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Independent ROI underwriting for Tesla's Supercharger for Business program.

Every cost Tesla's configurator hides — demand charges, interconnect upgrades, ramp risk, §168(k) tax outcomes — scored, sensitivity-tested, lender-ready. Phase 1: California.

~8 minutes · free — a free account shows your results

Engine output — default scenario8 stalls · Standard preset · PG&E BEV-2-S · no grant · no ITC
Total CAPEX
$1.21M
NPV @ 10%
−$86,642
IRR (15 yr)
8.7%
Payback
171 mo

Unmodified engine defaults, shown as computed — including the negative NPV. Every input is yours to change; the math is not.

Built nights and weekends by Arun — long-time California Tesla owner and TSLA shareholder who underwrote this investment for himself first.

PG&E BEV-2-S — filed 2024-12 · SCE TOU-EV-9 — effective 2026-06-01 · SDG&E EV-HP — effective 2026-06-01 · CA LCFS — CARB, 2025-Q4 snapshot · §168(k) — TCJA phase-down schedule · §30C ITC — sunset 2026-06-30 · Santa Clara County BPP — FY 2024–25 · every citation →

What Tesla's revenue projection doesn't tell you

Their configurator shows top-line kWh × retail price. The numbers below are what your CFO, lender, and CPA need before the deal pencils — and what ForgeAsset models for your specific site.

Year one, default scenario — engine outputbefore debt service · ramp year, not steady state
Revenue (kWh × price, ramp-adjusted)$304,798
Electricity + fixed operating costs$355,478
electricity $176,244fixed ops $179,234

In the default scenario's first year, operating costs exceed revenue before a dollar of debt service — the bar a top-line projection never shows. Steady-state utilization changes the picture, which is why the engine models the ramp instead of assuming day-1 maturity.

  • Utility interconnect upgrade

    $100k–$500k+ depending on transformer capacity and the utility's queue position. Tesla's quote excludes this. Without modeling it, your day-1 capex is materially understated.

  • Demand and subscription charges

    Where a tariff carries them, demand-based components can dominate the bill at low utilization — PG&E's BEV-2-S subscription blocks, SDG&E's EV-HP demand blocks. SCE's TOU-EV-9 carries none. Tesla's number doesn't separate energy from demand.

  • Tesla's $0.10/kWh take

    Network fee Tesla collects on every kWh dispensed. Over 10+ years on a busy 8-stall site, that's six figures of recurring cost the configurator quietly bakes into the gross.

  • Ramp curve (year 1 ≠ steady state)

    Utilization in months 1–12 is a fraction of the eventual steady state. The model uses a site-type-aware ramp instead of assuming day-1 maturity.

  • Permitting + interconnect timeline

    Months of zero revenue while permits and the utility interconnect move. Site-specific, modeled as a Y1 cash-flow lag rather than ignored.

  • Section 168(k) bonus depreciation

    The full 100% bonus depreciation only applies if you materially participate under IRC §469. Passive owners typically see near-zero effective benefit — the model lets you set the rate explicitly.

  • LCFS credits + aggregator commission

    California LCFS adds material revenue per kWh, but the aggregator takes a cut. Modeled net, not gross.

  • Insurance, O&M, ground maintenance

    Recurring OpEx items absent from the configurator. Sized to stall count and host type, included in the annual cost stack.

  • Land cost or parking opportunity cost

    Tesla's tool assumes you already own the parking. The model surfaces the rent or opportunity cost so the comparison is honest.

  • LLC franchise tax + BPP property tax

    California franchise tax, gross-receipts fees, and county business personal-property tax. Small individually, material over 15 years.

Who this is for

Anyone weighing a Supercharger as an asset — whether it's your first single charger or your tenth multi-stall site.

Property owner

You have parking and a hosting offer in hand.

Tesla or a third party has approached you about hosting a Supercharger on your property — or you're considering applying. Decide yes/no with a real underwrite, not a sales-deck projection.

Operator / LLC

You're underwriting your 1st or Nth charging asset.

Single-asset LLC, owner-operator, possibly financed. Treating a Supercharger like a 7–11 year infrastructure deal. Need the full cash-flow build, sensitivity table, and lender-ready PDF.

Consultant / broker

You're running diligence for a client.

CRE consultant, charging-industry advisor, net-lease broker. Need an independent third-party model to defend or challenge a deal. Lever lab lets you stress every assumption.

Pitched by a developer

A charging developer handed you a proforma.

A hub developer or operator wants your site — and their projections come from the party that profits if you sign. Re-run the deal's terms through a model with no stake in the outcome, including the cost lines the pitch deck left out.

Enter your site.

Address, stalls, host type. We resolve county, utility, and nearby supercharger distance.

See your numbers.

Payback in months, NPV at your discount rate, 15-year IRR, and cash-on-cash multiple. Plus what must be true for the deal to pencil.

Buy the report.

