Robotics, autonomy, industrial tech and mobility startups. In the last 12 months Value Add VC tracked 80 venture rounds in Robotics & Mobility totaling $35.5B across 71 companies, with a median round of $115M. The last three months saw 52 rounds and $10.4B, ahead of the 12-month pace.
| Rounds tracked | Last 3 months | Last 6 months | Last 12 months |
|---|---|---|---|
| Rounds | 52 | 70 | 80 |
| Dollars | $10.4B | $15.5B | $35.5B |
| Companies | 50 | 66 | 71 |
| Median round | $95M | $100M | $115M |
Rounds tracked by Value Add VC from filings, wire releases and news outlets, not a total for the whole market. Private companies only.
Value Add VC intelligence database (rounds tracked from filings, wires and outlets)
| Item | Value |
|---|---|
| Dec 25 | $0M · 0 rounds |
| Jan 26 | $2.0B · 2 rounds |
| Feb 26 | $16.8B · 4 rounds |
| Mar 26 | $502M · 2 rounds |
| Apr 26 | $150M · 1 rounds |
| May 26 | $400M · 1 rounds |
| Jun 26 | $1.5B · 3 rounds |
| Jul 26 | $2.4B · 7 rounds |
| Aug 26 | $3.7B · 18 rounds |
| Sep 26 | $934M · 9 rounds |
| Oct 26 | $4.7B · 27 rounds |
| Nov 26 | $1.9B · 5 rounds |
Value Add VC intelligence database (rounds tracked from filings, wires and outlets)
| Item | Value |
|---|---|
| Dec 25 | 0 |
| Jan 26 | 2 |
| Feb 26 | 4 |
| Mar 26 | 2 |
| Apr 26 | 1 |
| May 26 | 1 |
| Jun 26 | 3 |
| Jul 26 | 7 |
| Aug 26 | 18 |
| Sep 26 | 9 |
| Oct 26 | 27 |
| Nov 26 | 5 |
Value Add VC intelligence database (rounds tracked from filings, wires and outlets)
| Item | Value |
|---|---|
| Undisclosed | 30 rounds · $23.2B |
| Series A | 16 rounds · $3.7B |
| Series C | 10 rounds · $4.6B |
| Series D+ / growth | 9 rounds · $1.6B |
| Series B | 9 rounds · $1.0B |
| Seed | 6 rounds · $1.3B |
| Date | Company | Stage | Amount | Led by |
|---|---|---|---|---|
| Feb 2, 2026 | Waymo | — | $16B | Dragoneer Investment Group, DST Global, Sequoia Capital |
| Oct 27, 2026 | Re:Build | — | $2.1B | General Catalyst, JPMorgan Chase |
| Jul 22, 2026 | Atoms | Series A | $1.7B | Andreessen Horowitz |
| Nov 5, 2026 | Zipline | — | $1.5B | Paradigm, Layer Global |
| Jun 10, 2026 | Neura Robotics | Series C | up to $1.4B | — |
| Jan 14, 2026 | Skild AI | Series C | $1.4B | SoftBank Group |
| Aug 17, 2026 | River | Seed | $1.1B | General Catalyst |
| Aug 24, 2026 | Xpeng Robotics | — | $900M | IDG Capital |
| Oct 26, 2026 | Bedrock Robotics | Series C | $600M | CapitalG, Emergence Capital |
| Nov 20, 2025 | Physical Intelligence | — | $600M | CapitalG |
| Date | Company | Stage | Amount | Led by |
|---|---|---|---|---|
| Nov 5, 2026 | Harbinger | Series D | $240M | Tiger Global Management, Ridgeline Ventures |
| Nov 5, 2026 | Humble Robotics | Series A | $51M | Obvious Ventures |
| Nov 5, 2026 | Zipline | — | $1.5B | Paradigm, Layer Global |
| Nov 3, 2026 | SYNCERE | Pre-seed | $11M | — |
| Nov 3, 2026 | Tutor Intelligence | Series B | $75M | Andreessen Horowitz |
| Oct 29, 2026 | Foundry Robotics | Series A | $100M | — |
| Oct 29, 2026 | Opentrons Labworks | Series E | $40M | Group 11 |
| Oct 28, 2026 | American Advanced Materials | Seed | $12.5M | — |
| Oct 28, 2026 | Physical Intelligence | — | $1B+ | Avenir Growth Capital, Lux Capital |
| Oct 27, 2026 | Machenta | Seed | $40M | Creandum, Union Square Ventures |
| Oct 27, 2026 | Re:Build | — | $2.1B | General Catalyst, JPMorgan Chase |
| Oct 26, 2026 | Bedrock Robotics | Series C | $600M | CapitalG, Emergence Capital |