Shadow Ventures

Are you in LDF Alumni? Don't miss the EXCLUSIVE LDF Alumni Lunch & Learn coming up on August 8th - FROM BRICKS TO BOTS: EXPERT PANELISTS CHATTING UP AI IN THE AEC Meet another one of our amazing panelists! Traveling across the country to join us for our AI panel, meet KP Reddy! Founder of Shadow Ventures, a firm specializing in capitalizing construction start-ups on the leading edge of innovative technologies like AI. With an engineering background, this author and investor is coming to us LIVE and IN PERSON. Register NOW! https://lnkd.in/g7V7r6Ft

Founders Circle with me this afternoon. An hour with me to Ask Me Anything about building your startup. Any stage but focused on innovation in the built environment. https://lnkd.in/e8Kit6YK

The AEC industry has undergone a lot of change. The influx of technology (BIM, AI, drones, etc etc), complexity of projects (Data Centers, Infrastructure, mixed use…), decarbonization, the list can go on. However, the business models have stayed the same. Innovation is not just about technology, it is about new business models. I love helping multigenerational AEC firms navigate creating new business models.

One of our portfolio companies is seeking a VP of Marketing with early-stage startup experience. Seed stage, B2B disrupting construction, growing fast. Your ethos is to run spartan and solo. You can drive strategy, product marketing, demand gen, brand positioning, are versatile across mediums, and are not afraid to get technical when growth hacking is required. Reach out if you’re interested.

I'm thrilled to invite you to PROPMODO LIVE on July 30! Join us for the conversation as we delve into new office occupancy trends & the transformative impact of hybrid models on performance & utilization. Hear success stories from industry leaders & learn innovative strategies to maximize space efficiency. Don't miss this engaging conversation—register now! Panelists: Franco Faraudo, Editor & Co-Founder, Propmodo Nic Halverson, CEO and Co-founder, Occuspace Mahesh Vidyasagar, Global VP of Enterprise Real Estate & Workplace, Robert Half Register now for July 30, 1 PM ET/10 AM PT! 🏢 #CRE #RealEstate Propmodo https://hubs.la/Q02FW8200

Great visibility for your startup!

Our latest Shadow Ventures letter reflects on the most closely held advice inside the startup network state: to always be building. What’s noticeably absent from these sacrosanct words is any semblance of deep thinking at the idea stage, of planning your course to win a market. From my seat, directionless building without sound strategy is a serial killer of startups. How do you build a great strategy? I lay out my thoughts here. This is the framework I use to evaluate startups we meet. (Thanks to Sean Devine for being my sparring partner on this piece)

While not always true, but mostly true. Capital formation at scale can drive major shifts in industry. We are seeing it with VC and AI. We have seen it with PE and AEC. What I am starting to see is capital formation to truly disrupt the AEC. Why? Massive Market Slow adoption/digital transformation. Outdated business practices that may or may not align with the clients goals. It is a bit of a perfect storm. You can bet against capital allocators. But the forcing function of large amounts of capital entering any market will have a resounding effect. Stay tuned…

Thanks PSMJ Resources, Inc. for having me keynote your conference. You all did a fantastic job, great content and great attendees. Here is my “Take away”.

I think 30% of AEC firms are trying to figure out an AI strategy. The other 70% are waiting on them to figure it out.