Granular

Overview

Granular does cloud software and analytics to help manage farms.  It focuses on farm operational and financial management.  On the operational side Granular offers crop planning, inventories, farm equipment data collection, and worker schedules.  Customers have access to a mobile app that workers in the field access to get schedules and task lists.  It also tracks and calculates farm land values in real time based on market changes.  Granular integrates with farm's existing digital hardware and machines.  On the financial side Granular does profit analysis and forecasting based on the farm's contracts and crop yields.

Granular has an interesting history starting off as a tiny spinoff from a soil testing company called Solum.  The company makes revenue via a SaaS subscription model priced per acre managed.  The team is based in San Francisoco, California.

Why I like Them

Granular is tackling a large, deeply underserved market ($3T globally) that still uses paper and excel spreadsheets to manage its business.  In the US alone there are an estimated 40,000 farms.  The world's population is expected to grow by 1 billion in the next 9 years according to the United Nations - there will have to be leaps in agriculture efficiency to meet this demand and feed all these people.  As a SaaS business with a huge market, Granular has many years of growth ahead of it with few competitors.

Disclosure:  All information is from publicly available sources, I have not had any contact with a member of the company or its investors.