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What Carbon Farming Actually Pencils Out For a Midwest Row Crop Farmer
The math behind carbon credit programs for corn and soybean growers — what pays, what doesn't, and where the real numbers land.
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Why Water Is the Most Underpriced Asset in American Agriculture
Water markets are coming whether ag is ready or not. Here's why we've made water tech a core part of our thesis since 2017.
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Alt Protein Isn't Dead. It's Just Getting Real.
Consumer brands stumbled. The ingredient plays survived. What the current alt protein landscape actually looks like from an investor's seat.
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Five Things We Look For Before Writing a Series A Check in AgriTech
Our diligence checklist for ag companies seeking Series A. Science, economics, and the signals that tell you a team is ready to scale.
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Mycelium and Starch: How Biomaterials Are Entering the Supply Chain
The plastics replacement story is playing out quietly in ag packaging. What's actually getting traction and who the early buyers are.
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Regenerative Agriculture Through an Investor's Lens
Regenerative is no longer just a marketing term. How we distinguish real practice change from greenwash when evaluating companies.
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The Data Flywheel That Makes Precision Ag Companies Defensible
Why farm data compounds in ways most software data doesn't, and which precision ag business models actually build durable competitive advantages.
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The Southwest's Drought Problem Is a $40B Market Opportunity
Water depletion in the Colorado Basin isn't a future risk. It's a present-tense infrastructure problem with a large and undercapitalized solution market.
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How to Pick a Climate Tech Fund: What Founders Should Ask
The questions worth asking before taking money from a climate-focused fund. Not all check-writers in this space understand the sector the same way.
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Indoor Farming's Unit Economics Problem — And Who's Actually Solving It
Several high-profile vertical farms have folded. But the underlying technology keeps improving. What changed, what didn't, and who's still standing.
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Our 2025 View on the Agriculture and Climate Tech Landscape
What we're watching in 2025: the sectors we think are building real businesses, the ones that are still figuring it out, and where we're placing new bets.
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