<SEC-DOCUMENT>0000950170-25-021385.txt : 20250214
<SEC-HEADER>0000950170-25-021385.hdr.sgml : 20250214
<ACCEPTANCE-DATETIME>20250214165754
ACCESSION NUMBER:		0000950170-25-021385
CONFORMED SUBMISSION TYPE:	SCHEDULE 13D/A
PUBLIC DOCUMENT COUNT:		1
FILED AS OF DATE:		20250214
DATE AS OF CHANGE:		20250214

SUBJECT COMPANY:	

	COMPANY DATA:	
		COMPANY CONFORMED NAME:			Velo3D, Inc.
		CENTRAL INDEX KEY:			0001825079
		STANDARD INDUSTRIAL CLASSIFICATION:	SPECIAL INDUSTRY MACHINERY, NEC [3559]
		ORGANIZATION NAME:           	06 Technology
		IRS NUMBER:				000000000
		STATE OF INCORPORATION:			DE
		FISCAL YEAR END:			1231

	FILING VALUES:
		FORM TYPE:		SCHEDULE 13D/A
		SEC ACT:		1934 Act
		SEC FILE NUMBER:	005-91981
		FILM NUMBER:		25630443

	BUSINESS ADDRESS:	
		STREET 1:		2710 LAKEVIEW CT
		CITY:			FREMONT
		STATE:			CA
		ZIP:			94538
		BUSINESS PHONE:		(408) 610-3915

	MAIL ADDRESS:	
		STREET 1:		2710 LAKEVIEW CT
		CITY:			FREMONT
		STATE:			CA
		ZIP:			94538

	FORMER COMPANY:	
		FORMER CONFORMED NAME:	JAWS Spitfire Acquisition Corp
		DATE OF NAME CHANGE:	20200921

	FORMER COMPANY:	
		FORMER CONFORMED NAME:	Spitfire Acquisition Corp
		DATE OF NAME CHANGE:	20200916

FILED BY:		

	COMPANY DATA:	
		COMPANY CONFORMED NAME:			Deer IX & Co. Ltd.
		CENTRAL INDEX KEY:			0001655220
		ORGANIZATION NAME:           	
		IRS NUMBER:				981208903
		STATE OF INCORPORATION:			E9
		FISCAL YEAR END:			1231

	FILING VALUES:
		FORM TYPE:		SCHEDULE 13D/A

	BUSINESS ADDRESS:	
		STREET 1:		C/O BESSEMER VENTURE PARTNERS
		STREET 2:		1865 PALMER AVENUE, SUITE 104
		CITY:			LARCHMONT
		STATE:			NY
		ZIP:			10538
		BUSINESS PHONE:		914-833-5300

	MAIL ADDRESS:	
		STREET 1:		C/O BESSEMER VENTURE PARTNERS
		STREET 2:		1865 PALMER AVENUE, SUITE 104
		CITY:			LARCHMONT
		STATE:			NY
		ZIP:			10538
</SEC-HEADER>
<DOCUMENT>
<TYPE>SCHEDULE 13D/A
<SEQUENCE>1
<FILENAME>primary_doc.xml
<TEXT>
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<?xml version="1.0" encoding="UTF-8"?><edgarSubmission xmlns="http://www.sec.gov/edgar/schedule13D" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  <headerData>
    <submissionType>SCHEDULE 13D/A</submissionType>
    <previousAccessionNumber>0001193125-21-297014</previousAccessionNumber>
    <filerInfo>
      <filer>
        <filerCredentials>
          <cik>0001655220</cik>
          <ccc>XXXXXXXX</ccc>
        </filerCredentials>
      </filer>
      <liveTestFlag>LIVE</liveTestFlag>



