On the 10/26 Venture Analyst Call, BuiltWorlds had the pleasure of welcoming Cutler Knupp, Managing Director at Dystruptek (Haskell), and Rip Furniss, SVP at Houlihan Lokey, to discuss the state of the startup ecosystem in the built world. Dan Laboe, Director of Venture Investment with BuiltWorlds, led the conversation on topics including BuiltWorlds’ Q3 Venture Report, investment trends and motivations, and prognosticating the next few years of building ventures.
Dan Laboe opened the call by providing a brief overview of the current state of the built world, calling specific attention to key takeaways from the Q3 Venture Report. When the question of FOMO fueling investment arose, Cutler provided unique insight into his thoughts on saturated markets from the corporate side: “Just because you can doesn’t mean you should.” Cutler went on to say that investors really have to know what the technology in question is solving for.
As the conversation continued to progress, Dan presented data that BuiltWorlds has aggregated depicting the performance of publicly traded AEC-tech leaders. Rip commented that the public companies in the space are…