Quantum-Si (QSI) Registration Filing summary

Company overview and business model

• Focuses on proteomics research, aiming to transform single-molecule analysis and democratize access to the proteome for researchers and clinicians.

• Developed a proprietary universal single-molecule detection platform enabling Next-Gen Protein Sequencing (NGPS) for massively parallel protein sequencing.

• Product suite includes Platinum NGPS instrument, analysis software, and consumable kits, with commercial launches expanding through 2024 and 2025.

• Platform targets key challenges in legacy proteomics, offering lower instrument costs, greater automation, and streamlined data analysis.

• Applications include biomarker discovery, disease detection, pathway analysis, immune response, vaccine development, and quality control.

Financial performance and metrics

• As of June 30, 2025, 164,357,534 shares of Class A common stock and 19,937,500 shares of Class B common stock were outstanding.

• Historical net tangible book value as of June 30, 2025 was $221.0 million, or $1.20 per share.

• After recent offerings, pro forma as adjusted net tangible book value would be $364.4 million, or $1.30 per share.

• Recent direct offering in July 2025 raised $50.0 million in gross proceeds, with $46.9 million net after expenses.

Use of proceeds and capital allocation

• Net proceeds intended for product development (including the Proteus platform), commercialization, manufacturing, R&D, working capital, capital expenditures, and general administrative expenses.

• Pending use, proceeds may be invested in short-term, investment-grade, interest-bearing securities or U.S. government obligations.