From Seed to Series B - What Actually Worked Along the Way episode artwork

EPISODE · Oct 28, 2025 · 51 MIN

From Seed to Series B - What Actually Worked Along the Way

from Bricks And Bytes · host Bricks And Bytes

"If I could do some things over, I would have hired marketing leadership earlier, even before sales."That's what Document Crunch CEO Josh Levy told his VP of Marketing, Lori Peters.In today's episode of Bricks and Bytes, we had Lori Peters from Document Crunch and we got to learn about why construction tech marketing is fundamentally different from other SaaS industries, how to scale from seed to Series B, and what's actually working in 2025.Tune in to find out about:✅ Why conferences are their biggest lead generation channel (while other SaaS companies avoid them)✅ How they expanded nationally by going where their customers were, not just selling remotely✅ The shift from marketing-led pipeline to fully integrated go-to-market teams✅ Why LinkedIn still dominates and how AI is changing organic search foreverWatch now to hear how a 10-year construction tech marketing veteran built a winning strategy from the ground up.Our Sponsor: Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.ioChapters00:00 Intro03:26 Introduction to Document Crunch and Construction Tech06:28 Evolution of Marketing in Construction Tech09:23 Marketing Strategies Through Funding Stages12:23 Challenges in Scaling Marketing Operations15:11 Effective In-Person Marketing Channels18:29 Community Initiatives: Built by Builders and Crunch Community21:28 Targeting Customers and Tailoring Messages30:03 The Costly Disruptions in Construction30:58 Understanding Disputes and Their Impact32:28 The Role of Customer Advisory Boards34:43 Navigating the AI Landscape in Construction37:39 Building Trust in AI Solutions38:59 Leveraging Investor Relationships40:17 Partnerships and Trust in Marketing42:23 AI in Marketing Strategies47:30 Marketing Nuances in the Construction Industry49:19 The Importance of Thought Leadership52:12 Structuring a Growing Marketing Team53:49 Technology in the Marketing Stack54:57 Future Predictions for Marketing in AEC

"If I could do some things over, I would have hired marketing leadership earlier, even before sales."That's what Document Crunch CEO Josh Levy told his VP of Marketing, Lori Peters.In today's episode of Bricks and Bytes, we had Lori Peters from Document Crunch and we got to learn about why construction tech marketing is fundamentally different from other SaaS industries, how to scale from seed to Series B, and what's actually working in 2025.Tune in to find out about:✅ Why conferences are their biggest lead generation channel (while other SaaS companies avoid them)✅ How they expanded nationally by going where their customers were, not just selling remotely✅ The shift from marketing-led pipeline to fully integrated go-to-market teams✅ Why LinkedIn still dominates and how AI is changing organic search foreverWatch now to hear how a 10-year construction tech marketing veteran built a winning strategy from the ground up.Our Sponsor: Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.ioChapters00:00 Intro03:26 Introduction to Document Crunch and Construction Tech06:28 Evolution of Marketing in Construction Tech09:23 Marketing Strategies Through Funding Stages12:23 Challenges in Scaling Marketing Operations15:11 Effective In-Person Marketing Channels18:29 Community Initiatives: Built by Builders and Crunch Community21:28 Targeting Customers and Tailoring Messages30:03 The Costly Disruptions in Construction30:58 Understanding Disputes and Their Impact32:28 The Role of Customer Advisory Boards34:43 Navigating the AI Landscape in Construction37:39 Building Trust in AI Solutions38:59 Leveraging Investor Relationships40:17 Partnerships and Trust in Marketing42:23 AI in Marketing Strategies47:30 Marketing Nuances in the Construction Industry49:19 The Importance of Thought Leadership52:12 Structuring a Growing Marketing Team53:49 Technology in the Marketing Stack54:57 Future Predictions for Marketing in AEC

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From Seed to Series B - What Actually Worked Along the Way

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"If I could do some things over, I would have hired marketing leadership earlier, even before sales."That's what Document Crunch CEO Josh Levy told his VP of Marketing, Lori Peters.In today's episode of Bricks and Bytes, we had Lori Peters from...

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