Manufacturing
Cells that pay for themselves.
Robotic cells and cobots financed on output per shift. Payments track the units they produce.
- Assets
- Robotic cells, cobots
- Structure
- RaaS or lease
Case study · coming soon
Embedded finance for Physical AI
Capital Stack
for Physical AI
TalosFi helps you originate, underwrite, fund and service the machines you ship.
Finance your next deployment →SCROLL
Why now
American Dynamism needs financial innovation.
To grow, your customers need to finance the machines you sell them. Every robot, rack and autonomous unit has to be paid for before it earns a dollar.
We understand your company and your business model. We build the financing around how your machines create value, so every deal fits your customer and your unit economics.
The full stack
Everything around financing a machine.
01
Originate
We help you originate the right customers for your machines, with financing built into your quote.
02
Underwrite
We build models with you, tailored to your industry. We study your end customer and how the machine performs on their floor.
03
Fund
We create funding structures with you. Financing becomes another revenue line for your company.
04
Service
We service, build and monitor so your brand stays protected while you develop a financial model. We collect payments and switch off machines when needed, so you never have to.
// servicing = every administrative task around something that's financed
Who it's for
One platform.
Every side of the deal.
Physical AI companies
Sell more.
Robots, autonomous vehicles, edge compute and AI data center hardware. We fund your customers with you, so financing moves every deal forward.
Funds, LPs & lenders
Earn on real assets.
Vetted deals backed by productive machines and infrastructure, originated and serviced by us. Direct exposure to the Physical AI buildout, with the lending operations already in place.
Operators & industrial partners
Grow your operation.
Factories, warehouses, logistics hubs and data center operators. Fund your automation with payments that track the value the machines create.
Industries
Same stack.
Every floor.
Logistics & warehousing
Fleets that grow with volume.
AMRs, picking arms and sortation financed per fleet. Add units for peak season on the same contract.
- Assets
- AMRs, picking, sortation
- Structure
- Fleet lease
Case study · coming soon
Physical AI data centers
Compute that funds compute.
GPU racks, power and cooling financed against contracted capacity. Payments follow utilization.
- Assets
- GPUs, power, cooling
- Structure
- Asset-backed loan
Case study · coming soon
Autonomous fleets
Vehicles priced on miles.
Autonomous trucks, yard tractors and delivery units financed on miles driven and uptime.
- Assets
- Trucks, yard, delivery
- Structure
- Usage-based
Case study · coming soon
Why a third party
Your brand shouldn't be the one that switches off the machine.
Protect the relationship
Collections and enforcement come from us, not from the company that sold and supports the robot.
Underwriting that scales
A specialist sees more deals, more data and more defaults, and prices risk better.
Off your balance sheet
Partner capital funds the fleet. Your raise goes into product, not receivables.
Pilot program
Start with your next deal.
- 01Sign an LOIA letter of intent sets the scope and the first deals.
- 02Financial & underwriting modelWe design both together, around your customers and your machines.
- 03Portfolio data & capitalYour deal data in one view, matched with capital partners.
- 04Funding structureWe define together how each deal gets funded.
- 05ServicingWe handle billing, collections and monitoring.Free in pilot
Let's talk
The machines and the money.
If you sell or fund Physical AI, we'd like to hear what's slowing your deals.