NVNI.NASDAQNvni Group LTD

SCHEDULE: Nvni Group CEO Pierre Schurmann Amends Stake, Converts Advisory Fees to Equity

Sentiment:

Beneficial Ownership Amendment


Nvni Group Limited's CEO and Chair, Pierre Schurmann, updated his beneficial ownership, reflecting internal share reallocations and the conversion of $630,000 in advisory compensation into 1.46 million ordinary shares.

Capital raiseThe Issuer issued 5,906,976 Ordinary Shares to various individuals, including board members, in connection with the conversion of accrued advisory and service compensation into equity. This represents a non-cash capital raise by issuing shares in lieu of cash payments.Pierre Schurmann specifically received 1,465,116 Ordinary Shares as part of this equity conversion, satisfying $630,000.00 in advisory compensation.

Summary

  • Pierre Schurmann, CEO and Chair of Nvni Group Limited, beneficially owns 14,351,676 Ordinary Shares, representing 15.55% of the Issuer's outstanding Ordinary Shares as of July 2, 2025.
  • Schurmann exercises voting control over 314,351,676 Ordinary Shares, which includes 300,000 Class FF Shares, each carrying one thousand votes.
  • On June 27, 2025, Heru Investment Holdings Ltd., an entity controlled by Schurmann, transferred a total of 497,825 Ordinary Shares, with 167,648 shares going to Coppi International Ltd. and 330,177 shares to Mercato Partners Acquisition Group LLC, as an internal reallocation.
  • On June 27, 2025, Schurmann received 1,465,116 Ordinary Shares from Nvni Group Limited in exchange for $630,000.00 in accrued advisory compensation, with shares issued at a conversion price of $0.43 per share based on a May 7, 2025 calculation date.
  • The Issuer also issued a total of 5,906,976 Ordinary Shares to various individuals, including board members, for similar equity conversions of advisory and service compensation.

Sentiment

Score: 6

Explanation: The filing is largely factual regarding ownership changes and an equity conversion. The conversion of compensation into equity is a positive for the company's cash flow, and increased insider ownership can be viewed favorably, leading to a slightly positive sentiment.

Positives

  • Conversion of advisory and service compensation into equity reduces the company's cash outflow, preserving liquidity.
  • Increased direct equity stake by the CEO through compensation conversion aligns management's interests with shareholders.

Negatives

  • Heru Investment Holdings Ltd., an entity controlled by Pierre Schurmann, decreased its direct holdings by 497,825 shares, although this was stated as an internal reallocation.

Risks

  • NA

Future Outlook

NA

Industry Context

This Schedule 13D filing details changes in beneficial ownership and compensation structure for a specific company, Nvni Group Limited. It does not provide information to analyze broader industry trends or competitive landscape.

Comparison to Industry Standards

  • NA

Management Changes

RolePrevious PersonNew PersonEffective DateReason

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Compensation StructureThe Issuer converted accrued advisory and service compensation into equity for various individuals, including board members, at a conversion price of $0.43 per share. This impacts how the company compensates its advisors and potentially its board.2025-06-27This change reduces cash outflow for compensation, potentially improving liquidity, and aligns the interests of compensated parties with the company's equity performance.

Legal Proceedings

  • NA

Related Party Transactions

  • The Issuer issued 1,465,116 Ordinary Shares to Pierre Schurmann, the CEO and Chair of the board, in satisfaction of $630,000.00 in advisory compensation owed to him. This is a transaction between the company and a key management figure.

Stakeholder Impact

  • Shareholders: The issuance of new shares for compensation could lead to minor dilution, but the conversion of cash obligations to equity may be viewed positively for cash flow management. Increased insider ownership by the CEO could signal confidence.
  • Creditors: Reduced cash outflow for compensation could indirectly benefit creditors by improving the company's liquidity position.
  • Management/Advisors: Those receiving equity in lieu of cash compensation will have their interests more closely tied to the company's share performance.

Next Steps

  • NA

Key Dates

DateDescription
2024-01-11Date of Issuer's Form 6-K filing disclosing 662,941 additional Ordinary Shares outstanding.
2024-02-20Date of Issuer's Form 6-K filing disclosing 226,470 additional Ordinary Shares outstanding.
2024-12-31Date of Issuer's Form 6-K filing disclosing 3,680,982 additional Ordinary Shares outstanding.
2025-04-30Date of Issuer's Annual Company Report on Form 20-F filing disclosing 34,553,071 Ordinary Shares outstanding.
2025-05-07Calculation date for the $0.43 per share conversion price of advisory and service compensation into equity.
2025-05-15Date of initial Schedule 13D filing.
2025-06-27Date of transfer of 497,825 Ordinary Shares from Heru Investment Holdings Ltd. to Coppi International Ltd. and Mercato Partners Acquisition Group LLC. Also, the date Pierre Schurmann received 1,465,116 Ordinary Shares for advisory services and the Issuer issued 5,906,976 Ordinary Shares for equity conversion.
2025-07-02Date used for calculating the 92,257,843 Ordinary Shares outstanding for beneficial ownership percentage.
2025-07-03Date of event which required the filing of this statement.
2025-07-07Date of signature for the Schedule 13D Amendment No. 2 filing.

Recommendation

hold

Keywords

Nvni Group Limited, Pierre Schurmann, Schedule 13D, Beneficial Ownership, Equity Conversion, Advisory Compensation, Share Transfer, Corporate Governance, SEC Filing, Insider Ownership

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