The GuidePost from Trailhead Capital: July 2022

Portfolio updates, investment trends across the industry, a Q&A with Trailhead Managing Partner Tripp Wall, and more!

Welcome to the inaugural issue of The GuidePost, Trailhead’s Capital quarterly newsletter!

In this edition we will be highlighting our investment portfolio, companies that are in the news, investment trends in the industry, events promoting Trailhead's Managing Partners, and more! We’ve also included a Q&A with Trailhead Managing Partner Tripp Wall.

We look forward to hearing from you all as we continue to strive to build out this regenerative ecosystem through our portfolio companies and collaborative network of strategic and capital partners.

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Raised in a cattle and timber family, Trailhead Capital Managing Partner Tripp Wall grew up learning the value of stewardship from his grandfathers. It was an early introduction to a conservation mindset and the interconnectivity of everything from plants, to animals, to water, natural resources and more. Today, he’s worried: “As a guy with kids who cares about the environment, I feel a sense of urgency, a call to arms to do something, and to do something a little bit differently.”

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Clean Crop Technologies

• Meet pioneering innovators transforming the CEA space at Indoor AgTech summit

• Holyoke startup Clean Crop Technologies benefits from MassMutual investment, connections

• Clean Crop Technologies Raises $6M in Series A Funding

EarthSense

• Farm Robots Will Solve Many of Our Food Worries

• In Farming, a Constant Drive For Technology

• Although the data is thin, advocates say robotics and AI will soon revolutionize agriculture

Earthshot Labs

• Announcing the early-stage startups exhibiting at TC Sessions: Climate 2022

HowGood

• Chipotle and Kraft Heinz use this start-up to track and prove how green they are

• HowGood Raises $12.5 Million to Grow Its Sustainability Intelligence Platform and Team

• HowGood adds procurement module to sustainability database

Provision Analytics

• Provision Analytics Raises $6M CAD to Improve Food Safety with its SaaS Platform

Telesense

• How grain growers can control their marketing position

Trace Genomics

• Trace Genomics Joins the International Phytobiomes Alliance

• Trace Genomics and Verdesian Life Sciences Collaborate to Bring Verified Nutrient Use Solutions to Agriculture

• Trace Genomics, A Leading BioTech Startup Focused on Soil Health, Announces New President

Vence

• Virtual fencing helps Colorado rancher keep track of cattle herd

• Bring Precision Ag to the Ranch

• When cows move, they help fight climate change and repair soil. Virtual fencing can help ranchers guide where they graze

• Shell, Merck Animal Health back regenerative agtech Vence for carbon & traceability capabilities

• SDSU to transform cattle research station into 'nationally recognized' precision ag site

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• Pitchbook: Q1 2022 Agtech Report (The whole thing is worth a read, particularly the section on regenerative agriculture on page 22.)

• The Guardian: Chili Peppers, Coffee, Wine: How the Climate Crisis is Causing Food Shortages

• Green Biz: 3 missing ingredients for scaling regenerative agriculture

• The New York Times: Can Dual-Use Solar Panels Provide Power and Share Space With Crops?

• Marketwatch: Hormel Sponsors Regenerative Agriculture Project

• The New York Times: How ‘Fairy Tale’ Farms Are Ruining Hudson Valley Agriculture

• Fast Company: 34 companies changing the world through food

• NPR: Deeply Rooted: Is regenerative agriculture the solution to climate change?

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Regenerative Food Systems Investment Forum: Co-sponsored by Trailhead Capital, the RFSI Forum catalyzes conversation, advances education, and drives increased investment in regenerative agriculture and food. October 12-13, 2022, Denver, CO.

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Discover opportunities across our network of transformational companies, including Omeat, Trace Genomics, Earthshot and more.