How Base Power plans to use its fresh $1B

Catalyst · 9 Oct 2025 · 39m

What this episode covers

Zach Dell, CEO and co-founder of Base Power, explains how the company plans to use its $1 billion Series C funding to scale its vertical integration strategy, aiming to deliver residential battery storage cheaper and faster than utility-scale alternatives. Dell details Base's 'gentailer' business model in ERCOT, where they own and operate large-capacity batteries (25-50 kWh) to provide affordable home backup while earning revenue through retail electricity sales and grid arbitrage. He also discusses the company's expansion into regulated markets, where they sell capacity directly to utilities, leveraging their vertically integrated hardware and installation processes to reduce costs and improve deployment speed.

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