Industry Landscape & Value Chain

The African AgriTech sector is entering a period of consolidation. While funding has surged to $1.56B, only 3% of Kenyan farmland is irrigated, revealing a massive infrastructure gap that traditional hardware-only solutions cannot solve alone.

GTM Reach

5.4M

Smallholder farms in Kenya

YoY Growth

78%

Increase in sector funding

Infra Gap

97%

Non-irrigated farmland

Startups

272

Active players in Kenya

Value Chain Integration

PlotObit occupies the 'Production' phase but utilizes 'Input' and 'Market Access' data to drive value.

Inputs

Seeds, Fertilizer, Finance

Apollo Agriculture

Production

IoT, Satellite, Irrigation

PLOTOBIT

Market Access

Marketplaces, Logistics

Twiga Foods

Key Trends

1

"Lipa Pole Pole"

PAYG financing is now a mandatory requirement for hardware adoption.
2

Carbon Verification

Climate financing is subsidizing up to 30% of CapEx for smart monitoring.
3

DaaS Expansion

The value of farm data is shifting from yield optimization to credit risk scoring.

Competitive Positioning

Incumbents are trapped in a high-cost hardware cycle (SunCulture) or a low-precision data cycle (AgriPredict). PlotObit defines the Efficient Frontier by combining ground-truth IoT with high-revisit satellite imagery.

Feature	PlotObit	SunCulture	Apollo	Aerobotics
Soil Sensors	YES (Real-time)	NO	NO	Drone Based
GTM Channel	Agent Gig Economy	Direct Sales	Loan Partners	Enterprise
Price Tier	KES 200/wk (Mass)	KES 3k/mo (Mid)	Seasonal (Lend)	$500/yr (Corp)
Greenhouse VPD	YES (Managed)	NO	NO	NO

Strategic Moat Stack

Building defensibility through technical lock-in and network effects.

01

The Hybrid Wedge

Capture the market with $0 upfront cost satellite analysis, then upsell to IoT.

02

Own then Subscribe

Transition hardware lease to owned assets, dropping OpEx for farmers while keeping SaaS margin.

03

Bankability API

Monetize the decision data via banks and insurers as a 'Farm Trust Score'.

Carbon Verification

Our IoT + Satellite hybrid creates a high-fidelity audit trail for carbon sequestration and water stewardship credits.

1

Verify biomass growth via weekly NDVI

2

Measure water savings vs. regional baselines

3

Monetize credits to subsidize farmer fees

Sustainability Moat Zero-Cost Targeted farmer net-fee via carbon subsidies

Valuation & Revenue Mix

By 25,000 farmers, the revenue stack diversifies away from hardware dependency. The Bankability API and Carbon Credits represent the highest valuation multipliers.

Growth Scenario: 25k Farmers

Annual Revenue KES 500M

DaaS Contribution 12%

Implied Valuation (18x) KES 9.0B

Key Success Factors

Speed to Market

Hardware BOM Reduction

Agent Network Maturity

Operational Risks

Risk Type Probability

Payment Default HIGH

Hardware Theft MEDIUM

M-Pesa Outages LOW

Industry Landscape & Value Chain

5.4M

78%

97%

272

Value Chain Integration

Inputs

Production

Market Access

Key Trends

"Lipa Pole Pole"

Carbon Verification

DaaS Expansion

Competitive Positioning

Strategic Moat Stack

The Hybrid Wedge

Own then Subscribe

Bankability API

Carbon Verification

Valuation & Revenue Mix

Growth Scenario: 25k Farmers

Key Success Factors

Operational Risks