Mobility Tech Due Diligence for Investors
Transportation is undergoing its biggest transformation since the automobile replaced the horse. The convergence of electrification, autonomy, and shared mobility is creating trillion-dollar opportunities — and billion-dollar failures.
Mobility Sub-Sectors
- Electric Vehicles — Cars, trucks, buses, and two-wheelers
- Autonomous Driving — L2-L5 autonomy for passenger and commercial vehicles
- EV Charging Infrastructure — Hardware, software, and network management
- Fleet Management — Telematics, route optimization, and fleet electrification
- Micromobility — E-bikes, e-scooters, and urban transport alternatives
- Logistics & Last Mile — Autonomous delivery, drone delivery, urban logistics
What PV1 Evaluates
- Unit Economics at Scale: Per-vehicle or per-ride economics must work without subsidies
- Regulatory Advantage: Government incentives, emissions mandates, autonomous driving permits
- Hardware vs. Software Mix: Software-heavy models command higher multiples
- Network Effects: Does the product become more valuable with more users?
Key Metrics
- Cost per Mile/Km: Must approach or beat traditional alternatives
- Utilization Rate: For shared mobility — hours of productive use per day
- Vehicle Lifetime Value: Revenue generated per vehicle over its lifetime
- Regulatory Permits: Number of jurisdictions with operating approval
Risk Factors
- Capital Intensity: Hardware businesses need massive upfront investment
- Regulatory Uncertainty: Autonomous driving regulations vary wildly by jurisdiction
- Technology Risk: Full self-driving has been "2 years away" for a decade
- Commodity Competition: Chinese EV manufacturers driving prices down globally
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