Breakfast Club is back with Josh Malate, an engineer turned operator, investor, and founder at Ultimarii. 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 working at the intersection of AI and large-scale infrastructure - building tools that help companies navigate and accelerate complex regulatory and approval processes. 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.
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
Speaker:
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.
With the support of:
