Servicetitan, Inc. · NASDAQ:TTAN
Servicetitan — Investor Presentation (2025)
56 slides from Servicetitan's investor presentation, 2025
Slide 1: Pantheon 2025 Investor Session
Pantheon 2025 Investor Session
Slide 2: Forward-Looking Statements & Other Disclaimers
Forward-Looking Statements & Other Disclaimers This presentation contains forward-looking statements within the meaning of within the meaning of the Securities Act of 1933, as amended, the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-
Slide 3: Welcome!
Welcome! Jason Rechel VP, Investor Relations
Slide 4: Customers at work!
Customers at work! Please respect the integrity of this event
Slide 5: Pillars of Durable, Profitable Growth
Massive, Durable Market $650B1 of Served Addressable GTV Today Platform Leadership The Operating System for the Trades Pillars of Durable, Expanding Moat Profitable Growth Defensible Product, Scale and Ecosystem Advantages Multiple Growth Vectors Clear Customer ROI Efficient Operating Model Built to De
Slide 6: Four FY26 Priorities
Enterprise Expand Enterprise Capabilities Pro Products Broaden Pro Adoption Four FY26 Priorities Commercial Accelerate Progress Roofing Expand in Roofing and Exterior Trades
Slide 7: Agenda
Enterprise Strength Ross Biestman, CRO Pro Product Vision Vincent Payen, SVP Product Agenda Commercial Strategy Alex Kablanian, SVP & GM Commercial & Construction Winning in Exteriors Chris Petros, COO
Slide 8: Enterprise
Enterprise Ross Biestman Chief Revenue Officer
Slide 9: ServiceTitan Was Built For Scale
ServiceTitan Was Built For Scale Market Standard Leader Player Trade-Specific Workflows API User Uptime Multi-Location Roll-Up Endpoints Permissions Uptime Centralized Functions & Security: Standardization Reporting & Integrations & Controls SOC, ISO, PCI Enterprise Grade Core Residential and Commerci
Slide 10: The Trades are Professionalizing and Consolidating
The Trades are Professionalizing and Consolidating Accelerate Organic Accelerate Growth Consolidate Organic with Improved Growth Share Efficiency
Slide 11: Large Enterprise Accelerates Our Entire Model
Large Enterprise Accelerates Our Entire Model Organic Growth Product Strategic Value Roadmap Market Pro Adoption Standard New Trades Inorganic & Markets Growth
Slide 12: Organized to Capture The Opportunity
Organized to Capture The Opportunity Corporate Enterprise Residential Marketing Sales Post-Sales Demand Generation Corporate Sales Onboarding Commercial Corporate Sales Dev Enterprise Sales Customer Success Enterprise Sales Dev Upsells (Pro, FinTech) Technical Support Strategy & Competition Sales En
Slide 13: Partners Extend our Reach & Deepen Our Moat
Partners Extend our Reach & Deepen Our Moat Go-to-Market Activities Impact Partners drive customer Co-Marketing acquisition opportunities to ServiceTitan. Warm Customer Training Referrals Lead Lists Events & Thought Leadership Good Fit Referrals Co-Branded Packages Note: 1. Customers with at least 1
Slide 14: The PE Playbook Further Extends This Playbook
The PE Playbook Further Extends This Playbook Standardize Strategize Centralize Visualize Innovate
Slide 15: Sponsor Backed Customers Are Elite Operators
Sponsor Backed Customers Are Elite Operators PE-backed which together …and higher and adopt Pro customers use the result in faster ServiceTitan Products platform revenue growth… NPS scores >25% >50% >500bps >2x Higher Higher Greater average Pro Faster GTV ServiceTitan TAD Score Product attach rate G
Slide 16: Enterprise New Product Velocity This Week
Enterprise New Product Velocity This Week Enterprise Hub Adaptive Tenant Groups Capacity GL Accounts & Benchmark+ Inventory Sync Report Assist Org Modeling
Slide 17: Enterprise Leading the Way
Enterprise Leading the Way Atlas Automating the Trades Pro Portfolio Updates Standardizing Our Largest Customers Commercial CRM + Construction Paving the Way to Market Standard
