description of the buying experience, letting the customer actually see the build is close to a feature nobody else offers.
"Jamie, Jacob, and the Podium team have created the modern vendor this category has been waiting for."
— Dayna Grayson, Construct CapitalA very serious list for a 16-person startup
The most persuasive thing about Podium is not the pitch deck; it is the customer list, which is heavy in a way that a two-year-old company's list usually is not. The panels underneath these operations came out of a Brooklyn facility staffed by roughly sixteen people:
The spread is the point. A battery-recycling giant (Redwood), a company literally trying to build a commercial fusion reactor (Commonwealth Fusion), a Class I freight railroad (CSX), a next-generation defense-manufacturing startup (Hadrian), and a warehouse-robotics leader (Symbotic) do not have much in common, except that every one of them needs certified control panels and would very much prefer to wait four weeks rather than twelve. Podium's addressable market is, more or less, "anything that plugs into a wall and does industrial work," which is enormous and, by design, agnostic to which specific boom is currently booming.
The Money$23 million, and a thesis about metal boxes
Podium has raised more than $23 million total across two rounds, and the investor names matter because they tell you which story people are buying. The 2025 seed round - $5 million - was led by Andreessen Horowitz's American Dynamism team, the group whose entire premise is backing companies that rebuild the physical and industrial backbone of the United States. Control panels fit that thesis so neatly it is almost funny.
| Round | Amount | When | Lead |
|---|---|---|---|
| Seed | $5M | Mar 2025 | a16z (American Dynamism) |
| Series A | $18M | Jun 2026 | Construct Capital |
The 2026 Series A - $18 million, led by Construct Capital, with a16z, Transition Ventures, Sunflower Capital, Banter Capital, and SV Angel along for the ride - is the graduation round. Construct's Dayna Grayson joined the board. The capital is earmarked for the unsexy but correct things: more manufacturing capacity, more engineers and operators, and more software. Notably, the round arrived on the back of real operating signal rather than pure narrative - Podium reported that it had doubled factory throughput in a single quarter and reached positive factory-level economics, which is the kind of sentence that turns a story about a metal box into a business.
"Jamie and Jacob are founders who understand both the legacy world and how to rebuild it from first principles."
— Andreessen HorowitzFaster is better, and mostly nobody tried
Podium's tagline is "Faster is better," which is the sort of thing that sounds too obvious to build a company on until you notice how much of industrial manufacturing is quietly organized around being slow. The bet here is not exotic. It is that a large, essential, sleepy category can be handed a software front end, an automated factory, and a customer who is allowed to watch - and that doing so is worth a two-thirds cut in lead time to the people ordering the panels. If they are right, the metal box on the wall gets a lot less annoying to buy. That is a smaller ambition than curing disease or reaching Mars, and it may also be a more reliable one.
Notes From the Margins
- Podium builds the boxes that quietly run factories, water plants, sawmills - and fusion-energy test infrastructure.
- The CEO helped run commercial strategy at Tesla and Blue Origin before starting a panel-building company in Brooklyn.
- The elevator pitch is essentially "Protolabs, but for a very analog product."
- One customer, Commonwealth Fusion Systems, is trying to build a commercial fusion reactor - and needs Podium's panels to do it.
- It runs an actual fabrication factory inside Brooklyn, NY, which is not where most people picture UL-listed panels being made.