Market Opportunity
Two Converging Crises. One Unified Platform.
Global tequila demand is structural and accelerating.
Mexico's energy grid is operating with critically low reserve margins.
Both create rare, time-sensitive entry points for vertically integrated operators with skin in the game.
$27.7B
Tequila Market by 2027
84%
Exports to USA
500
MW Reserve Margin Peak 2024
$30B
CFE Grid Investment Need
5.8
kWh/m²/day — Guanajuato
25+
Yrs Family Agave Expertise
Investment Structure
One Ecosystem. Five Revenue Streams.
Each vertical stands on its own economically, while together they generate compounded value through vertically integrated control of the entire supply chain — from earth to bottle to kilowatt.
Vertical 1 — Agave Farm
Buying Low. Harvesting at the Peak.
Agave Price Cycle 2001–2034 (MXN/kg) — Historical & Projected
*Projections reflect: accelerated demand from new global markets, DIAGEO mega-facility construction near La Barca, Jalisco increasing industrial offtake, abandonment of poorly-maintained plantations reducing future supply, and continued premium tequila category growth. Source: IWSR, CRT, internal analysis.
We are buying at the troughCurrent agave prices at MXN $2–3/kg, down 92% from the 2021 peak of MXN $30/kg. Our 961K existing plants and 2026–2031 new planting program are positioned to harvest at the next price peak.
The cycle repeats every 10–15 yearsThe last trough was 2007–2010 at MXN $1.5/kg, followed by a 20x price recovery. IWSR confirms the bottom is expected around 2026. Our peak harvest window is 2032–2034, aligned with the next projected price peak.
Own distillery = strategic flexibilityBy building our own distillery, we are never forced to sell agave at market price. We can dynamically decide: sell agave when prices peak, convert to tequila when margins are higher, or do both simultaneously — a capital allocation advantage no pure agave grower has.
Vertical 2 — Brand & Maquila
A $12.4B Premium Market. We're Already In It.
The Market Opportunity in Three Data Points
Tequila surpassed vodka as the #1 revenue spirit in the USA in Q1 2025— $4.6B market in 2024, projected $7.7B by 2030 at 9.1% CAGR. Premium segment growing at 12% annually. Source: Grand View Research
68% of global tequila consumers prefer 100% agave— and over 60% now choose premium or super-premium expressions. Our $110/bottle positioning targets the fastest-growing segment with the highest margins. Source: IWSR
100% export = 0% IEPS tax. While domestic tequila brands pay up to 53% excise tax, our export-only model eliminates this cost entirely — a structural margin advantage built into the business from Day 1.
$12.4B
Global Premium Tequila by 2033
9.1%
USA Market CAGR 2025–2030
$110
Price per bottle (TX & FL entry)
60%+
Consumers choosing premium
2
IMPI-registered brands ready
0%
IEPS tax (100% export model)
Source: Grand View Research, IWSR, CRT 2024.
Vertical 3 — Distillery
Only 4 Active Distilleries in Guanajuato. We're Building the 5th.
The Strategic Advantage in Three Data Points
Premium tequila acquisitions command 10–14x EBITDA — Casamigos sold to Diageo for $1B (2017), Patrón to Bacardi for $5.1B (2018), Don Julio to Diageo for $408M. Owning the distillery = owning the multiple. Source: The Spirits Business
Vertical integration = margin control. Third-party maquila revenue from Day 1 monetizes idle capacity while our own brands scale — the distillery pays for itself before our first bottle sells.
Dual-profile copper + stainless alambiques designed to produce both highland and lowland tequila profiles — giving us flexibility to serve premium sipping, cocktail, and private label markets simultaneously.
1.5–3M
Liters/yr capacity
15 ha
Secured land + own water well
10–14x
EBITDA exit multiple (industry)
$6.3M
Capital required
4
Milestone tranches
40%
Equity offered
Source: The Spirits Business, M&A Research, CRT 2024.
Vertical 4 — Clean Energy
Mexico's Energy Crisis Is Our Opportunity
The Crisis in Three Data Points
500 MW reserve margin — peak summer 2024 — down from 5,000–6,000 MW in prior years. Moody's: This is a critical situation. It is not sustainable.
CFE lost ~$6B in 2024 — undercapitalized and reliant on fossil fuels. Mexico must double installed capacity in 15 years. Private generation (up to 46%) is now legally essential.
2025 Energy Reform — self-consumption 0.7–20 MW projects with grid connection may sell surplus to CFE. Isolated projects up to 20 MW require zero social impact permits.
133 ha (329 acres)
Pénjamo, Guanajuato
~2,600
Bifacial 500W Panels
1.3 MW
Installed Capacity Phase 1
5.8
kWh/m²/day avg irradiation
~5,400
MWh Net Annual Output
$252K
USD Surplus Revenue/yr
Technical basis: At 5.8 kWh/m²/day and 500W bifacial panels (~2.5 m² each), ~2,600 panels yield ~1.3 MW peak. Net annual output after losses: ~5,400 MWh. Distillery consumes ~1,200 MWh/yr. Surplus ~4,200 MWh sold to CFE ≈ $252K USD gross/yr. The 133 ha (329 acres) site allows future expansion to 5–8 MW at zero additional land cost.
Vertical 5 — AI & Intelligence Layer
AI Is Not a Feature. It's Our Margin Architecture.
Every vertical runs smarter, leaner, and more profitable with AI embedded from Day 1.
V1 · Agave Farm
With AI vs Without AI — Yield & Input Efficiency
71%
With AI
- +29% forecast accuracy via satellite + AI
- -25% input costs (fertilizer, water, labor)
- -30% water usage via optimized irrigation
Source: Farmonaut, Market Growth Reports 2024
V2 · Brand & Maquila
AI Marketing vs Traditional Marketing — Cost Structure
15%
AI cost
- -80–90% marketing cost vs traditional agencies
- +20–30% campaign ROI (McKinsey 2024)
- -37% customer acquisition cost
Source: McKinsey 2024, ProfileTree
V3 · Distillery
AI-Optimized vs Manual Production — Labor & Overhead
60%
AI-optimized
- -40% labor cost in AI-driven fermentation
- -10–15% overhead via AI process optimization
- Full IoT batch traceability by crew, field & climate
Source: Spirits Consulting Group, SAKENOVA benchmark 2025
V4 · Clean Energy
AI-Managed vs Manual Energy Trading — Efficiency Gain
80%
AI-managed
- Automated peak-price detection → surplus monetization 24/7
- +15–25% efficiency gain across vertical
- $0 marginal cost — agents run autonomously
Source: Internal model, energy trading AI benchmarks
AI is already operational — not a future plan. Our existing data lake (per-parcel, per-crew, per-input), Power BI dashboards, CRM, and ERP systems are live. We are not starting from zero — we are scaling what already works.
AI marketing = 80–90% cost reduction vs traditional agencies. A full brand campaign that costs $500K–$1M traditionally can be executed for under $100K with AI-driven design, content, and media buying — preserving margin from the first bottle sold.
Field → Bottle traceability = premium pricing power. IoT sensors across fermentation and distillation enable full batch traceability by crew, field, and climate. This is not just quality control — it's a storytelling and certification asset that commands $110+/bottle in the U.S. market.
+29%
Yield forecast accuracy (AI vs traditional)
-80%
Marketing cost vs traditional agencies
-40%
Labor cost AI-optimized distillation
+32%
Average ROI increase (3+ AI functions)
$0
Marginal cost of AI energy trading agents
+15–25%
EBITDA efficiency per vertical
Sources: McKinsey 2024, Farmonaut 2025, Spirits Consulting Group 2025, SAKENOVA benchmark, Market Growth Reports 2024.
+15–25% efficiency per vertical · EBITDA multiplier
Capital: $315K USD integrated across V1–V4 · 40% equity per vertical
Capital Requirements
Phased Capital. Milestone-Gated Risk.
No lump-sum commitment. Each vertical deploys in tranches tied to operational milestones. Structured like a PE deal, not a startup bet.
| Vertical | Timeline | Capital | Equity | Target Return | Exit |
|---|---|---|---|---|---|
| V1 — Agave Farm | 2026–2031 · 6 tranches | $5.5M USD | 40% | ~31% annual | Yr 8 · 6–8× |
| V2 — Brand & Maquila | Yr 1 · 1 tranche | $1.7M USD | 40% | 33% annual | Yr 5 · 4–6× EBITDA |
| V3 — Distillery | Yr 1–3 · 4 tranches | $6.3M USD | 40% | 27% annual | Yr 8 · 8–12× EBITDA |
| V4 — Clean Energy | Yr 1 · 2 tranches | $1.6M USD | 40% | ~28% annual | Yr 6 · asset sale/expand |
| V5 — AI Layer | Yr 1 · embedded in V1–V4 | $315K USD | 40% | +15–25% efficiency | Per-vertical exit |
| TOTAL — All Verticals | — | $15.415M USD |
Investors may participate in one, two, or all five verticals. Each vertical maintains an independent legal entity, capital structure, and exit pathway.
Deployment Schedule
Without tranches (lump-sum)
100% of capital deployed day 1. If the project fails in year 2, the full commitment is already at risk.
With tranches · Milestone-Gated
Capital released in rounds. Each tranche unlocks only after the prior operational milestone is met. Committed ≠ deployed.
2026 Q3
2027
2028
2029
2030
2031
2032
2033
2034
V1 — Agave Farm
Exit Yr 8
V2 — Brand & Maquila
Exit Yr 5
V3 — Distillery
Exit Yr 8
V4 — Clean Energy
Exit Yr 6
V5 — AI Layer
V1 — Agave Farm
V2 — Brand & Maquila
V3 — Distillery
V4 — Clean Energy
V5 — AI Layer
Milestone
Exit
Each vertical maintains an independent legal entity, capital structure, and exit pathway.
Investor Thesis
Six Structural Advantages. Right Deal. Right Time.
01
Buy at the Bottom
Agave at $2–3/kg — 90%+ below peak. Agricultural assets at decade-low costs. The time to plant is when nobody else wants to.
02
Moated Category
Denomination of Origin creates a powerful global moat: tequila can only be produced in Mexico, making it one of the last truly protected premium spirits categories.
03
Energy Arbitrage
Mexico's grid reserve margin is critically thin. Self-generation on owned land in one of Mexico's highest-irradiation states creates a natural hedge and revenue stream.
04
Proven Exit Template
Diageo, Bacardí, Pernod Ricard, and LVMH have spent $300M–$5B acquiring premium tequila brands. The market for acquisition-ready brands is deep and competitive.
05
25+ Years Skin in the Game
Founders have lived every agave cycle since 2001. Generational family business — not a financial play. Operators who eat what they cook.
06
AI as Cost Multiplier
Existing data infrastructure (data lake, Power BI, mobile field logging) is Day 1-ready. 15–25% efficiency gains are near-term, measurable, and compounding.
Leadership
Experienced. Focused. Proven.
Co-Founder, CEO & COO · Agavos Holding
Leonardo Pimentel
"Co-founder, operator & turnaround consultant who has lived every agave cycle since 2001 — building systems, not bets."
Contact
Education
- M.S. Tequila Production · UAG × Consejo Regulador del Tequila
- M.S. Quality Systems & Productivity Engineering · ITESM
- Black Belt Six Sigma
- B.S. Industrial Engineering · ITESM
Consulting & Transformation Track Record
- Business transformation across 8 countries — USA, Mexico, Panama, Colombia, Peru, Paraguay, Bolivia & Chile
- Advised owners, boards & C-suite decision-makers — average project ROI of 5:1 per dollar invested in EBITDA
- Drove sustainable profitability through strategic alignment, process reengineering, technology enablers & performance metrics
- Operated across 14 industries: Agro, Agroindustrial, Dairy, Meat, CPG, Energy, Pharma, Metals, Mining, Chemicals, Commerce, Primary & Secondary Logistics, and Tourism.