    </filerInfo>
  </headerData>
  <formData>
    <coverPageHeader>
      <amendmentNo>1</amendmentNo>
      <securitiesClassTitle>Common Stock</securitiesClassTitle>
      <dateOfEvent>12/24/2024</dateOfEvent>
      <previouslyFiledFlag>false</previouslyFiledFlag>
      <issuerInfo>
        <issuerCIK>0001825079</issuerCIK>
        <issuerCUSIP>92259N104</issuerCUSIP>
        <issuerName>Velo3D, Inc.</issuerName>
        <address>
          <street1 xmlns="http://www.sec.gov/edgar/common">2710 Lakeview Ct.</street1>
          <city xmlns="http://www.sec.gov/edgar/common">Fremont</city>
          <stateOrCountry xmlns="http://www.sec.gov/edgar/common">CA</stateOrCountry>
          <zipCode xmlns="http://www.sec.gov/edgar/common">94538</zipCode>
        </address>
      </issuerInfo>
      <authorizedPersons>
        <notificationInfo>
          <personName>Bessemer Venture Partners</personName>
          <personPhoneNum>(914) 833-5300</personPhoneNum>
          <personAddress>
            <street1 xmlns="http://www.sec.gov/edgar/common">1865 Palmer Avenue</street1>
            <street2 xmlns="http://www.sec.gov/edgar/common">Suite 104</street2>
            <city xmlns="http://www.sec.gov/edgar/common">Larchmont</city>
            <stateOrCountry xmlns="http://www.sec.gov/edgar/common">NY</stateOrCountry>
            <zipCode xmlns="http://www.sec.gov/edgar/common">10528</zipCode>
          </personAddress>
        </notificationInfo>
      </authorizedPersons>
    </coverPageHeader>
    <reportingPersons>
      <reportingPersonInfo>
        <reportingPersonCIK>0001624149</reportingPersonCIK>
        <reportingPersonNoCIK>N</reportingPersonNoCIK>
        <reportingPersonName>Bessemer Venture Partners IX Institutional L.P.</reportingPersonName>
        <memberOfGroup>b</memberOfGroup>
        <fundType>WC</fundType>
        <legalProceedings>N</legalProceedings>
        <citizenshipOrOrganization>E9</citizenshipOrOrganization>
        <soleVotingPower>481201</soleVotingPower>
        <sharedVotingPower>0</sharedVotingPower>
        <soleDispositivePower>481201</soleDispositivePower>
        <sharedDispositivePower>0</sharedDispositivePower>
        <aggregateAmountOwned>481201</aggregateAmountOwned>
        <isAggregateExcludeShares>N</isAggregateExcludeShares>
        <percentOfClass>0.2</percentOfClass>
        <typeOfReportingPerson>PN</typeOfReportingPerson>
      </reportingPersonInfo>
      <reportingPersonInfo>
        <reportingPersonCIK>0001655213</reportingPersonCIK>
        <reportingPersonNoCIK>N</reportingPersonNoCIK>
        <reportingPersonName>Bessemer Venture Partners IX L.P.</reportingPersonName>
        <memberOfGroup>b</memberOfGroup>
        <fundType>WC</fundType>
        <legalProceedings>N</legalProceedings>
        <citizenshipOrOrganization>E9</citizenshipOrOrganization>
        <soleVotingPower>600636</soleVotingPower>
        <sharedVotingPower>0</sharedVotingPower>
        <soleDispositivePower>600636</soleDispositivePower>
        <sharedDispositivePower>0</sharedDispositivePower>
        <aggregateAmountOwned>600636</aggregateAmountOwned>
        <isAggregateExcludeShares>N</isAggregateExcludeShares>
        <percentOfClass>0.3</percentOfClass>
        <typeOfReportingPerson>PN</typeOfReportingPerson>
      </reportingPersonInfo>
      <reportingPersonInfo>
        <reportingPersonCIK>0001655219</reportingPersonCIK>
        <reportingPersonNoCIK>N</reportingPersonNoCIK>
        <reportingPersonName>Deer IX &amp; Co. L.P.</reportingPersonName>
        <memberOfGroup>b</memberOfGroup>
        <fundType>AF</fundType>
        <legalProceedings>N</legalProceedings>
        <citizenshipOrOrganization>E9</citizenshipOrOrganization>
