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Re:forming the food system

The re:genesis of a broken food system

Our generation's greatest business opportunity is to mend the food system for future ones

Our cheap calories come at a steep price. With the population growth there is an increasing number of mouths to feed. Still, food production is already the primary contributor to greenhouse gas emissions, deforestation, loss of species, and soil degradation. The equation doesn’t add up, but it’s solvable.

Bold entrepreneurs with transformative innovations have started the redesign of our food system into a biodiverse carbon sink feeding the billions with nutritious food. The outcome is resilience, regeneration, and abundance. We invest in category defining companies driving the reformation of the global food system.

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Transformative impact investing

Our investment themes build upon the work of Stockholm Resilience Center and EAT-Lancet, and the required shifts they’ve identified to bring the global economy back to a safe operating space. Our portfolio companies are producing more with less, repurposing waste, replacing linearity with circularity, regenerating soil, and enabling access to nutritious food for everyone.

Transformative impact investing

Our investment themes build upon the work of Stockholm Resilience Center and EAT-Lancet, and the required shifts they’ve identified to bring the global economy back to a safe operating space. Our portfolio companies are producing more with less, repurposing waste, replacing linearity with circularity, regenerating soil, and enabling access to nutritious food for everyone.

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November 7, 2204

Food is Investable - Here's how

Read our report, Food is Investable, on why venture capital, private equity, and infrastructure funds should consider agrifood in their investment strategies. Despite the agrifood sector’s critical role in sustaining life and driving 12% of global GDP, it punches below its weight in capital allocation. In 2023, agrifood was only 2% of private equity’s total assets under management and received only 5.5% of global venture capital. From a climate perspective, it’s even more underinvested. Agrifood emits 26% of GHG emissions but attracts just 1.3% of climate-focused private capital. This is concerning, given the sector’s potential for massive impact and financial returns. Food Is Investable, developed with ADAM Partners, gives you a Treasure Map as an overview of relevant investment segments in agrifood across different asset classes.

August 30, 2024

Controlled Environment Agriculture: Opportunities and Challenges for Investors

Controlled Environment Agriculture (CEA): a few years ago, Vertical Farms was one of the hottest segments for food & ag venture investors. Companies like Bowery Farms and AeroFarms closed late-stage growth rounds with hundreds of millions of dollars of VC funding, AppHarvest went public at $1bn+ valuation via a SPAC merger, and global scale seemed all but inevitable for the segments’ leaders. However, as inflation and interest rates rose in 2022 and 2023, investors turned away from the sector, and companies began to struggle and even go bankrupt. The narrative shifted. Now, profitability is at the top of investors’ minds, not growth, and questions remain about the fundamental viability of the space. We dug into the segment to understand where value might lie today.

June 7, 2024

The Sweet Revolution: Exploring Sugar Replacements for a Healthier Future

In a world where sweet treats are almost impossible to resist, the overconsumption of sugar has become a significant public health issue. Linked to numerous health problems that impact a quarter of the global adult population, sugar is more than just an indulgence—it's a health hazard. We don’t need to go completely sugar-free – limiting sugar intake to the World Health Organization's recommendation of less than 10% of total energy intake, with further benefits from reducing below 5%, would significantly reduce the negative impacts of sugar-induced health and dental diseases. However, average sugar consumption is about 22kg per year, which is twelve times higher than the 5% recommendation – and it is rising. Breaking the sugar habit is easier said than done, but don’t despair just yet. With sugar replacements, it is possible to create indulgences to die for that don’t kill us.