Evaluating Biologicals Businesses with Joel Lipsitch
Agtech - So What?26 Kesä 2024

Evaluating Biologicals Businesses with Joel Lipsitch

For better or worse, the biologicals space is still in the process of repairing a reputation that was marred by years of over-promising and under-delivering. Yet big advances have been made in recent years, helping improve agricultural productivity while reducing the industry’s dependence on chemical pesticides and fertilizers.

But discerning between new wave innovation and their more snake-oily predecessors isn’t always easy– so we wanted to sit down with an expert who’s been doing this work for decades. (Note: if you’re new to learning about biologicals, check out “Biologicals: snake oil or science, and how do we know?” before you dive into today’s episode for important background.)

This week, our guest is Joel Lipsitch, Founder at Blair Road Consulting and an expert in biological products and businesses. Joel guides through his thinking on topics including:

  • The red and green flags he looks for when evaluating biological companies, from the science to pricing models
  • How to expect companies to bridge the gap between the lab and the field, and what it looks like when they succeed
  • The biological go-to-market strategies that have proven the most successful, and where future business model opportunity is likely emerging

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For more information and resources, visit our website.

The information in this post is not investment advice or a recommendation to invest. It is general information only and does not take into account your investment objectives, financial situation or needs. Before making an investment decision you should read the information memorandum and seek financial advice from a professional financial adviser. Whilst we believe Information is correct, no warranty of accuracy, reliability or completeness.

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Episode 22 - Kevin Heikes With Perspectives On Agtech From Over 20 Years In The Space

Episode 22 - Kevin Heikes With Perspectives On Agtech From Over 20 Years In The Space

Kevin Heikes was part of agtech before it was agtech. He's been involved in four different agtech startups, including his latest venture, In10t. In this episode, we dig into his perspectives on agtech from over 20 years in the space, including: Hard earned lessons from 4 agtech startups, and what it feels like to have a farmer customer call to say you've made their life better with your product The importance of tech companies partnering with farmers Why having an ag background matters in agtech What farmers are looking for when they agree to trial a new product (e.g., with FarmerTrial.com), and why trials are so tough for venture-backed companies Just how hard it is to balance working ON the business and IN the business

23 Touko 201836min

Episode 21 - Seana Day On What's Hot In Livestock And Dairy Tech

Episode 21 - Seana Day On What's Hot In Livestock And Dairy Tech

Seana Day brings a diverse background in agriculture, finance, and technology to the agtech sector where she is a Partner at  BEtter Food Ventures. Seana also tracks nearly 1,500 agtech companies in her "Market Maps" through her role as Partner at The Mixing Bowl. Seana's background gives her a unique and valuable perspective on the evolution of the agtech sector, and what the future holds. In this episode, we discuss: how more and more growers are adopting a digital strategy, and what it means for agtech entrepreneurs and investors whether the specialty crop market is behind or ahead in terms of tech adoption, and why silicon valley vs. agtech ecosystems around the world the fundamentals that agtech VCs look for when making investments, and when VC might not be a good fit what it's like to be raising a $30M venture capital fund for agtech what farmers are looking for (and not) in the livestock and dairy sectors

16 Touko 201833min

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