        <soleVotingPower>1081837</soleVotingPower>
        <sharedVotingPower>0</sharedVotingPower>
        <soleDispositivePower>1081837</soleDispositivePower>
        <sharedDispositivePower>0</sharedDispositivePower>
        <aggregateAmountOwned>1081837</aggregateAmountOwned>
        <isAggregateExcludeShares>N</isAggregateExcludeShares>
        <percentOfClass>0.5</percentOfClass>
        <typeOfReportingPerson>PN</typeOfReportingPerson>
      </reportingPersonInfo>
      <reportingPersonInfo>
        <reportingPersonCIK>0001655220</reportingPersonCIK>
        <reportingPersonNoCIK>N</reportingPersonNoCIK>
        <reportingPersonName>Deer IX &amp; Co. Ltd.</reportingPersonName>
        <memberOfGroup>b</memberOfGroup>
        <fundType>AF</fundType>
        <legalProceedings>N</legalProceedings>
        <citizenshipOrOrganization>E9</citizenshipOrOrganization>
        <soleVotingPower>1081837</soleVotingPower>
        <sharedVotingPower>0</sharedVotingPower>
        <soleDispositivePower>1081837</soleDispositivePower>
        <sharedDispositivePower>0</sharedDispositivePower>
        <aggregateAmountOwned>1081837</aggregateAmountOwned>
        <isAggregateExcludeShares>N</isAggregateExcludeShares>
        <percentOfClass>0.5</percentOfClass>
        <typeOfReportingPerson>CO</typeOfReportingPerson>
      </reportingPersonInfo>
    </reportingPersons>
    <items1To7>
      <item1>
        <securityTitle>Common Stock</securityTitle>
        <issuerName>Velo3D, Inc.</issuerName>
        <issuerPrincipalAddress>
          <street1 xmlns="http://www.sec.gov/edgar/common">2710 Lakeview Ct.</street1>
          <city xmlns="http://www.sec.gov/edgar/common">Fremont</city>
          <stateOrCountry xmlns="http://www.sec.gov/edgar/common">CA</stateOrCountry>
          <zipCode xmlns="http://www.sec.gov/edgar/common">94538</zipCode>
        </issuerPrincipalAddress>
        <commentText>This Amendment No. 1 (this "Amendment") to Schedule 13D (the "Schedule 13D") is being filed by Bessemer Venture Partners IX Institutional L.P. ("BVP IX Inst"), Bessemer Venture Partners IX L.P. ("BVP IX", and together with BVP IX Inst, the "BVP IX Funds"), Deer IX &amp; Co. L.P. ("Deer IX LP"), and Deer IX &amp; Co. Ltd., ("Deer IX Co," and collectively with the BVP IX Funds and Deer IX LP, the "Reporting Persons"), which is the general partner of Deer IX LP. Capitalized terms used but not otherwise defined in this Amendment shall have the meanings ascribed to them in the Schedule 13D. Except as otherwise specifically amended in this Amendment, items in the Schedule 13D remain unchanged.</commentText>
      </item1>
      <item5>
        <percentageOfClassSecurities>As of December 31, 2024, BVP IX Inst had sole voting and dispositive power with respect to 481,201 shares of Common Stock of the Issuer, constituting approximately 0.2% of the Issuer's Common Stock.
As of December 31, 2024, BVP IX had sole voting and dispositive power with respect to 600,636 shares of Common Stock of the Issuer, constituting approximately 0.3% of the Issuer's Common Stock.
As of December 31, 2024, Deer IX LP, as the general partner of each of the BVP IX Funds may be deemed to have sole voting and dispositive power with respect to all 1,081,837 shares of Common Stock of the Issuer owned by the BVP IX Funds, constituting approximately 0.5% of the Issuer's Common Stock.
As of December 31, 2024, Deer IX Co, as the general partner of Deer IX LP may be deemed to have sole voting and dispositive power with respect to all 1,081,837 shares of Common Stock of the Issuer owned by the BVP IX Funds, constituting approximately 0.5% of the Issuer's Common Stock.
