WillItSurvive
Vertical and industry software · Israel

Buildots

buildots.com ↗

AI computer vision platform that tracks construction site progress against schedules and BIM plans.

Losing its protection
Assessed 23 July 2026 · Evidence as of 23 July 2026
The structural protection is eroding.
On the recordSince 23 July 2026 · Checkable from Q4 2026 · Every call on the record Checkpoint: Buildots Field GA launch, testing whether new system-of-record features stick with customers
The call

Buildots has real customers and camera data going back to 2018, but Procore and Autodesk sit closer to the same job sites and prior backers stepped back from its last round.

Buildots takes pictures at construction sites and uses AI to spot what work is done versus what is planned. It has been collecting these photos since 2018 and built connections to planning tools like Microsoft Project and Primavera. The company is hard to copy because of all that photo data and deep connections into how construction teams work. But the company faces two big threats: Procore and Autodesk (the industry powerhouses) can easily build or buy similar features without permission, and cheaper rivals like OpenSpace and Doxel already claim more users. The deciding factor will be whether Buildots can lock customers in tight with its new Field system (coming late 2026) before the giants move, or whether free AI tools make site picture analysis too cheap to be worth paying Buildots for.

Why
01
AI pressure: Frontier multimodal models (GPT-4V, Gemini, Claude vision). General-purpose vision models narrow the gap between generic AI and Buildots' purpose-built site-tracking tech. Could AI do the core job? Only partly.
02
Bigger players: Procore, Autodesk Construction Cloud. Both platforms already touch the same job sites and could add native AI progress tracking without buying anyone. Could a giant copy it? Yes, easily.
03
What protects it. Years of proprietary site-camera imagery plus deep ties into Primavera P6, MS Project, and BIM workflows.
What would change this call
Procore or Autodesk ships a native AI progress-tracking feature and wins a Buildots account. Shows platform incumbents can copy the moat and displace Buildots directly.
Buildots Field GA launch, targeted Q4 2026, ships on time with customer adoption data. Shows whether the field-ops expansion strengthens lock-in or stalls.
Buildots announces its next funding round terms and participant list by early 2027. Shows whether prior backers like Lightspeed and Intel Capital return, signaling investor confidence.
Key numbers
  • $166M total funding raised across six rounds (May 2025)
  • $300M valuation after Series D (May 2025)
  • $10M FY2023 revenue, last disclosed figure (Oct 2025)
Named risks
  • Revenue undisclosed and third-party estimates range wildly ($10M to $110M+), no audited figures. Severity: high
  • Procore or Autodesk could ship native AI progress-tracking or acquire a peer, eroding Buildots' niche. Severity: high
  • Prior lead backers Lightspeed and Intel Capital did not join the May 2025 Series D. Severity: medium
  • No named frontier-lab partnership; frontier multimodal AI narrowing technical differentiation of core CV product. Severity: medium
  • Buildots Field GA (Q4 2026) execution and customer adoption unproven ahead of launch. Severity: medium
Rivals, as read in July 2026
RivalDirectionEvidence
ProcorecontestingNo structural barrier to shipping native AI progress-tracking; could displace Buildots at accounts (2026)
Autodesk Construction CloudcontestingHistory of acquiring point solutions (Assemble Systems, Pype 2020, BuildingConnected); could buy a rival
OpenSpacelosing toOpenSpace claims 70+ countries, 6B+ sq ft documented (vendor-claimed, 2026), larger than Buildots' ~50 customers
Doxellosing toDoxel claims over 3 billion sq ft of construction data captured (vendor-claimed)
Questions people ask
Is Buildots profitable in 2026?
Buildots does not disclose profitability or audited revenue. The last company-disclosed figure was $10M for FY2023 per CB Insights (Oct 2025). At its May 2025 Series D, Buildots claimed triple-digit revenue growth, but this is a vendor claim, not audited financials.
Could AI replace Buildots?
Buildots itself is an AI product that replaces manual progress reporting, so the risk runs the other way: frontier multimodal AI (GPT-4V, Gemini, Claude vision) could commoditize its core computer-vision tech. No frontier-lab partnership is disclosed as of May 2025, leaving it exposed to platform giants copying the feature.
Who is Buildots' biggest competitor?
Procore and Autodesk Construction Cloud are the largest adjacent threats, with no structural barrier to building or acquiring similar AI progress-tracking. Direct peers OpenSpace and Doxel claim larger documented footprints (OpenSpace: 70+ countries; Doxel: 3B+ sq ft, both vendor-claimed).
Who owns Buildots?
Buildots is privately held and venture-backed, with no parent company. Co-founders Roy Danon (CEO), Aviv Leibovici (CPO), and Yakir Sudry (CTO) lead it. It has raised about $166 million total, with the May 2025 Series D led by Qumra Capital.
What did Buildots acquire recently?
In October 2025, Buildots acquired Austin, Texas-based workforce and safety-management startup Genda (founded 2019, about $5.5M raised), its first acquisition. Genda was commercialized as 'Buildots Field' on July 15, 2026, with full general availability targeted for Q4 2026.
How much funding has Buildots raised?
Buildots has raised approximately $166 million total across Seed ($3.5M, Jan 2019) through Series D ($45M, May 29, 2025, led by Qumra Capital), reaching a post-Series D valuation of roughly $300 million.
Timeline
  • 2026-07-15Buildots Field (Genda commercialization) launched; full GA targeted Q4 2026
  • 2026-06-25Buildots Intelligence Lab launched, free AI-powered construction benchmarking hub
  • 2025-10-22Buildots acquired workforce/safety platform Genda, its first acquisition
  • 2025-05-29Series D closed: $45M led by Qumra Capital, ~$300M valuation; Lightspeed and Intel Capital did not participate
  • 2024-07VC round ~$15M from Intel Capital
  • 2022-05Series C $60M co-led by Viola Growth and O.G. Tech
  • 2021-08Series B ~$30M led by Lightspeed Venture Partners
  • 2020-07Series A ~$13M
  • 2019-01Seed round ~$3.5M
  • 2018Buildots founded in Tel Aviv-Yafo, Israel
Revision history
23 July 2026
First assessed. Losing its protection. The text above is fixed as of this date and is not edited afterwards.
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