DECEMBER · ONCE A YEAR · NO PAYWALL
The Bottomline Annual.
Twelve months of writing, collapsed into one long report. The theses that held. The ones that didn't. The quietest data points we couldn't shake. The founders we wish we'd backed sooner.
Volume 01
Releasing · December 2026
The Bottomline Annual · Volume 01
Four sectors in. The first Annual collapses EV Infrastructure, Generative AI, Industrial Robotics, and Battery & Energy Storage into one 60–80 page document. Free PDF. No email gate, no form, no nonsense.
Reserve a copy →What goes in.
- · The single sector we got most right, and the one we got most wrong.
- · The Bottomline Scorecard — our framework for grading any early-stage business.
- · Three teardowns of founders we wish we'd funded earlier.
- · Five contrarian theses we're carrying into the next year.
- · A founder atlas — who's building what across the sectors we cover.