Demand is legislated, supply is fragmented, and no player owns the trust + payment + compliance layer between them. TheBioLink does — asset-light, four revenue lines from day one.
Request the Full DeckIllustrative GMV potential, anchored to India's own biomass volume and price data — not booked revenue.
~140M tonnes of surplus biomass annually at prevailing pellet prices — the long-term multi-buyer opportunity across power, cement, and biogas.
Today's mandatory co-firing supply gap: 12–17M tonnes/year shortfall vs. pellet capacity, at ₹7,500–10,500/tonne.
One district, one anchor TPP — expanding to full-state volume riding Maharashtra's bamboo blending mandate.
25% thermal substitution targeted by 2030, from <1% today; 14.5M t/yr surplus biomass already identified.
Feedstock mandatory from FY 2025-26; 1,094 letters of intent as of mid-2025.
From mandatory co-firing alone — before adjacent buyers already forming around the same infrastructure.
Commission on every verified trade — the primary line, in line with commission-based B2B agri-trading models.
Recurring subscription for TPPs needing ongoing CCTS-ready / MRV documentation.
Revenue share on farmer/aggregator working-capital lending via an NBFC partner — not balance-sheet lending.
Aggregated regional biomass-availability data sold to TPPs, cement plants, and policymakers.
At a 3–5% take rate against a ₹7,500–10,500/tonne pellet price — before compliance, financing, or carbon revenue lines are added. Costs at MVP stage are people, not infrastructure: an asset-light strategy by design.
MVP live in one district: 1 anchor TPP, 2–3 pellet manufacturers, 20+ aggregators, real verified trades with MRV-aligned compliance docs.
Maharashtra-wide, riding the bamboo blending mandate. Compliance-as-a-service formalised as recurring revenue.
Madhya Pradesh, then Punjab / Haryana / UP. Matching graduates toward a fuller AI forecasting layer.
Multi-state presence; AI forecasting matures; early exploration of cement & biogas buyer segments.
The same verified-supply, compliance, and financing platform extends across every hard-to-decarbonise industrial input — and the problems TheBioLink solves in India exist wherever coal grids, agricultural residue, and tightening carbon rules meet.
Direct operating experience in biomass pellet trading and aggregation into thermal power plants (Kothari Infrastructure Enterprise), including existing SAMARTH registration and live TPP relationships.
A separate track record in enterprise procurement, supplier management, strategic sourcing, and commercial negotiation — the discipline that structures a fragmented market into a repeatable process.
Pre-seed capital · our first technical co-founder / CTO · introductions to TPP & aggregator networks. An initial supplier cohort matched to 1–2 pilot thermal power plants over the next two quarters — building the layer the regulatory mandate has created demand for, but no platform currently provides.