ChargeLink

Develops and operates EV chargers, solar products, energy storage, and microgrids for clean energy solutions.

Website: https://mychargelink.com

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Field Value
Name ChargeLink
Tagline Develops and operates EV chargers, solar products, energy storage, and microgrids for clean energy solutions.
Headquarters San Francisco, California
Founded 2021
Business Model B2B (with B2B2C residential channel)
Industry Cleantech / Climatetech
Technology Type Hardware (with software platform layer)
Geography North America (California-led)
Founding Team Solo Founder

Links

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Executive Summary

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ChargeLink is a San Francisco-based clean-energy developer that designs, finances, and operates Level 2 EV chargers alongside solar, storage, and microgrid systems for property owners, businesses, and residents in California [ZoomInfo] [Explorium]. Founded in 2021 by Anatoly Corp (LinkedIn handle anatolycorp; Crunchbase records the surname Ovchinnikov), the company sits at the intersection of two policy-driven tailwinds: California's accelerating EV adoption curve and a stack of state and federal incentive programs that subsidize charger deployment at multifamily and commercial sites [Crunchbase] [ChargeLink, Incentives page]. The product pitch is integration: rather than selling hardware alone, ChargeLink bundles permitting, install, incentive capture, and ongoing operations, and in 2023 announced an internal expansion into a 6.5 kWh Power Module for storage applications [Medium, January 2023]. Founder background is reported as Stanford Electrical Engineering and CS coursework with a Stanford Graduate School of Business affiliation, plus prior operating experience at Vista Power [Wefunder] [Crunchbase]. Capitalization is not publicly disclosed, and the company has used Wefunder as one investor-relations surface; a self-reported $20M pre-order figure has not been independently verified [Wefunder]. Over the next 12 to 18 months, the most informative signals will be (a) whether the open funding program advertised for delivery by December 2025 ships at scale, (b) whether the storage Power Module reaches paying customers, and (c) any disclosed institutional round that would clarify the company's stage [ChargeLink, Open Funding page] [Medium, January 2023].

Data Accuracy: YELLOW -- Founder identity, HQ, and product scope corroborated across LinkedIn, Crunchbase, ZoomInfo, and the company site; financial and traction claims rest largely on company-controlled channels.

Taxonomy Snapshot

Axis Value
Business Model B2B (commercial real estate, multifamily, fleet) with residential channel
Industry / Vertical Cleantech / EV charging infrastructure
Technology Type Hardware with operations software
Geography California-anchored, North America
Founding Team Solo Founder (Anatoly Corp)

Company Overview

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ChargeLink was incorporated in 2021 and operates from San Francisco as a vertically integrated energy developer focused on the California market [ZoomInfo] [Crunchbase]. The company's public narrative, set out by founder Anatoly Corp in a January 2023 "Master Plan" post on Medium, frames ChargeLink as a turnkey provider that handles site assessment, hardware supply, installation, incentive paperwork, and operations for property owners that want EV charging without managing the build themselves [Medium, January 2023]. That positioning, integrator rather than pure manufacturer, is consistent with how third-party databases describe the business: ZoomInfo characterizes ChargeLink as "a leading private energy developer and operator in California" offering EV chargers, solar, storage, and microgrids, while Explorium describes it as designing and developing a network of EV charging stations and smart clean-energy technologies [ZoomInfo] [Explorium].

The milestones that can be confirmed from public sources are limited but coherent. The company published its Master Plan in January 2023 outlining the EV-plus-storage strategy; later in 2023 it announced on Medium a new business direction around a 6.5 kWh Power Module intended to serve EV chargers, homes, and businesses, framed as a way to comply with new government incentives while extending current EV charging lines [Medium, January 2023] [Medium]. In 2025 the company began promoting an Open Funding program offering free Level 2 EV charging stations to qualifying businesses, with delivery promised by December 2025 [ChargeLink, Open Funding page]. Founder Anatoly Corp has used a Wefunder profile and an active LinkedIn presence as the primary external-facing channels [Wefunder] [LinkedIn].

