Textura is a construction payments only platform that is complementary to but not competing with ACX's offering. It is only in the US and is now owned by Oracle.
Procure is also US only and much smaller. It hopes to generate $75m in "bookings" not revenues in 2016.
http://blogs.wsj.com/venturecapital...tion-nears-that-of-public-competitor-textura/
"Bookings" is the whole value of the contract over years, not the revenue this year, i.e. bookings can be 2-4x revenues. ACX does not report "bookings". Procure used to quote system usage on their "About" page on their website but have stopped doing this in the last 6 months - the stats showed they were more than 10x behind ACX in system usage. ACX's customer base in the US is already far superior to Procore in terms Bechtel, Fluor etc and the major projects using ACX.
As you say, ACX also the only provider with global coverage. Besides Procore, there are only few other small regional-only providers competing with ACX.
Collaboration product lends itself to natural monopoly one day. No need for two systems because information being shared. One system will have superior functionality, sales/marketing, service and R&D. It is hard to see how anyone can catch ACX now.