Now / Next / Later

Six theses on three lanes. Bars span their thesis horizon; pins are committee dates and IOI/LOI deadlines. Drag a thesis between lanes to reprioritize — the system records the move.

2026 ╲ 2028

Q2'26

Q3'26

Q4'26

Q1'27

Q2'27

Q3'27

Q4'27

Q1'28

Q2'28

Q3'28

Q4'28

2029+

Now

0–12 mo

2 theses · 6 milestones · $1.4B modeled

TODAY

EV-CHG · EV fleet charging infrastructure

RTP 0.82Conv 0.78$0.9–1.4B

Active

TELE-DATA · Fleet telematics & data products

RTP 0.79Conv 0.81$0.4–0.7B

Pursuing

04-30 · Voltaira IOI→LOI

05-12 · Cannibalization peer review

04-21 · IOI submitted $1.05B

05-15 · Pulsewave IOI draft

07-08 · Mileway diligence open

10-15 · Voltaira close target

12–30 mo

2 theses · 4 milestones · $0.8B modeled

BATT-VI · Battery vertical integration

RTP 0.71Conv 0.66$0.5B + capex

Validated

RETRO-EV · Electrification retrofits

RTP 0.63Conv 0.58$0.2–0.3B

Validated

04-29 · Kestrel mgmt presentation

Q4'26 · BATT-VI capex committee

Q1'27 · ReCharge LOI window

Q2'27 · Granite Cathode IOI

Later

30+ mo

2 theses · 2 milestones · monitor only

AUTO-LOG · Autonomous logistics platforms

RTP 0.48Conv 0.42watchlist

Explore

H2-HD · Hydrogen for heavy-duty

RTP 0.34Conv 0.31incubate

Explore

Q4'27 · L4 vendor field review

2028 · Stuttgart lab milestone

NowNextLaterMilestoneCompletedUrgent25 Apr 2026 · drag to reprioritize

Now lane · zoomed

The next twelve months at higher resolution. Two theses, fourteen milestones — most concentrated in May.

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan'27

Feb

Mar

Apr'27

TODAY

EV-CHG · Voltaira track

IOI submittedLOI in 30dclose Q4

Active

EV-CHG · Northwind backup

HoCD introparallel track

Optional

TELE-DATA · Pulsewave

IOI draft 5/15diligence summerclose Q1'27

Pursuing

TELE-DATA · Mileway Data (parallel)

data corpustuck-in

Pursuing

04-30 · Voltaira IOI→LOI

05-12 · Cannibalization peer review

05-08 · Northwind HoCD intro

05-15 · Pulsewave IOI draft

07-08 · Pulsewave LOI

08-22 · Mileway diligence open

10-15 · Voltaira close target

12-10 · Pulsewave SPA exec

Move review

A thesis just changed lanes. The roadmap recorded it; the system is asking for the rationale that justifies the move and prompting the gate-checks the new lane requires.

Now / Next / Later

Now lane · zoomed

Move review

RETRO-EV → moved from Later to Next

The move

Rationale

Stage-gate checks for "Next"

Notifies