Oct 17, 2016 · 18m · top-founders

EP 450: 14 Ag Companies Raise $32M Using AgFunder.com with CEO Rob Leclerc

Robert LeClaire · 8m spoken Nathan Latka · 7m spoken
0:00 / 0:00

gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions

In episode 450 of The Top podcast, host Nathan Latka interviews Robert LeClaire, co-founder and CEO of AgFunder, examining how the platform transitioned from a marketplace into an asset manager facilitating over $32 million in agtech investments. LeClaire shares insights into agriculture's multi-trillion-dollar macro opportunity, platform monetization models, and his unconventional path from high school dropout to Yale PhD.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Nathan holds 46.4% of the talking time here. How this is scored →

Nathan as informed peer 2.5 Guest teaching 1.7 Guest disagreement 0.8 Nathan pushing back 1.5
05100:0010:000:28–4:04 · Nathan as informed peer 3/10 Top Tribe Listener Cash Giveaway After an initial solo intro, Nathan introduces Rob Leclerc and clarifies the core premise of AgFunder, analogizing it to AngelList for agriculture. Rob explains the macroeconomic backdrop and why AgFunder focuses on ag-tech rather than direct farmland ownership.4:04–6:52 · Nathan as informed peer 4/10 AgFunder's Monetization Shift and Funding History Nathan catches Rob using past tense regarding business models and drills down on current revenue, 500 Startups accelerator terms, and first-year performance. Rob transparently explains their regulatory hurdles and transition toward an asset management fund.6:52–11:40 · Nathan as informed peer 5/10 Platform Demographics: Accredited Investors and AgTech Startups Nathan performs real-time math questioning how a 5% cut on $32M raised yielded only $250k total revenue, forcing Rob to explain their delayed fee monetization. Rob also pushes back on standard monthly transaction metrics, noting institutional deal cycles take months.11:40–14:39 · Nathan as informed peer 3/10 Industry Transparency and Rob's Academic Background Nathan navigates the AgFunder live platform during the interview, comparing its crowdfunding UI to Kickstarter. Rob explains the lack of transparency in traditional ag financing and how his PhD experience led him into ag-tech.14:40–16:41 · Nathan as informed peer 0/10 Sponsor Message: Website Hosting with HostGator This segment consists of mid-roll sponsor reads for Toptal and HostGator, followed by the initial setup of the Famous Five speed round.16:41–18:02 · Nathan as informed peer 0/10 AgFunder Interview Recap and Closing Remarks Nathan wraps up the episode with a quick summary of AgFunder's metrics and delivers closing promotional announcements and listener giveaways.0:28–4:04 · Guest teaching 3/10 Top Tribe Listener Cash Giveaway After an initial solo intro, Nathan introduces Rob Leclerc and clarifies the core premise of AgFunder, analogizing it to AngelList for agriculture. Rob explains the macroeconomic backdrop and why AgFunder focuses on ag-tech rather than direct farmland ownership.4:04–6:52 · Guest teaching 2/10 AgFunder's Monetization Shift and Funding History Nathan catches Rob using past tense regarding business models and drills down on current revenue, 500 Startups accelerator terms, and first-year performance. Rob transparently explains their regulatory hurdles and transition toward an asset management fund.6:52–11:40 · Guest teaching 3/10 Platform Demographics: Accredited Investors and AgTech Startups Nathan performs real-time math questioning how a 5% cut on $32M raised yielded only $250k total revenue, forcing Rob to explain their delayed fee monetization. Rob also pushes back on standard monthly transaction metrics, noting institutional deal cycles take months.11:40–14:39 · Guest teaching 2/10 Industry Transparency and Rob's Academic Background Nathan navigates the AgFunder live platform during the interview, comparing its crowdfunding UI to Kickstarter. Rob explains the lack of transparency in traditional ag financing and how his PhD experience led him into ag-tech.14:40–16:41 · Guest teaching 0/10 Sponsor Message: Website Hosting with HostGator This segment consists of mid-roll sponsor reads for Toptal and HostGator, followed by the initial setup of the Famous Five speed round.16:41–18:02 · Guest teaching 0/10 AgFunder Interview Recap and Closing Remarks Nathan wraps up the episode with a quick summary of AgFunder's metrics and delivers closing promotional announcements and listener giveaways.0:28–4:04 · Guest disagreement 1/10 Top Tribe Listener Cash Giveaway After an initial solo intro, Nathan introduces Rob Leclerc and clarifies the core premise of AgFunder, analogizing it to AngelList for agriculture. Rob explains the macroeconomic backdrop and why AgFunder focuses on ag-tech rather than direct farmland ownership.4:04–6:52 · Guest disagreement 1/10 AgFunder's Monetization Shift and Funding History Nathan catches Rob using past tense regarding business models and drills down on current revenue, 500 Startups accelerator terms, and first-year performance. Rob transparently explains their regulatory hurdles and transition toward an asset management fund.6:52–11:40 · Guest disagreement 2/10 Platform Demographics: Accredited Investors and AgTech Startups Nathan performs real-time math questioning how a 5% cut on $32M raised yielded only $250k total revenue, forcing Rob to explain their delayed fee monetization. Rob also pushes back on standard monthly transaction metrics, noting institutional deal cycles take months.11:40–14:39 · Guest disagreement 1/10 Industry Transparency and Rob's Academic Background Nathan navigates the AgFunder live platform during the interview, comparing its crowdfunding UI to Kickstarter. Rob explains the lack of transparency in traditional ag financing and how his PhD experience led him into ag-tech.14:40–16:41 · Guest disagreement 0/10 Sponsor Message: Website Hosting with HostGator This segment consists of mid-roll sponsor reads for Toptal and HostGator, followed by the initial setup of the Famous Five speed round.16:41–18:02 · Guest disagreement 0/10 AgFunder Interview Recap and Closing Remarks Nathan wraps up the episode with a quick summary of AgFunder's metrics and delivers closing promotional announcements and listener giveaways.0:28–4:04 · Nathan pushing back 1/10 Top Tribe Listener Cash Giveaway After an initial solo intro, Nathan introduces Rob Leclerc and clarifies the core premise of AgFunder, analogizing it to AngelList for agriculture. Rob explains the macroeconomic backdrop and why AgFunder focuses on ag-tech rather than direct farmland ownership.4:04–6:52 · Nathan pushing back 3/10 AgFunder's Monetization Shift and Funding History Nathan catches Rob using past tense regarding business models and drills down on current revenue, 500 Startups accelerator terms, and first-year performance. Rob transparently explains their regulatory hurdles and transition toward an asset management fund.6:52–11:40 · Nathan pushing back 4/10 Platform Demographics: Accredited Investors and AgTech Startups Nathan performs real-time math questioning how a 5% cut on $32M raised yielded only $250k total revenue, forcing Rob to explain their delayed fee monetization. Rob also pushes back on standard monthly transaction metrics, noting institutional deal cycles take months.11:40–14:39 · Nathan pushing back 1/10 Industry Transparency and Rob's Academic Background Nathan navigates the AgFunder live platform during the interview, comparing its crowdfunding UI to Kickstarter. Rob explains the lack of transparency in traditional ag financing and how his PhD experience led him into ag-tech.14:40–16:41 · Nathan pushing back 0/10 Sponsor Message: Website Hosting with HostGator This segment consists of mid-roll sponsor reads for Toptal and HostGator, followed by the initial setup of the Famous Five speed round.16:41–18:02 · Nathan pushing back 0/10 AgFunder Interview Recap and Closing Remarks Nathan wraps up the episode with a quick summary of AgFunder's metrics and delivers closing promotional announcements and listener giveaways.