$149 buys the full PDF + interactive web report. All locked sections unlock; AI Analyst included for that site.

What's inside the report

Every report contains these sections, computed from your inputs. Run your site to see your own numbers.

  1. Section 1

    Cover page

    Site, date, prepared-for.

  2. Section 2

    Executive Summary

    The headline metrics — payback, NPV, IRR, cash-on-cash, upfront capital — framed as model output, not a recommendation.

  3. Section 3

    What Must Be True

    The three threshold conditions the result depends on.

  4. Section 4

    Site & Assumption Snapshot

    Every input you entered, sourced.

  5. Section 5

    Revenue Build

    Utilization ramp, $/kWh, LCFS, Y1–Y15 revenue.

  6. Section 6

    Cost Stack

    Electricity (energy + demand), Tesla network fee, fixed ops, taxes.

  7. Section 7

    Cash Flow Model

    Year 1 by month, then Y1–Y15 by year.

  8. Section 8

    Sensitivity Analysis

    Tornado of the top drivers plus the supporting matrices.

  9. Section 9

    Scenario Comparison

    Conservative / Expected / Optimistic side by side.

  10. Section 10

    Required-To-Succeed

    The minimum retail price, utilization, LCFS, and max escalations.

  11. Section 11

    Risk Register

    The modeled risks, ranked by severity × probability.

  12. Section 12

    What To Verify

    A neutral checklist of facts to confirm against the real world.

  13. Section 13

    Appendix

    Methodology, formula references, and the full disclaimer.

Pricing

$149 buys an independent underwriting report — versus $5k–$15k for a CRE diligence engagement or a consultant's model. Operator-grade deal-modeling software lists at $1,499 one-time to $4,999/mo per seat. On a $0.6M–$5.4M capex decision, the cost of the report is rounding error.

Full pricing →

Free

$0

Run the numbers.

  • Unlimited scenarios
  • Scenario outcome + dashboard
  • No report download

Per Report

$149one-time

Underwrite one site.

  • Full PDF + interactive report
  • Lever lab — 3 model variants
  • AI Analyst for this scenario

Pro

Annual save 17%

$99/mo · $990/yr

Underwrite a portfolio.

  • Monthly: 1 credit / mo
  • Annual: 4 credits day 1 (3 signup bonus + 1) · then 1 / mo
  • 25 model variants on annual (vs. 3)
  • Watchlist · cross-scenario AI Analyst

Multi-site or broker volume? Pack of 5 ($499) or Pack of 10 ($999) — no subscription, 90- and 180-day windows.

Run my numbers — free

Model your site in ~8 minutes. A free account shows your results; the $149 underwriting report is an optional unlock, only if the result is one you want to act on.

Phase 1: California — PG&E, SCE, and SDG&E territories

ForgeAsset models PG&E's BEV-2-S, SCE's TOU-EV-9, and SDG&E's EV-HP tariffs, plus California-specific incentives (LCFS, CARB rules, Santa Clara County BPP), rigorously rather than waving hands at fifty utilities. Outside these three territories, results will not be accurate — the tool states that up front rather than shipping a generic number.

Need a different territory? Email the waitlist with your utility and state — that signal drives expansion priority for phase 2.

FAQ

  • Why $149 for a report?

    Because the decision you're making is $0.6M–$5.4M in capex, depending on stall count. The report is under 0.03% of project cost.

  • Can I get a refund?

    A report is refundable within 30 days if you identify a calculation error we acknowledge — email [email protected] with the scenario ID and the line item in question. Pro subscriptions can be canceled at any time and are prorated to the end of the current billing period. Report credits already used are non-refundable. The full terms are on the Terms of Service page.

  • What's your data source for tariffs?

    Official filings: PG&E's BEV-2-S, SCE's TOU-EV-9, and SDG&E's EV-HP. We update within 2 weeks of any revision.

  • Are you affiliated with Tesla?

    No. We are not paid by Tesla, EPCs, aggregators, or hardware vendors. We charge users directly so we can stay unbiased. We use the Tesla name only to describe what we model.

  • Is this tax / legal / investment advice?

    No. ForgeAsset is software. The author is a software engineer, not a licensed financial adviser, CPA, or attorney. We provide a financial model from inputs you supply; you make the decisions. Always consult a licensed CPA and attorney before committing capital.

  • Who built this and why should I trust the math?

    Built by a software engineer who spent months researching a personal Tesla V4 supercharger investment — every line item, every CA tax rule, every PG&E tariff. The Excel model behind the engine was built first for personal use, then productized. The methodology page documents every formula and source.

Methodology · Privacy · Terms · About · Contact

Built nights and weekends by Arun — long-time California Tesla owner and TSLA shareholder. Independent scenario-modeling tool. Not a financial firm. Not affiliated with Tesla. ForgeAsset operates no chargers, sells no installations, and has no stake in any transaction modeled here.