1 of 33

RE:GENO

Your partner in regenerative farming

2 of 33

What we eat -

its price, availability and nutritional value - is a product of the farming system

that creates it.

We believe that by shifting the way we produce food we can have a positive impact on health outcomes.

3 of 33

Our farming system is broken.

And it’s impacting our health.

PROBLEM

Negative impact on health:

  • Decline in nutritional value of food (empty calories)
  • Decline in yields and food quality
  • Link to rise of diet-related illnesses
  • Growing food insecurity
  • Contains harmful chemicals, such as glyphosate linked to cancer

Negative impact on environment:

  • Produce 11% of UK GHG emissions
  • Strips the soil of vital nutrients
  • Reduces land fertility; 40% of land now classed as ‘degraded’
  • Driving biodiversity loss

‘Conventional’ farming practices are driving negative outcomes for both our health and the environment.

4 of 33

But there is a viable alternative.

Shifting to regenerative farming.

ALTERNATIVE

5 of 33

Shifting to regenerative practices can:

BENEFITS

Build

soil health

_

Improves soil health and fertility, creates healthier and more resilience plants

Reduce

GHG emissions

_

Reduce climate change and mitigates climate risk

Increase output of fruit & vegetables

_

Increase in domestic supply which in turn can lower cost to consumer

Improve nutritional value of food

_

Improve plant health results in higher nutrient density in product

HEALTH

ENVIRONMENT

6 of 33

Growing momentum from Big Food for regen

Who are financing the shift to regenerative farming as part of the move to decarbonise supply chains

50/79 companies worth $3trillion mention regenerative agriculture initiatives in their disclosures.

Key drivers are:

  • Carbon disclosure regulations and pressure to accelerate decarbonisation of supply chains
  • Growing consumer demand for sustainable products and awareness of regenerative agriculture

OPPORTUNITY

7 of 33

And investment is flowing in too

Rapidly growing, intersecting markets driven by the push to net-zero emissions

OPPORTUNITY

$32.2B

2032

2022

$8.7B

Regen Ag

[CAGR 14%]

$1,602B

2028

2022

$331.8B

Carbon offset / credit

[CAGR 31%]

By 2050

$18-43B

Biodiversity credit

[CAGR 31%]

8 of 33

There is an opportunity to leverage the capital, legislative drivers and momentum created by the need to decarbonise the food supply chains to finance, and create, a positive change to the food / farming system.

(that will ultimately improve health outcomes!)

9 of 33

72% of UK farmers are looking to use some regenerative techniques

A 2022 survey by AMTEC, a leading UK supplier of used agricultural machinery shows.

Motivated by a combination of factors:

  • 50% want to improve their soil health and drainage, which in turn would allow for better crop yields.
  • 21% want reduce their input costs with the price of fertiliser and fuel soaring
  • 16% want to help care for environment and reduce CO2 emissions
  • Awareness that they can earn additional revenue on top of production

10 of 33

Major barriers to transition to regen ag

£

Knowledge

_

Farmers need support in knowing how to transition from conventional farming to regenerative practices.

“many who know what they’ve got to do, they just aren’t sure how to go about it.”

Virgin Money

Capital

_

Requires upfront capital (working and infrastructure) to manage the 3-5 yrs transition but traditional loans not appropriate.

Note: Oxbury Bank offer loans, HSBC developing new model etc.

11 of 33

Data is central, but is an obstacle to farmers

Data is central

With a growing number of measurement players and credit brokers on the market it’s hard for farmers to know who to use?

Regenerative farmers track soil health to understand fertility, what to grow where and how to rotate crops

Data collection for biodiversity is a faff

It’s analogue - all the data sits in PDFs and I have to manually log it into a spreadsheet

These data sets correlate with the data sets used for credits, financing and evidencing provenance

Data isn’t centralised, it is fragmented

“There are a lot of different providers but in reality it’s more time spent by the farmer doing data input with limited output

Water companies or buyers will pay third parties to do the measurement

It can be confusing to know who to use

___________

Insights from conversations with regenerative farmers

12 of 33

RE:GENO

RE:GENO

is the data management tool that finances the transition to regen

13 of 33

RE:GENO

An app that organises your farming data and financially reward you for regenerative farming practices

  • Centralising all your farm data into one dashboard
  • Use that data to:
    • Sell ‘Nature Credits’
    • Secure a business loan
    • Communicate progress with investors/ buyers
  • Access expert guidance on regenerative practices
  • Monitoring and verification support
  • Flexible approach: go field-by-field

SOLUTION

14 of 33

KEY FEATURES

Estimate your earnings for your farm

Add fields and manage implementation

Centralise dashboard for all your measurements

Track and sell your credit certificates

15 of 33

Making switching easy

HOW IT WORKS

Register business

Create baseline

Document changes

Verify & Reward

Register

Provide information about you and your farm. Chat to expert to discuss plan for your farm and support available.

