
UBS
Description
UBS, a global financial services powerhouse headquartered in Zürich, Switzerland, extends its influence into the venture capital landscape primarily through UBS Next, its dedicated strategic venture fund. Launched in 2021, UBS Next was established with a significant commitment of $200 million, underscoring the firm's strategic intent to engage with and foster innovation within the burgeoning technology sector. This initiative is a core component of UBS's broader innovation strategy, aiming to identify and invest in promising fintech and other technology startups that align with its long-term business objectives.
UBS Next focuses its investments across a diverse range of strategic areas critical to the future of financial services. These include wealth management technology, sustainable finance solutions, digital assets, and enterprise technology. The fund actively seeks out both early-stage and growth-stage companies, demonstrating a flexible approach to investment that allows them to support startups from their foundational development through to scaling their operations. Beyond capital infusion, UBS Next offers its portfolio companies invaluable access to UBS's extensive global network, deep industry expertise, and potential for strategic partnerships, facilitating market entry and growth within the financial ecosystem.
The investment philosophy of UBS Next is deeply rooted in strategic alignment, seeking to leverage external innovation to enhance UBS's core businesses and client offerings. While specific check sizes can vary widely depending on the stage and needs of the startup, their portfolio indicates participation in rounds ranging from seed to Series E. This broad mandate allows UBS Next to deploy capital effectively across the innovation spectrum, from nascent ideas to more mature, scaling ventures. Their commitment of $200 million reflects a substantial dedication to fostering the next generation of financial technology and beyond, positioning UBS as a key player in corporate venture capital within the global financial industry.
Investor Profile
UBS has backed more than 131 startups, with 19 new investments in the last 12 months alone. The firm has led 45 rounds, about 34% of its total and boasts 28 exits across its portfolio.
Investment Focus Highlights
- Concentrates on Series Unknown, Debt Financing, Series B rounds (top funding stages).
- Majority of deals are located in United States, Switzerland, United Kingdom.
- Strong thematic focus on Financial Services, FinTech, Software.
- Led 6 rounds in the past year.
- Typical check size: $500K – $20M.
Stage Focus
- Series Unknown (18%)
- Debt Financing (15%)
- Series B (12%)
- Series C (10%)
- Post Ipo Debt (8%)
- Post Ipo Equity (6%)
- Seed (6%)
- Series A (5%)
- Private Equity (5%)
- Series D (4%)
Country Focus
- United States (50%)
- Switzerland (15%)
- United Kingdom (9%)
- China (5%)
- India (4%)
- Singapore (3%)
- Australia (2%)
- Argentina (2%)
- Canada (2%)
- Philippines (1%)
Industry Focus
- Financial Services
- Fintech
- Software
- Finance
- Information Technology
- Internet
- Asset Management
- Banking
- Health Care
- Saas
Frequently Asked Questions
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