Investor Memo: The Collaborative Future

🌍 The £35B Conformity Crisis

Warehouses hemorrhage £35B annually on rigid automation that crumbles in chaotic environments [1]. Workers remain trapped in dehumanizing roles, while corporations cling to machines that demand human compromise. The industrial hangover persists: 78% of automation projects fail when faced with real-world unpredictability [2].

The status quo is a betrayal of human potential.

⚡ The Adaptive Intelligence Revolution

ko-br's patent-pending visual guidance system and Data Dignity framework invert this paradigm. We enable robots to learn from workers—not code—through:

• Self-healing protocols: Autonomous recovery from grip slips, jams, and dynamic workflows.
• No-code visual guidance: LED projections and camera systems that eliminate programming.
• Human-as-teacher economics: Workers who train robots earn recurring revenue shares; not replacement, but elevation.

Projected Impact

• 85% reduction in emergency stops (vs. industry baselines) [3].
• 40% cost savings for mid-sized warehouses (conservative estimate).

🚀 The £1B Market Playbook

We target the adaptive automation niche: 5,000+ palletizing/kitting stations annually requiring human-machine collaboration [4].

Year 4 Projections

• 2,500+ total stations deployed (1% global adaptive automation market) [5].
• £55M ARR
• 20x revenue multiple → £1B valuation (benchmarked to Covariant's exit) [6].

Strategic Levers

• OEM partnerships: Pre-installed on 15% of ABB/KUKA cobot shipments (est. 360 stations/year) [7].
• Crowdsourced training: 1,000+ tele-trainers fueling continuous AI improvement.

📈 The Math

Exit Pathways

• Acquisition: ABB/KUKA (£2B RaaS gap) or Amazon (Covariant £500M exit) [6].
• IPO: Vertical SaaS peers trade at 24x ARR post-scale [8].

🌱 Join the Rebellion

We're building infrastructure to turn warehouse workers into robot mentors and system integrators into automation heroes.

"Here's to profits that empower humans, not erase them."

— The ko-br Team

Investors, our ask is £2M pre-seed, with a projected £1B valuation in 4 years. Next steps, read our manifesto (if you haven't already) and check out our pitch deck

P.S. The industrial age forced humans to adapt. The AI age demands machines that adapt to us. Let's discuss how.

[1]: Global warehouse automation waste estimates (McKinsey, 2023).

[2]: MIT Industrial Automation Failure Report, 2022.

[3]: ROI modeling based on pilot outcomes from comparable adaptive robotics deployments.

[4]: Interact Analysis, Warehouse Robotics Forecast 2025.

[5]: 1% of 250,000 global annual palletizing/kitting stations (LogisticsIQ, 2023).

[6]: Covariant's acquisition at 20.8x revenue (Crunchbase).

[7]: ABB/KUKA annual cobot shipment data (IFR, 2023).

[8]: Samsara's 24x ARR multiple at IPO (YCharts).

• This memo was co-written by Ahmad and Perplexity and proof read by Farah.
• Image generated by ChatGPT
• Note: I think it's unfortunate that we have access to incredible tools like Perplexity, ChatGPT, and others that enable us to create impressive essays, yet the individuals whose data contributed to these advancements often go uncompensated.