10 slides from Tiny Ltd. Class A's shareholder meeting presentation, Jun 5, 2025
Slide 1: 2024 AGM
June 5, 2025 2024 AGM
Slide 2: Legal Disclaimer
Legal Disclaimer This presentation is being given by Tiny Ltd. (the “Company”) for information purposes only. Reliance on this presentation for the purpose of By their nature, forward-looking statements are subject to numerous risks and uncertainties. You are cautioned that the assumptions used in t
Slide 3: Welcome to our 2024 AGM
Tiny Ltd. Tiny Fund I Revenue FY 2024 Adj. EBITDA Free Cash Flow Revenue Distributions to Tiny Ltd. $194.2M $31.0M $9.3M $66.0M ~$2.2M Welcome to our Thank You to our Employees, Introductions 2024 AGM Board, Investors & Partners (1) Tiny Fund I revenue is unaudited
Slide 4: What we said last year...
What we said last year... 01 02 03 04 Increase Disciplined Manage Transparency Cash Flow Acquisitions & Reduce Leverage & Disclosure Increase our cash flow and Evaluate high quality tuck-ins and Prioritize reducing leverage through Enhance and improve Tiny’s public profitability through organic plat
Slide 5: Increase Cash Flow
01 Increase Cash Flow Simplified & Efficient Operating Structure $4.0M+ in annualized cost savings Organic Growth Investment & Aligned Management Profitable long-term growth strategy Distributions from Tiny Fund ~ $2.2M FY 2024 ~ $1.0M in Q 1 2025 Focus on Core Assets Exited 8020 & Frosty
Slide 6: Focus on High Quality Recurring Revenue Businesses
02 Disciplined Acquisitions Focus on High Quality Recurring Revenue Businesses Ecommerce Retention (2024) MediaNet VMS (2024) B2B pet supply marketplace (2024 – Fund) 1 DJ Software (May 2025) (1) Inform ation reflects the unaud ited p ro form a financial results of Tiny and S erato on a fully consol
Slide 7: Market Leader in DJ Software Increases Tiny's Recurring Revenue
02 Disciplined Acquisitions Run-Rate Revenue 1 Recurring Revenue 2 $43M ~62% 4 25-year History Market Leader in DJ Software Adj. EBITDA Margin 1 Users Globally Increases Tiny’s Recurring Revenue1 by 68%3, Total Revenue by 24%3, and Adjusted EBITDA1 by 45%3 Long-term Organic Growth Opportunities ~3
Slide 8: Manage & Reduce Leverage
03 Manage & Reduce Leverage $37.4M Gross Debt Repayment in 2024 $8.1M mandatory, $29.3M voluntary $5.2M repayment in Q1 2025 20% Net Leverage Reduction, from ~3.8x to ~3.0x Adj. EBITDA Expect to maintain ~3.0x net leverage post- Serato, with a long-term focus to reach 2.0– 2.5x
Slide 9: Transparency & Disclosure
04 Transparency & Disclosure Quarterly Conference Calls Enhanced Investor Materials & Disclosure Tiny Fund Disclosure & Operating Highlights Additional Key Financial Metrics
Slide 10: Ask Me Next Year...
P ro fitab le G ro w th & A cq u isitio n s Optimizing Capital Structure Management & Culture Ask Me Transparency & Accountability Next Year...