Company: VLDXW
Filing Date: 2025-06-25
Form Type: DRS
Source: 0001641172-25-016496
Chunk: 6

Company: Velo3D, Inc.
Filing Date: 2025-06-25
Form: DRS
Chunk 6
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 Sarbanes-Oxley Act of 2002.

“ SEC” means the United States Securities and Exchange Commission.

“ Secured Notes” means our senior secured notes due 2026, as amended, of which we had approximately $5.0 million aggregate principal amount outstanding as of March 31, 2025.

“ Secured Convertible Notes” means our senior secured convertible notes due 2026, of which we had none outstanding as of December 31, 2023.

“ Securities Act” means the Securities Act of 1933, as amended.

“ Sponsor” means Spitfire Sponsor LLC, a Delaware limited liability company.

“ Subscription Agreements” means, collectively, those certain subscription agreements, entered into on March 22, 2021, between the Company and the PIPE Investors.

“ Velo3D” refers to Velo3D, Inc., a Delaware corporation (f/k/a JAWS Spitfire Acquisition Corporation, a Cayman Islands exempted company), and its consolidated subsidiaries following the Closing.

“ warrants” mean the 2022 Private Warrant, the private placement warrants, the public warrants, the placement agent warrants and the RDO warrants.

In addition, unless otherwise indicated or the context otherwise requires, references in this prospectus to the “Company,” the “Registrant,” “we,” “us,” “our,” and similar terms refer to Legacy Velo3D prior to the Merger and to Velo3D and its consolidated subsidiaries after giving effect to the Merger.

<div align='center'>Confidential Treatment Requested by Velo3D, Inc.

Pursuant to 17 CFR 200.83

TABLE OF CONTENTS</div>

| MARKET                                                                   
 AND INDUSTRY DATA                                                        |   1 |
| CAUTIONARY                                                               
 NOTE REGARDING FORWARD-LOOKING STATEMENTS                                |   2 |
| PROSPECTUS                                                               
 SUMMARY                                                                  |   3 |
| THE                                                                      
 OFFERING                                                                 |   8 |
| RISK                                                                     
 FACTORS                                                                  |   9 |
| USE                                                                      
 OF PROCEEDS                                                              |  41 |
| MARKET                                                                   
 INFORMATION FOR COMMON STOCK AND DIVIDEND POLICY                         |  42 |
| CAPITALIZATION                                                           |  43 |
| DILUTION                                                                 |  44 |
| MANAGEMENT’S                                                             
 DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS |  45 |
| BUSINESS                                                                 |  70 |
|