NowVertical Group (NOW) Investor presentation summary

Business overview and market positioning

• Specializes in transforming enterprise customer and financial data into measurable revenue growth using AI, delivering results faster and more efficiently than traditional consultants.

• Serves over 100 enterprise clients, including major brands like Adobe, Disney, GSK, and AstraZeneca, with a strong focus on blue-chip customers and strategic partnerships.

• Holds a Google Cloud Premier Partner status, one of only 17 globally with D&A, ML, and GenAI specializations.

• Operates with a team of 500+ and leverages proprietary AI tools to automate up to 60% of delivery work.

• Market opportunity is significant, with a TAM of $588bn and expected AI services spending growth to $1.3T by 2030.

Financial performance and growth

• H1 2026 revenue reached $19.4m, with Q2 revenue up 18% YoY and Google Cloud revenue up 70% YoY.

• H1 2026 EBITDA was $3.2m, with a 17% EBITDA margin, outperforming the industry average.

• Gross margin stands at 49%, significantly above the 30-40% industry standard, driven by proprietary AI automation.

• 85% of revenue comes from the top 30 accounts, and 92% from clients with relationships over one year.

• H1 2026 net income improved by $1.5m YoY, turning positive at $0.2m.

Competitive advantages and client value

• Three structural advantages: customer/finance data specialization, low-friction entry with rapid scaling, and AI-driven delivery economics.

• Minimum engagement size of $50k-$150k with ROI in 6-8 weeks, compared to $5m+ and 6+ months for Big 4 competitors.

• Proprietary AI tools enable 50% cost reduction and 60% faster delivery, with 52% gross margins.

• Demonstrated client outcomes include a 28% increase in event turnout, 15% increase in marketing ROI, and 40% reduction in faulty production.

• High client stickiness due to embedded AI solutions and rising switching costs.