RobCo, a Munich-founded physical AI-driven robotics company, has raised $100 million in Series C funding to advance its “Physical AI” roadmap, expand enterprise deployments, and deepen its presence in the U.S. market. The company, founded in 2020, builds AI-enabled robotic systems designed to operate inside real production environments, targeting industrial use cases where autonomy and adaptability are increasingly critical.
The round was co-led by Lightspeed Venture Partners and Lingotto Innovation, an investment management company owned by Exor. Additional investors participating include Sequoia Capital, Greenfield Partners, Kindred Capital, Leitmotif, and The Friedkin Group. RobCo positioned the syndicate as a mix of venture investors with experience scaling software-led technology companies and industrial backers with long-term relationships and sector connectivity.
RobCo’s platform combines perception, motion planning, and self-learning methods intended to reduce the gap between existing factory processes and end-to-end automation. The company emphasized its vertically integrated approach, developing hardware and software together as a full-stack system, and described its robots as capable of learning task-specific skills through demonstration and self-learning rather than manual programming. RobCo also framed its product as a “single pane of glass” for customers managing deployments.
The company’s expansion strategy is increasingly U.S.-focused. RobCo entered the U.S. in 2025 and now operates in San Francisco and Austin, describing the country as both a strategic priority and a major growth market as manufacturers pursue automation amid labor constraints, reshoring initiatives, and rising operational complexity. RobCo said its robots are deployed across multiple industrial environments, naming BMW and additional customers including DynaEnergetics, Fabricated Extrusion Company, T-Systems, and Rosenberger.
RobCo said it delivers its Autonomous Manufacturing Platform through a recurring robotics-as-a-service model, aiming to help industrial companies automate manual tasks while minimizing operational complexity and risk. The company highlighted applications including machine tending, palletizing, dispensing, and welding, and said it operates across Europe and the U.S. with offices in Munich, San Francisco, and Austin.
KEY QUOTES
“With $100 million of additional funding, we will become the dominant AI robotics company for manufacturing in the U.S. and Europe.”
Roman Hölzl, CEO and Founder, RobCo
“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. 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.”
Alexander Schmitt, Lightspeed
“Manufacturing is entering a new phase where autonomy will be a decisive advantage. RobCo stands out because it brings Physical AI into real production environments, combining proven deployment today with a clear, step-by-step path toward higher autonomy – allowing learning systems to support people where it matters most on the factory floor.”
Morgan Samet, Managing Partner & Co-Head, Lingotto Innovation
