Tag: finance

What we learned in 2025 about making regen bankable, animals, water, chefs, scale, Al in ag, agroforestry, education, food as medicine, ROl, storytelling

If 2025 had a soundtrack, it would be the sound of stress: stress in the system, stress in humans, stress in animals and in all other non human beings.

And then the cycle of Heat. Drought. Fire. Flood. Over and over again.
And yet, between the headlines, something else seems happening. We spent the year in conversation—with farmers walking their fields, scientists questioning old assumptions, investors rethinking risk, and builders experimenting in the real world. Online and offline, we found ourselves in rooms where regeneration wasn’t an abstract ideal, but really happening.

As 2025 comes to a close, it’s hard not to feel cautiously optimistic. The signals are there. Regeneration works and the direction is becoming clearer.

Justin Bruch – Organic out-earn conventional, how do we transition more farms and farmers?

A conversation with Justin Bruch, Cofounder-President & CEO of Clear Frontier, born and raised 5th generation Iowa farmer.  He has actively farmed on 4 continents and has spent his entire career working in agriculture across North America (USA/Canada), South America, Europe, and Africa.  

Organic makes more money. This is a financial decision first. This doesn’t mean the whole world should go organic tomorrow. It’s refreshing, right, to hear somebody say that out loud. Of course, it’s context-specific: we’re talking about the Midwest in the US, corn, soy, and specialty crops. But a fund that has been operating for the last six years clearly shows it makes more financial sense to farm organically. Not saying it’s easy, you have a lot of things to manage: crop rotation, pest management, weed pressure, manure, and all of that. But it does make more money.

So now the question becomes: how do we get more farms and farmers to transition? What are the financial models? What are the investment models to unlock this transition at scale? Not too fast—organic scale obviously, but still at scale.
That’s what we discuss today with one of the leaders in the space.

Thomas Hogenhaven – The €22M regen fund that said no to €7M

After three years, Thomas Hogenhaven, founder of Planetary Impact Ventures, is back on the podcast. Thomas and his team just turned down a $7 million investment in their fund. That’s right—said no to $7 million. And this wasn’t some shady source of capital either. This was a serious, institutional investor, fully compliant with KYC requirements. So… why walk away?

It comes down to values and incentives. When you’re building one of the most radical investment funds in the regenerative space, with an evergreen structure and no carry, you can’t afford to compromise. If you let investors in who start nudging you toward their own impact goals- let’s say, a focus on water savings- you risk skewing your entire investment strategy. Drip irrigation might look great on a report measuring millions of liters saved, but that’s not the point here.

Instead the super brave thing to do is say no to these kind of impact measures and trust that the structure and the alligned incentives will automatically make sure you only invest in the most radical founders. This radical approach has ripple effects. Like you might refuse to invest in a company, for example a drone platform, which could be used to spray compost tea. This radical fund will force the company to sign as part of the investment terms to never use the drone spraying platform for the agro chemical industry, but only for agroecological purposes.

Do you see how a new investment paradigm starts to take shape?

Laimonas Noreika – From FinTech to Farms: bridging the €60B loan gap for Europe’s small farms

A conversation with Laimonas Noreika, founder of HeavyFinance, about providing loans to farmers, bringing innovation to the traditionally stagnant agri-loan sector. Regen ag is more profitable—Laimonas has the data to prove it and is putting serious money to work to scale regen across Eastern Europe.

Some numbers: over €70M loaned to farmers and over 13,000 individual investors have invested through them. But the gap is much bigger—over €60B a year—which means we need institutional investors. Some, like the European Investment Fund, have invested through Heavy Finance. And why aren’t banks stepping in? Because small farmers don’t fit their criteria well. So, we need new fintech solutions and scale. This could be quite a standard fintech play in agriculture if it weren’t for a super clear focus on regenerative practices. Why? Because it’s more profitable and thus makes farmers better lenders.

And yes, we’re also talking about carbon credits—Laimonas is placing big bets in that space, and we explore why and how.

Frederik Lean Hansen – Small individual farms are probably not the future of farming in Europe

A wide-ranging conversation with Frederik Lean Hansen, a regenerative farm business consultant who spent a year traveling and working on 12 farms alongside regenerative farmers across Europe. He is currently active as a Farm Finance genitor and is now starting his own silvopastured poultry enterprise on his parents’ farm in Denmark. We discuss topics such as finance, CapEx, OpEx, income statements, and cash flow, as well as the myth of small-scale farming and whether economies of scale truly matter. Fred shares insights on how farmers can organize together to access better markets, run more financially successful businesses, and improve their quality of life. We also delve into the importance of inner work, which is often neglected in our sector—or any sector, for that matter.

Nettie Wiebe – We have become monocultural in our fields and minds

A conversation with Nettie Wiebe, organic farmer and long-time small farm activist in Canada and globally, one of the founders of La Via Campesina, part of the IPES food panel, and coauthor of the recent Land Squeeze report. We talk about land purchases and prices. In many places, over 70% of the farmland is controlled by 1% of the farms. This is just one of the many challenges the latest Land Squeeze report of the IPES food panel addresses. We talk about the results of the report and what to do about it, how go get speculative money out of farming and why green grabbing needs to stop.

Land squeeze: one of the biggest issues in regenerative farming is access to land. Why is that? Farmers in the global industrialised north are ageing, and many of them don’t have a next generation taking over the farm; many other people would love to farm and are, in many cases, able, but can never finance the land purchase because land prices and value are completely disconnected. They face competition from ever larger industrial extractive, well financed farms.

Martin Reiter – Why regen hasn’t produced Steve Jobs yet and how to build a modern Nestlé

A conversation with Martin Reiter, former senior manager at Airbnb and Wayfair, and prior to this at McKinsey and Groupon, about what excites him about regeneration, where are the Steve Jobs and Elon Musk of regenerative agriculture going to build companies, and how can we help more talent flow into the space?

Growing Regenerative Opportunities – Koen van Seijen interviewed by John Kempf

A very special episode: Koen van Seijen, author and host of the Investing in Regenerative Agriculture and Food podcast, interviewed by John Kempf, the founder of Advancing Eco Agriculture (AEA) and a top expert in biological and regenerative farming. 

Bart van der Zande – Thanks to the learning of the 1st, the world 1st regenerative venture studio gets ready for the 2nd cohort

A check-in interview with Bart van der Zande of Fresh Ventures Studio, a venture studio specifically focussed on building regenerative businesses, about how the first program went, the companies they are building, and what they are doing differently with the upcoming cohort.

Brandon Welch and Phil Taylor – Updates with Mad Capital on how to enable billions to flow to regen organic farmers

A check-in conversation with Brandon Welch and Phil Taylor, founders of Mad Capital and Mad Agriculture, to talk about Perennial Fund 1 and 2, the lessons learned and building the vehicles to finance transition and funnel billions into the space.