Which risks could break the thesis, and what would warn of them?
Agrograph's historical execution risk is whether third-party data access could reliably support its yield models as the company pursued growth beyond its original regional focus. The company gathered substantial data directly from growers and pursued exchanges with third-party firms such as lenders and crop insurers whenever farmers were unwilling to share data.
Agrograph's scaling strategy focuses on the Midwest, learning from the data, building a better model, and expanding to other regions.
2Product Overview
What does the product do for its buyer, and how is it delivered?
Agrograph delivers historical and in-season agricultural intelligence as API feeds, GIS-compatible datasets, and customized subscription packages. Each format can be tailored to particular crops, geographies, and business objectives.
Customized subscriptions are priced per acre, with rates that vary by acres covered, the data products selected, geographic scope, update frequency, and the level of detail included.
