Group 1 - Procore has successfully scaled from $500 million to over $1 billion in revenue, indicating strong growth potential in the vertical software market [1] - The company emphasizes the importance of customer relationships and community engagement within the construction industry, which differentiates it from horizontal software companies [1] - Procore's involvement in industry events, such as World of Concrete, fosters a sense of community and enhances its business model by aligning closely with industry needs [1] Group 2 - The company has learned to navigate industry cycles, particularly highlighted during the COVID-19 pandemic, which has influenced its operational strategies [2]