Company
Robot / product
Digit bipedal humanoid for tote handlingPublic
Funding
SPAC merger with Churchill Capital Corp XI (announced June 29, 2026 at a $2.5B pre-money value) approved Nov 2, 2026: ~$465M gross proceeds (~$164M from trust after ~61.5% redemptions, ~$201M Foxconn-led PIPE, $100M equity received after announcement). Series C: April 2025 reports cited a $400M WP Global-led round; the SEC filing shows ~$162M net from 2025 Series C closings, about $401M raised since inception through June 2026. Series B, 2022: $150M (DCVC, Playground)Public
Target market
Warehousing and logistics, then manufacturingPublic
GTM
Target vertical
3PL and retail distribution centers; manufacturing (Schaeffler, Toyota Motor Manufacturing Canada); e-commerce (Mercado Libre)Public
ICP
High-volume fulfillment sites already running conveyor and tote workflowsAnalyst view
Primary buyer
VP Operations / automation lead at a 3PL; economic buyer at the logistics provider, not the brandAnalyst view
Use case
Tote moves: tote recycling and transferring totes from collaborative robots onto conveyorsPublic
Sales motion
Direct sales to named accounts; since late 2025 a paid Customer Acceleration Program (~$500,000 fee) runs proof of technology → on-site POC → RaaSPublic
Deployment model
Paid program → on-site POC → multi-year RaaS → site-by-site rollout (GXO: one site in 2024, two more from early 2027)Public
Commercial model
RaaS (illustrative $8,500 per robot per month plus ~$25,000 deployment fee over a five-year life); ownership option ~$200,000 upfront, ~$20,000 to deploy, ~$36,000 / year for Arc software and maintenancePublic
Pricing
Illustrative figures in the SEC filing: $8,500 per robot per month under RaaS; ~$200,000 outright; ~$500,000 to enter the Customer Acceleration ProgramPublic
Sales cycle
GXO went from proof of concept (late 2023) to a paid multi-year RaaS contract (June 2024); Toyota Motor Manufacturing Canada moved from a one-year pilot to commercial RaaS in Feb 2026Public
Intelligence
9/10MARKET FIT
7/10DISTRIBUTION STRENGTH
8/10BUYER READINESS
Commercialization riskMedium-high: the $300M order book rests on Digit 5 shipping in 2027; 2025 revenue was $1.78M, mostly hardware sold to one investor
Key GTM insightNarrow use case, wide market. Digit does one workflow, tote moves, and that workflow exists in thousands of sites. RaaS turns a capital decision into an operating decision.
What competitors should learnSell through the operator, not the brand. The 3PL is both customer and channel.
Provenance: Public = press, company site or filings · Analyst view = ANSIOLABS inference from public evidence · Not disclosed = we do not know and will not guess. Scores are analyst assessments, methodology v0.1