In this Australian Investors Podcast episode, your host Owen Rask chats with Sarah Nolet and Matthew Pryor:
– How big Australia’s ag opportunity really is (55% of land mass in agriculture; ~$3.6t farmland; ~$100b farm-gate output; ~$16b profit)
– Tenacious Ventures’ OCP framework for evaluating deals and portfolio construction (incl. 40/60 follow-on reserves)
– Deep tech over pure software and why “digitally native ag” doesn’t just mean SaaS
– Case studies: SwarmFarm Robotics (robots at scale), Goterra (decentralised waste management using insects and robots), Earthodic (lignin-based coating), plus Jupiter Ionics & Nbryo
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Topics Covered
– Australia’s agri-food advantages and why small efficiency gains matter for returns
– The OCP (Opportunity–Company–Partnership) lens & portfolio pacing (40% initial, 60% follow-on)
– Sourcing founders via content and a tight early-stage ecosystem across AU/NZ
– Deep tech in ag: companies transforming atoms & molecules, pure not just bits; avoiding the Silicon Valley “over-fund & rush” trap
– SwarmFarm’s path from prototypes to robots per week & 10.5m acres covered
– Goterrra's decentralised waste “platform” and council use cases
– Earthodic's wax-replacement coating leveraging existing infrastructure (no capex-heavy plants)
– Fund II's size sizes, typical rounds & who can invest (wholesale/sophisticated)
– Final thoughts on climate resilience, farmer adoption & retaining customers once value is proven
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Published on 1 month, 2 weeks ago
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