AMAG sells the machinery that decides who gets in. Its more interesting business is helping organizations change their security without throwing away the buildings, badges and systems they already have.
Spintly put the credential on a phone and the network between doors. The larger bet is that a building should be easier to change after it opens.
Brivo started with a parcel box, pivoted to doors, and made a subscription business out of the least glamorous hardware in a building. Its latest act combines access control and AI video under one roof - with a playbook worth stealing and a few catches worth reading first.