Nvni Group Limited · NASDAQ:NVNI
Nvni — Investor Presentation (August 2025)
29 slides from Nvni's investor presentation, Aug 20, 2025
Slide 1: Investor Presentation August 2025
Investor Presentation August 2025
Slide 2: Table of Contents
TABLE OF CONTENTS 01. OUR COMPANY 2. INVESTMENT THESIS 3. LATAM & BRAZILIAN SAAS MARKET 4. NUVINI OVERVIEW & TRACK RECORD 5. PIPELINE AND CLEARLY DEFINED GROWTH INITIATIVES AI INITIATIVES 06. 07. COMPS & TEAM
Slide 3: 01. Our Company
01. OUR COMPANY
Slide 4: Introduction: What we do, who are our targets, why we are different
INTRODUCTION WHAT WE DO WHO ARE OUR TARGETS Niche - leading SaaS companies with established business models, strong cash flow, and significant growth potential . WHY ARE WE DIFFERENT We access under - targeted companies and deploy capital efficiently through a specialized, long - term - focused team
Slide 5: Our Companies Key Financial Highlights
OUR COMPANIES KEY FINANCIAL HIGHLIGHTS +22,400 CUSTOMERS R$ 193 MM NET REVENUES 2024A 13.8 % ORGANIC GROWTH 2024A 62.1 % GROSS PROFIT MARGIN 024A R$ 51.0 MM ADJUSTED EBITDA 2024A 26.4% ADJUSTED EBITDA MARGIN 2024A Discover the innovative SaaS companies in our portfolio, each solving unique challenge
Slide 6: 02. Investment Thesis
02. INVESTMENT THESIS
Slide 7: Investment Thesis
1 2 3 4 5 Sizeable TAM in a fast - growing and fragmentedmarket Positioned as an M&A platform in the SaaS segment, with rapid and efficient capital allocation capabilities Multi - vertical portfolio already in place and a ready - to - scale platform supported by solid value creation strategy Seasone
Slide 8: Why Nuvini? Value Proposition for Nuvini Investors
Access to profitable SaaS companies that VC/PE funds have not historically focused on Diversified portfolio composed of cash generating and fast - growing companies WHY NUVINI? VALUE PROPOSITION FOR NUVINI INVESTORS Multi - segment investment strategy with focus on fundamentals 19
Slide 9: Why Nuvini? Value Proposition for SaaS B2B Founders
WHY NUVINI? VALUE PROPOSITION FOR SAAS B2B FOUNDERS Support to deliver (and exceed) their business plans Autonomy to founders who do not pursue the traditional PE/VC path Liquidity for an illiquid asset with upside capture on earnouts Opportunity to grow the business with M&A and participate in a ta
Slide 10: 03. LATAM & Brazilian SaaS Market
03. LATAM & BRAZILIAN SAAS MARKET
Slide 11: Nuvini Operates in a Sizeable Market
Nuvini Operates in a Sizeable Market (2) Brazil Annual IT Spend Latin America Annual IT Spend (3) 25 US$ 21.4 bn 20 9 0 0 5 15 US$ 9.2 bn 10 THE SAAS MARKET HAS A SIZABLE TAM (1) , AND NUVINI ADDRESSES ITS MAIN INEFFICIENCIES Solving Real Day - to - Day Problems with Long - term Solutions 10 Sources
Slide 12: Brazil Software as a Service Market, 2018-2030
$5 $10 $15 $20 $4.00 $4.60 $6.70 $5.90 $5.20 $7.70 $9.00 $10.00 $13.00 $11.40 $14.80 $16.80 $19.00 *BRAZIL SOFTWARE AS A SERVICE (SAAS) MARKET, 2018 - 2030 (US$M) Revenue in USD million $9,215.9 Market revenue in 2024 STATISTICS $18,969.3 Market revenue in 2030 12.1% (CAGR from 2025 to 2030) $0 2018
Slide 13: 04. Nuvini Overview & Track Record
04. NUVINI OVERVIEW & TRACK RECORD
Slide 14: Strong Portfolio of Multi-Vertical SaaS Solutions Already in Place
14 STRONG PORTFOLIO OF MULTI - VERTICAL SAAS SOLUTIONS ALREADY IN PLACE Source: Nuvini | Note: (1) The ssOtica platform is owned and operated by Ipê Digital
Slide 15: Consolidated Financial Highlights (Accounting Base)
Net Operating Revenues & YoY Growth - R$ mm,% Gross Profit & Gross Profit Margin - R$ mm,% Adj. EBITDA & Adj. EBITDA Margin - R$ mm, % Total Growth % CAGR 22 - 24 CONSOLIDATED FINANCIAL HIGHLIGHTS (ACCOUNTING BASE) 15
Slide 16: 05. Pipeline and Clearly Defined Growth Initiatives
05. PIPELINE AND CLEARLY DEFINED GROWTH INITIATIVES
Slide 17: Robust and Tangible M&A Pipeline Mapped
