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Sector Thesis·4 min read·Week 3

Bridge Rounds for EV Startups: Timing India's Charging Gap

India's EV startups face a unique bridge problem: battery costs dropping faster than capital deployment cycles. Convertible notes work for hardware-light plays. SAFEs fail for battery-dependent founders. Timing your bridge against PLI subsidy cycles matters more than instrument choice.

ByAmit Tyagi·Fitoor Capital
Aletheia Insights · Weekly

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Amit Tyagi

Founder, AletheiaAI & GP, Fitoor Capital

Veteran of India's startup ecosystem. Writing about fundraising, investor psychology, and what it takes to build fundable startups in India.

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#electric-vehicles#bridge-rounds#convertible-notes#india-startups

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Bridge Rounds for EV Startups: Timing India's Charging Gap · Aletheia Insights