Food and Agriculture
We seek to invest holistically across the food system in market-based solutions that help improve environmental and human health outcomes.
In light of shifting consumer preferences, the depletion of natural resources and increased occurrence of extreme weather events, we believe there is a significant opportunity to drive economic value creation by investing in the transition to a system that provides healthier food and restores the environment rather than harming it.
Our Approach
Consumer Brands
Consumers are increasingly choosing foods based on taste, quality, nutritional benefits and environmental footprint, establishing a market for clean, functional and traceable ingredients.
Food as Health
Our intake of food and nutrients is a critical driver of individual and population health and a key input to the healthcare system. Investing in solutions that sit at the nexus of food, healthcare, and technology provides emerging opportunities for new innovations to improve human health.
Resilient Supply Chains
Food & agriculture supply chains are facing macro and environmental disruptions. Retailers and distributors now favor products that can weather shocks and consistently meet demand, creating opportunities for novel production systems.
Financial Technology and Services
We seek to invest in financial technology and services that benefit farmers by alleviating agriculture-specific risk factors associated with technology adoption, climate change, and practice transitions.
Digitalization
Despite being one of the least digitized sectors, the food & agriculture industry has experienced a rapid rate of digital adoption across the value chain. New tools are generating unprecedented amounts of data, while companies work to remove silos and build the analytical capabilities to drive value for farmers.
Agriculture Technology and Products
Technology-enabled solutions present opportunities to achieve better outcomes for farmers and the downstream supply chain. These ag tech-oriented innovations help pave the way for increased efficiency, sustainability and profitability.
With a decade-long track record of providing partnership and guidance, we glean insights and apply learnings that help break down industry siloes and find the economic case for sustainable solutions.
Investment Themes
Examples include:
VIDEO
Andy Kleitsch, Co-Founder and CEO of Atomo Coffee, shares his story on creating an innovative, environmentally friendly cup of coffee, the technology and upcycled ingredients essential to Atomo, and how the company partners with coffee shops and the larger coffee industry to help advance more sustainable coffee consumption.
VIDEO
Eziah Syed, Co-Founder and CEO of Mend, addresses the societal need for improved care pathways for patients. He talks about how Mend partners with private healthcare practices and supports patients pre- and post-operations, and also how the company's evidenced-based approach and solutions aim to optimize a patient’s experience and healing outcomes.
Hear from our portfolio company leaders, who are rapidly scaling climate and human health solutions and igniting system-wide change across the global economy.
Company Stories
S2G's Cristina Rohr and Matthew Walker unpack the ingredients for a more sustainable and health-forward food and agriculture system. They call attention to current macro and sector headwinds, the evolution of food's convergence with healthcare, and how AI and digitization have the potential to improve the efficiency and profitability of the food system, and more.
VIDEO
Insights
Latest News
* Flashfood Data, as of 1/1/2024
** Builders Vision Impact Report, as of 10/17/2023, includes S2G portfolio data
*** Clear Frontier Data, as of 3/8/2024