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Cobalt AI

Robotics · Fremont, United States · Founded 2016

Indoor robots for security MoreLess

Cobalt AI, initially founded as Cobalt Robotics in 2016 by Travis Deyle and Erik Schluntz, operates in the physical security market, offering solutions that merge artificial intelligence with human oversight. The company was established with the goal of automating repetitive and manual security tasks to enhance safety and operational efficiency. Co-founder Erik Schluntz, an electrical engineering graduate from Harvard, previously worked at SpaceX and Google[x] and co-founded another startup, Posmetrics, which was acquired after its participation in Y Combinator. This background in robotics, AI, and entrepreneurship shaped Cobalt's approach of identifying real-world problems and engineering technology-driven solutions.

The company's business model is centered on a Robots-as-a-Service (RaaS) and a Security-as-a-Service framework, providing enterprise-grade security to a global clientele across various sectors including tech, finance, and manufacturing. Cobalt generates revenue through its integrated service offerings that substantially reduce operational costs for its clients by minimizing false alarms and optimizing resource allocation. In June 2024, the firm was acquired by serial entrepreneur Dean Drako, founder of Eagle Eye Networks and chairman of Brivo. Following the acquisition, the company was rebranded from Cobalt Robotics to Cobalt AI to better reflect its expanded focus on AI-powered security automation. Under this new ownership, Cobalt AI operates as an independent entity with its existing management team, with Drako serving as chairman and Ken Wolff as CEO.

Cobalt AI's product suite provides a comprehensive security solution. At its core is the Cobalt Monitoring Intelligence platform, an AI-powered system that integrates with a wide array of security devices like cameras, access controls, and sensors. This platform is designed to filter out the vast number of false alarms—often cited as up to 95% of all alerts—allowing security personnel to focus on genuine threats. The Cobalt Command Center acts as a remote monitoring service or a GSOC (Global Security Operations Center) as a Service, where human specialists provide 24/7 oversight and verification. The company also offers the Cobalt Security Robot, an autonomous indoor mobile platform equipped with over 60 sensors, including lidar and thermal cameras, to patrol facilities and detect anomalies. This integrated, open-platform approach allows for harmonization of disparate security systems into a single, efficient workflow, providing actionable insights and detailed reporting.

Keywords: physical security automation, AI security, robotic security, security-as-a-service, RaaS, remote monitoring, access control monitoring, GSOC as a Service, alarm filtering, video monitoring, human-in-the-loop security, enterprise security, facility security, Dean Drako, Erik Schluntz, Travis Deyle, Cobalt Robotics, intelligent workflow automation, threat detection, security event management

Company overview

Cobalt AI company information

The essential company record, classifications and operating signals in one place.

Status
Acquired
Founded
2016
Headquarters
Fremont, United States
Employees
115
Open positions
6
Dealroom signal
65.4
client focusb2btechnologyArtificial IntelligencetechnologyDeep TechtechnologyMachine LearningtechnologyAutonomous & Sensor Techsub industryPublic safetysectorAutomotivebusiness modelManufacturingindustrySecuritysectorCore AIsectorAutonomous MobilitysectorHard TechsectorAI ApplicationssectorDT and LS

Valuation & funding

Cobalt AI funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
ACQUISITIONExit Jun 2024 $0 Dean Drako
SERIES BEquity / VC Jun 2019 $35M $140M Coatue Management
SERIES AEquity / VC Apr 2018 $13M $52M Founders Fund · Bloomberg Beta · Storm Ventures · Promus Ventures
SEEDEquity / VC Mar 2017 Comet Labs · Haystack · Bloomberg Beta · Promus Ventures
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Financials

Workforce over time

Available workforce history. Financial fields without reported data are omitted.

YearEmployees
2026 118
2025 116
2024 134
2023 159
2022 138
2021 119
2020 71
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Growth signals

Cobalt AI website traffic

Latest recorded traffic for Cobalt AI is 10K monthly website visits, down 28.6% over the last three months. Cobalt AI's team declined 0.9% over the past year.

Latest monthly visits10K 3-month web change-28.6% 1-year team growth-0.9%
Monthly website visits114 observations · Jan 2017–Jul 2026
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Comparisons

Cobalt AI compared with similar companies

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Talent graph

Cobalt AI's talent

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Team profiled 19 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 4 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

15 investors on Cobalt AI's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Seed 4 investors entered at this stage
Bloomberg Beta
Promus Ventures
Comet Labs
Haystack
Other known 7 additional known investors
Dean Drako
BoxGroup
Fifth Wall Ventures
Flucas Ventures
J Cheng.
Necessary Ventures
Toyota Ventures

Global footprint

Where Cobalt AI has talent and traffic

Workforce by country
5 countries with
team presence
🇺🇸 United States76.3%
🇵🇭 Philippines18.8%
🇦🇺 Australia1.3%
🇬🇧 United Kingdom1.3%
🇦🇷 Argentina1.3%
5 countries shown

In the news

Latest news about Cobalt AI

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Market sentiment

What the market is saying about Cobalt AI

An AI-synthesized read of the highest-engagement posts about Cobalt AI on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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