Legal entity details, board composition, and headcount are not publicly available in the sources reviewed. Investors who want this information should request it directly from the company.

Data Accuracy: YELLOW -- Founding year, HQ, and product scope confirmed across two or more sources; milestone dates rely on company-published Medium posts.

Product and Technology

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The core product is a managed EV charging service built around Level 2 chargers, sold into four customer surfaces that the company website organizes as Business, Apartments, Home Charging, and Incentives [PUBLIC] [ChargeLink, Business page] [ChargeLink, Apartments page] [ChargeLink, Home Charging page]. For commercial and multifamily customers the pitch is end-to-end: ChargeLink quotes the site, captures applicable rebates and utility programs, installs hardware, and operates the chargers post-install; for residents the company offers a home-charging package [PUBLIC] [ChargeLink, Incentives page]. The Open Funding program, advertised on the company site, layers a financing wrapper on top: qualifying businesses can receive a Level 2 charger at no upfront cost, with the company indicating delivery by December 2025 for applicants accepted by the stated deadline [PUBLIC] [ChargeLink, Open Funding page].

On the hardware roadmap, the public signal is the 6.5 kWh Power Module that the company introduced via Medium as an extension into stationary energy storage, positioned to serve EV chargers, homes, and businesses and to qualify under new government incentive frameworks [MIXED] [Medium]. Beyond the company's own posts, third-party verification of the Power Module is thin, so the product should be treated as announced rather than independently benchmarked. Explorium adds that the company "designs, manufactures, and develops a network of EV charging stations and smart technologies in clean energy," which corroborates the manufacture-plus-operate model but does not validate specific hardware specs [PUBLIC] [Explorium].

The software layer surfaces in the company's positioning as a charger operator (uptime monitoring, billing, incentive reporting) but is not described in detail on the public site, and there is no public GitHub or developer documentation in the sources reviewed. Tech-stack composition is not disclosed.

Data Accuracy: ORANGE -- Customer-facing product lines confirmed on the company website; Power Module hardware and any software platform claims rest on company-controlled Medium posts without third-party teardown or customer reference.

Market Research and Opportunity

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The market backdrop is the build-out of U.S. EV charging infrastructure that has to happen for state-level zero-emission vehicle mandates to be physically deliverable, and California is the densest single subregion of that build.

Demand drivers in ChargeLink's home market are concrete and well documented in policy form rather than in any single market-sizing study cited in the research pack. California's incentive stack (utility programs, state rebates, and federal credits) is what underwrites the economics of the company's Open Funding offer, in which a third-party developer absorbs upfront cost and recovers it through incentive capture and host-site agreements [ChargeLink, Incentives page] [ChargeLink, Open Funding page]. Multifamily housing is a structurally underserved segment because tenants typically cannot install their own chargers and landlords lack in-house energy expertise, which is the gap the Apartments product targets [ChargeLink, Apartments page]. Storage is the natural adjacency: pairing batteries with chargers smooths demand charges for site hosts and qualifies for additional incentive layers, which is the logic ChargeLink cited when introducing its 6.5 kWh Power Module [Medium].

Adjacent and substitute markets matter for any operator at this stage. The most direct substitute for a managed Level 2 deployment is a property owner buying chargers from a hardware brand (ChargePoint, Blink, and others) and self-managing through a third-party network, which trades convenience for margin. The adjacent market is DC fast charging along corridors, where capital intensity and grid-interconnect timelines are materially higher and where ChargeLink does not appear to be positioned today. Solar and microgrids, which the company lists in its product mix per ZoomInfo, are an adjacent revenue pool but also a more crowded contractor market in California [ZoomInfo].

No independent TAM/SAM/SOM figures appear in the cited research, so the table below summarizes only the company-attributed figures that are in the public record, with their source quality flagged.

Sizing or traction claim Figure Source Confidence
Pre-orders for chargers (company-stated) $20M [Wefunder] Low / single source
Energy delivered through platforms (company-stated) "over a gigawatt hour" [ChargeLink website] Low / single source
Open Funding delivery window by December 2025 [ChargeLink, Open Funding page] Company-stated

Analyst takeaway: the macro setup (California ZEV mandates, multifamily charging gap, storage incentive stacking) is genuinely favorable, but the company-specific market figures in circulation are self-reported and have not been validated by a third-party report or auditor in the sources reviewed.