Slide 18: Pro Products
Pro Products Vincent Payen SVP & GM, Pro Product
Slide 19: ServiceTitan Pantheon
ServiceTiton PANTHEON
Slide 20: AI automation across dispatch, pricebook and contact center
Automatically — f Books through Automates in adjusts pricing Voice Agent the field » co Dispatch |Pro) ‘ 7 ‘ SS a. | —_ Hb | = + aaa... es = | Pricebook (Ps) Fe Contact Center (PS) Detects the Initiates automated or books through board is empty campaigns SMS Agent
Slide 21: Trades businesses are still operating in a highly manual way
IMMENSE OPPORTUNITY Trades businesses are still operating in a highly manual way Demand Booking & Prospecting Dispatching Field Back Office Generation Scheduling Inventory “Manual” Digital Manual Job Management Manual Cold Calling Marketing Assignments Phone Calls Follow-Ups Procurement Door-to-Door
Slide 22: Pro Products Have Historically Delivered Functional Automation with AI infusion
Pro Products Have Historically Delivered Functional Automation with AI infusion Marketing Pro | Sales Pro | Equipment Demand Gen Replacement Predictor Contact Center Pro w/ Voice Agents | Booking & Scheduling Schedule Pro | Second Chance Leads Dispatch Dispatch Pro | Route Optimization Fleet Pro | F
Slide 23: Marketing
Marketing
Slide 24: 3 Pillars of Our AI Right to Win
3 Pillars of Our AI Right to Win Proprietary Data Closed Loop System of Action
Slide 25: Digital Workers
Digital Workers ● Comprehension & Conversation ● Context & Memory ● Reasoning ● Actioning
Slide 26: AI Ecosystem Will Unlock
AI Ecosystem Will Unlock Capacity Triggered Marketing Location Triggered Marketing Optimal route and new arrival window updated Dispatch board and Capacity Updated Detects that the board is relatively Customer cancels an appointment empty for the back half of next week last minute, tech already near
Slide 27: New at Pantheon: Pro Takeaways
New at Pantheon: Pro Takeaways Existing Products New Products New AI Workflows New Packages AI Automated Ads Field Assist: AI Diagnosis Multi-channel marketing Maximize Program Pilot Management & troubleshooting (part of campaigns with location and capacity triggers - Full Pro Access Field Pro) Agent
Slide 28: Commercial Strategy
Commercial Strategy Alex Kablanian SVP & GM, Commercial & Construction
Slide 29: What is Commercial
What is Commercial Residential Commercial (single family homes) (basically everything else)
Slide 30: What is Construction
What is Construction Residential Commercial (single family homes) (basically everything else) Example Residential Construction Work: Example Commercial Construction Work 1: Retrofitting an entire floor of an Installing brand new HVAC system, ductwork, office building with new electrical wiring as part
Slide 31: Our Focus: Powering Profitable Growth for Specialty Contractors
Our Focus: Powering Profitable Growth for ”Specialty” or “Sub” Contractors
Slide 32: Complexity: The Primary Difference from Residential
Complexity: The Primary Difference from Residential Service & Replace Complex Agreements Complex Equipment Complex Projects (View from my hotel room at Pantheon)
Slide 33: Our Path Towards Market Standard
Our Path Towards Market Standard Non-Participant Player Leader Market Standard Don’t Actively Target Leverage robust Critical capabilities Proven track record platform capabilities are developed and high customer ROI to compete Emerging product leadership Close specific product gaps Player of scale W
Slide 34: We've Delivered a lot of Customer Value in a Short Time
We’ve Delivered a lot of Customer Value in a Short Time Best-in-Class Best-in-Class Commercial Foundation Project Foundation Commercial Service Construction Project Financials 2.0 Project Schedule & Gantt Charts Equipment Tasking Change Order Management Equipment OCR Scanning Daily Logs, RFIs, Submi
Slide 35: Our Customers Realize Significant ROI