Document

Provide current management data on selected fields so we can compare change compared to baseline scenario

Create

Select from regen practices and provide your management data per field to set the baseline

Verify & Reward

Your submitted documents are verified by 3rd party to generate credit and receive a payment

16 of 33

Making your data work for you

As a farmer, you will likely already be measuring certain elements e.g. soil health, nitrogen levels etc. to help you farm better. These exist in PDFs and spreadsheets.

We make it easy to manage and use this data.

We convert PDFs into a central dashboard so that you can use this data, for other purposes.

RE:GENO

app

Generate Nature Credits

Secure a loan

Evidence provenance

Share with investors

Input multiple sources of data eg. soil health, water storage

  • Upload PDFs
  • Manually log

DATA MANAGEMENT

17 of 33

Earn additional revenue from switching to regenerative practices

Earn payments for ‘Nature Credits’ such as carbon capture, water storage, biodiversity gains et al. that are generated through implementing regenerative farming practices.

The amount you can earn will vary depending on the specific regenerative practices that you implement - e.g. no till, cover crops - and the market for credits.

We support you to:

  • Identify which credits are most suitable
  • How to monitor and which suppliers to use
  • Expert advice and implementation guidance

NATURE CREDITS

Carbon

Water

Soil

Biodiversity

Example of Nature Credits

18 of 33

We partner with companies to finance your transition

Payment for “credits” showing reduction and improvements

FINANCING

RE:GENO

Farmer

Company

Farmer adheres to regen practices and documents changes to generate verified “credits”

Verified “credits” are sold to companies as offsets or insets

Payment for “credits” showing reduction and improvements

Companies are under growing pressure to offset or inset their negative impacts on the environment through ‘Nature Credits’.

We make it easy for

farmers to unlock this new revenue opportunity by

simply documenting the

work they are doing.

19 of 33

Integrated nature-based accounting & credits for companies

  • Measure your Scope 1, 2 and 3 emissions et. al
  • Showcase data-backed progress evidence with interactive dashboards
  • Centralised visibility across your portfolio e.g. view data at a portfolio or individual farm level
  • Auditable reporting
  • Integrates with existing reporting system
  • Ability to inset or offset carbon on the platform

ACCOUNTING

20 of 33

Two Audiences

Farmers who generate credits Big Food who buy credits

119k

224k

Start UK Farmers

Beachhead = 72% of farmers looking to use some regenerative practices

In UK supply chain

9.29M

EU + UK Farmers

[Generate Credits]

UK Farmers

Scale EU Farmers

Use UK supply chain companies to scale operations to their network of producers.

280

BIG FOOD COs IN UK

[Buy Credits]

21 of 33

GTM through the network we are already building!

Building the right partnerships with well respected agri/ regen experts around us will be key to establishing credibility and market entry

Leading Organisation

Groundswell, Nature Friendly Farming Network

Trade Press & Forums

Farmers’ Weekly, FarmingForum

RegenAg Influencers

Andy Cato, Gabe Brown, Dr Allen Williams and Shane New

Land Agents

Agreena used land agents to enter the market in May 2022

Food Producer

Work with producers network of farmers to verify supply chain

22 of 33

Business Model

Brokering nature credits is a known model

Farmer Subscription

£30 / month

_

Data management app for farmers to log and view data holistically

Commission on Credits

15%

_

Nature Credits

Take a brokerage fee on the sale to ‘Nature Credits’

FARMERS

Corporate Subscription

data management/ integration

Affiliate Partnerships

Sales partnerships with agri companies, insurers etc.

ADDITIONAL

Data Monetization

Sell aggregated data on soil health and farm practises

Kitemark

Consumer facing accreditation

23 of 33

Financial Model

Projections Year 6

Revenue: £195,707,876

Post marketing profit: £178,949,754

Farmers: 278,730

Companies: 28

Assumptions

EU + UK Farmers

Total Market: 9,291,000

Capturable Market Share: 3%

Farmer monthly subscription: £30

Commission on credit: 15%

Big Food Sub: £10k/m

CAC: £70

Churn: 50%

24 of 33

A gap for a tech player in the UK market

Most UK players are consultancies that are not leveraging tech.

