Smart Agro - Limited Partnership · TASE:SMAG
Smart Agro - Limited Partnership — Smart Agro — Investor Presentation (June 2022)
26 slides from Smart Agro - Limited Partnership's investor presentation, June 2022
Slide 1: Smart Agro Investors Presentation 2022
Smart Agro Investors Presentation 2022
Slide 2: Disclosure and Forward-looking Information
Disclosure and Forward-looking Information This presentation was prepared by Smart Agro Limited Partnership (the “Partnership”) as a general presentation about the Partnership. As such, the information it includes is only an extract, and does not cover all of the information abut the Partnership and
Slide 3: Smart Agro (TASE: SMAG)
Smart Agro (TASE: SMAG) An R&D partnership investing in AgriTech companies Our Vision The partnership aims to generate value for investors by focusing on exceptional startups that are leveraging agriculture with technology. To reduce the impact of climate change by investing in sustainable agricultu
Slide 4: Management Team
Management Team Experienced management team in establishing, leading and investing in AgriTech companies and related sectors. ASSAF ROSENBERG DGANIT VERED OREN ATTIYA JERÓNIMO ROMERO CHAIRMAN CEO CFO ANALYST • Over 20 years of the stock market and • Former venture partner at Entrée • CFO of several
Slide 5: Experienced Board
Experienced Board Shahar Florence Dr. Ido Schechter ADAMA CFO (1.5.22) CEO at Agrinnovation Former Strauss Group CFO & Investment Fund Innovation Manager, The Kitchen Chairman Aaron Berdah Revital Sabag President & Chairman Attorney at Yigal of Better Seeds Borochovsky & Co Israel Taiber - GP Guy Go
Slide 6: There's a Worldwide Problem
There's a The world population will reach about 10b by 2050 Worldwide and the actual food production system is at its limit Problem ⅓ of greenhouse gas emissions, Agriculture is responsible for about using up to 38% of the global land & 70% of freshwater Global Average Surface Temperature In the com
Slide 7: From Agriculture to AgriTech: A Window of Opportunity
From Agriculture to AgriTech: A Window of Opportunity with a Supporting Israeli Ecosystem Agriculture is the last and the largest sector to be digitized. Expecting an immense investment return potential in this field. Government / NGO Research institutions Corporate VCs Investors Presenation 2022 7
Slide 8: Global AgriTech Funding
Global 12 AgriTech 10 Funding 8 6 4 2 1 1.4 2 3.1 3.9 4.6 6.6 10.5 0 2014 2015 2016 2017 2018 2019 2020 2021 Billion $ Investors Source: Pitchbook Presentation 2022 8
Slide 9: Israeli AgriTech Funding
Israeli AgriTech 1000 Funding 750 500 250 55 53 71 112 113 208 370 827 0 2014 2015 2016 2017 2018 2019 2020 2021 Million $ Investors Source: Startup Nation Central Presentation 2022 9
Slide 10: Companies in the Israeli Agritech Ecosystem
+400 Companies in the Israeli Agritech Ecosystem Investors Source: Startup nation central Presentation 2022 10
Slide 11: Major Exits & Funding Rounds 2020/2021
Major Exits & Funding Rounds 2020/2021 $870m $1.2b Farmers Business Network Series G | Valuation $3.9b Series F | Valuation $3.5b $941m $283m $80m $37m Vertical farming Series E | Valuation $2.3b IPO | Valuation $2b Series C | Valuation Undisclosed Series B | Valuation Undisclosed $340m $325m $30m $
Slide 12: The benefits of Investing in Smart Agro
The benefits of Investing in Smart Agro Investors Presentation 2022 12
Slide 13: Our Outstanding Position
One of the leading local Access to deals: Extensive Our investment vehicles that give exposure to we have close advice network connections with every involved in the due Outstanding potential $1B private companies important stakeholder diligence process in the industry Position An evergreen fundrais
Slide 14: We Pick the Best Companies in Every Sector
Precise Genetics & Precision, biological Financing & We Pick BioTech • Traits exploration and improvement via new editing pest & disease control • Interference in the ecological Systems to gain pest & disease Insurance • CO2 capturing and trading. • Farmer’s financial management. the Best technologi
Slide 15: Examples of Investment Criteria
Examples of Investment Criteria TEAM TECHNOLOGY MARKET TIMING Amazing and Breakthrough Market access via sales Companies that have professional, with Technology and or strategic partnerships the potential to the ability to products that increase value in the execute and build provide solutions to ne
Slide 16: What we've been up to
What we’ve been up to Investors Presentation 2022 16
Slide 17: Milestones to Date
Milestones Raised a total of Invested a total of to Date NIS 48.5m ($15.6m) $7.6m in 6 since IPO in October 2020, portfolio companies in 2 rounds 2 portfolio companies increased value since the investment Position as a leader Built an active and healthy via participation in experts panels deal-flow
Slide 18: Timeline of Investments in Portfolio Companies
Timeline of Investments in Portfolio Companies 2020 2022 (Nov 20) (May 21) (Jun 21) (Nov 21) (Feb 22) (Feb 22) $2m $0.5m $1.5m + $1m $2m $0.5m ~9% ~4.5% $0.1m (SAFE) ~5.8% ~3% ~1.6% ~5% after investment ~3% after last round Investors Presentation 2022 18
Slide 19: Our Portfolio Companies
Our Portfolio Companies Investors Presentation 2022 19
Slide 20: 1 of 15 leading companies in gene editing
Worldwide leader in Genome editing technology (CRISPR-Cas9) in order to produce new varieties, incorporating game-changing traits. Genetically stable cannabis and Hemp seeds. Since investment • Purchase of HEMP farm in San Diego. • Successful Gene editing of cannabis. • Success in production of stab
Slide 21: AI and robotics for greenhouses
Breakthrough in AI and robotics for greenhouses to treat and monitor individual plants in the greenhouse. The first company to commercialize a robot that successfully replicates (bumblebee) buzz pollination in tomato greenhouses. Since investment • 1st sales and robots supply in 2021 to COSTA in Aus
Slide 22: Plant sensing and precision irrigation
Innovative approach in plant sensing and precision irrigation. By using plant sensing, AI, and accumulated data, Supplant provides farmers with climate-adaptive practices, insights, and actions that drive better decision-making. Since investment • Commercial launch of a sensorless product in Kenya a
Slide 23: Hyperspectral fruit yield estimation
Exceptional utilization of leading military origin hyperspectral camera, and machine vision technologies, to provide accurate early-season fruit yield estimation and size distribution. Optimizing the fruit supply chain. Since investment • 2 significant clients in Argentina. • Caliper is out and work
Slide 24: SaaS platform for Food & Beverage and Insurance
Breakthrough SaaS platform, designed to enable fact-based decision making for “Food & Beverage” and “Insurance” on agri-operations. Since investment • Waste reduction along the supply chain • NDVI Image Layer is operating on the app improving on-field visits • VP data and Head of People added to the
Slide 25: Plant-based boneless fish whole-cuts
Plant base boneless fish whole-cuts, replacing aquaculture made entirely out of plants. Development of worldwide innovative machinery and production process Since investment • Oversubscribed round • Mentioned in more than 30 specialized publications • Future unicorn by Food Hack Magazine $0.5m ~1.6%
Slide 26: Dganit Vered CEO
Dganit Vered CEO M: 054-788-6730 E: [email protected]