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The Venture Codex

UBS BB

Bahnhofstrasse 45, Zürich, ZH, 8022, Switzerland

Overview

Advisory services for mergers, acquisitions, and financial strategies.

Deals · 12mo

2

Links

WebsiteLinkedIn

Stage focus

Debt

Geographic focus

Brazil

Sector focus

Banking
Financial Services

Investment portfolio

2rounds
NAMEDATESIZE
CloudWalk
Apr 2026Participated
$1.1 BDebt
CloudWalk
Oct 2025Participated
$784 MDebt
CloudWalk
Apr 2026Participated
$1.1 BDebt
CloudWalk
Oct 2025Participated
$784 MDebt
2
Items
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Insights

Time horizon

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Deal Distribution

UBS BB: 2 funding rounds are recorded in the selected participation categories.All available history.
UBS BB: 2 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Debt02

Monthly Deal Activity

UBS BB: 2 deals are recorded across 13 months.All available history.
UBS BB: 2 deals are recorded across 13 months. All available history
MonthDeals
Oct '251
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '261
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

UBS BB: Fintech is the largest displayed sector by deal count (2 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 BB: Fintech is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Fintech2

Deal Size Distribution

UBS BB: 2 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 BB: 2 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B1
$1B+1

Deals By Geography

UBS BB: Brazil has the largest recorded deal count among the displayed regions (2 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

UBS BB: Brazil has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
Brazil2
UBS BB: 7 co-investors are shown, with Bradesco BBI sharing 2 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 BB: 7 co-investors are shown, with Bradesco BBI sharing 2 recorded deals. All available history
Co-investorShared deals
Bradesco BBI2
BTG Pactual2
Itaú Unibanco2
J. Safra Group2
Banco Santander1
Banco Votorantim1
BV1

Investment Strategy

UBS BB: Led accounts for 0% and participating for 100% of round participation.All available history.
UBS BB: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating2100%
UBS BB: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
UBS BB: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

Jeffrey Mortara

Global Co-Head of Equity Capital Markets