Recent AI advancements, such as agentic tools from Anthropic, have caused turbulence and share price declines in SaaS markets.
Many SaaS providers with horizontal, generic solutions are at risk, especially those relying on public data and simple automation.
Vertical SaaS with deep industry integration, proprietary data, and compliance focus are better positioned to withstand disruption.
Construction industry complexity and regulatory requirements create high barriers for generic AI solutions.
Focus on system of record platforms with embedded AI agentic capabilities, leveraging proprietary and customer-specific data.
Monetization is based on business value, project-based, and revenue-based models, not broad seat-based pricing.
Average software MRR is €1,000, making in-house or new AI-native solutions less economically attractive for customers.
Ecosystem approach includes third-party data and services, enhancing platform value and network effects.
AI agents are embedded in workflows to automate tasks, improve efficiency, and enhance customer experience.
Internal adoption of AI spans software development, product management, and business services, driving margin improvements.
Significant investment (€2.5 million) in construction-specific AI development aims to boost operational leverage and profitability.
AI is seen as complementary, increasing system usage rather than replacing core platforms.
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