2. SAA: the premier information
resource cataloguing global
agritech demand & supply
3. China aims to spend $914B by 2015
to modernize its antiquated, smallscale, unsustainable
agriculturesystem*
To accomplish this they will
need foreign technology,
know-how, products, and
capital
Foreign companies & investors desperately want a piece of the action
BUT need help to find, evaluate or finance the opportunities
*CCP 948 Program for 2011-2015
4. First prove our model in China, then expand
globally for horizontally-integrated BI service
$100B+
Global Trade in Agritech
5. Local data
Government =
Business = Media
(& we track
Media)
Chinese and
international legal
counsel
International
management
team
SAA is uniquely poised
to monopolize the
Smart Ag information
space
Government
relationships
Lean, passionate
team
Niche focus
7. Market roll-out: build brand, revenue, data and client
channel data for each subsequent client target
Agritech Suppliers
News + Data Platforms
• Prove news aggregation
revenue model
• Build SAA brand
• Demonstrate client
demand
• Understand client habits
• Get paid to capture market
data to lure next wave of
clients…
N
o
w
• Have the tech China needs &
wants but don’t know how to
navigate this booming but
chaotic market
• Need data on local-level
needs, financing,
government policies
• Need to build local market
strategy but can’t afford inhouse research teams or
consulting projects
• Pay SAA while we capture
data on world’s best agritech
to lure…
Agritech
Investors
• Investing in the
agritech space +
seeking best-inclass products to
commercialize in
China
• “China curious”
but distrustful of
China data
• Need local-level,
accurate, timely
data
• Need standardized
metrics to
measure
opportunity/risk
8. SAA leads the pack
Agritech Online Updated
Business
Information
Services
Consulting
Services
Research
Institutes,
Gov’t
Agencies
Local
Database
Ease of
Use
Price
9. Parallel Revenue Streams
Market Traction
1) News + Data Distributors:
•Dow Jones, DataLayers(signed)
•Capital Vue, Bloomberg,
ThomsonReuters (pipeline)
2) Industry Subscribers
a) AgritechSuppliers:
•Wild Blue Exports (signed)
b) AgritechInvestors:
•Global Acceleration Partners (signed)
•Equinox Energy Partners (pipeline)
11. Proven Business Model with
Successful Exits
Company
Acquirer
Industry
Year
Acquired
Purchase
Price
New Energy
Finance (NEF)
Bloomberg
Alternative
Energy
2009
USD 80m
Emerging Energy
Research (EER)
IHS
Alternative
Energy
2010
USD 25m
Point Carbon A/S
Thomson
Reuters
Energy &
Environment
2010
USD 200m
EIATrack
IHS
Environmental
Regulations
2011
USD 15m
12. AAA Certified Team
Manuela Zoninsein种梦露, Founder & CEO 创立者&首席执行官[BEIJING]
• Ag & environment journalist at Newsweek, Engineering News-Record, ClimateWire
• Manager at Dell for China SMB web project; Chicago Board of Trade clerk
• Harvard BA (Social Studies); Oxford MSc (Modern Chinese Studies; thesis on pesticide policy)
Zachary Gidwitz朱梓轲, Chief Information Officer数据库服务总监[BEIJING]
•Bloomberg New Energy Finance researcher
• United Nations Development Program database manager
Even R. Pay裴西霞, Director of Content 分析总监 [BEIJING]
• Energy Foundation, New Energy Project coordinator
• US Embassy Agricultural Trade Office analyst
Michael Conti 康麦客, Sales Advisor 公司与财务顾问[NYC]
• Hudson Clean Energy Partners, Deutsche Bank renewable energy team
• New Energy Finance client relations (pre-Bloomberg acquisition)
Richard Herzfelder何文逸, Research Advisor公司与财务顾问[BEIJING]
• Executive VP, Head of Research at China Food and Agriculture Services
• China Business Director, Associated Press
13. 12-month KPIs
Q1
Q2
Q3
Q4
Implement Local Researcher strategy: #
hires
4
11
11
10
Attract SAA audience: # clients
7
12
12
15
Attract international agritech suppliers: #
clients
3
3
3
3
Attract PE/VC investors: # clients
3
3
3
3
12-month GOALS
•Prove SAA news aggregation revenue model
•Prove industry subscription business model
•Gather client channel + usage data
•Roll out value-add analytics products
•Prove CAC < Lifetime Value
14. The Bloomberg for Agritech in China
Smart Agriculture Analytics
北京朝阳区东三环北路2号，南银大厦1215室
+86-1333-105-2075
mz@smartaganalytics.com
15. The Problem:
Information Gap: Socially- & Ecologically-Inappropriate Agritech for Chinese
Farmers
APPROACHES
RESOURCES
Tillage/No-tillage
INFORMATION
Chemical vs Natural
EQUIPMENT
Guess vs Precise
Crop-Suitable & Long-Lasting
16. Focus: UpstreamAgriculture
Any AIRE technology that that helps food
growing processes on the field
NOT
• Processing/manufacturing
• Distribution/delivery
• Retail/customer-facing
The World’s Agritech Almanac"The motivation is simple: agricultural land needs to become institutionalised," Mr De Francesco said. ."If this sector wants to grow, it needs institutional capital and that needs consistent performance metrics," Mr De Francesco said. "Such an index will provide those measures, and that will improve transparency and governance, which helps fund managers make investments.”
20,000 companies spending avg $50,000 = $1,000,000,000 market opportunity2 target markets: financial investors and agritech suppliersFinancial Investorsinvesting in agritech co’s or co’s influenced by macro agritech trends“China curious”…but distrustful of China dataSAA has 3 clients and 6 in the pipelineAgritech Suppliersproven, China-suitable product and need to know precisely where to sell, with whom to collaborate / competecan’t afford in-house research team or expensive, time-consuming consulting/diligence research projectSAA has 2 clients and 4 in the pipeline
