Washington, D.C. 20549 FORM 10-Q For the transition period from to Commission file number: 001-42641 Thayer Ventures Acquisition Corporation II UNITED STATES SECURITIES AND EXCHANGE COMMISSION (MARK ONE) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarter ended March 31, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Exact Name of Registrant as Specified in Its Charter) Cayman Islands 98-1795713 (State or ...