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Rows of solar canopies over a parking lot, seen from above

We turn real estate into predictable climate yield.

We find, fund, build and own Tesla Supercharging portfolios on commercial real estate, built for the downside case.

Partner on a portfolioBack the company

The solar playbook, applied to merchant charging.

What made solar bankableA long contract
Merchant revenueA forecastPriced site by site.Downside caseA revenue hedgeDesigned for each portfolio.ConcentrationA portfolioTesla Supercharger sites across many markets.

Merchant revenueForecast per site before construction, tested out-of-sample.

Merchant revenue. Underwritten like a contract.

Tested on stations the model never saw, and used to price every lease we sign.

  • Underwritten
  • Actual
Illustrative
Out-of-sample backtest
99%New stations sold 99% of our forecast.
Built to underwrite
Every site is priced on it before construction starts.
Published methodology
NeurIPS 2025 workshop.
See the forecast

Downside case. Built into every portfolio.

Portfolio size
Illustrative

  • Completion risk

    No construction capital before permits are issued and the owner approves the plans.

  • Concentration risk

    Many sites, many markets. One site's miss is a small share of the result.

  • O&M: Tesla

    Tesla will operate our sites: charging, maintenance and driver support.

Our earthshot: scan every parcel on earth. Fund only the sites that pay.

Our goal: make the grid edge an asset class that pension funds, banks and insurers underwrite like real estate or bonds.

We start with Tesla Supercharger sites and add an asset only when its forecast is proven.

Sites screenedFunded
Illustrative
  1. 100,000+Sites screened
  2. 01

    Originate

    Site sourcing

  3. 02

    Underwrite

    Investment memo

  4. 03

    Finance

    Construction-to-term

  5. 04

    Build to COD

    EPC and interconnection

  6. 05

    Own and operate

    Long-term hold

Project finance funds the sites. Our equity funds the engine.

Billions of charging readings behind every dollar, across the entire capital stack.

9.6B
Charging readings since Dec 2022
100+
Charging readings every second
480K+
Charging connectors in our record
613
Charging networks tracked
52
Countries in our record
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Climate yield. Sized for your mandate.

Not an offer to sell securities.