Tag: investing

Ivana Gazibara – Deploy $1.4 billion in catalytic capital to transform the Midwest agricultural system

The Midwest: 140 million acres of corn and soybeans, rural economies slowly dying, a system with no real long-term future in terms of soil or human health. It’s also where roughly 25% of farmland could flip the entire region toward regeneration—but only if you coordinate capital the right way.
Ivana Gazibara, Director of Prototyping at TransCap Initiative, spent two years mapping the intervention points needed to drive systemic change across the agricultural heartland. She uncovered something unexpected: money isn’t the problem. Coordination is. Venture capital, public funders, and philanthropists all allocate capital into regenerative agriculture—but almost never in the same room together, much less actively collaborating. The result? Capital that’s supposed to be systemic lands as scattered bets.
The solution: the Regenerative Agriculture Capital Orchestrator (RACO), a blueprint for deploying $1.4 billion in catalytic capital to attract $7.5 billion more, organized around four pillars—system intelligence platform, capital matchmaking, catalytic finance, and field building. This is systems change made concrete: what it costs per acre, how to move money at scale, what happens when you stop treating regeneration as a one-off problem and start treating it as a reshaping of incentives across lending, insurance, and investment. Because you can’t finance a transition you haven’t mapped, and you can’t scale a transition money isn’t deliberately coordinated to reach.

Thekla Teunis and Gijs Boers – Regenerative practices deliver higher quality and higher prices in year one

Regenerative practices lead to higher quality and much higher prices in year one and, over time, to lower costs, which makes the regenerative business case in certain cash crops that are exported (spices, tea, coffee, etc.) so strong that it almost spreads on its own. Nothing is easy, but this is really hopeful. In this conversation with Thekla Teunis and Gijs Boers, founders of Grounded, Grounded Ingredients and Grounded Investment Company, we discuss why quality is intimately linked to regenerative practices.

We talk about why we don’t need transition finance in many cases, but we do need philanthropic capital to figure out what regenerative looks like in specific circumstances. When that research and development (in other sectors we would call that R&D ) is done, it can be rolled out profitably and relatively easily with more commercially focused, return- driven capital.

We talk about why it’s easier to act regeneratively in many places in the Global South (easier, not easy). And we talk about the why of super hands-on investing. Knock knock- there are regenerative barbarians at the gate. What if we do private equity right and use it as a tool for good?

No, don’t worry, this is not a hallelujah story about how capitalism is going to save us all, but we are talking to two very, very experienced entrepreneurs and company builders, now turned super hands-on investors in East and South-Central Africa. In their context (you see, it’s always context-specific), super hands-on investor involvement makes sense. They invest in processing companies that buy and process spices like coffee, tea (you know, all those things that make your kitchen and cooking more interesting and your mornings bearable).

This is Thekla and Gijs third time on the show, and we talked about all the lessons they’ve learned building companies across the African continent over the last 12 years, and why, despite all the scars and R&D paid for, they are super optimistic.
We discuss how they designed their investment fund from the ground up instead of top down, and how their story is landing with sceptical investors. Really, no need for regenerative certification and transition finance? Again, in this context, regeneration makes sense from day one, and now it’s time to scale and replicate it.

Vaughn Tan – What is population wheat, the world’s best restaurants and low intervention wine should teach us about investing in regeneration and uncertainity

A fascinating and wide ranging conversation with Vaughn Tan, author of the Uncertainty Mindset, a fascinating newsletter about not knowing. Vaughn was in the army, worked at Google, studied at some of the world’s best restaurants. We talked about uncertainty vs risk, low-intervention wine, population wheat and so much more.

Anthony Corsaro on investing in regenerative CPG brands after curing an autoimmune disease with nutrient dense food

Anthony Corsaro, director of business development at Regenerative Food Systems Investment, joins us for a discussion on the importance of CPG brands for the regenerative transition and the next Regenerative Food Systems Investment Forum that will take place on October 12th and 13th in Denver, Colorado.

How to finance a radical transition while having skin in the game

What does it mean to truly partner with a farmer to provide a fair and skin-in-the-game transition finance investment in her or his farm to help the farm speed up their regenerative journey? We go deep into these questions with Mad Agriculture and Perennial Fund’s Phil Taylor and Brandon Welch.

Tony Lovell, how the $ 100M SLM fund handled the six driest years on record

A check-in interview with Tony Lovell, co-founder and CEO of SLM Partners an asset manager that acquires and manages rural land on behalf of institutional investors, to scale up regenerative, ecological farming and forestry systems.