34 ROBUST AND TANGIBLE M&A PIPELINE MAPPED Nuvini’s M&A Pipeline Number of Companies (1) Nuvini’s mid - term target is to acquire at least 4 new companies per year DealFlow Qualified and Analyzed In Negotiations 9 60 +2,000 Source: Nuvini | Note: (1) As of Aug2025 +USD190 mm +USD 58 mm in Net Revenu
Slide 18: Well Defined Acquisition Criteria
WELL DEFINED ACQUISITION CRITERIA Target Company Checklist Anticipated Acquisition Structure Acquisition of majority stake at the time of closing, with option for 100%, in order to align interest with companies' founders. Payment can be a mix, between cash and/or stock No disruption of current opera
Slide 19: 06. AI Initiatives
06. AI INITIATIVES
Slide 20: Nuvini AI Lab: Accelerating AI Adoption Across Our Portfolio
27 NUVINI AI LAB Accelerating AI Adoption Across Our Portfolio Purpose: Central hub to drive AI innovation, efficiency, and automation Help portfolio companies adopt AI faster and smarter How It Works: Centralized experimentation: reusable templates, MVPs, shared prototypes AI playbooks & best pract
Slide 21: Nuvini AI Lab: Practical AI Across Business Functions
Sales & Marketing Customer Support Software Development Legal & Finance HR Practical AI Across Business Functions 28 NUVINI AI LAB How We’re Using AI Today Lead scoring AI SDR agents Email automation L1 chatbots Case routing Tone - checked responses Code completion PR summaries Test generation Candi
Slide 22: Nuvini AI Lab Roadmap & Next Steps
Q3 2026 – Pilot & Refine Pilots in 3+ companies Feedback - driven refinement Playbook development Training programs launched Q4 2026 – Scale & Standardize Scale successful solutions Publish full AI playbook Portfolio - wide rollout Impact measurement 29 NUVINI AI LAB Roadmap & Next Steps Scaling AI
Slide 23: Nuvini AI Index: Driving Strategic Growth and Value Creation
Driving Strategic Growth and Value Creation Purpose: Provides a standardized AI maturity assessment framework Ensures strategic alignment of AI investments across portfolio companies Supports M&A due diligence and integration planning Identifies synergies and collaboration opportunities across the p
Slide 24: Nuvini AI Index: Key Benefits & Use Cases
Key Benefits & Use Cases Strategic Benefits: Clear roadmap for AI adoption & scaling Optimized investment decisions Portfolio - wide value creation Risk reduction in M&A and operations Use cases: Portfolio Optimization: Identify gaps & prioritize investments Cross - Company Synergies: Share knowledg
Slide 25: 07. Comps & Team
07. COMPS & TEAM
Slide 26: Nuvini Stands Out Against Its Main Peers: Deep Dive
NUVINI STANDS OUT AGAINST ITS MAIN PEERS: DEEP DIVE Nuvini is still in the beginning of its consolidation strategy and positioned in a market with high growth opportunities, offering significant potential upside in the upcoming years Sources: Nuvini, Companies and Factset (4Q2024) | Note: (1) Consid
Slide 27: Experienced Management Team with Solid Track Record
EXPERIENCED MANAGEMENT TEAM WITH SOLID TRACK - RECORD IN THE INDUSTRY Pierre Schurmann Co - Founder, CEO and Chairman 30+ years experience as founder and investor of tech companies +600 investments in B2B startups in Brazil Previously CEO at: Luiz Antonio Busnello Director 20+ years of entrepreneurs
Slide 28: Seasoned and Complementary Board of Directors
Investment Committee Members Scott Klossner SEASONED AND COMPLEMENTARY BOARD OF DIRECTORS Marcello Gonçalves João Leite Marco Leone 37
Slide 29: M&A Market Opportunity for Strategic Buyers
M&A MARKET OPPORTUNITY FOR STRATEGIC BUYERS Valuations Reset and Keep Dropping SaaS/tech multiples remain under pressure — multiples continue declining into 2025 High Rates = Buyer's Market With Selic near 15%, IPO markets remain shut and liquidity tight, pushing sellers toward M&A at modest valuati