New Investment Opportunity: Trellis

New Investment Opportunity: Trellis

Data that feeds people, saves the planet, and grows your business

  • Supply-chain optimization software for agri-food enterprises uses AI to enable companies to plan and forecast, efficiently manage, harvesting, inventory, production, supply, and sales
  • Accurately predicts yield, quality, timing and cost of harvests; secures and prepares supply-chain resources and equipment; increases profits by 5%, reduces waste and cuts emissions by 50%
  • Customers include top-tier wineries Treasury Wine Estates, Santa Rita, Pernod Ricard
  • Multi-year agreements with global producers each yielding hundreds of thousands of dollars in ARR
  • Trellis forecasts 120% YOY ARR growth to $1.5M at end 2022, 260% YOY growth to $5.3M at end 2023

"We've been able to quickly onboard Trellis to make well-informed decisions that have created critical efficiencies across our operations"
Matt Johnson, VP winemaking operations, Treasury Wine Estates

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Dear Josb,

A supply-chain crisis, building for years, is now a full-scale emergency due to the double whammy of the Covid-19 pandemic and Russia's invasion of Ukraine.

Artificial intelligence-powered technology created by Trellis predicts the yield, quality, timing and cost of agricultural produce, commodities and raw ingredients. The platform enables food and beverage manufacturers to optimize their supply chain, increasing efficiency and revenues while cutting waste and emissions. OurCrowd is investing in Trellis. The details in this email are based on information received from, and verified solely by, the company.

The problem
Extreme climate events, exacerbated by disruptions caused by the Covid-19 pandemic and the war in Ukraine, have created a supply-chain emergency leading to global shortages and sharply rising costs of both raw produce and consumer foods.

Even before the events of the past two years, pressure from a fast-growing global population was placing extreme pressure on food supplies and distribution networks, driving up prices and increasing food insecurity.

Weather and other variables affecting agriculture are notoriously difficult to predict. Supply chains have become increasingly digital, but inefficiencies persist. Existing enterprise software is not tailor made for agriculture, and bespoke solutions from Oracle, SAP and Palantir are too expensive for small and medium-sized food and beverage producers.

Experts forecast a 40% decline in agriculture yield due to weather events, leading to a $400B food loss across the US supply chain and a $100B increase in the globe cost of grain. Unilever, for example, estimates costs of $330M directly connected to climate change. PepsiCo aims to reduce waste by 50% across its direct operations by 2025. Innovation is urgently required in the complex $30B global AgriTech market.

The solution
Trellis has created an AI-powered platform that gives food producers unprecedented predictions of crops, weather, yields, water supply and other vital information, based on cognitive learning from multiple data points.

Trellis offers a deep competitive edge by integrating climate inferences into global manufacturing and sales through the use of data on climate, environment and manufacturing combined with market, price and consumer trends. The platform dynamically predicts how climate and weather will affect harvest yield, quality, timing and unit cost. Customers can leverage predictions to streamline supply-chain operations.

Trellis enables manufacturers to optimize the entire length of their supply chain and distribution system from field to shop counter, increasing efficiency throughout the process and reducing costs, waste and emissions.

The platform's predictive AI and cognitive learning predicts supply and demand behavior, enabling users to resolve inefficiencies, and deliver opportunities to optimize food production, productivity and profitability. The result is an end-to-end, AI-powered, risk intelligence platform for the global food and beverage value chain that allows users to optimize financial risk and opportunities for growth.

The customers
Trellis has multi-year agreements with three of the world's top wineries: Treasury Wine Estates, Santa Rita, and Pernod Ricard. Another customer is Prodalim, one of the world's biggest juice producers. Users report a 5% increase in profits and a 50% cut in emissions.

"Trellis gives our team one source of truth – a holistic, accurate view of all of our business, field and operational data," says Matt Johnson, VP winemaking operations at Treasury Wine Estates. "We've been able to quickly onboard Trellis to make well-informed decisions that have created critical efficiencies across our operations."

The company's focus is on the wine, juice, and processed foods industries, targeting mid to large-size customers.

The traction
The company's multi-year agreements each yield hundreds of thousands of dollars in annually recurring revenues (ARR) based on its SaaS business model.

Based on its existing roster of four major customers and a robust pipeline, the company forecasts 120% YOY ARR growth to $1.5M at the end of 2022, and 260% YOY growth to $5.3M at the end of 2023.

The team
Trellis is led by alumni of the renowned Israeli Military Intelligence Unit 8200 and the elite Talpiot innovation program with extensive experience in data science, artificial intelligence, machine learning, decision optimization, climate change economics and enterprise software.

The round
OurCrowd is investing up to $1M in this up to $5M round led by new investor IL Ventures. Existing investors include Angular Ventures, BtoV Partners, and Cyrus Angel Fund II.

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Meet the CEO
We're hosting a webinar/conference call on Sunday, May 8th, at 7PM Israel / 12 Noon New York / 9AM San Francisco for investors to meet CEO Ilai Englard and learn more about Trellis.

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Can't make the webinar? Register and we will send you a recording of the call.

The Trellis solution
Trellis provides food manufacturers with an enterprise SaaS/Cloud solution that solves food supply chain optimization problems. By integrating and enriching data from various sources across the supply chain, Trellis consolidates siloed data from farming, planning agricultural production, harvesting, handling, storage, food processing, market demand and consumption. Trellis claims it can give accurate predictions about the biggest pain points in the supply chain for food companies.

Trellis has collected millions of historical data points which helps give crucial intelligence, including historical and real-time data from weather patterns, satellites, supply chain networks, yields, timing, prices, irrigation, fertilization, field samples, factory production, and more.

Next steps:

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investor services-03-03-03
Best,
OurCrowd Investments 

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Certain information in this email contains "forward-looking information" under applicable securities laws ("forward-looking statements"). These may include, among others, projected performance; expected development of the company's business, projects and partnerships; execution of the company's vision and growth strategy; and the like. Forward-looking statements are not guarantees of future performance and should not be relied on in any way. 

Nothing contained in and accompanying this communication shall be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any security by OurCrowd, its portfolio companies or any third party. Information regarding OurCrowd's limited partnerships and/or portfolio companies and the investment opportunities on OurCrowd's website is intended and available for accredited investors only (criteria at OurCrowd). OurCrowd urges potential investors to consult with licensed legal professionals and investment advisors for any legal, tax, insurance, or investment advice.OurCrowd operates in Canada through OurCrowd Canada Inc., an exempt market dealer registered in the Provinces of British Columbia, Alberta, Manitoba, Ontario, Quebec and Nova Scotia.

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