What I built
- Designed the 5-vertical investment strategy for the macro-project with full vertical integration
- Closed agave supply contracts including a direct agreement with one of the world's top 3 spirits companies
- Registered both brands (IMPI); led full brand design, storytelling, and go-to-market positioning
- Built all digital infrastructure: CRM, ERP, and end-to-end digital traceability systems
- Designed distillery layout applying the world's only M.S. in Tequila Production (UAG × CRT) — multi-profile alembic configuration for premium expression development
- Relocated to Mexico to lead field operations hands-on: input sourcing, procurement negotiation & crop improvement
- Designed fiscal & accounting strategy for Mexican entities including post-capital tax structure — execution delegated to CFO
Role in this project
- Translate vision into a clear strategic plan that investors, board, and team can execute — identifying competitive advantages, market cycles, and margin opportunities across all 5 verticals
- Define and oversee capital allocation strategy across all 5 verticals — ensuring each tranche is deployed with ROI accountability, milestone-based reporting, and transparent return timelines for investors
- Actively develop strategic alliances, distribution partnerships, and acquisition opportunities that accelerate growth and increase enterprise value ahead of the exit horizon
- Lead positioning of Agavos Holding for a premium exit — whether strategic acquisition, private equity recapitalization, or IPO — by building the financial, legal, and operational profile that maximizes valuation multiples at Year 8
- Define and evolve fiscal & tax strategy for both USA and Mexican entities to maximize after-tax returns — CFO executes, CEO architects
- Ensure successful deployment of each vertical using proven methodology applied across 8 countries
- Drive continuous improvement to consistently maximize shareholder and group profitability
- Implement governance best practices to keep the board informed and ensure processes, people, tools, and systems stay aligned with defined objectives
Skin in the game
- Personally funded project operations at every stage — capital deployed from own pocket to keep execution moving
- Family roots in agave since 2001 — 25 years of lived cycles, relationships & on-the-ground knowledge
NP
Co-Founder, CFO & CCO · Agavos Holding
Néstor Pimentel
"Co-founder & venture builder with experience supporting capital formation and commercialization across multiple energy ventures."
Contact
Education
- M.S. Petroleum Engineering · Texas A&M
- B.S. Chemical Engineering · ITESM
Track Record
- Leads U.S. commercial strategy, distribution partnerships, investor relations, and energy vertical structuring
- Raised $1M+ in startup capital to launch and scale a Dallas-based design and construction company
- Secured over $4.5M in contracted real estate projects during the company's first two years
- Led financial modeling and investor presentations for new energy ventures with combined valuations exceeding $100M
- Closed the first commercial contract for an energy storage venture valued at $27M
- Contributed to the development of an energy technology company that completed a Series A financing at a $40M valuation
- 10+ years of experience across energy, infrastructure, project development, operations, and finance
- Held leadership roles at Hunt Energy Enterprises, ES Xplore, Hunt Consolidated, and Trot Studio
Role in this project
- Lead capital prospecting and fundraising execution in the USA — identifying, approaching, and closing relationships with private investors, family offices, and institutional funds
- Build and execute U.S. commercial strategy — establishing distribution partnerships, route-to-market, and key account relationships in Texas and Florida entry markets
- Structure and manage investor relations — milestone reporting, capital deployment tracking, and return visibility for all active investors
- Oversee financial planning, budgeting, and reporting across all 5 verticals — ensuring full transparency and accountability to the board and investors
- Lead brand positioning and premium pricing strategy for El Zorro de los Altos and Gallardia in the U.S. market
- Execute fiscal & tax strategy for both USA and Mexican entities as defined by CEO — optimizing after-tax returns and ensuring full regulatory compliance
- Develop and close strategic alliances with importers, brokers, and on-premise accounts to accelerate market penetration and revenue from Day 1
- Lead energy vertical (V4) commercial structuring — identifying off-take agreements, CFE surplus sale contracts, and strategic partners for clean energy monetization
Skin in the game
- Chose entrepreneurship over a traditional corporate career — helping launch and scale ventures in both Mexico and the United States
- Personally funded initial project development, travel, legal, engineering, and business formation activities
Ready to Join the Vision?
This document is an executive summary. A full investment package with financial models, legal structure, and due diligence materials is available upon request.
Leonardo Pimentel
+1 (469) 833 5774 USA
+52 (33) 18 62 82 73 MX
Guadalajara, Jalisco, México
+52 (33) 18 62 82 73 MX
Guadalajara, Jalisco, México
Néstor Pimentel
+1 (214) 536 5333 USA
Dallas, Texas, USA
Dallas, Texas, USA