NOTES · WORKING IN PUBLIC
We write what
we find.
Every 45 days, we take one sector — read everything we can find, model the unit economics, talk to operators — and publish what we learned. All of it. In public.
Not as a marketing exercise. Rigorous sector thinking is how we build conviction, and the founders who matter find us through the work. We've been doing this since the fund launched. Everything is free, no paywall, no email gate.
We're 45 days into EV Infrastructure right now.
Latest · P15 · Jun 7, 2026
The EV infra landscape: 5 categories, 40 companies, 3 that are actually profitable
40 venture-funded companies operate in Indian EV infrastructure today. Three are profitable. Below is our honest map — five categories, the leaders in each, and the unflattering truth about which ones actually generate positive operating cash flow.
Read the essay →
Foundation · From the partners
About the fund.
Who we are, how we think, and why we built this.
Current · May 23 – Jul 3, 2026
EV Infrastructure.
We think the next decade of Indian mobility is being built outside the metros — and the picks and shovels are the durable bet.
45-day editorial cycle
May 23 – Jul 3, 2026
W1
Macro
W2
Unit Econ
W3
Landscape + Interview
W4
White Spaces
W5
Flagship Report
W6
Recap + Panel
The installation era is over. India's EV charging story is about utilization now.
India installed 30,000+ public EV chargers. The businesses doing it are losing money. Here's why the installation era is ending — and what the utilization era means for founders.
Read →
The Tier 2 EV map nobody is drawing
The fastest-growing EV adoption in India is in Tier 2 industrial clusters, not metros. Eight clusters. Three implications. One flag planted.
Read →
The Bottomline Teardown: Metro CPO vs Tier 2 fleet depot, side by side
3–4× the capex for similar revenue, with negative EBITDA on one side and 15–35% margins on the other. The gap is structural.
Read →
The EV infra landscape: 5 categories, 40 companies, 3 that are actually profitable
40 venture-funded companies operate in Indian EV infrastructure today. Three are profitable. Our honest map — five categories, the leaders in each, and the unflattering truth about which ones actually generate positive operating cash flow.
Read →
Week 4 · Coming · Mon, Jun 15
Where the next generation of EV winners will emerge
Week 6 · Coming · Mon, Jun 29
Recap: what we learned, what we got wrong
After this, 19 more.
Same depth, same discipline, all in public. One sector at a time.
Always running.
Bottomline Notes.
Every third Saturday
The essays we shipped that week, one chart we couldn't shake, two outside reads worth your time. One short email. No noise.
Subscribe →
The Bottomline Annual.
Second Saturday of December, annually
Twelve months of writing collapsed into one report — the theses that held, the ones that didn't, the founders we wish we'd backed sooner.
Read more →
Building in EV Infrastructure or any of these sectors? Write to founders@primebottomline.vc. Every applicant gets a real reply.