RobCo Secures $100M Series C to Advance Physical AI and Industrial Automation

Munich-based RobCo GmbH has secured $100 million in Series C funding to accelerate its physical AI development, expand enterprise deployments, and strengthen its presence in the U.S. market. Founded in 2020, the company is positioning itself to become the dominant AI robotics provider for manufacturing across Europe and the United States.

RobCo’s Autonomous Manufacturing Platform

At the core of RobCo’s offering is its Autonomous Manufacturing Platform, which combines modular hardware with a physical AI software stack. This vertically integrated approach brings together several key technologies:

Perception, motion planning, and self-learning capabilities
Skill acquisition through demonstration rather than manual programming
Rapid deployment and adaptation to complex processes
A unified interface that acts as a “single pane of glass” for customers

The platform is designed to reduce friction between current manufacturing processes and end-to-end automation, allowing companies to focus on their core business rather than system maintenance.

Deployment and Business Model

RobCo delivers its technology through a robotics-as-a-service (RaaS) model, helping manufacturers automate manual tasks while minimizing operational complexity and risk. The company supports various industrial workflows, including:

Machine tending
Palletizing
Dispensing
Welding

The company has already secured deployments across diverse industrial environments, from global manufacturers like BMW to companies such as DynaEnergetics, Fabricated Extrusion Company, T-Systems, and Rosenberger.

U.S. Market Expansion

In 2023, RobCo expanded into the United States, establishing operations in San Francisco and Austin. The U.S. has become both a strategic priority and major growth market as manufacturers accelerate automation efforts in response to labor constraints, reshoring initiatives, and increasing operational complexity.

Investment Details

The $100 million Series C round was co-led by Lightspeed Venture Partners and Lingotto Innovation, with participation from Sequoia Capital, Greenfield Partners, Kindred Capital, Leitmotif, and The Friedkin Group. Alexander Schmitt, partner at Lightspeed, expressed confidence in RobCo’s approach, noting the company “has continued to raise the standard for what modern robotics can look like in real-world production.”

Morgan Samet of Lingotto Innovation highlighted that “Manufacturing is entering a new phase where autonomy will be a decisive advantage,” pointing to RobCo’s ability to bring physical AI into production environments while offering a clear path toward higher autonomy.

Future Vision

With this substantial funding, RobCo aims to execute on its stated purpose of “automating the ordinary, so humans can do the extraordinary.” The company’s focus on combining proven deployment capabilities with a step-by-step path toward increased autonomy positions it to potentially become a significant player in the industrial automation landscape.