-67%

est. 2Y upside i

AI & MLSeries B

Collaborative Robotics is a Sequoia-backed company since 2023.

Rank

#2299

Sector

Robotics and AI

Est. Liquidity

~3Y

Data Quality

Data: Medium

Cobot operates in a high-growth robotics market (TAM growing ~40% YoY, cobot market ~20-25% YoY) with a strong product (Proxie) and notable early customers.

Last updated: March 10, 2026

Bull (20%)+250%

Cobot's Proxie gains significant traction in healthcare and logistics, leveraging AI capabilities and strategic partnerships (e.g., NVIDIA Isaac) to capture substantial market share from less agile incumbents. Revenue exceeds $250M by 2028, justifying a $3.5B+ valuation at a premium multiple due to strong product differentiation and execution.

Base (35%)+50%

Cobot continues to grow steadily, establishing a niche in its target sectors but facing intense competition from incumbents. Revenue reaches ~$170M by 2028, leading to an acquisition or next funding round at a $1.5B valuation, offering moderate returns for common shareholders.

Bear (45%)-60%

Aggressive moves by dominant incumbents, coupled with slower-than-expected adoption or commoditization of cobot technology, severely impact Cobot's growth and pricing power. Revenue stalls below $120M, leading to a down round or acquisition at a $400M valuation, resulting in significant loss of value for common stock due to liquidation preferences.

Est. time to liquidity~3.0 years

Preference Stack Risk

moderate

Investors hold $140M in liquidation preferences, meaning common shareholders would see returns only after this amount is paid out to preferred shareholders in an exit at or below the current $1B valuation.

Dilution Risk

high

As a Series B company, Cobot will likely need at least one or two more significant funding rounds before an IPO or large acquisition, leading to further dilution for common shareholders.

Secondary Liquidity

none

There is no active secondary market or tender offers publicly known for Cobot at this Series B stage.

Hardware Engineering — 2 roles

Internships — 2 roles

Build — 1 role

Design — 1 role

General — 1 role

Operations — 1 role

Other Roles — 1 role

Product — 1 role

Supply Chain — 1 role

View all 18 open roles at Cobot →

Last updated: March 10, 2026

Questions to Ask at the Interview

Strategic questions based on Cobot's data — designed to show you've done your homework.

  • 1

    “Given the strong market presence and R&D of incumbents like Universal Robots and Doosan Robotics, how does Cobot plan to differentiate Proxie and maintain its competitive edge in the long term, particularly regarding pricing and feature sets?”

  • 2

    “With ~$100M in revenue and high capital intensity, what are the key milestones for achieving profitability or significantly reducing burn, and what is the expected timeline for these?”

  • 3

    “As a Series B company, what is the anticipated timeline for a liquidity event (IPO or acquisition), and how is the company planning to manage potential dilution for employees in future funding rounds?”

Community

Valuation Sentiment

Our model estimates -67% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.