speaking balance: gold is Nathan, purple is the guest (3 minute bins)

0:00 · Nathan 77.1% · guest 22.9%0:00 · Nathan 77.1% · guest 22.9%3:00 · Nathan 13.6% · guest 86.4%3:00 · Nathan 13.6% · guest 86.4%6:00 · Nathan 17.7% · guest 82.3%6:00 · Nathan 17.7% · guest 82.3%9:00 · Nathan 22.3% · guest 77.7%9:00 · Nathan 22.3% · guest 77.7%12:00 · Nathan 67.8% · guest 32.2%12:00 · Nathan 67.8% · guest 32.2%15:00 · Nathan 80.4% · guest 19.6%15:00 · Nathan 80.4% · guest 19.6%18:00 · Nathan 100% · guest 0%18:00 · Nathan 100% · guest 0%
Sharpest disagreement ▶ 10:11 Rob resists monthly deal velocity framing

Rob rejects Nathan's attempt to pinpoint monthly transactional metrics by emphasizing that unlike AngelList, ag deals take over half a year to close.

Hardest push from Nathan ▶ 9:32 Nathan points out fee math mismatch

Nathan immediately halts the conversation to challenge Rob on why a 5 percent fee on 32 million dollars only generated 250 thousand dollars in revenue.

Biggest teaching moment ▶ 4:33 Rob explains marketplace to asset manager shift

Rob educates Nathan on why financial platforms inevitably evolve from transactional listing services into fiduciary asset managers with carried interest.