Our Customers Realize Significant ROI 15% 8% 12+ 2% Annual percentage Average revenue More projects Days faster Increase in year 2* point increase in delivered on time1 to collect payment1 net profit margins1 Win New Increase Optimize Grow Your Business Productivity Cash Flow Bottom Line Based on data
Slide 36: Our Thesis: Drive Value throughout the Entire Lifecycle of a Property
OUR THESIS: Drive Value throughout the Entire Lifecycle of a Property
Slide 37: But Two Things Were Missing
But Two Things Were Missing: 1. Robust Construction Workflow 2. CRM
Slide 38: End-to-End Construction Management
End-to-End Construction Management Project Planning & Project Field & Site Project Acquisition Resource Management Management Operations Accounting Pipeline Mgmt Crew Scheduling Document Mgmt Daily Logs Project Financials Opportunity Tracking Submittals* Task Mgmt Timekeeping Budget vs Actuals Lead
Slide 39: End-to-End Connected Platform for Commercial Contractors
End-to-End Connected Platform for Commercial Contractors
Slide 40: Slide 40
Slide 41: Core ServiceTitan ROI
Core ServiceTitan ROI ServiceTiton PANTHEON (Vs www.servicetitan.com
Slide 42: We Listen to Our Customers
We Listen to Our Customers serdceTion F PANTHEON www.servicetitan.com
Slide 43: Eliminating Friction
~$100B1 Commercial Construction Eliminating ~$260B1 Friction Commercial Service & Replace Path to Market Standard Commercial CRM and Construction Capabilities have ServiceTitan on the path to Market Standard 1.Per IBISWorld Inc. Industry Reports covering over 50 trades in the U.S., published between
Slide 44: Winning in Exteriors
Winning in Exteriors Chris Petros Chief Operating Officer
Slide 45: Residential Value Proposition
Residential Value Proposition Attract Engage Win Deliver Process ~20% Trade-Specific ~80% Common Workflow Across Trades
Slide 46: The Four Clusters of Residential Trades
The Four Clusters of Residential Trades Mechanical Systems Exteriors Interiors Property Care Plumbing Roofing Home Remodeling Landscaping / Arbor HVAC Gutters Restoration Pest Control Electrical Siding Flooring Pool and Spa Garage Door Windows Lawn Care Chimney Doors
Slide 47: Consolidation Accelerates Our New Trade Playbook
Consolidation Accelerates Our New Trade Playbook Standardize Consolidate New Trades Execute Portfolio Cos
Slide 48: Key Roofing Investments
Key Roofing Investments Sales Production Estimating Distributor PO Measurement Providers Task Management Distributor Pricing Work Queues Proposals & Contracts Communication Verisk Ecosystem
Slide 49: One. Robust. Ecosystem.
One. Robust. Ecosystem. Insurance Suppliers Measurements Product APIs Accounting Financing CSV Export
Slide 50: Wall to Wall Meets Trade Specific Workflow
Wall to Wall Meets Trade Specific Workflow Customer Service/Sales Representative PE Backer Property Manager (Commercial) CFO Customer (Residential) Technician Sale Go-Live Warehouse Service Manager Call Center Marketing Manager Dispatch Owner / General Manager
Slide 51: Path to Market Standard
Path to Market Standard Enter Roofing Exteriors Unique ROI Market Adoption Standard We’re here Trade Specific Ecosystem Workflow
Slide 52: Conclusions
Conclusions Jason Rechel VP, Investor Relations
Slide 53: Key Highlights: New at Pantheon
Key Highlights: New at Pantheon Enterprise Pro Products Commercial Roofing Benchmark+ Existing Product Commercial CRM New Partnerships Updates GL Accounts and All commercial service Real Time Inventory Sync New Products AND construction Communication capabilities Centralized Feature Virtual Agents fo
Slide 54: Customers at work!
Customers at work! Please respect the integrity of this event
Slide 55: Afternoon Keynotes
Residential / Pro Updates Main Stage Commercial & Construction Updates Afternoon Keynotes Main Stage Future of AI in the Trades Vahe Kuzoyan
Slide 56: ServiceTitan Pantheon
< ServiceTitan’ ServiceTiton PANTHEON www.servicetitan.com