The teardown newsletter & deal network for Sub-Saharan African agriculture.
We source high-margin AgTech ideas, trade runs, and SPV yield deals for global angels, founders, and funds.
Global Market TAM
$13.4 Trillion
Active Telemetry
46,200 Nodes
Historic Default Rate
0.0% SPV
"Stop chasing 3% REITs!"
Captain Turtle, Chief Research Officer
🌊 Virtual Water Arbitrage Teaser:
East African Hass Avocados farmgate ($0.22/kg) → Dubai Port FOB ($1.85/kg).
Embedded water arbitrage yields 41.2% gross margin per reefer container.
Drag the slider to test real-world trade & SPV returns!
Standard S&P 500 (8%)
$2,000 / yr
Ag SPV Yield (16.5%)
$4,125 / yr
Trade Arbitrage (28%)
$7,000 / run
Now we're cooking with gas! $25,000 buys 2 cold-storage container leases or funds a 60-day grain trade run.
Illustrative estimates only; not a promise of future performance or investment advice.
Daily AgVC trends, AgTech teardowns, "Why We're Watching" crops, and Virtual Water Arbitrage.
Vetted startup teardowns worth building: Solar cold chain, insect protein feed mills, and mobile tractor leasing.
Short-term 60–90 day asset-backed ag-debt notes yielding 14%–18% APY with real crop collateral.
