Investor Pitch Deck

Capturing Virginia's $358M Poultry Gap

When Tyson exited Central Virginia, they left behind 40+ displaced farms and a region hungry for an independent alternative. IronRoost is building it — starting with contract processing, scaling to owned.

$2.5M Seed Round
$358M Addressable Gap
40+ Farms Displaced Growers
Central VA Target Market
01 — The Problem

Tyson left. $358M vanished.
40+ growers had nowhere to go.

In 2023, Tyson Foods closed its Central Virginia operations, displacing over 40 contract growers and removing $358M in annual revenue from the regional poultry economy. The processing facility was sold to a private buyer. Farmers were forced back to commodity pricing or out of the business entirely.

2020
Tyson operates Central VA at full capacity. 40+ farms under contract.
2023
Tyson exits Central Virginia. $358M in revenue disappears. USDA permits lapse.
2024-25
Displaced farmers face commodity returns of $0.12-$0.25/lb. Many consider exiting poultry.
2026+
IronRoost activates contract processing, offers $0.60-$1.00/lb margins. Growers stay.
$0M
Revenue Displaced
from Central VA
0+
Former Tyson Growers
Left Stranded
$0.12
Current Commodity
Margin Per Pound
02 — The Insight

The mid-market premium is wide open.

Consumers pay $2.50+/lb for organic. Commodity sells at $1.79/lb. Between those two prices sits a $0.70 gap that no one is filling. IronRoost positions at $1.80-$2.25/lb, where consumer willingness to pay meets farmer-viable margins.

$1.79
Commodity
(Tyson, Perdue)
$1.80 - $2.25
IronRoost
Mid-Premium
$2.50+
Premium Organic
(SVO, Vital Farms)

SVO Validates the Model

Shenandoah Valley Organic raised $24.2M in VC for a farmer-first approach. They proved the demand. IronRoost adds processing control and mid-market pricing.

Consolidation Creates Gaps

Big Four control 60%+ of US poultry. When they exit a region, they leave behind infrastructure, farmers, and demand. Those gaps are our entry points.

Farmers Want Alternatives

40+ former Tyson growers outside the egg co-op are unaffiliated and available. They know poultry. They need a buyer who pays real margins, not tournament pricing. CVPC pivoted to eggs — these broiler growers are IronRoost's supply.

03 — The Solution

Phased integration,
farmer-first.

IronRoost controls the full chain through a phased strategy: contract processing with existing USDA-inspected Virginia processors in Phase 1, co-op-owned facility in Phase 2, full vertical integration at scale. Lower capex risk upfront, grant-funded scaling later.

🍗

Supply Control

40+ Former Tyson
Broiler Growers

⚙️

Contract Processing

Existing VA USDA Plants
Toll: $0.15-$0.25/lb

📦

Distribution

DTC + Regional B2B
Premium Retail

🏡

Brand & Consumer

IronRoost Premium
Virginia Origin

Why Phased Integration Wins

Phase 1 starts with minimal capex — toll processing de-risks launch
Phase 2 leverages USDA MCap grants + AFID funds for co-op facility
Margins improve with each phase as processing costs internalize
Regional brand premium from "Virginia-grown, Virginia-processed"

What We're NOT Doing

Competing head-to-head with Big Four on commodity pricing
Sinking $5M+ into a facility before proving demand
Going national before owning the regional market
Using tournament pricing that squeezes farmers
04 — Market Opportunity

$5.2B market. $358M addressable.
Central Virginia is the beachhead.

The US poultry market is massive, but IronRoost's opportunity is surgical: the specific gap left by Tyson's exit, combined with SVO's scaling limitations and organic growth in Virginia's premium segment.

$0B
US Poultry Market
$0M
Addressable Gap
(Tyson Closure)
$0B
Total US Poultry
& Egg Market

Addressable Market Sources

Tyson closure displacement $200M
SVO scaling gaps (mid-market) $80M
Regional organic growth $78M
Total Addressable $358M
05 — Unit Economics

Farmers earn 5x more.
Margins work even with toll processing.

