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What smart money is saying about Unity SoftwareUnited States flag

U · Technology · Software - Application · Market cap $12.05B

2 funds in our archive have pitched Unity Software — most recently White Falcon Capital in March 2026.

Company profile

Unity Software Inc. creates and operates an interactive real-time 3D content platform. Its platform provides software solutions to create, run, and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The company serves content creators and developers, artists, designers, engineers, and architects to create interactive and real-time 2D and 3D content. It offers its solutions directly through its online store, field sales operations, independent distributors, and resellers in the United States, Denmark, Belgium, Canada, China, Colombia, Finland, France, Germany, Ireland, Israel, Japan, Lithuania, Portugal, Singapore, South Korea, Spain, Sweden, Switzerland, and the United Kingdom. The company was founded in 2004 and is headquartered in San Francisco, California.

Fund coverage · 2 theses

  • White Falcon Capital
    March 2026

    Unity Software runs a leading real-time 3D engine and monetization network benefiting from AI-driven content growth, improving execution, and a turnaround valuation with significant EBITDA potential.

    Read the full thesis
  • Hayden Capital
    March 2026

    Unity Software is a mission-critical game engine and ad-tech platform with sticky usage, a new management team, and a data-driven monetization upside.

    Read the full thesis

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