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Navitas Capital’s Take on How AI Will Change Construction and Investing - Jenny Song, Principal at Navitas Capital

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Manage episode 433951488 series 3481938
Contenido proporcionado por Bricks And Bytes. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bricks And Bytes o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

AI is transforming construction tech, but talent and distribution are the real game-changers.

In this episode, we had Jenny Song from Navitas Capital, and we got to learn about their unique approach to investing in construction tech, the critical role of AI talent, and how they evaluate startups... and much more!

Tune in to find out about:

✅ Navitas' focus on value-add investments and long-term relationships

✅ How AI is reshaping construction tech startups

✅ The importance of distribution and defensibility in AI solutions

✅ Why understanding the fragmented construction market is key

----------------------------------

Sign up to the #1 Newsletter In Construction Tech. Join over 1,000 like-minded Founders, Investors and Techies disrupting the way we build. Forever : https://bricks-bytes.beehiiv.com/subscribe

----------------------------------

LinkedIn: https://www.linkedin.com/company/bricks-bytes/

X/Twitter: https://twitter.com/bricksbytespod

Youtube: https://www.youtube.com/channel/UCmNbunUTIIQDzbJgGJt9_Zg

Instagram: https://www.instagram.com/bricksbytes/

----------------------------------

This episode is brought to you by Shft—helping contractors like you leverage BIM to secure a leading position in the race towards construction’s digital future.

Visit: https://maketheshft.digital

------------------------------

BuildVision is a procurement network for the $5T commercial construction market. We are transforming the commercial construction supply chain by bringing contractors, manufacturers, and project stakeholders onto a single software platform—revolutionizing how every component is sourced, purchased, and financed.

--------------------------

Timestamps

00:00 Introduction to Navitas and their Focus on the Built Environment

08:13 Interest from Generalist Investors in Construction Tech

15:35 Investment Pace and Philosophy

22:05 Working with Founders and Communication Cadence

24:49 Geographic Focus and Investment Criteria

28:25 Evaluating Startups: Key Factors

33:35 Tech Trends: AI and Embodied AI

35:43 Investment in Document Crunch

42:31 Defensibility of AI Solutions

46:47 The Importance of Talent

51:04 Tech-Enabled Operators in Construction

55:56 Ideal Exits: Acquisitions and IPOs

59:57 Common Mistakes in Investing in Construction Tech

  continue reading

162 episodios

Artwork
iconCompartir
 
Manage episode 433951488 series 3481938
Contenido proporcionado por Bricks And Bytes. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bricks And Bytes o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

AI is transforming construction tech, but talent and distribution are the real game-changers.

In this episode, we had Jenny Song from Navitas Capital, and we got to learn about their unique approach to investing in construction tech, the critical role of AI talent, and how they evaluate startups... and much more!

Tune in to find out about:

✅ Navitas' focus on value-add investments and long-term relationships

✅ How AI is reshaping construction tech startups

✅ The importance of distribution and defensibility in AI solutions

✅ Why understanding the fragmented construction market is key

----------------------------------

Sign up to the #1 Newsletter In Construction Tech. Join over 1,000 like-minded Founders, Investors and Techies disrupting the way we build. Forever : https://bricks-bytes.beehiiv.com/subscribe

----------------------------------

LinkedIn: https://www.linkedin.com/company/bricks-bytes/

X/Twitter: https://twitter.com/bricksbytespod

Youtube: https://www.youtube.com/channel/UCmNbunUTIIQDzbJgGJt9_Zg

Instagram: https://www.instagram.com/bricksbytes/

----------------------------------

This episode is brought to you by Shft—helping contractors like you leverage BIM to secure a leading position in the race towards construction’s digital future.

Visit: https://maketheshft.digital

------------------------------

BuildVision is a procurement network for the $5T commercial construction market. We are transforming the commercial construction supply chain by bringing contractors, manufacturers, and project stakeholders onto a single software platform—revolutionizing how every component is sourced, purchased, and financed.

--------------------------

Timestamps

00:00 Introduction to Navitas and their Focus on the Built Environment

08:13 Interest from Generalist Investors in Construction Tech

15:35 Investment Pace and Philosophy

22:05 Working with Founders and Communication Cadence

24:49 Geographic Focus and Investment Criteria

28:25 Evaluating Startups: Key Factors

33:35 Tech Trends: AI and Embodied AI

35:43 Investment in Document Crunch

42:31 Defensibility of AI Solutions

46:47 The Importance of Talent

51:04 Tech-Enabled Operators in Construction

55:56 Ideal Exits: Acquisitions and IPOs

59:57 Common Mistakes in Investing in Construction Tech

  continue reading

162 episodios

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