UBS Equities-US Thematic Research _UBS Private Market Monitor Keeping Up...-116166676

ab26 June 2025Global ResearchUS Thematic ResearchUBS Private Market Monitor: Keeping Up with Private CapitalWe highlight relevant UBS research and the latest trends in VC/PE. Inside the report, we include links to UBS’s most recently published private company profiles, the latest news on potential upcoming IPOs, the latest financing rounds/sector level investment trends, and other news we are watching. We also include our takes on recent UBS research that we think has implications for private markets, upcoming UBS ARC events, and upcoming UBS events with private companies in attendance. See below for a detailed overview of what is inside the report:1. Recent private company profiles from UBS research: Recent reports cover Fintech, US Auto-tech, Chems & Pkg, MedTech, US Aerospace & Defense, US Steel, and Oncology. Companies profiled in the last week include:a. FinTech: Basis Theory, Gr4vy, IXOPay, C2FO, Fundbox, Jaris, Slope, Tipalti, Brex, Forte FinTech, Melio, Spreedly, Trustly, Link Money, Infinicept, NMI, Rainforest, Utopaya, BCG, and Braleb. Financials: Chase (UK) and OakNorth Bankc. Materials: The Allen Company, Kosoking, Luck Stone, National Lime & Stone, Sunrock, and Komodod. MedTech: Imperative Caree. Aerospace & Defense: Ampaire, Beta Technologies, Bye Aerospace, Wright Electric, Chaos Industries, Firestorm, Rebellion Defense, Saronic, Skydio, Astra Space, Phantom Space, and Ursa Major2. Who's in the news - IPOs to watch: Recent IPO news flow and data on stock performance IPOs in the preceding 30 days. The gap in US IPO performance by IPO size appears to be closing, as price change on IPOs under $100M were 87% vs 98% for IPOs of $100M+.3. A taste of what's next - trends in IPO filings: Details on trends in deal volume and size, as well as sector level analyses of recent filings. US IPOs announced in June (as of 06/25) are in line with those announced in May.4. Top 25 funding rounds: The top 25 funding rounds from the last 30 days. New on the list from this week are Thinking Machines Lab (AI research and customization platform), Harvey (AI legal assistant platform), Commure (AI-based healthcare platform), and Neuron23 (AI-based drug discovery model). All of the new top deals this week are companies with AI-enabled platforms/capabilities, which we think demonstrates the continued demand for AI-platforms across sectors. We also include sector-level data on all deals from US companies with disclosed values in the prior 7 and prior 30 days. 5. Exits with values disclosed (IPO, M&A): Details of recent (trailing 7 days) exits.6. Other news we are watching in PE/VC: Our takes on recent news that we see as relevant for private markets. Some highlights from this week include reports including a Pitchbook report highlighting sector trends in seed and early-stage deals at top VC firms, recent legal cases between book authors and AI platforms (META, Anthropic, MSFT) around fair use of content, and a report that technical This report has been

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