Transcript
A (0:00)
Our quickest path to kind of early growth would have been going to a bunch of different industries and picking up a couple dozen contractors in six different industries. But to build an actual sustainable, durable business that focus on one vertical, I think has been super valuable.
B (0:19)
Welcome back to another episode of Builders. As always, this show is brought to you by Frontlines IO, Silicon Valley's leading B2B podcast production studio. If you're bringing technology to market and want to learn from your peers, we have a library of more than 1200 interviews with Venture backed founders and marketers. Where they talk, all things go to market. Of course, if you want to launch your own podcast, we offer podcasts as a service to more than 80 tech startups. The idea there is very simple. You show up and host and we do everything else. Now with all that said, let's jump into today's episode. Today we're speaking with Ari Blima, CEO and co founder of One Crew. Ari, thanks for being here.
A (0:58)
Thanks, Brad. Glad to be here.
B (0:59)
How'd you end up in this world, the world of paving? Is that a fair way to summarize it? You're a paving man?
A (1:03)
We are in paving, yeah. So we primarily serve asphalt and concrete contractors of all kinds. One of the ways that we think about it is generally horizontal construction. So we don't assist people that are building verticals, so building large skyscrapers, anything like that. But our most typical customer is constructing roads, parking lots, sidewalks, curbs and gutters, things along those lines throughout the country. So often to the question a little bit around people think of paving and think, wow, it's super niche. And always our response to that is, have you been on a sidewalk today? Have you driven on a road today? Have you been in a parking lot today? Did you walk on your driveway? It's an industry that nearly everyone in the country is interacting with on a daily basis. But we got our start in this of. I started my career at Bain. I was in the management consulting world. Worked across a variety of different industrial industries. A little bit kind of construction adjacent. And generally. As I was leaving Bain, I was looking for industries where I felt like there was still really significant software need. From that experience, it seemed that in more industrial, less sexy industries there was still a ton of need. And one of the things that we saw early on was Procore had IPO'd around that time. And a lot of the tech world was talking about Procore as just vertical SaaS for construction. Right. And construction is not a vertical, you can call it a very broad reaching vertical but if you're building software for all of construction, you're building horizontal software. And so I thought that that was really just kind of a continued misperception around construction as broadly an industry. And so started digging in a lot more on just generally into construction and where we felt like there were gaps there. And what we found is still a core thesis of what we do today, which is Procore serves general contractors really well. Right. We had no interest in, you know, from the start going after Procore and going after their core customer. On the other side, you have all of your field services, so service titan, housecall, Pro Jobber and a long list of others that serve field services really well. What we believe has really been overlooked for a long time has been the entire middle of the industry where you have a lot of self perform contractors, specialty contractors, trade contractors, subcontractors, whatever term you want to use, but you have a lot of folks that are the ones that are actually running a process from start to end. So going out, estimating the work, sending a proposal, then completing the work, collecting payment for it. So really end to end there that we felt was still completely underserved from a platform standpoint and really having a strong operational platform for them to run their businesses off of. And so that's where we focused. And then within that broader group, we quickly narrowed down to paving. And a lot of that was just from meeting a ton of people in the industry, hearing that there was clear demand and that supply wasn't meeting that demand. And we felt like we could within a couple of years build a best in class solution and then continue to build from there and deliver a solution to an industry that is powering so much of the economy broadly, but gets very little attention from the average person and especially from the tech world.
