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The Venture Codex

UBS

Bahnhofstrasse 45, Zürich, 8001, Switzerland

Overview

Global wealth management and investment banking firm.

Founded

1862

Deals · 12mo

7

Links

WebsiteLinkedInX (Twitter)

Stage focus

—

Geographic focus

India
Switzerland
United Kingdom
United States

Sector focus

Asset Management
Banking
Commercial Lending
Financial Services
...

Investment portfolio

73rounds
NAMEDATESIZE
Capitolis
Oct 2026Participated
$220 MSeries E
Terawatt Infrastructure
Jun 2026Participated
$150 MDebt
Caplight
Jun 2026Participated
$16 MSeries A
Cerebras Systems
Apr 2026Led
$850 MDebt
Databricks
Feb 2026Participated
$3.0 BDebt
Siege FX
Jan 2026Participated
$9 MSeries A
EquipmentShare
Dec 2025Participated
$2.8 BDebt
Fnality International
Sep 2025Participated
$133 MSeries C
Synthesized
Sep 2025Participated
$20 MSeries A
Capitolis
Aug 2025Participated
$56 MOther Equity
JSW Cement
Aug 2025Participated
$123 MOther Equity
CREAL
Jul 2025Participated
$9 MOther Equity
Capitolis
Oct 2026Participated
$220 MSeries E
Terawatt Infrastructure
Jun 2026Participated
$150 MDebt
Caplight
Jun 2026Participated
$16 MSeries A
Cerebras Systems
Apr 2026Led
$850 MDebt
Databricks
Feb 2026Participated
$3.0 BDebt
Siege FX
Jan 2026Participated
$9 MSeries A
EquipmentShare
Dec 2025Participated
$2.8 BDebt
Fnality International
Sep 2025Participated
$133 MSeries C
Synthesized
Sep 2025Participated
$20 MSeries A
Capitolis
Aug 2025Participated
$56 MOther Equity
JSW Cement
Aug 2025Participated
$123 MOther Equity
CREAL
Jul 2025Participated
$9 MOther Equity
73
Items
...
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Insights

Time horizon

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Deal Distribution

UBS: 73 funding rounds are recorded in the selected participation categories.All available history.
UBS: 73 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed10
Series A55
Series B54
Series C+414
Other Equity224
Debt36

Monthly Deal Activity

UBS: 73 deals are recorded across 180 months.All available history.
UBS: 73 deals are recorded across 180 months. All available history
MonthDeals
Nov '111
Dec '110
Jan '120
Feb '120
Mar '120
Apr '121
May '120
Jun '120
Jul '120
Aug '120
Sep '120
Oct '120
Nov '120
Dec '120
Jan '130
Feb '130
Mar '130
Apr '130
May '130
Jun '130
Jul '130
Aug '130
Sep '130
Oct '130
Nov '130
Dec '130
Jan '140
Feb '140
Mar '141
Apr '140
May '140
Jun '140
Jul '140
Aug '140
Sep '140
Oct '140
Nov '140
Dec '140
Jan '150
Feb '150
Mar '150
Apr '151
May '150
Jun '150
Jul '150
Aug '150
Sep '150
Oct '153
Nov '150
Dec '150
Jan '160
Feb '160
Mar '160
Apr '160
May '161
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '161
Dec '160
Jan '170
Feb '170
Mar '170
Apr '170
May '172
Jun '170
Jul '170
Aug '170
Sep '170
Oct '171
Nov '170
Dec '170
Jan '181
Feb '180
Mar '180
Apr '180
May '180
Jun '181
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '192
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '201
Apr '200
May '200
Jun '201
Jul '200
Aug '200
Sep '200
Oct '200
Nov '201
Dec '200
Jan '210
Feb '211
Mar '212
Apr '211
May '212
Jun '211
Jul '211
Aug '210
Sep '212
Oct '210
Nov '213
Dec '210
Jan '220
Feb '221
Mar '220
Apr '220
May '221
Jun '220
Jul '220
Aug '221
Sep '222
Oct '220
Nov '220
Dec '221
Jan '230
Feb '231
Mar '232
Apr '231
May '230
Jun '230
Jul '232
Aug '231
Sep '231
Oct '230
Nov '231
Dec '230
Jan '240
Feb '242
Mar '240
Apr '241
May '241
Jun '240
Jul '240
Aug '242
Sep '240
Oct '241
Nov '241
Dec '240
Jan '251
Feb '250
Mar '252
Apr '252
May '250
Jun '250
Jul '252
Aug '252
Sep '252
Oct '250
Nov '250
Dec '251
Jan '261
Feb '261
Mar '260
Apr '261
May '260
Jun '262
Jul '260
Aug '260
Sep '260
Oct '261

Sector Breakdown

UBS: Fintech is the largest displayed sector by deal count (35 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

UBS: Fintech is the largest displayed sector by deal count (35 deals). All available history
SectorDeals
Fintech35
Enterprise Software13
Professional Services10
Clean Energy & Sustainability8
Data, Analytics & IT8
Networks, Cloud & Communication8
Health & Life Sciences8
Transportation & Logistics6
Food & Agriculture6
Hardware & Robotics5
Crypto & Blockchain5
AI & Machine Learning5
Space & Frontier Tech4
Media & Entertainment4
Manufacturing3
Education & Workforce2
Cybersecurity & Privacy2
E-Commerce & Retail2
Real Estate & Construction2
Marketing & Advertising2
Developer Tools2
Government & Defense1
AR/VR1
Consumer & Lifestyle1
Social & Community Platforms1

Deal Size Distribution

UBS: 73 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

UBS: 73 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M2
$5M-$10M4
$10M-$25M14
$25M-$50M11
$50M-$100M14
$100M-$250M14
$250M-$500M6
$500M-$1B5
$1B+3

Deals By Geography

UBS: United States has the largest recorded deal count among the displayed regions (51 deals).All available history.

Top 7 of 7 regions; European countries are grouped as Europe.

UBS: United States has the largest recorded deal count among the displayed regions (51 deals). All available history
RegionDeals
United States51
Europe13
India4
Singapore2
Vietnam1
Kenya1
Israel1
UBS: 20 co-investors are shown, with Goldman Sachs sharing 17 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

UBS: 20 co-investors are shown, with Goldman Sachs sharing 17 recorded deals. All available history
Co-investorShared deals
Goldman Sachs17
Citi15
J.P. Morgan15
Morgan Stanley14
Barclays11
Bank of America9
BNP Paribas7
State Street7
Wells Fargo7
BlackRock6
HSBC6
Nyca Partners6
Temasek6
Banco Santander5
BNY Mellon5
Fidelity Management & Research Company5
Blackstone4
Deutsche Bank4
Global Brain4
Nasdaq Ventures4

Investment Strategy

UBS: Led accounts for 27% and participating for 73% of round participation.All available history.
UBS: Led accounts for 27% and participating for 73% of round participation. All available history
CategoryDeals (count)Share (%)
Led2027%
Participating5373%
UBS: Single-lead accounts for 40% and co-led for 60% of lead dynamics.All available history.
UBS: Single-lead accounts for 40% and co-led for 60% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead840%
Co-led1260%

Team

Adrian Boehler
Damian Vogel

Group Chief Risk Officer

Greg Pierce
James Walker

Head CTO for Core Technology & Platforms

John McDonald

Group CMO

Josh Hershman

COO of Global Credit

Michael Baldinger

Chief Sustainability Officer, UBS Group AG

Mike Dargan

Group Chief Operations and Technology Officer

Sergio P. Ermotti

Group CEO