Business Case
FoodTech & AgTech Disruptive Opportunities
Food and agribusiness form a $5 trillion global industry that keeps on growing. The market is highly fragmented.
World population will reach 9.5bio by 2050 and increases by 80mio a year. The current over-consumption of earth’s resources is already non-sustainable.
Thanks to technology, our agricultural model will have the means to stand-up to the challenge.
Because the problem is complex, the solution will materialize through a multiplicity of companies that we aim to identify and support.
Proteins
The meat, egg and dairy sector represents a $700bio global market.
Meat yearly consumption to reach 37kg per capital by 2030 (28kg currently).
2019 should be the year, farmed fish is equivalent to wild fish in human diets.
Reports suggest the aquafeed market is to be worth $130bio by 2020.
Currently wild fish are given as feed (in large quantities) to farmed fish.
The efficiency with which animals convert grain intake to body mass varies from inefficient for cattle (7kg of grain intake for 1kg of body mass) to acceptable for chicken (2.5kg of grain for 1kg of body mass).
Sectors of interest
Fish, Poultry and Dairies
Algae & Mushroom Harvesting
Waste Mitigation
Yearly, 1.3bio tons of food are wasted (roughly 30% of total production). In developed countries it happens at household level while in frontier markets, waste takes place at production and transportation levels.
Studies estimate that Agrifood accounts for 30% of worldwide energy consumption. If 30% of food produced is wasted that means that 10% of the energy produced is also wasted.
Average american household wastes $2’200 of food annually. In the US, reducing food waste by 15% would be enough to feed 25mio americans.
Sectors of interest
Crop Protection
Precision Farming
Worldwide, herbicides is a $26bio market. Roundup alone sells $4bio to $5bio glyphosate per year.
In the US, 90% of soybean, cotton and corn are GMOs. Europe has decided to treat gene modification and gene editing similarly. In the US, 70% of grain produced in to feed livestock.
Sectors of interest
Pesticides & Fungicides
Animal Health
55bio animals are slaughtered annually for food;
45bio Chicken
2.3bio Ducks
1.2bio Pigs
0.5bio Sheep
0.3bio Goats
0.3bio Cows
Sectors of interest
& Monitoring Devices
We scout for companies that meet our criterias. We facilitate capital-raising, organize club-deals and / or invest directly
- Purpose & profits
- Unique IP (proven & protected)
- Target IRR of + 25%
- Exit within 3y to 7y
- Series A and above
- Capital raise >= to $2.5mio
- Target market >= $500mio
- Positive synergies within our network
- Accepts active shareholders (Board seats)
- Preferably European
Pre-money valuation
We like managers that have a sound reasoning as to the value of their company. Reverse engineered should be one matrix, not the only one.
Exit Strategy
Assume your business will not be bought. Your business needs to demonstrate that it can stand-alone, generating growth and positive Ebitda.
Fund Raising
Not all businesses should capital raise. The process is lengthy, tedious and covenants need to be given. Only do it if you are ready for it.
We are the bridge between carefully curated companies and EMEA investors (mainly Family Offices). We’ve been doing this for ages. We are conscious capitalists, impact and profit driven.