Nathan holds their own ▶ 9:32 Nathan calculates expected gross revenue

Nathan demonstrates sharp financial command by instantly multiplying the total raised volume by the take rate to expose a gap in reported numbers.

the scores for every segment, with the reasoning behind each
ChapterTopicNathan as informed peerGuest teachingGuest disagreementNathan pushing backWhy
Top Tribe Listener Cash Giveaway 3311 After an initial solo intro, Nathan introduces Rob Leclerc and clarifies the core premise of AgFunder, analogizing it to AngelList for agriculture. Rob explains the macroeconomic backdrop and why AgFunder focuses on ag-tech rather than direct farmland ownership.
AgFunder's Monetization Shift and Funding History 4213 Nathan catches Rob using past tense regarding business models and drills down on current revenue, 500 Startups accelerator terms, and first-year performance. Rob transparently explains their regulatory hurdles and transition toward an asset management fund.
Platform Demographics: Accredited Investors and AgTech Startups 5324 Nathan performs real-time math questioning how a 5% cut on $32M raised yielded only $250k total revenue, forcing Rob to explain their delayed fee monetization. Rob also pushes back on standard monthly transaction metrics, noting institutional deal cycles take months.
Industry Transparency and Rob's Academic Background 3211 Nathan navigates the AgFunder live platform during the interview, comparing its crowdfunding UI to Kickstarter. Rob explains the lack of transparency in traditional ag financing and how his PhD experience led him into ag-tech.
Sponsor Message: Website Hosting with HostGator 0000 This segment consists of mid-roll sponsor reads for Toptal and HostGator, followed by the initial setup of the Famous Five speed round.
AgFunder Interview Recap and Closing Remarks 0000 Nathan wraps up the episode with a quick summary of AgFunder's metrics and delivers closing promotional announcements and listener giveaways.

Statements from this episode (14)

Assertion Supported
Agriculture represents 10% of global GDP but 0.3% of investable assets
“So globally, agriculture represents about 10% of global GDP, but only about .3% of the world's investable assets are allocated to this space.”
Robert LeClaire Oct 17, 2016 ▶ 2:22
Disclosure
AgFunder plans to expand into farmland and traditional agribusiness investments
“Eventually we will be offering farmland. Eventually we'll be offering sort of more traditional agribusiness opportunities, emerging markets.”
Robert LeClaire Oct 17, 2016 ▶ 3:41
Insight
Rob Leclerc: Online financial marketplaces eventually evolve into asset managers
“This is a sort of the case with all basically online financial marketplaces. They start off as pure marketplace and then effectively move over to be more of an asset manager or online venture capital firm or private equity firm or online kind of lender.”
Robert LeClaire Oct 17, 2016 ▶ 4:37
Assertion Not checkable as stated
AgFunder generated about $150,000 in revenue in Q1 2016
“For instance, in the first quarter of this year, We had revenues of about a 150,000 here in 2016.”
Robert LeClaire Oct 17, 2016 ▶ 4:53
Disclosure
AgFunder is raising a $20M fund to co-invest alongside platform investors
“So we're basically raising a capital fund twenty million dollar capital fund. We will be then investing in all of the companies on the platform. And then effectively we invite now investors to co-invest alongside of us.”
Robert LeClaire Oct 17, 2016 ▶ 5:08
Assertion Supported
AgFunder has raised about $1.8M in venture funding from 500 Startups
“We have venture funding. We were backed by 500 startups went through their accelerator. So we have about 1.8 million in in funding.”
Robert LeClaire Oct 17, 2016 ▶ 5:42
Assertion Not checkable as stated
AgFunder has about 3,200 accredited investors on its platform
“We've got about 3200 accredited investors on the platform, and I can't say that there is a particular profile for those investors.”
Robert LeClaire Oct 17, 2016 ▶ 6:58
Assertion Not checkable as stated
AgFunder listed 21 companies raising $35M in its first two years
“So we've listed about 21 companies on the platform. The listed companies have raised, I guess, about thirty-five million dollars over the last two years.”
Robert LeClaire Oct 17, 2016 ▶ 7:56
Disclosure
AgFunder is shifting to charge management fees and carried interest
“When we move over to an asset management model, which is basically what lending club does we will take a management fee on capital raised to the platform. Then we also basically take what's called a carried interest, which is basically a portion of the profits…”
Robert LeClaire Oct 17, 2016 ▶ 8:31
Assertion Not checkable as stated
AgFunder generated $250,000 in lifetime revenue as of October 2016
“I guess about 250,000 dollars.”
Robert LeClaire Oct 17, 2016 ▶ 9:31
Disclosure
AgFunder has 20,000 members and subscribers in the agtech space
“We've basically built a massive community, a larger community, about 20,000 members and subscribers that are in the food and agriculture industry.”
Robert LeClaire Oct 17, 2016 ▶ 11:48
Assertion Not checkable as stated
Agtech had one global conference and zero accelerators when AgFunder started
“When we started AgFunder, I mean, this was like the dark ages of food tech and ag tech. There was there was one conference globally. There was zero accelerators. There was no data.”
Robert LeClaire Oct 17, 2016 ▶ 12:03
Assertion Not checkable as stated
AgFunder CEO Rob Leclerc did not graduate from high school
“I actually didn't graduate from high school.”
Robert LeClaire Oct 17, 2016 ▶ 16:11
Assertion Not checkable as stated
Rob Leclerc says he has never used his Yale PhD
“No, definitely not.”
Robert LeClaire Oct 17, 2016 ▶ 16:34
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