The Index
400 dossiers
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
| The clear commercial leader in laser weeding with a real data flywheel and a fresh CFO-led pre-IPO posture — but penned into the narrow, cyclical specialty-crop niche with a ~$370M-marked-up-to-~$550M valuation that already prices the broadacre dream it has not yet earned. WATCHING, not buying, until the AutoTractor RaaS line and a credible row-crop path prove the TAM is bigger than vegetables. | — | 1 | |
| A real ag-distribution disruptor that just admitted the hard part — the Oct-2025 GCS spin-off makes FBN an asset-light marketplace whose thesis now lives or dies on take-rate and lending, not on owning crop-protection inventory; an eventual IPO is a story, not a date, and the entry round you'd actually clear is a flat-to-down one. | — | 1 | |
| A George Church / Flagship gene-editing platform whose entire "freedom-to-operate" moat — edit a rival's already-GM trait and call it your own — is precisely what Corteva is suing to invalidate; a Jan-2026 ~33% site layoff one year after a "robust" $144M raise says the commercialization clock is running faster than the cash. | — | 1 | |
| The cautionary tale of the agtech bubble — a $3.5B "biology-will-rewire-farming" thesis that survived only by shrinking into a soil-carbon broker; the equity is impaired by ~94% and the surviving business is a thin-margin MRV middleman in a market with an additionality problem. WATCHING, not buyable — and not investable until there is a real revenue/margin disclosure, not a credit-tonnage press release. | — | 1 | |
| A dead company — Zimeno/Monarch shipped 500 real tractors but never a real business; collapsed into an assignment-for-creditors and an IP-only Caterpillar acqui-hire. Uninvestable; value here is the post-mortem, not a position. | — | 0 | |
| The category-defining gene-edited nitrogen-fixation company with real revenue (>$100M, 2023) and a tier-1 syndicate — but the product only displaces 15-30% of synthetic N, independent university trials largely fail to find a yield benefit, and it has not raised primary capital since its July-2021 $430M / $2B Series D; WATCHING a private name living off a five-year-old round whose terminal value hinges on an unresolved efficacy question. | — | 8 |