Seed round — Q1 2026
The world spends $9 trillion on food a year — and no one owns the data.
The thesis
Three numbers explain the opportunity.
The largest daily category on earth. Universal. Recurring. Personal.
No platform owns the cross-context food graph. Not Google, not Meta, not the chains.
Models are finally cheap enough to recommend per-person, per-meal, per-context.
Why now
Four windows, open at once.
Recommendation quality crossed the threshold for daily-decision trust in 2024.
Health, footprint, performance — three goals, one decision, every day.
EU labelling and footprint rules force machine-readable menus by 2027.
Margins compressed. AOV and waste are now board-level KPIs.
The flywheel
A classic two-sided network — with daily frequency.
Business model
Three revenue lines. One graph.
Per location. Tiered by surfaces and seats.
Pro tier unlocks coaching, weekly review, restaurant integrations.
Anonymised food intelligence for FMCG, retail, public health.
Defensibility
Four moats, compounding.
The first cross-context food graph — home, office, travel, restaurant.
Users bring restaurants. Restaurants bring users.
Brand-native surfaces — we live inside their menu, not next to it.
EU rules force the work. We've already done it.
The ask