RobCo Announces $100 Million Series C to Accelerate U.S. Expansion

• RobCo announced a $100 million Series C round to grow its autonomous robotics platform and expand U.S. operations.
• Lightspeed and Lingotto co-led the round, joined by Sequoia, Greenfield, Kindred, Leitmotif, and The Friedkin Group.

RobCo has announced a $100 million Series C investment to advance its Physical AI roadmap and scale enterprise deployments. The 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. The company said the new capital will support its goal of becoming a leading AI robotics provider for manufacturing in the U.S. and Europe.

“After leading RobCo’s Series B, we’re excited to double down and co-lead this $100 million round. Our bar is exceptionally high, and RobCo has continued to raise the standard for what modern robotics can look like in real-world production,” said Alexander Schmitt, Lightspeed, in a press release. “RobCo has what it takes to build a global champion: systems that already deliver in industrial environments today and a platform grounded in Physical AI that can scale across use cases and geographies. This investment supports RobCo’s expansion with a focus on the U.S. and the continued development of a roadmap that compounds learning and grows capability over time.”

Founded in 2020 in Munich, RobCo develops a full-stack robotics platform that combines modular hardware with AI-powered software to enable increasingly autonomous operation in real production environments. Its systems automate tasks like machine tending, palletizing, dispensing, and welding using perception, motion planning, and self-learning. Robots using RobCo’s system learn through demonstration instead of manual programming, allowing them to adapt quickly and be deployed faster.

RobCo entered the U.S. market in 2025 and now operates from offices in San Francisco and Austin. The company says its robots are active in 14 states, serving customers such as BMW, DynaEnergetics, Fabricated Extrusion Company, T-Systems, and Rosenberger. The U.S. has become a key growth area as manufacturers look to automation in response to labor gaps, reshoring, and increasing operational demands.

🌀 Tom’s Take:

RobCo is building a platform that learns on-site, adapts quickly, and strips out the complexity that slows most manufacturers down.

Source: Business Wire / RobCo