Smart Agro - Limited Partnership · TASE:SMAG
Smart Agro - Limited Partnership — Smart Agro — Investor Presentation (May 2023)
26 slides from Smart Agro - Limited Partnership's investor presentation, May 2023
Slide 1: Smart Agro Investors Presentation 2023
Smart Agro Investors Presentation 2023
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 actively works to generate value for investors by focusing on exceptional startups that leverage technological solutions to big problems in agriculture. To reduce the impact of climate change by inv
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 CHAIRMAN CEO CFO • Over 20 years of the stock market and • Former venture partner at Entrée • CFO of several start-ups and trading ex
Slide 5: Experienced Board
Experienced Board Shahar Florence Dr. Ido Schechter ADAMA CFO 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 Goren - GP
Slide 6: There's a Worldwide Problem
There's a The world population will reach about 10b by 2050 Worldwid 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 comi
Slide 7: Israel supportive ecosystem
Israel supportive ecosystem A window of opportunity for collaboration Agriculture is one of the largest and the last industries that is transitioning through digitalization, creating significant opportunities for investments. Government / NGO Research institutions Corporate VCs Investors Presenation
Slide 8: Global AgriTech Funding
12 Global 10 AgriTech 8 Funding 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 Source: Pitchbook Billion $ The climate change crisis results in a significant increase in investment in Agritech companies in the world Investors Presentation 2023 8
Slide 9: Israeli AgriTech Deals & Funding
1000 Israeli AgriTech 750 Deals & 500 Funding 250 55 53 71 112 113 208 370 827 0 2014 2015 2016 2017 2018 2019 2020 2021 Source: Startup Nation Central Million $ Israel is a significant source of Agritech startups. There is a constant increase in the number of companies with significant global sales
Slide 10: Companies in the Israeli Agritech Ecosystem
+300 Companies in the Israeli Agritech Ecosystem Investors Source: Startup nation central Presentation 2023 10
Slide 11: Major Exits & Funding Rounds 2020/2021
Major Exits & Funding Rounds 2020/2021 $870m $1.2b $80m $300m Farmers Business Network Series G | Valuation $3.9b Series F | Valuation $3.5b Series C | Valuation Undisclosed Acquired by Valmont $941m $283m $40m $37m Vertical farming Series E | Valuation $2.3b IPO | Valuation $2b Series D | Valuation
Slide 12: The benefits of Investing in Smart Agro
The benefits of Investing in Smart Agro Investors Presentation 2023 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: Investment Criteria
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 near future an
Slide 16: What we've been up to
What we’ve been up to Investors Presentation 2023 16
Slide 17: Milestones to Date
Milestones Raised a total of Invested a total of 56.7m ~$8m in 6 portfolio to Date NIS since IPO in October 2020, companies in 3 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 covering a
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% after investment $0.25M(Note) $0.175m ~0.1m (Note) ~3% ~1.6% ~7% after last round ~4.5% ~5% after investment ~5.8% ~3% after the last round Investors P
Slide 19: Our Portfolio Companies
Our Portfolio Companies Investors Presentation 2022 19
Slide 20: 1 of 15 leading companies in gene-editing worldwide
A global leader in CRISPR technology, implementing it for use in all agricultural crops. Genetic improvement of leading agricultural crops and their genetic adaptation, with the help of unique technology, to cope with climate change and sustainable agriculture. Latest Updates • Development of delive
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. Latest Updates on company progress • Started sales and robots supply i
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. Latest Updates on company progress • Commercial launch of a sensor-less
Slide 23: Spectral imaging and AI for fruit yield inventory
Allow fruit marketing companies to optimize yield inventory to market demand using spectral imagining and AI technology. By that reducing food loss throughout the fruits supply chain. Latest Updates The Caliper • Autonomous Caliper sensor launched. • Yield prediction will be launched in June 2023. •
Slide 24: Agronomic intelligence SaaS platform for food and beverage
Breakthrough agronomic intelligence SaaS platform enabling data-driven supply chain optimization, disruption mitigation, and accurate risk profiling for food & beverage and insurance companies. Latest Updates • Remote quality and yield assurance, enhancing supply chain efficiency. • NDVI Image Layer
Slide 25: Plant-based boneless fish whole-cuts
Plant-based boneless fish whole-cuts, replacing aquaculture made entirely out of plants. Development of worldwide innovative machinery and production process Latest Updates • Crowned “The Impossible Foods of Seafood” by Food Navigator. • Pilot facility operational in Israel. Preparations for scaleup
Slide 26: Dganit Vered contact details
Dganit Vered M: +972 54-7886730 E: dganit@smartagrofund.com