Australian Business Podcast How do I invest in food? Investing in Farm & Agriculture Technology with Tenacious Ventures
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Nov 30, 2025 Join Sarah Nolet and Matthew Pryor from Tenacious Ventures as they dive into Australia's booming agtech scene. Sarah, a farm-savvy consultant turned investor, and Matthew, a water tech entrepreneur, reveal the vast potential of Australia's agricultural landscape—covering 55% of land. They discuss their unique OCP framework for deal evaluation and how deep tech innovations, like SwarmFarm's robotics and GoTerra's waste solutions, are revolutionizing farming. Discover why small efficiency gains can mean big returns and learn about their exciting projects shaping the future of agtech!
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Small Gains Scale Big In Australian Ag
- Australian ag is massive: 55% of land in production and ~$3.6T in farmland value.
- Small efficiency gains on farms translate into large economic impact due to scale.
VC Templates Mismatch Many AgTech Deals
- The 'Did Silicon Valley kill AgTech?' question tests Silicon Valley VC templates against ag realities.
- Tenacious argues many agtech failures stem from applying software-first VC models to capital- and season-dependent physical tech.
Match Capital To Technical Milestones
- Allocate capital patiently and avoid overbuilding early—match spend to technical milestones.
- Use mixed funding (grants, sponsorship, revenue) to de-risk before heavy capex.