For framing, I had never heard of Zacua Ventures until a few weeks ago. Funny enough, their simple, few-paragraph announcement of their new $56m fund really interested me, primarily because they’re a firm focused on investing in the construction tech market. You don’t see that every day, especially in today’s market, where it’s all about AI co-pilots. So, being a contrarian thinker who gets bored by consensus thoughts, I decided to look into Zacua Ventures more. I quickly realized that this firm is rolling out a brilliant strategy that I would love to back as an LP if I could. In this episode, you will learn Zacua Venture's thesis along with my take regarding why I would invest, which includes: The viability of the construction tech industry Zacua investing as a niche within a niche Relationships with strategic LPs High conviction investments The potential to return a 10x fund If you enjoy this episode, please give it a rating! Also, subscribe to get notified when the next episode drops More All Things VC: If you want to read along this podcast, you can check out All Things VC on Substack If you want to watch clips of this episode and many others, you can check out All Things VC on YouTube
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