We’re excited to announce our investment in Loamy, a Los Angeles-based company working at the intersection of AI and food supply chains. Loamy is building an AI-enabled, mobile-first ERP platform built for food manufacturers, distributors, and growers—bringing real-time visibility, intelligence, and coordination to one of the most complex and under-digitized industries in the world.
At a time when food companies face increasing pressure around traceability, food safety, margins, and waste reduction, Loamy is laying the data infrastructure required to operate modern, resilient food supply chains.
The Problem: Fragmentation Across the Food Supply Chain
Walk into almost any food manufacturer or distributor today, and you’ll find teams juggling a patchwork of tools: paper forms for quality checks, spreadsheets for inventory and orders, point solutions for food safety compliance, and legacy ERPs that were never designed for perishables or field operations.
This fragmentation isn’t due to a lack of effort. Traditional ERP systems are expensive, slow to deploy, and require extensive customization. Implementations can cost hundreds of thousands—sometimes millions—of dollars and take over a year to complete. For mid-sized food companies, that tradeoff is often untenable.
The result is a massive technology gap at exactly the wrong moment. Major retailers like Walmart, Costco, and Kroger are demanding increasingly granular traceability that goes beyond FDA FSMA 204 requirements. Without modern systems, food companies face higher rejection rates, costly recalls, lost contracts, and unnecessary waste.
The industry doesn’t just need digitization—it needs infrastructure designed specifically for how food actually moves from farm to shelf.
The Solution: A Food-Native ERP, Reimagined
Loamy addresses this challenge by replacing fragmented systems with a single, mobile-optimized platform built for the realities of food operations. The platform digitizes and automates workflows across food safety, inventory management, compliance, logistics, pricing, and sales with AI — connecting growers, manufacturers, distributors, and retailers in one shared system of record, and turning tasks that used to take up significant employee time into seamless AI-enabled interactions that require minimal manual effort.
What sets Loamy apart isn’t just the breadth of features—it’s the intelligence layer woven throughout the platform.
Leveraging satellite imagery, Loamy uses AI to detect crop stress weeks before traditional agronomists, enabling customers to make proactive quality and harvesting decisions rather than reactive ones. AI-driven pricing analysis then helps customers optimize margins in real time, bringing data-backed decision-making to a function that has historically relied on intuition. And with a mobile-first design for in-field AI workflows, field workers can easily complete quality checks, track inventory, and update orders on the spot—eliminating clipboards, manual handoffs, and end-of-day data entry entirely.
Instead of static reporting and siloed tools, Loamy delivers real-time insight where decisions are actually made.
The Traction: Early Proof in a Legacy Industry
Loamy has nearly a dozen paying customers, including ReadyPac (the third-largest food processor in California), Evolution Fresh (a Starbucks subsidiary), Better Produce, and DeBernardi Brothers, a key grower and packer within the Driscoll’s ecosystem.
Customer feedback has been consistently strong. Teams report:
50% reduction in product rejections
75% faster recall management
Seamless integration of food safety compliance into daily operations
For a historically slow-moving industry, this level of early traction signals deep product-market fit. Customers aren’t just adopting Loamy—they’re expanding contracts and introducing the platform to partners across their networks.
The Team: Proven Builders of Vertical Platforms
Loamy is led by co-founders Charles Julius and Jason Pesek, who previously spent years together at Motive, helping scale the company from under $10M to over $200M in revenue.
Charles brings deep experience building enterprise platforms, including leading Procore’s app marketplace and scaling infrastructure for large, complex customers. Jason led product, compliance, and customer success initiatives at Motive, developing systems that supported thousands of field operators.
Together, they bring rare insight into how to digitize legacy, operationally complex industries—and how to build software that actually gets adopted by frontline teams.
The Market: A Platform Opportunity
Loamy operates at the intersection of several large and growing markets:
Food & Beverage ERP Solutions: Valued at $3.6B in 2023, projected to reach $6.4B by 2030 (8.5% CAGR)
Food Traceability: $15B market in 2025, expected to reach $45B by 2034
Warehouse Management Systems: $15.9B by 2033
Supply Chain & Logistics Software: $72.7B by 2033
While Loamy’s initial focus is on specialty crops and fresh food, the platform is architected to scale into meat, beverages, and prepared foods—and, over time, into sectors beyond food altogether. We view this as a “wedge in food”: rapid technology adoption in the food industry drives early traction and revenue, creating a strong foundation for expansion into adjacent verticals. The team’s prior experience in construction and logistics reinforces this strategy, and the product roadmap reflects that ambition, with planned modules spanning inventory and warehouse management, transportation management, payroll, and a full financial stack.
Thesis Alignment: Transparency & Efficiency To Reduce Supply Chain Risk
Loamy aligns directly with our thesis around building transparency and resilience into the food system.
By enabling real-time quality tracking, predictive insights, and end-to-end traceability, Loamy helps reduce food waste, improve safety, and democratize access to sophisticated supply chain technology. Smaller food companies gain tools once reserved for enterprise players, while consumers benefit from safer, more efficient systems behind the products they buy.
The next generation of food infrastructure will combine operational workflows with intelligence, addressing multiple value chain segments at once to create sticky data flywheels and transform communication between suppliers and their customers with shared insights. At Supply Change Capital, we’ve been on the lookout for companies that meaningfully deploy AI to provide intelligence and next-level insights across the food value chain. In Loamy, we found a sticky product that does so for growers, shippers, and all different types of upstream customers.
Looking Forward
With this round, Loamy will scale its engineering and go-to-market teams, advance its AI-driven product roadmap, and accelerate adoption across an expanding set of food categories.
We’re proud to partner with Charles, Jason, and the Loamy team as they lay the foundation for a new operating system for the food supply chain—one built on real-time data, predictive intelligence, and deeply connected workflows. We’re proud to support the Loamy team and to partner with investors Zeal Capital Partners, Slauson & Co., and Amplify.LA.
Over the coming years, food will be one of the fastest adopters of applied AI, driven by margin pressure, labor constraints, and increasing operational complexity. Platforms that can unify data across inventory, logistics, labor, and finance will define the next generation of category leaders.
Loamy is building that platform—starting in food, and expanding far beyond it.
Learn more:
it's a category that was broken before ai and is now finally fixable. good bet.
Strong thesis on infrastucture gaps. The fragmentation problem is real and those rejection numbers show how much visibility matters downstream. What caught my eye is the AI layer doing predictive crop stress detection, thats moving beyond basic digitization into actual operational inteligence. Food needed this years ago.