Portfolio Updates
A class says what the platform underwrites and how. It never says which counterparty, which vehicle or which piece of ground sits inside it; that is named under NDA, after an asset has cleared the gate. Nothing has to be rewritten when a deal closes.
Four of the classes are land, forest and coast — where the asset is the ecosystem itself, underwritten as working land rather than as ground held out of use. Restoration and assisted regeneration: degraded ground brought back, and measured from the first season. Long-rotation forestry: high-integrity timber, aggregated into a single investable sleeve. Working conservation landscapes: regenerative territories held as working land, not as set-aside. Coastal and blue ecosystems: mangrove and estuarine systems, underwritten for resilience first.
Two are value chains and the visitor economy — where the asset is the flow off the land, processed at origin or earned from the people who come to see it. Circular value chains: one harvest, several output streams, processed where it is grown. Visitor economy: revenue attached to conserved land, independent of any credit.
The group’s own ventures are named inside the class they belong to — TrueHarvest Cocoa, Preserve, the African Mangrove Centre of Excellence, Agritourism Africa — and named as what they are, with no country, region, site or coordinate. Every class enters through the same gate, in the same order. Anything inside a class beyond the ventures named is disclosed after registration, and in a data room on request.
