Series Seed ยท Investor Presentation

Breaking the Trade-Off
Between Cost, Scale & Carbon

Delivering the economics of fossil fuels
with the carbon profile of low-carbon alternatives.

INPUTS
๐ŸŒฑ
CO2
Practically free industrial & concentrated sources
AbundantWasteFree
๐Ÿ”ฅ
Methane Feedstocks
Natural gas, biomethane, coke oven gas, landfill gases & more
AbundantReliableGlobal
โšก
Electricity
Renewable power to drive the conversion
CleanScalableFlexible
AGC Carbon
Integrated Carbon-to-Syngas Architecture
โ†
โ†’
OUTPUTS
โœˆ
Aviation Fuel
SAF / Jet Fuel
โš›
Methanol
Chemical & Fuel
๐Ÿšข
Marine Fuel
Bunkering / Marine
๐Ÿš›
Synthetic Fuels
Gasoline / Diesel / Jet
๐Ÿ”ฅ
DME / LPG
Low-Carbon Fuels
The Platform

LOW-CARBON FUELS AT FOSSIL COSTS.

AGC Carbon converts two abundant carbon resources โ€” methane and CO2 โ€” into low-cost & low-carbon fuels, chemicals, and petrochemicals through a proprietary syngas platform.

COST PARITY AT
~$55/bbl
CRUDE OIL
Competes directly with today's crude oil economics.
UP TO
40%
LOWER PRODUCTION COSTS
Compared with alternative low-carbon pathways.
UP TO
3X
MORE PRODUCT
From the same resource base.
๐Ÿ†

MOST TECHNOLOGIES NEED THEIR 10TH PLANT TO WORK. AGC WORKS ON ITS FIRST.

The Opportunity

A $9 Trillion+
Addressable Market

LOW-CARBON FUELS
SAF & Marine Fuels
$500B+
CHEMICALS & PETROCHEMICALS
Methanol ยท DME ยท LPG ยท More
$5T+
FOAK Commercial Economics

PROFITABLE BEFORE SCALE.

Cash-flow positive economics on day one โ€” before the first commercial deployment.

REVENUE
~$15.9MM
EBITDA
~$9.3MM
EBITDA MARGIN
~60%
UNLEVERED IRR
>20%
36-MONTH
RUNWAY.
ALL THIS. IN ONLY 36 MONTHS.
The Round

$3MM EQUITY INVESTMENT
IN AGC CARBON.

$ONE INVESTMENT.
๐Ÿ”—TWO PARALLEL PATHS.
โœ“THREE RISKS RETIRED.
โ˜…MAJOR VALUE INFLECTION.
WHAT YOUR $3MM EQUITY INVESTMENT FUNDS
๐Ÿงช
TECHNOLOGY VALIDATION
  • Process confirmationValidate core gasification chemistry and performance
  • Operating window definitionDefine stable, efficient and controllable operating range
  • Syngas optimizationMaximize H2/CO ratio, purity and cold gas efficiency
  • Engineering packageDevelop detailed process & equipment engineering basis
TECHNOLOGY VALIDATION & SCALE-UP
  • โœ“ 50 kg/hr methane pilot
  • โœ“ 1,000+ hour operation
  • โœ“ Scale-up validation
  • โœ“ Commercial design basis
๐Ÿค
COMMERCIAL VALIDATION
  • Feedstock agreementsSecure supply, quality, pricing and logistics
  • Site selectionFinalize deployment location and infrastructure plan
  • Offtake developmentDevelop commercial agreements and product qualification
  • FOAK project preparationEngineering, permitting and execution planning
COMMERCIAL READINESS
  • โœ“ Site Finalization
  • โœ“ Feedstock & Product Guarantees
  • โœ“ Regulatory & Permitting Progress
  • โœ“ FOAK Project Financing Commitment
๐Ÿ
ACHIEVED VIA
TRL-2 Current State
1
TECHNOLOGY VALIDATIONDe-risk the technology and define the operating envelope
2
PILOT DEMONSTRATIONProve at pilot scale, validate scale-up and generate design basis
3
COMMERCIAL READINESSSecure commercial partners, finalize agreements and project readiness
4
TRL-7 + FOAK READYFirst commercial deployment ready
TRL-7 Post Financing Target
VALUE CREATED: THREE RISKS RETIRED
โœ“ TECHNOLOGY RISK RETIRED
โœ“ SCALE-UP RISK RETIRED
โœ“ COMMERCIAL RISK RETIRED
$$3MM EQUITY INVESTMENT
FOR A 36-MONTH RUNWAY.
๐Ÿ“…ALL PROGRAMS. ALL MILESTONES.
ALL ACHIEVED IN ONLY 36 MONTHS.
โ˜…RETIRE THREE RISKS.
UNLOCK A $9T+ MARKET.
The Team

THE TEAM TO COMMERCIALIZE AGC CARBON.

115+ Years Combined Experience Across Technology, Engineering, Commercialization & Project Development.
Leadership team combining expertise across technology, engineering, commercialization & finance.

Dev Gavaskar
Chief Executive Officer
๐Ÿ’ผ 20+ years of experience
  • Venture Development & Commercialization
  • Business Strategy & Growth
  • Strategic Partnerships & Fundraising
  • Energy, Chemicals & Sustainability
Michele Bina
Chief Commercial Officer & Finance
๐Ÿ’ผ 30+ years of experience
  • Commercial Leadership
  • Corporate Finance & Capital Markets
  • M&A, Transactions & Structured Finance
John D'Acierno
Chief Engineering Officer
๐Ÿ’ผ 40+ years of experience
  • Process Engineering
  • Technology Scale-Up
  • EPC & Project Delivery
Sumeet Gandhi
Founder & Investor
๐Ÿ’ผ 25+ years of experience
  • Technology Innovation
  • Process Development
  • Entrepreneurship & Company Building
  • Clean Energy & Chemicals
๐Ÿ‘ฅ EXPERIENCE FROM
GLOBAL INDUSTRY LEADERS
Shell
Toyota
FuelCell
Energy
CALUMET
GTI Energy
synata bio
PARSONS
โœ“

TECHNOLOGY. ENGINEERING. COMMERCIALIZATION. DEPLOYMENT. The capabilities required to advance AGC from TRL-2 to commercial scale.

Get Involved

Join the round. Build the future of fuel.

AGC Carbon is raising $3MM to retire technology, scale-up, and commercial risk in a single 36-month sprint โ€” and unlock a $9T+ market at fossil fuel economics.

Series SeedCurrent Round
$3MMTarget Raise
36 moRunway
$9T+TAM