From Hardware Rollout to Platform Value
Investment Logic
Investors are backing a scalable infrastructure platform, not a farming operation.
Value creation follows three stages:
Phase 1 — System Validation
Pilot proves reliability, adoption and operational model
→ Technology / system value established
Phase 2 — Revenue & Network Growth
Hardware + recurring service revenue begins
→ Growth + recurring revenue multiple
Phase 3 — Platform Scaling
Platform dominates hardware, high-margin recurring income
→ Platform / infrastructure valuation
Revenue Evolution
Hardware → Services → Platform
Target structure:
>60% recurring revenue
- Monitoring & operations subscriptions
- Network & service layer
- Data-driven optimization
Scaling Economics
Value grows non-linearly with network expansion:
50 → 500 → 5,000 → 50,000 units
With scale:
- Cost per unit ↓
- Data advantage ↑
- Platform value ↑
- Network lock-in ↑
- Valuation multiple ↑
Return Drivers
- Recurring platform revenue growth
- Network expansion & data moat
- Infrastructure positioning
- Strategic acquisition or long-term yield
Strategic Position
Verdanaut is not a farming company.
We build the operating system for distributed agriculture.
Infrastructure + Platform + Network = Scalable Enterprise Value