Lunar Energy — Distributed Solar & Storage · fobi

Lunar Energy

Lunar Energy designs integrated home battery and energy management systems for solar-plus-storage installations. $130M+ raised; Gridshare battery launched in 2023; software-defined approach to home energy orchestration.

Founded by ex-Tesla and Apple engineers to deliver next-generation residential energy systems competing with Tesla Powerwall.

lunarenergy.com Distributed Solar & StorageUSAprivate

At a glance

Total raised

$532M

last round series d

Headcount

201-500

approximate · public range

Headquarters

Mountain View

USA

Founded

2020

6 years active

Status

Private

Distributed Solar & Storage

Subsector

Distributed Solar & Storage

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Date	Stage	Amount	Valuation	Lead investors
Feb 4, 2026	Series D	$232M	—	B Capital, Prelude Ventures
Aug 24, 2022	Series B	$300M	—	Sunrun, SK Group

AI bull / bear

Bull case

Lunar Energy is built to win the home battery war, not just compete in it. The founding DNA — ex-Tesla and Apple engineers — means deep fluency in both hardware manufacturing at scale and consumer-grade software experience. That combination is rare in solar-plus-storage, where most competitors nail one side or the other. The Gridshare battery, launched in 2023, is distinctly software-defined, enabling over-the-air updates and dynamic energy orchestration that can respond to utility price signals and grid events in real time. This positions Lunar to own the home energy management layer, not just sell another dumb battery box. With over $130M in backing, the company has enough runway to build out its installer network and refine its product before the next wave of IRA-driven residential solar adoption hits. As the Powerwall faces aging hardware and mounting competition, Lunar has a clear opening to capture installers looking for a more modern, programmable alternative.

Bear case

Lunar Energy faces a brutally simple question: can it survive the Tesla Powerwall moat? Tesla has built-in brand recognition, vertical integration, a massive installer base, and the pricing leverage that comes from selling millions of vehicles. Lunar, despite its pedigree, has not disclosed its total funding clearly — the $130M+ figure cited is vague, and with no official funding history on record, investors have limited visibility into burn rate or investor confidence. The Gridshare battery launched in 2023, but there is no public data on deployment volumes, installer adoption, or revenue traction. Meanwhile, Powerwall 3 is ramping, Enphase is bundling IQ Batteries with its microinverter ecosystem, and SunPower is consolidating its storage offerings. Without a clear manufacturing partner or a differentiated go-to-market strategy that goes beyond "software-defined," Lunar risks becoming a niche player in a market consolidating around vertically integrated giants that can outspend and outlast it.

Generated by deepseek-v4-flash · June 2, 2026Refreshes quarterly · see disclosures

Lunar Energy

At a glance

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Funding history

How they make money

Founder backgrounds

Kunal Girotra

AI bull / bear

In the news

Leadership

Products

Lunar System (Home Battery)

Gridshare (Virtual Power Plant Software)

Open roles

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