Investment Thesis
Automotus is building the infrastructure layer for smart city mobility—transforming how cities manage curbs, parking, and urban logistics through computer vision and AI.
In an era where urban congestion costs the U.S. economy over $87 billion annually and last-mile delivery is exploding, Automotus has positioned itself at the intersection of municipal efficiency and commercial necessity. Their platform uses existing camera infrastructure to automate curb management, enforce parking regulations, and optimize delivery zones in real-time.
The company has deployed across major metropolitan areas and is generating recurring revenue from municipal contracts—a notoriously sticky customer base. As cities increasingly mandate smart infrastructure and delivery volumes continue to climb, Automotus sits at a critical chokepoint in the urban logistics stack.
We see Automotus as infrastructure for the autonomous city—a picks-and-shovels play on the $500B+ smart city market with strong unit economics and expanding TAM.