+4%

est. 2Y upside i

RoboticsSeries B

Collaborative Robotics is a Sequoia-backed company since 2023.

Rank

#2714

Sector

Robotics

Est. Liquidity

~4Y

Data Quality

Data: Low

Cobot's equity offers modest expected upside (~4%) given high incumbent threat, stale valuation, and lack of revenue visibility.

Last updated: July 3, 2026

Bull (10%)+150%

Cobot achieves market leadership with Proxie Gen 2, driving 3x revenue growth and an IPO exit at $1.73B. Despite dilution, common stock sees 150% upside.

Base (50%)+25%

Steady adoption among healthcare and logistics customers; revenue grows to $200M, supporting a 4.3x multiple and $862.5M exit. Net 25% upside after dilution.

Bear (40%)-58%

Incumbent giants (FANUC, ABB) intensify competition, slowing growth. Exit valuation falls to $287.5M (0.5x current), with common stock losing over 58% after preference and dilution.

Est. time to liquidity~4.0 years

Preference Stack Risk

high

Funding Intensity

2435%

Total funding ($140M) is 24.4% of current valuation ($575M), meaning preferred shareholders have a significant liquidation preference.

Dilution Risk

high

With no revenue disclosed and a likely upcoming Series C, common shareholders face at least 20% further dilution.

Secondary Liquidity

none

No secondary market transactions reported; employee equity is illiquid until an exit event.

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

    “How does Cobot's unit economics (e.g., gross margin on hardware vs. RaaS subscriptions) compare to those of Universal Robots?”

  • 2

    “What milestones will trigger the next funding round, and what is the expected dilution?”

  • 3

    “Given the high incumbent threat, what specific defensibilities beyond IP will allow Cobot to capture market share?”

Community

Valuation Sentiment

Our model estimates +4% 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.