Investor One-Pager

Five Trends Converging Right Now

Each trend alone is significant. Together, they create a once-in-a-decade window for a new category leader.

01

Starlink Solves Connectivity

Brazil is the #2 Starlink market globally with over 1 million subscribers

Only 6.4% of large farms have full internet coverage today

R$799 kit + R$164/month unlocks real-time cloud monitoring for remote fazendas

What this means: For the first time, a fazenda 200km from the nearest city can stream HD security feeds in real time. The infrastructure barrier to smart security is gone.
02

ANAC Opens the Sky

DJI received BVLOS Design Authorization from ANAC in January 2026

Autonomous drone patrol is now legal in Brazil for the first time

Rural properties represent the easiest regulatory path — minimal airspace conflicts

What this means: Autonomous perimeter patrol drones were science fiction in Brazil until weeks ago. Now they are a legal, deployable product category. First-mover advantage is measured in months, not years.
03

Crime Is Escalating

Agricultural machinery theft up +37.5% in H1 2025 vs. prior year

MST land invasions in 2025 have already exceeded all of 2024

30% of fazendeiros report being victimized (CNA survey)

What this means: The pain is acute and getting worse. Security is no longer a nice-to-have for rural landowners — it is the #1 operational concern. Budget allocation follows fear, and fear is at an all-time high.
04

Guards Are Broken

24/7 armed guard coverage costs R$20,000-60,000 per month

51,000 fazendas over 1,000 hectares with vast, unpatrolled perimeters

Autonomous systems pay for themselves in 3-6 months

What this means: Even wealthy fazendeiros cannot cost-effectively secure their full perimeters with humans. A 5,000-hectare property would need dozens of guards. Technology does not sleep, does not steal, and scales linearly.
05

The Design Gap Is Real

USD 2.6B market with zero design-forward brands

Ajax entered Brazil April 2025, still building distribution

Verkada has no LATAM presence whatsoever

Architects designing R$10M fazenda mansions bolt on ugly cameras as an afterthought

What this means: The wealthiest agricultural class in the world is building stunning estates — and then ruining them with commodity security hardware. There is no Apple of security in Brazil. No brand that says: "This belongs in your home."

The Addressable Market

Brazil's agricultural elite is the wealthiest, most underserved security market on Earth

51,203
Fazendas over 1,000 hectares
each needing perimeter intelligence
39
Agro-billionaires in Brazil
the densest concentration globally
R$ 382.8B
Combined wealth
of Brazil's agricultural billionaires