Occam’s razor, applied to robotics
Robots that pay for themselves
The simplest machine that does the job wins. We study where automation already pays back, then back the companies making it happen, with small early-stage cheques.
How we look at robotics
Six questions, every time
Every segment review and company breakdown answers the same six. The answers are what we invest on.
- 01
Who buys it
The type of business, the person who signs, and which budget the money comes from.
- 02
How it pays back
Labour saved, scrap avoided, uptime gained — and how many months until the machine has paid for itself.
- 03
What installation takes
Floor space, integration, safety certification and the changes the customer has to make.
- 04
Who services it
The vendor, an integrator or the customer's own team — and what a service call costs.
- 05
How repeatable it is
How much engineering each new customer needs, and whether the tenth install is easier than the first.
- 06
What limits growth
Sales cycles, supply chain, field engineers, capital — the thing that caps the vendor's next year.
Where we come from
M&A for industrial companies, now pointed at robotics
Occam’s Robots is run by the team behind Conclave Partners, an M&A advisory that sells and buys industrial companies across Europe and MENA. The people we work with there are factory owners, industrial groups and strategic buyers: the same people who decide whether a robot gets installed, and who tend to acquire the companies that build them.
Before we invest, we ask those buyers what they would actually pay for, and we have technical experts check that the machine installs, keeps running, and needs less engineering by the tenth customer than the first.
We write small early-stage cheques and mostly join rounds led by others. Europe first; the buyer network also reaches MENA.
Research
PlaceholderThe first segment reviews are being written
Until they are published, a preview shows the format: six questions answered, a date, and a sources list.The sample text and the companies in it are invented.
Building robots that pay for themselves?
Tell us what your machine does and who already pays for it. We read every message.
Or write to hello@occamrobots.com