Renoworks Software (RW.V / ROWKF): The Visualization Layer for Home Remodeling

In this Business Breakdown, David Barbato and Joshua Cohen sit down with Renoworks Software’s (RW.V / ROWKF) CEO Doug Vickerson. This discussion took place live on July 6th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions

Doug Vickerson is CEO of Renoworks Software (RW.V / ROWKF), a role he's held for two decades at the company, which builds visualization software for the building products industry, serving manufacturers, distributors, contractors, and homeowners.

In this conversation, Vickerson discusses Renoworks' shift to an AI-powered platform and its push to convert one-time revenue into recurring revenue, which grew 36% year-over-year in the first quarter of 2026 on roughly 80% gross margins. He covers the new platform launching to customers in August, the pricing shift toward licensing and usage-based tokens, and new growth areas opened up by AI, including measurements, estimating, interior design, and decking, categories the company had previously avoided. Vickerson also addresses the company's capital structure and insider ownership, its relationship with Google around Street View data, and why he believes 20 years of manufacturer relationships and product data make the business difficult to replicate.

You can listen/watch this business breakdowns on Spotify, Apple Podcast, and YouTube below:

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