The percent of class was calculated based on 194,896,717 shares of Common Stock issued and outstanding as of January 9, 2025, as disclosed in the Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission by Velo3D, Inc. on January 14, 2025.
The shares of Issuer's Common Stock reported in this Item 5 do not include 63,804 and 79,640 Earnout Shares that may be issued to BVP IX Inst and BVP IX, respectively, pursuant to the Business Combination Agreement, dated as of March 22, 2021, by and among the Issuer, Spitfire Merger Sub, Inc., and Velo3D US, Inc., as amended by Amendment #1 to Business Combination Agreement, dated as of July 20, 2021 filed as Exhibit 2.1 to the Current Report on Form 8-K filed by the Issuer's predecessor in interest and previously known as JAWS Spitfire Acquisition Corporation with the Securities and Exchange Commission on March 23, 2021.</percentageOfClassSecurities>
        <numberOfShares>Regarding the number of shares as to which such person has:
(i) sole power to vote or to direct the vote: See line 7 of cover sheets
(ii) shared power to vote or to direct the vote: See line 8 of cover sheets
(iii) sole power to dispose or to direct the disposition: See line 9 of cover sheets.
(iv) shared power to dispose or to direct the disposition: See line 10 of cover sheets</numberOfShares>
        <transactionDesc>No Reporting Person has effected any transaction in the Issuer's Common Stock during the past 60 days.</transactionDesc>
        <listOfShareholders>No other person is known to have the right to receive or the power to direct the receipt of dividends from, or any proceeds from the sale of, shares of the Issuer's Common Stock beneficially owned by any of the Reporting Persons.</listOfShareholders>
        <date5PercentOwnership>On December 24, 2024 each of the Reporting Persons ceased to be the beneficial owner of more than five percent of the shares of Common Stock.</date5PercentOwnership>
      </item5>
    </items1To7>
    <signatureInfo>
      <signaturePerson>
        <signatureReportingPerson>Bessemer Venture Partners IX Institutional L.P.</signatureReportingPerson>
        <signatureDetails>
          <signature>/s/ Scott Ring</signature>
          <title>Scott Ring, General Counsel, Deer IX &amp; Co. Ltd., the GP of Deer IX &amp; Co. L.P., the GP of Bessemer Venture Partners IX Institutional L.P.</title>
          <date>02/14/2025</date>
        </signatureDetails>
      </signaturePerson>
      <signaturePerson>
        <signatureReportingPerson>Bessemer Venture Partners IX L.P.</signatureReportingPerson>
        <signatureDetails>
          <signature>/s/ Scott Ring</signature>
          <title>Scott Ring, General Counsel, Deer IX &amp; Co. Ltd., the General Partner of Deer IX &amp; Co. L.P., the General Partner of Bessemer Venture Partners  IX L.P.</title>
          <date>02/14/2025</date>
        </signatureDetails>
      </signaturePerson>
      <signaturePerson>
        <signatureReportingPerson>Deer IX &amp; Co. L.P.</signatureReportingPerson>
        <signatureDetails>
          <signature>/s/ Scott Ring</signature>
          <title>Scott Ring, General Counsel, Deer IX &amp; Co. Ltd., the General Partner of Deer IX &amp; Co. L.P.</title>
          <date>02/14/2025</date>
        </signatureDetails>
      </signaturePerson>
      <signaturePerson>
        <signatureReportingPerson>Deer IX &amp; Co. Ltd.</signatureReportingPerson>
        <signatureDetails>
          <signature>/s/ Scott Ring</signature>
          <title>Scott Ring, General Counsel</title>
          <date>02/14/2025</date>
        </signatureDetails>
      </signaturePerson>
    </signatureInfo>
  </formData>
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</TEXT>
</DOCUMENT>
</SEC-DOCUMENT>
