Breakfast Club returns with Josh Malate, an engineer turned operator, investor, and founder at Ultimarii, for a conversation moderated by Mark Little, Founder of Jotson and former CEO of Suncor.
Josh’s path spans industries and stages. He started in engineering, built businesses across real estate and hospitality, and went on to invest in numerous companies as an angel. Today, he’s building Ultimarii while navigating a rapidly shifting landscape.
That shift is the focus of this session.
The traditional SaaS playbook is no longer holding. The cost of building software has dropped significantly. Product and growth strategies that worked through the last decade are quickly losing relevance. In their place, new approaches are emerging - shaped by AI, domain expertise, and changing expectations from enterprise customers.
At Ultimarii, Josh is building AI tools that help companies navigate complex regulatory and infrastructure approval processes across industries like energy, mining, and government. The platform uses AI to analyze regulatory data, assess project feasibility, and streamline workflows that have traditionally taken months of back-and-forth. Their work is grounded in industries like energy, mining, and government, where regulatory friction is a major barrier and the cost of delays is high.
Together, Josh and Mark will explore how AI is reshaping traditional industries, what new go-to-market strategies look like in practice, and how founders, operators, and investors need to adapt in a rapidly changing environment.
This conversation will explore what comes next:
- Why the SaaS playbook is breaking down
- How vertical AI is reshaping how companies are built and sold
- What new go-to-market strategies look like in practice
- Why service delivery is becoming central again
- How founders and investors need to adapt to stay relevant
More broadly, this is a conversation about timing. We’re at the start of a new cycle, one where the rules are being written by the people actively building.
Should you have any questions or require additional details, please contact Alexandria Cuckow at alexandria@intergenconnect.com.
June 4, 2026 │ 8:30 AM MST
Roynat Capital, 225 6th Avenue SW, 17th Floor
Speakers:
Josh Malate is the Co-Founder of Ultimarii, where he plays a key role in driving the strategy to build a cutting-edge AI platform in the world of major energy infrastructure development. Josh was previously Co-Founder of Intergen portfolio company Athennian where he helped lead the company to become a dominant legal technology provider in the global entity compliance space. Josh is also an active angel investor with over 35 direct private investments in ventures, and he is passionate about the critical role founders play as the core of the innovation ecosystem.
Mark Little is the Founder and CEO of Jotson Inc., a technology platform empowering Canadian households and businesses to manage energy costs and consumption. Mark has more than 35 years of leadership experience in the Canadian energy industry, including 23 years at Imperial/Exxon, and most recently as President & CEO at Suncor Energy. During his career, Mark has led large complex organizations working on multi-billion-dollar energy projects, from the conceptual design, development, and project implementation through to operations and maintenance. Mark has led the startup and operation of large wind, solar, and biogas projects, and is one of the founding CEOs of Pathways Alliance, an initiative that sets the six largest oil sands companies in Canada on a path to reach net-zero CO2 emissions.
With the support of:
