AI and data Newforma is actively developing AI-enabled data access and indexing solutions, including MCP servers and a Smart Search, which presents an opportunity to position complementary AI-assisted collaboration and data integration tools to enhance AI workflows and data governance for AECO clients.

Collaboration expansion Recent launch of a Microsoft Teams connector and ongoing emphasis on connecting disparate systems suggests upsell potential for integrations with popular collaboration and project management tools to streamline project information workflows for existing customers.

Financial leadership With a new Chief Financial Officer appointed in 2026, there may be initiatives around cost optimization, governance, and expanded commercial capabilities that can open discussions on value-based pricing, renewals, and licensing migrations.

Email governance Smart Email Filing addresses a known risk area for legal and compliance workflows; this creates cross-sell opportunities to bolster document control, email metadata management, and archival solutions for firms handling complex AECO projects.

Growth and scale A mid-market customer base (1,200 AEC organizations) and revenue in the mid-range indicate opportunities to package scalable data management platforms, partner ecosystems, and professional services for expanding project data platforms across similar mid-size AECO firms.