Dear Partner,
We are pleased to offer investors access to a uniquely positioned company in the fast-growing humanoid robotics market — Figure AI, the best-capitalised pure-play humanoid robotics company in the world.
The notes provide:
• Entry valuation of $39 Billion (Series C)
• Exit target in 2029 / 2030
• Projected return of 4x (Base) to 6.3x (Bull) on invested capital
The underlying strategy provides investors exposure to a next-generation robotics platform commercializing general-purpose humanoid robots at scale. Figure AI’s Robot-as-a-Service model (~$1K/robot/month) eliminates customer capex and generates predictable recurring revenue, with a vertically integrated manufacturing facility (BotQ) targeting 12,000 robots/year scaling to 100,000 by 2029. Its proprietary Helix AI system creates a compounding data flywheel with every robot deployed.
The BMW Spartanburg deployment, 90,000+ parts loaded over 11 months of daily 10-hour autonomous shifts, validates the platform commercially and positions Figure AI as the leader in the race to scale humanoid labor across manufacturing, logistics, warehousing, and beyond.
We believe this opportunity may complement client portfolios seeking early commercial traction in physical AI, a scalable recurring revenue model, and exceptional long-term growth potential driven by the rapid expansion of humanoid robotics and automation across global industries.
We would be delighted to provide access to the data room (subject to NDA) or arrange a presentation at your convenience. Competitive partnership terms are available for professional intermediaries.
Please let us know a suitable time to connect.
Kind regards,
Hervé Croset
Founding Partner
BridgeLine Capital Partners SA
[email protected] | www.bridgeline.ch