Data Accuracy: ORANGE -- Macro tailwinds well-established in policy, but every company-specific market figure in this section is sourced to ChargeLink itself.

Competitive Landscape

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ChargeLink competes less with pure hardware brands than with full-stack charging operators that bundle install and operations for site hosts.

Company Positioning Stage / Funding Notable Differentiator Source
ChargePoint Public-company charging network and hardware vendor across L2 and DCFC [PUBLIC] Public (NYSE: CHPT) [PUBLIC] Largest installed base of networked L2 ports in North America; broad OEM and fleet relationships [PUBLIC] [Structured facts: competitors]
Blink Charging Public-company hardware and network operator with owned and host-owned models [PUBLIC] Public (NASDAQ: BLNK) [PUBLIC] Flexible ownership models including Blink-owned units that share revenue with hosts [PUBLIC] [Structured facts: competitors]

Analyst takeaway: the named comparables are public companies with national footprints, which sets a high bar on brand and procurement defaults but also leaves room for a regional integrator that wins on permitting speed and incentive capture in a single dense market.

Segment-by-segment, the competitive map breaks into three groups. Challengers are full-stack regional developers, the cohort ChargeLink most resembles, who win by handling the parts incumbents do not (site design, rebate paperwork, post-install operations) for property owners that do not want to manage charging themselves. Adjacent substitutes are general electrical contractors paired with a third-party network subscription, which is cheaper upfront for sophisticated hosts but offloads incentive and operations risk back onto the host.

Where ChargeLink has a defensible edge today, the strongest candidate is the Open Funding wrapper, which converts a capex decision for the host into an opt-in program with no upfront cost and a defined delivery date [ChargeLink, Open Funding page]. That is a distribution mechanism, not a technology moat, and its durability depends on the company's ability to keep capital flowing into the financed-charger pool and on continued availability of the underlying state and federal incentives. The Stanford-affiliated founder background and prior energy operating experience at Vista Power are credible but do not by themselves constitute a moat [Wefunder] [Crunchbase].

Where ChargeLink is most exposed is on the channels it does not own. ChargePoint's relationships with automakers and its presence in OEM in-car navigation surfaces give it a default-driver advantage that a regional developer cannot match. Blink's owned-asset model gives it a revenue-share template at scale that requires a much larger balance sheet than a bootstrapped or seed-stage company is likely to have. And neither named competitor depends on a single state's incentive structure the way a California-anchored developer does, which is a concentration risk the company should be expected to address as it grows.

The most plausible 18-month competitive scenario: winner if ChargeLink converts the Open Funding pipeline into a recurring stream of multifamily and small-commercial sites in California and uses storage attach to lift per-site economics, in which case it becomes an attractive regional roll-up target; loser if the company cannot disclose a third-party-verified pipeline or institutional round by late 2026, at which point host-site procurement teams will default back to the public networks with established credit profiles.

Opportunity

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If ChargeLink executes, the prize is becoming the default turnkey EV-and-storage developer for California's multifamily and small-commercial property segment, a segment that incumbents have historically underserved because the deal sizes are small relative to fleet or highway-corridor projects.

The headline opportunity. The single largest plausible outcome is that ChargeLink becomes the regional integrator of record for property owners who want chargers, storage, and incentive capture handled as one contract. The evidence that this is reachable rather than aspirational is structural: the Open Funding model removes the upfront-cost objection that kills most multifamily charger projects, the company already lists Apartments and Business as distinct product surfaces, and the Power Module gives the company a storage attach that lifts revenue per site beyond the charger alone [ChargeLink, Open Funding page] [ChargeLink, Apartments page] [Medium]. None of that requires the company to beat ChargePoint on national brand; it requires the company to be the easiest "yes" for a California property manager who has a rebate deadline.

Growth scenarios.

