UBS Growth Advisory - The partner to fuel your growth momentum

Are you looking for a growth credit line or the right equity investors to grow your business faster and more sustainably? We are the partner to fuel your growth momentum.

Transaction success in the market

More than 200 growth financing transactions closed to date

Long-standing experience

We are proud to have supported some of the most successful Swiss startups and scaleups over the past years

Strong track record

We have supplied Swiss startups and scaleups with over CHF 550 million in capital, both in form of UBS growth credits and brokered investor’s equity

UBS key4 business, our digital SME banking platform, is the right offering for newly founded companies. Next to free capital deposit accounts for founding of AG’s and GmbH’s, it includes a business account, free bank cards and special conditions for foreign currency transfers during the first year. Further, the UBS key4 business marketplace also offers attractive discounts and products from our partners to make your daily business easier.

While you are focusing on your business, we run our established fundraising process and give you access to UBS’s extensive co-investor network. But just like our investors, we’re also very selective. Your investment case must meet the following minimum requirements:

  • Sales traction: Commercial proof of concept ideally with client revenues
  • Company domicile: Switzerland
  • Size of round: Equity financing round of at least CHF 3 million
  • Attractive market: Fast-growing market with sustainable upside potential
  • Lead investor: Institutional lead investor leading the round (renowned VC-fund, Corporate VC or Strategic/Large Corporate)
  • Business idea and business model: High degree of innovation and rapidly scalable business model

We review every pitch deck and give you timely feedback.

Single properties and portfolios: We advise on transactions starting from volumes in the lower single-digit million range. The more than 20 transaction managers of the Real Estate Advisory team have the capacity to optimally support both existing UBS clients and external customers

Growth credits of up to CHF 1m

Flexible and quick growth financing solution that provides high-growth Swiss scaleups early access to a credit line of up to CHF 1m.

Companies interested must meet the following minimum requirements:

  • Business Model: Business model with commercial traction and revenues (low volatility / no project business / recurring revenues preferred)
  • Growth Requirement: Minimum annual commercial client revenues of CHF 1m, growth of +25% per annum, break-even within the next 1-2 years
  • Use of Funds: Growth-oriented (working capital, production, assets, marketing & sales), no R&D financing
  • Capital Structure: Strong equity and investor base consisting of institutional investors, overall balanced mix between equity and (potential) debt

Growth credits of up to CHF 5m in the SEF.Growth program

In 2012, UBS launched the SEF.Growth program together with the Swiss Economic Forum (SEF). We offer high-growth scaleups with above-average development potential and around CHF 3m in annual commercial client revenues the opportunity to have their strategy and business plans reviewed by independent industry experts out of the SEF network. The best companies are awarded the “SEF.Growth High-Potential” label making them eligible for a potential growth credit of up to CHF 5m with UBS.

Swiss-domiciled investors with an existing UBS client relationship can get access to exciting direct investment opportunities in Swiss startups and scaleups by becoming a member of the UBS Private Investor Circle. Please contact your client advisor or get in touch directly with us via the contact form.

Come and talk with us – it’s worth it

Comprehensive advice from experienced corporate client advisors and product specialists. Our team of experts will be happy to assist you. We look forward to hearing from you.

Success stories

Transactions concluded

Transactions concluded

Which companies have already benefited from our expertise?