They focus mentorship and knowledge development as

a service, rather than an end-to-end solution.

Yet, it’s worth noting that SoilExchange has already

got partnerships with

Big Food which shows

a demand for solutions

2014

US

$1.4B

Y

Y

2018

EU + UK

$77.6M

Y

Carbon

2020

EU

$7.1M

Y

Multi

2020

UK

NA

-

Multi

2023

UK

NA

-

Multi

FOUNDED

MARKETS

RAISED

TECH

CREDITS

Y

Y

Y

Y

-

SELL

25 of 33

MVP & Studio Goals

Goals

  1. Partners
    1. GTM partner eg. WF
    2. Buyer partner eg. ASDA
  2. Product
    • Validate key features
    • Develop MVP data app
  3. Data
    • Measurement & verification partners
    • Identified what data is valuable to who

MVP: Data Management Tool

What this looks like:

  • PDF converter
  • Customisable dashboard

Objective:

  • Validate data mgmt is key pain point for farmers
  • Have data baselines which can be taken to buyers for first convos
  • Create community of early users

26 of 33

Why now?

01

The sustainable farming agenda is being heavily influenced by policy - ELMS, SFI

Post-Brexit Agriculture Policies focus on sustainability

02

The biodiversity credits market, anchored in ‘Biodiversity Net Gains’ regulations that come into play from January 2024

On the cusp of new, high growth biodiversity credits market

03

Regen Ag already has a number of credible players and strong investments eg. Indigo (raised $1.4B) and it is entering the mainstream conversation

Regenerative agriculture is a moving train

27 of 33

Unfair Advantage

Nesta’s Food Retail Network

_

ASDA works with 100 British farmers on a range of sustainability challenges. Including running a soil health pilot with NIAB and Uni of Cambridge

FF Experts in

AgTech & Climate

_

Dr. Micol Chiesa Churchill is an experienced AgTech, climate & credits investor.

Planet Fund portfolio companies offer potential partners eg. Soilytix

Network I am

building!

_

Includes WildFarmed, HSBC Ag Team, Nature Friendly Farming Network, Soil Association, YEO Valley, Sustainable Food Trust, land valuers and a growing number of regen farmers

28 of 33

Potential to have large scale systemic impact

Based on the assumption we can shift 10% of UK food production

See impact modelling here

01

A 10% change in production could lead to 32 calorie reduction per day per person

Calorie Reduction

02

A 10% shift to sustainable practices will increase domestic production output of vegetable by 9.6% and fruit by 15.3%

A 9% increase in availability would enable everyone to eat their recommended daily intake of fruit and vegetable.

Increase availability of fruit & vegetables

03

Increasing domestic production of fruit and vegetables by 10% could lead to a 2% decrease in consumer prices

Decrease in consumer prices

04

If everyone ate there recommend allowance healthy life expectancy would increase by an average of eight months

Increase in healthy life expectancy

Reach

⭐️⭐️⭐️⭐️⭐️

Impact per person

⭐️⭐️⭐️

Scalability

⭐️⭐️⭐️⭐️

Defensibility

⭐️⭐️⭐️⭐️

29 of 33

Theory of Change

DIET

RE:GENO

Improves human health

Eats less calories

Improves quality & nutritional value of food

Increases accessibility

Increased food security

Carbon reduction

Increase domestic production of veg, fruit & pulse

Mixed Crop Farms

Increased crop diversity

Increase wider range of nutrients

Builds soil health

Plants healthier / produce more nutrient dense

Sequesters carbon

Livestock grass fed / free range

Increase satiety

Decrease climate risk

30 of 33

31 of 33

Appendix

32 of 33

Carbon Credits

Price premium when sold with biodiversity

In general, farmers in the UK can expect to earn £12 to £28 per hectare per year in carbon credits. This means that a farmer with a 100-hectare farm could earn £1,200 to £2,800 per year in carbon credits.

33 of 33

Statutory biodiversity credit prices

Biodiversity Net Gains

Developers must deliver a biodiversity net gain of 10%. This means a development will result in more or better quality natural habitat than there was before development.