Building the data and sourcing infrastructure that specialty coffee's supply chain is missing.
Market intelligence & pricing signals
Forecasting and pricing tools for green coffee traders and roasters — drawing on commodity futures data, Commitment of Traders positioning, and satellite-derived supply signals. The aim is information parity across a chain that currently prices on asymmetry.
Capital, closer to origin
Structured financing that stands behind producers and cooperatives through the off-season — segregated, investor-aligned vehicles built to absorb the price and liquidity risk that today falls on farmers, so producers can hold their coffee for a fairer price instead of selling early to cover year-round costs. Capital flowing downhill to origin, not up.
Interoperability across the chain
Reducing friction between the people who already move coffee — producers, cooperatives, exporters, importers, and the green coffee buyers who source for roasters. Shared standards and EUDR-ready documentation — accurate plot geolocation, proof of legal compliance, harvest dates and ownership records, organised digitally and ready to submit — that let existing relationships work better, rather than replacing them.
Coffee moves through one of the longest, oldest supply chains in global trade — from roughly 25 million smallholder farmers to the cup. Yet the information, capital, and traceability infrastructure available to most participants in the specialty segment is fragmented, opaque, and expensive to access.
Prices are set on asymmetric information — farmers sell on thin signals while futures swing violently. At origin, capital is scarce and punishingly priced — producers earn in a short harvest window but spend all year, and carry the off-season risk themselves. Traceability is retrofitted after relationships form, just as the EUDR forces a reckoning that is arriving faster than most companies' compliance architecture.
We are building the infrastructure layer that changes this: clearer pricing signals, capital that reaches origin earlier and across the off-season, and traceable origin data — shared across the people who already move coffee, rather than locked inside any one of them.
Behind these: producer income is concentrated in a short harvest window while costs run all year — so the real problem is off-season liquidity, not waiting to be paid. Short on cash, many sell early and cheap rather than holding for a better price, and bridge the gap with local credit at 20%+ a year. The ten largest roasters, meanwhile, capture revenue equal to roughly 28% of a ~$200bn world coffee market. Value collects at one end of the chain; price and off-season risk sit at the other — on the producer.
We are in active development and selectively speaking with producers, traders, roasters, exporters, and investors.
If you grow, trade, source, finance, or move specialty coffee — or work on EUDR compliance — and you see the same gaps we do, we would like to speak with you.
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