Primary Investments
Agriculture Is Overdue a Reckoning
We secure direct allocations in highly competitive primary rounds where demand consistently exceeds supply
About
The Biggest Industry On Earth Has Not Been Rebuilt Yet.
Problems
Agriculture accounts for a third of global greenhouse gas emissions, consumes 70% of the world's freshwater, and runs on margin structures that punish the growers who feed everyone. The technology layer is three decades behind every comparable industry.
Opportunity
The firms that rebuild the core infrastructure of global food systems will be among the most consequential companies built this decade. We are finding them at the point where the thesis is clear but the proof is not yet visible to the market.
Investment Angle
What We Look For
Infrastructure, not consumer apps
The agritech opportunity is not in marketplaces or price-discovery apps. It is in the core systems that make farm-level operations measurably more efficient.
Domain depth over product polish
The founders who win in agriculture have lived inside the problem. Operator credibility matters more here than anywhere else we invest.
Early before the proof arrives
We back at the point where the thesis is clear but traction is not yet visible. That is when the entry point is right and the price reflects the risk we are willing to carry.
What's More?