IronRoost's retail pricing of $1.80-$2.25/lb delivers farmer margins of $0.60-$1.00/lb versus commodity's $0.12-$0.25/lb. Toll processing in Phase 1 costs $0.15-$0.25/lb — margins still work. They improve as we move to owned processing in Phase 2-3.

✓ Phase 1: Contract Processing

Retail Price $1.80-$2.25/lb
Farmer Margin $0.60-$0.80/lb
Toll Processing Fee $0.15-$0.25/lb
Distribution (direct) $0.10-$0.20/lb
Gross Margin (Phase 1) 30-40%

✓ Phase 2-3: Owned Processing

Retail Price $1.80-$2.25/lb
Farmer Margin $0.60-$1.00/lb
Processing (owned) $0.20-$0.30/lb
Distribution (direct) $0.10-$0.20/lb
Gross Margin at Scale 40-60%
06 — Competitive Moat

Three layers of defense they can't replicate.

IronRoost's competitive advantage compounds over time. Farmer loyalty locks in supply. Processing control locks in margins. Regional brand locks in consumer premium.

🤝

Farmer Loyalty

vs. Tyson/Perdue margin compression

Former Tyson growers remember tournament pricing. IronRoost offers transparent, above-market margins. Once a farmer earns $0.80/lb instead of $0.15/lb, they don't switch back. Supply-side stickiness is our deepest moat.

⚙️

Processing Path

vs. SVO permanently outsourcing processing

SVO raised $24.2M but permanently outsources processing — variable costs and zero margin capture. IronRoost starts with toll processing but has a clear path to co-op-owned facilities via USDA MCap grants. Margins improve with each phase.

🌟

Regional Brand

vs. Big Four national commodity positioning

"Virginia-raised, Virginia-processed" creates a regional identity Big Four can't replicate. Local sourcing resonates with premium retailers (Whole Foods, Wegmans) and DTC consumers willing to pay for provenance.

07 — Go-to-Market

Three phases. Contract first.
Own later. Lower risk, bigger upside.

We don't start by buying a facility. We start by proving the model with toll processing. Secure supply, prove margins, then build owned processing with USDA grant funding.

Phase 1

Contract Processing

Months 0-12
  • Sign 40+ former Tyson broiler growers
  • Toll processing with existing VA USDA plants ($0.15-$0.25/lb)
  • Farmer contracts at $0.60-$0.80/lb margin
  • Launch IronRoost brand, initial regional retail
  • Prove unit economics at 2,000 birds/day
Phase 2

Co-Op Facility

Months 12-24
  • USDA MCap Grant + AFID fund applications
  • Co-op-owned processing facility build-out
  • Whole Foods, Wegmans, Publix regional placement
  • Scale to 5,000 birds/day with owned processing
  • Gross margin improvement: 30-40% → 45%+
Phase 3

Full Vertical Integration

Months 24-36
  • IronRoost DTC subscription box launch
  • Restaurant B2B channel (Richmond, NoVA)
  • CVPC egg partnership (complementary, not competing)
  • Expand grower network to 100+
  • Scale to 10,000 birds/day, 40-60% gross margin
08 — Traction & Milestones

Where we are. Where we're going.

IronRoost has validated the thesis through direct engagement with displaced growers and regional processor assessments. Here's our roadmap to revenue.

Grower Network Identification

40+ former Tyson broiler growers identified outside the CVPC egg co-op. These are unaffiliated farmers with existing infrastructure who need a premium buyer.

Validated

CVPC Egg Partnership (Complementary)

CVPC pivoted to eggs with a 13-year Dutch Country Organics deal. IronRoost's broiler operation is complementary, not competing — same regional network, different protein.

Confirmed
3

Contract Processing Agreements

Secure toll processing with existing USDA-inspected Virginia processors. Multiple plants available at $0.15-$0.25/lb — no facility acquisition needed.

Next Milestone
4

Supply-Side Profitability

First profitable quarter from initial grower partnerships and toll-processed product. Prove unit economics work even before owned processing.

Month 9-12
5

USDA MCap Grant Application

Apply for USDA Meat and Poultry Processing Capacity grants + Virginia AFID funds to build co-op-owned processing facility. Grant-funded = lower investor dilution.

