Vertical Software – Construction Management Software Sector Update – Product Innovation & Competitive Dynamics

  • Public Equity
  • TMT
  • North America


Executive at Atlanta-based construction consultant


  • Construction management software sector operating environment and growth trends
  • Product innovation across project management vendors, innovation in AI and product roadmaps
  • Competitive dynamics and partnerships among major players across product functionalities and segments – Procore (NYSE: PCOR), Autodesk (NASDAQ: ADSK), Trimble (NASDAQ: TRMB) and others
  • Consolidation trends, cloud adoption rates and adjacent module opportunities driving upsell and cross-sell motions
  • Outlook for 2023 and beyond


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