Nvni Group Limited · NASDAQ:NVNI
Nvni — Investor Presentation (May 2025)
30 slides from Nvni's investor presentation, May 12, 2025
Slide 1: Investor Presentation May 2025
Investor Presentation May 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 COMPS & TEAM 06.
Slide 3: 01. Our Company
01. OUR COMPANY
Slide 4: We select and acquire SaaS B2B companies in Brazil and Latin America
We select and acquire SaaS B2B companies in Brazil and Latin America We are a liquidity solution for startups and a value investing alternative for our investors 4 Nuvini: An Ecosystem of Profitable SaaS B2B Companies
Slide 5: Introduction: What we do
INTRODUCTION WHAT WE DO We invest in multi - sector B 2 B SaaS companies, help them scale and grow, and reinvest their profits into new value - accretive acquisitions — a proven model used by global players like CSU, Vitec, and Roper . WHO ARE OUR TARGETS Niche - leading SaaS companies with establis
Slide 6: Our Companies Key Financial Highlights
OUR COMPANIES 6 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 challen
Slide 7: 02. Investment Thesis
02. INVESTMENT THESIS
Slide 8: 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 9: 03. LatAm & Brazilian SaaS Market
03. LATAM & BRAZILIAN SAAS MARKET
Slide 10: 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 11: Latin America SaaS Market Size by Country (2024)
LATIN AMERICA SAAS MARKET SIZE BY COUNTRY (2024) STATISTICS Brazil dominates the market with a 45 % share, followed by Mexico ( 20 % ), Colombia ( 12 % ), Argentina ( 8 % ), and Chile ( 5 % ) . Brazil *RESOURCE: GRAND VIEW RESEARCH 11 Mexico Colombia Argentina Chile Others Brazil 44.9% Mexico 20.1%
Slide 12: Brazil Software as a Service (SaaS) Market, 2018-2030
$0 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 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
Slide 13: 04. Nuvini Overview & Track Record
04. NUVINI OVERVIEW & TRACK RECORD
Slide 14: Strong Portfolio of Multi-Vertical SaaS Solutions Already in Place
STRONG PORTFOLIO OF MULTI - VERTICAL SAAS SOLUTIONS ALREADY IN PLACE 14
Slide 15: Consolidated Financial Highlights (Accounting Base)
CONSOLIDATED FINANCIAL HIGHLIGHTS (ACCOUNTING BASE) 15
Slide 16: Nuvini's 2024 Summary
NUVINI’S 2024 SUMMARY Revenue Growth Across Portfolio: Increased customer retention and a growing client base contributed to the double - digit revenue growth. Improved Cost Management: Sales and marketing expenses decreased by 11.6%, demonstrating greater e ffi ciency in customer acquisition. Enhance
Slide 17: Net Revenue Breakdown and SaaS Metrics
Net Revenue Breakdown (in thousands of Brazilian reais) SaaS platform subscriptio Data analytics service Set - up and service Other revenue Total net operating revenue 2024 175,120 9,588 7,267 1,307 193,282 2023 147,986 11,944 8,147 908 168,985 Δ % 18% - 20% - 11% 44% 14% NET REVENUE BREAKDOWN AND S
Slide 18: Reconciliation of Non-GAAP Financial Measures
RECONCILIATION OF NON - GAAP FINANCIAL MEASURES Source: NVNI 20 - F filing 2025 18
Slide 19: 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 19 WHY NUVINI? VALUE PROPOSITION FOR NUVINI INVESTORS Multi - segment investment strategy with focus on fundamentals
Slide 20: Why Nuvini? Value Proposition for SaaS B2B Founders
WHY NUVINI? 20 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
Slide 21: 05. Pipeline and Clearly Defined Growth Initiatives
05. PIPELINE AND CLEARLY DEFINED GROWTH INITIATIVES
Slide 22: 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 23: Quick and Efficient Capital Allocation Combined with Diligent M&A Process
QUICK AND EFFICIENT CAPITAL ALLOCATION COMBINED WITH DILIGENT M&A PROCESS 23
Slide 24: Nuvini's Playbook Post-Acquisition
NUVINI’S PLAYBOOK POST - ACQUISITION Source: Nuvini | Note: (1) Considers the acquisition of Eive by Onclick, concluded in August, 2022 24
Slide 25: 06. Comps & Team
06. 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: We are a seasoned team with a strong track record
We are a seasoned team with a strong track record in acquiring and managing company portfolios, effectively allocating capital, and fostering a thriving community of entrepreneurs
Slide 28: Experienced Management Team with Solid Track-Record in the Industry
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 29: Seasoned and Complementary Board of Directors
Scott Klossner 29 Investment Committee Members SEASONED AND COMPLEMENTARY BOARD OF DIRECTORS Marcello Gonçalves João Leite Marco Leone
Slide 30: Thank You
THANK YOU Do you have any questions? ir@nuvini.co ir.nuvini.co