Scenario What happens Catalyst Why it's plausible
California multifamily roll-up ChargeLink becomes the dominant turnkey provider for apartment-building EV charging across major California metros A signed framework agreement with a multi-property owner or REIT, plus continued utility rebate availability Multifamily is structurally underserved by national networks and the Apartments product is already live [ChargeLink, Apartments page]
Storage-attached charging standard Company converts a meaningful share of charger sites into charger-plus-Power-Module deployments to capture demand-charge savings and stacked incentives Volume manufacturing of the announced 6.5 kWh Power Module and a state incentive ruling that favors paired storage Storage attach is the explicit rationale the company gave when announcing the new business direction [Medium]
Open Funding scale-out The free-charger program becomes a repeatable financed channel that other developers white-label or that a strategic backer expands nationally Third-party capital partner underwrites the financed-charger pool; first cohort delivers on the December 2025 promise Program is already advertised on the company site with a defined delivery window [ChargeLink, Open Funding page]

What compounding looks like. The flywheel a regional developer-operator can credibly build has three loops. First, every installed site produces operations data (uptime, utilization, demand profile) that improves the next site's underwriting and lets the company quote tighter incentive economics than a generalist contractor. Second, dense geographic clustering reduces truck-roll and maintenance cost per port, which widens gross margin as the install base grows in a single metro. Third, attaching storage to existing charger sites turns a one-time install into a recurring revenue surface (energy services, demand-charge management) that incumbents focused on charger-only deployments do not capture. The Power Module announcement is the first public evidence of the third loop being deliberate rather than incidental [Medium].

The size of the win. A more conservative outcome for ChargeLink is becoming an attractive tuck-in for a larger network or utility-aligned developer that wants California density without building it organically (scenario, not a forecast). The aspirational outcome, in which the storage-attached, financed-charger model proves out and the company expands beyond California, is more difficult to size from public data and would depend on a disclosed institutional round that the company has not yet made public.

Data Accuracy: YELLOW -- Opportunity logic is grounded in confirmed product lines and named competitors; specific upside scenarios are analyst synthesis and explicitly labelled as scenarios, not forecasts.

Sources

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  1. [ZoomInfo] ChargeLink - Overview, News & Similar companies | https://www.zoominfo.com/c/chargelink/1335455477

  2. [Explorium] ChargeLink overview, services, products, equipment data and more | https://www.explorium.ai/manufacturing/companies/chargelink

  3. [Medium] ChargeLink launches new business direction, Storage and 6.5 kWh Power Module for EV Chargers, homes, and businesses | https://chargelink.medium.com/chargelink-launches-new-business-direction-storage-and-6-5-b47dbde57221

  4. [Wefunder] Anatoly Corp, Founder, ChargeLink | https://wefunder.com/anatolycorp

  5. [Medium, January 2023] ChargeLink Master Plan, Anatoly Corp, Founder & CEO | https://chargelink.medium.com/chargelink-master-plan-2bc97a2494cf

  6. [Crunchbase] Anatoly Corp, Energy Executive, Founder at ChargeLink | https://www.crunchbase.com/person/anatoly-ovchinnikov

  7. [LinkedIn] Anatoly Corp, ChargeLink | https://www.linkedin.com/in/anatolycorp

  8. [ChargeLink] ChargeLink, Leading CA Energy Developer | https://mychargelink.com/

  9. [ChargeLink, Business page] Future is Electric, Take the Lead | https://mychargelink.com/business

  10. [ChargeLink, Home Charging page] Home Charging | https://mychargelink.com/home-charging

  11. [ChargeLink, Apartments page] Apartments | https://mychargelink.com/apartments

  12. [ChargeLink, Incentives page] ChargeLink Incentives | https://mychargelink.com/incentives

  13. [ChargeLink, Open Funding page] Power Up Your Business with FREE EV Charging Stations from ChargeLink | https://mychargelink.com/open-funding

  14. [Anatoly Corp] Anatoly Corp personal site | https://anatolycorp.com/

  15. [ContactOut] Anatoly Corp, Serial Entrepreneur, ChargeLink | https://contactout.com/anatoly-corp-75451

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