NowVertical Group (NOW) Planet MicroCap Showcase: TORONTO 2025 summary

Business overview and strategy

• Focus shifted from M&A-driven growth to organic growth, leveraging AI and data transformation for enterprise clients.

• Specializes in customer and finance data, delivering measurable business outcomes like increased revenue and cost efficiencies.

• Operates globally with 250 clients, including 100+ enterprise clients, supported by 500 data and AI experts across multiple regions.

• Strategic account program targets large enterprises ($500M+ revenue), growing from 3 to 8 $1M+ clients in a year.

• Cross-sell and upsell strategies, along with global delivery, drive wallet expansion in strategic accounts.

Financial performance and operational momentum

• Revenue momentum in Q2 was impacted by a shift to multi-year reseller contracts, delayed public sector procurement in Brazil, and Chile restructuring.

• Despite these, strategic accounts grew 40% year-over-year, with nearly double-digit $1M+ clients.

• Sales cycles for enterprise clients average six months, with a payback period of about a year and client retention averaging over seven years.

• Operational improvements and cost reallocations support growth investments while maintaining EBITDA levels.

Partnerships and market expansion

• Google Cloud Premier Partner status achieved in multiple geographies, starting in LATAM and expanding to the U.K.

• Google partnership drives significant lead generation and increased partner marketing funds year-over-year.

• Ability to deliver across multi-cloud environments is a competitive advantage, with plans to replicate Google partnership success with other hyperscalers.

• Partner-led growth is a strategic priority, offering efficient sales processes and market entry.