{ "docId": "019de515-3d1b-75a6-8859-e308ddafaf77", "docSlug": "63ac01720a7498aa205494557149c50f", "documentTitle": "Enfusion | Results Presentation Deck | 21 slides", "authorId": "enfusion", "authorName": "Enfusion", "documentKindSlug": "shareholder-letter", "documentKindLabel": "Shareholder letter", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 3, "pageCount": 21, "prevPage": 2, "nextPage": 4, "slideType": "shareholder-letter", "function": "establish_context", "density": "overcrowded", "nDataPoints": 0, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de515-3d1b-75a6-8859-e308ddafaf77/3", "deckHref": "/decks/019de515-3d1b-75a6-8859-e308ddafaf77", "deckJsonHref": "/decks/019de515-3d1b-75a6-8859-e308ddafaf77.json", "deckAnchorHref": "/decks/019de515-3d1b-75a6-8859-e308ddafaf77#slide-3", "components": [ { "bbox": { "h": 0.013, "w": 0.06, "x": 0.036, "y": 0.936 }, "kind": "image", "text": null, "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e6cae7a2-79e1-43a4-81db-fbfe0ab2505e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.903, "x": 0.06, "y": 0.38 }, "kind": "list", "text": "Our fourth quarter client wins demonstrate the regional and operational diversification of our addressable market. During the quarter, we signed a multi-billion-dollar Tokyo-based alternative investment manager that was looking to modernize its inefficient, on-prem legacy stack. We also partnered with a newly formed spin-out from one of the Middle-East's largest global hedge funds seeking a robust cloud-native platform. Further, we're particularly proud that a North Carolina-based university endowment selected Enfusion to replace its outdated legacy infrastructure, allowing them to support all asset classes and reduce total cost of ownership.", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "08612528-1c3f-48d9-aa94-ccd327b8dcda", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.903, "x": 0.06, "y": 0.26 }, "kind": "list", "text": "We delivered robust financial results despite a challenging macro environment. Our fourth quarter top line outperformance was driven by strength in new sales across all products and services. These revenue results, coupled with our ongoing expense discipline, translated into significant YoY adjusted EBITDA margin expansion. We also delivered a second consecutive quarter of positive adjusted free cash flow driven by healthy margin and cash conversion.", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "942b01b9-07b9-4270-8885-0771d3d05463", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.013, "w": 0.06, "x": 0.036, "y": 0.773 }, "kind": "paragraph", "text": "Sincerely,", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0e50b7a3-6f8d-42ee-b050-85ebaac1577d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.927, "x": 0.036, "y": 0.679 }, "kind": "paragraph", "text": "I want to express my gratitude to my colleagues for their hard work, dedication to our clients and passion for our brand. Our results this quarter speak to the strength of our talent and commitment of our team to serving our clients every day.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "276fec98-4dcd-4db0-b392-01df7c93d201", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.07, "w": 0.927, "x": 0.036, "y": 0.11 }, "kind": "paragraph", "text": "Enfusion ended 2022 - its first full calendar year after the IPO - on a high note. During volatile market conditions, the resiliency of our business tends to shine and accentuate the value we provide to our clients. Investment managers have been reimagining their technology infrastructure without a clear solution. Many have selected Enfusion's software and services as a strategic solution to transform their legacy systems with our robust, contiguous cloud native end to end software platform.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "34e2867c-7f66-41a5-b670-d7399a3784e7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.927, "x": 0.036, "y": 0.526 }, "kind": "paragraph", "text": "Entering 2023, we expect to build on our momentum and further advance Enfusion's leadership position as the premier provider of end-to-end cloud-native investment management solution. Our capital allocation strategy remain sharply focused on technology, product and client services in order to provide innovative solutions and further enhance the scope and quality of our client services experience. We believe our investments in these categories will further our competitive advantage by accelerating innovation, bringing new products capabilities to market and providing an unparalleled client experience.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5823359f-374f-46c3-a847-385d8becb1e8", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.927, "x": 0.036, "y": 0.201 }, "kind": "paragraph", "text": "4Q22 Highlights: This quarter's performance demonstrates our focus on delivering best-in class \"software-and-a-service\" offerings. Two key areas I'm particularly proud of:", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "93e6eefc-18c5-4197-9abf-cf770fe20bb3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.12, "x": 0.036, "y": 0.865 }, "kind": "paragraph", "text": "Oleg Movchan\nChief Executive Officer", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ec1ca9e6-6e0e-4400-b164-4b9537e8a5eb", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.01, "w": 0.29, "x": 0.653, "y": 0.94 }, "kind": "source-note", "text": "PROPRIETARY AND CONFIDENTIAL ©2023 ENFUSION, ALL RIGHTS RESERVED.", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ea78c24f-3117-4166-9648-5fb525757006", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.018, "w": 0.22, "x": 0.036, "y": 0.06 }, "kind": "title", "text": "Dear Shareholders,", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "bcac290b-f56c-4c52-bd48-56f724d81f8a", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Audience Definition", "slug": "audience-definition", "agent": "Storyteller", "layer": "slide", "matchId": "1cedb1ff-0342-4bfb-803d-deb400ca97ad", "evidence": "Dear Shareholders,", "confidence": 0.7 }, { "name": "Storytelling Effect", "slug": "storytelling-effect", "agent": "Storyteller", "layer": "slide", "matchId": "d35912d7-7f57-4e86-ac84-e79e0f477c5c", "evidence": "Our results this quarter speak to the strength of our talent and commitment o", "confidence": 0.5 } ], "frameworks": [], "arcBeats": [ { "to": 4, "from": 3, "beatId": "32f9b100-a143-41ed-a5f3-f3d49887e830", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Interest", "beatSlug": "aida-interest", "evidence": "The shareholder letter and company mission slides provide context and generate interest.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }