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Sector thesis

Mobility / EV

Capital for electric mobility, auto-tech, and the software/services layer around moving people and goods.

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What this thesis means

Mobility and EV investors back electric vehicles, charging and battery-adjacent businesses, fleet platforms, and auto-tech software. Hardware cycles are capital intensive; software and services layers can scale differently. In India, two-wheelers, three-wheelers, and commercial fleets often matter as much as passenger cars.

Expect questions on unit economics per vehicle or km, supply-chain dependence, policy sensitivity, and whether you own demand (fleet, consumer) or infrastructure. Pure subsidy stories fade; durable utilisation and service models travel better.

Pitch the economic buyer and utilisation loop. Show why your wedge survives when incentives change.

Who it fits

  • EV, fleet, charging, and auto-tech founders
  • Teams with utilisation or deployment proof
  • Software layers selling into mobility operators

What to prepare

  • Unit economics per vehicle, km, or account
  • Hardware vs software capital plan
  • Policy and supply-chain risk honesty

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