"First the agents took the keystrokes. Then they got bodies."
Industrial work — installation, maintenance, inspection, last-yard logistics — is about to be the next frontier of automation. Allometry is building the underwriting layer for it: API-connected to the humanoid & mobile-robot fleet, feeding live throughput, downtime, and unit-economic data into the same engine that already runs Price, Deploy, Expand, Govern. So when the time comes to buy, build, rent, or invest, the math is already underwritten.
"The unit of automation moves from the keystroke to the work-order. Boards aren't ready. Spreadsheets can't model it. We are."
For two decades, automation meant workflow software — taking the keyboard out of the worker's hand and giving it to a script. The unit of value was the keystroke: tickets routed, emails composed, quotes generated.
What's coming next is different in kind. General-purpose humanoids and mobile manipulators take over the shift — the four-hour rooftop install, the eight-hour panel maintenance run, the overnight warehouse pick. The unit of value moves from the keystroke to the work-order.
For asset-heavy operators — the customers Allometry already serves — this isn't sci-fi. It's the next line item on the cost model. And right now, almost no one has the underwriting math to know whether a fleet of bots is a margin lift, a margin trap, or a balance-sheet event their lender should fund.
That's the gap we're closing.
Every operator faces the same choice as humanoids land in their workflow: own them, build them in-house, rent them as a service, or invest in the fleet at the layer above. Allometry models all four — against your real cost model, in real time.
Take a fleet on balance sheet. We model deployment, utilization, downtime, and depreciation against your real route density and crew loading.
Own the stack: integrator partnerships, custom end-effectors, your own training data. We model R&D burn vs. defensible margin lift.
RaaS — robot-as-a-service. We model per-task pricing against existing crew labour. Toggle from rent to own when utilization tips the math.
Take a position one layer up — in the bot makers, integrators, or RaaS platforms. We model your operational data as a strategic asset, not just an expense.
We API-connect to the humanoid & mobile-robot fleet — direct from the bot makers, RaaS platforms, and your own MES. Every shift produces underwriting-grade telemetry. We turn it into board-grade decisions.
How many panels seated, racks pulled, MDU drops landed, condenser swaps completed — measured at the bot, not estimated from the schedule.
End-effector wear, obstacle-handling exceptions, human-handoff events. Surfaces the fragile work — so you keep that on a crew, and let the bots take the rest.
Lease + energy + maintenance + capex amortization + the human supervisor it takes to keep two bots running. Compared to the crew it replaces, hour-for-hour.
The decisive number. A bot that runs 30% of its day is a worse deal than a crew. A bot that runs 85% is a balance-sheet event. We track which side of the line you're on.
We're working with 14 industrial operators and 4 humanoid manufacturers to build the underwriting layer the whole sector is going to need. Cohort closes Q2 2026.
Joint research — your data stays yours; benchmarks are anonymized cohort-wide.
Direct API to Figure, 1X, Apptronik, Agility, and the major RaaS providers.
Underwriting layer — buy/build/rent/invest scenarios on your real P&L.
Capital introductions — lenders ready to underwrite against bot-fleet economics.