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:

1. The viability of the construction tech industry
2. Zacua investing as a niche within a niche
3. Relationships with strategic LPs
4. High conviction investments
5. The potential to return a 10x fund

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