Month 12-18
09 — The Ask

$2.5M Seed to launch the brand.

Contract processing = no facility capex upfront. This $2.5M deploys to farmer transition support, working capital, and brand launch. Co-op facility comes in Phase 2, funded by USDA grants — not investor dollars.

🏛️
Phase 2 Processing Facility Is 60–80% Non-Dilutive

USDA MCap grants (up to $20M) + Virginia AFID + GO Virginia = $12–27M in stackable grant capital available for Phase 2. Investors get vertical integration without the dilution. See next slide →

Seed Round
$2.5M
Priced equity round, 18-month runway
  • Farmer Transition Support $800K
  • Working Capital & Toll Processing $750K
  • Brand Launch & Sales $500K
  • Operations & Team $450K

Use of Proceeds

Farmer Transition Support 32%
Working Capital & Toll Processing 30%
Brand Launch & Sales 20%
Operations & Team 18%
10 — Capital Efficiency

Phase 2 is 60–80% grant-funded.
No dilution to build the facility.

The co-op processing facility doesn't require another equity round. USDA and Virginia state programs are purpose-built to fund exactly what IronRoost is building: independent, regional meat processing capacity. These grants are stackable.

USDA MCap

Up to $20M

Meat & Poultry Processing Capacity

USDA's flagship grant for independent processing facility construction. IronRoost's co-op model — farmer-owned, regional, independent — is the textbook eligible applicant. Applications open annually Q1.

Match: 20% minimum. IronRoost covers with Year 1-2 revenue.

USDA RFSI

Up to $4M

Regional Food System Infrastructure

Broiler infrastructure eligible — separate from CVPC's egg award. Stackable with MCap for cold storage, grading equipment, and distribution infrastructure. Separate application, same program cycle.

Match: 25%. Covers ancillary processing equipment.

Virginia AFID

Up to $2M

Agriculture & Forestry Industries Development Fund

State grant/loan hybrid for ag facility development in Virginia. Strongly prioritizes rural job creation and farm income — IronRoost's model checks every box. Administered by VDACS, rolling applications.

Match: 10-15%. State programs are designed to be accessible.

GO Virginia

Up to $1M

Regional Economic Development

Regional economic development grants targeting job creation and diversification in Virginia's rural regions. Poultry processing plants are exactly the kind of anchor employers GO Virginia was designed to support.

Match: Varies by region. Central VA qualifies for enhanced rates.
Total Stackable Non-Dilutive Capital
$12–27M
USDA MCap + RFSI + AFID + GO Virginia combined
The capital efficiency story VCs rarely see.

A $5–8M Phase 2 processing facility funded 60–80% by non-dilutive grants means investors get vertical integration at a fraction of the equity cost. IronRoost's Phase 2 capex burden: $1–3M in matching funds, not $8M in dilution.

11 — Exit Paths

Multiple paths to 10x+ returns.

IronRoost's vertically integrated model creates optionality. A regional poultry brand with $50M+ revenue and owned processing becomes an acquisition target or IPO candidate.

🏦

PE Acquisition

Perdue / SVO Precedent

Regional poultry brands with farmer networks and processing are prime PE targets. Perdue's acquisition history shows 6-8x revenue multiples for vertically integrated operations.

🏆

Strategic Acquisition

Whole Foods / Retail Parent

Amazon (Whole Foods parent), Kroger, and premium retailers actively acquire supply chain companies that guarantee shelf differentiation. Our regional brand is exactly their target.

📈

IPO Path

$50M+ Revenue Target

Grow to $50M+ revenue with 40%+ gross margins and IronRoost becomes a standalone public company. Vital Farms (VITL) proved the market appetite for premium poultry IPOs.

Let's Talk

The gap is real. The growers are ready.
The market is waiting.

Tyson's exit created a once-in-a-decade opportunity to build the independent poultry brand Central Virginia deserves. $2.5M launches contract processing, proves the model, and positions for grant-funded scaling.

$358M Addressable Gap
40+ Growers Ready Supply
40-60% Target Gross Margin
$2.5M Seed Ask