AgTech: What Investment Criteria in 2026?

During SIA 2026, a roundtable brought together investors and field stakeholders around a central issue: how to assess the relevance and viability of AgTech innovations.

In a context of funding rationalization, expectations are evolving. Innovation alone is no longer sufficient: demonstrating concrete impact has become decisive.

Three Key Criteria to Convince Investors

1. Demonstrate Measurable Field Utility

Solutions must address a clear operational need:

  • time savings on the farm
  • margin improvement
  • regulatory compliance simplification

👉 User adoption becomes a central indicator.

2. Rely on Concrete Performance Indicators

Investors expect quantified evidence:

  • ROI (return on investment)
  • adoption and retention rates
  • impact on yields or costs

👉 Field data takes precedence over promises.

3. Secure a Credible Business Model

The robustness of the model relies on:

  • recurring revenue (subscription, services)
  • ability to scale through partners (cooperatives, grain traders)
  • control of acquisition costs

👉 Distribution and field networks are differentiating factors.

Expectations Aligned with Agricultural Realities

The presentations by Lucas Wadt (Fermes Leader), Anne-Valérie Bach (Capagro), and Laurent-David Charbit (Tikehau Capital) converge: AgTech must prove its value directly on the farm.

The solutions that prevail are those capable of:

  • integrating into existing practices
  • generating rapid economic benefit
  • supporting regulatory and traceability requirements
Key Takeaways
  • The era of isolated “proof of concept” is over
  • Field evidence becomes the primary investment driver
  • Business and agronomic indicators are decisive
  • The agricultural distribution model is a key competitive advantage

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