PresentationAnna CastroInvestor Relations Manager Good afternoon, everyone, and welcome to Vinci Compass Investor Day 2025. My name is Anna Castro, I'm Shareholder Relations Manager for Vinci Compass. We're thrilled that you could join us today, both those present here with us in New York at NASDAQ's market site as well as those watching us online through the webcast. We'll start in just a moment. Before that, I just have to share some important disclaimers with you. Today's event may include forward-looki ...

Summary of Vinci Compass Investments 2025 Investor Day Company Overview - **Company**: Vinci Compass Investments (NasdaqGS: VINP) - **Event**: 2025 Investor Day held on October 07, 2025 - **Key Speaker**: CEO Alessandro Osta Core Industry Insights - **Focus**: Latin American alternative investments - **Market Size**: The total addressable market for alternatives in Latin America is estimated at $7 trillion, with current alternatives only at $87 billion, indicating significant growth potential [10][21] - **Growth Drivers**: - Regional expansion to distribute managed alternative investments - Increasing allocation to private credit to fill the financing gap in Latin America - Leveraging revenue streams by increasing discretionary products with higher returns [57] Key Financial Metrics - **Assets Under Management (AUM)**: Currently at BRL 320 billion, with a target to reach EUR 320 billion post-acquisition of VEG [59] - **Fee-Related Earnings (FRE)**: Expected to grow from BRL 800 million to BRL 1.6 billion by 2028, with a CAGR of 22% [56] - **Performance-Related Earnings (PRE)**: Anticipated to shift from 80% liquid to a more balanced mix with private funds, with expected performance fees exceeding BRL 340 million [40][32] - **Investment-Related Earnings (IRE)**: Focus on GP commitments to anchor fundraising and align interests with LPs [42] Strategic Developments - **Acquisition of VEG**: A strategic acquisition aimed at enhancing performance, distribution, and profitability, expected to be immediately accretive to FRE per share [58][60] - **Integration Strategy**: The merger of Vinci and Compass has created a unified platform with a strong distribution network across Latin America, enhancing access to both local and global investors [20][30] Client Relations and Market Position - **Client Base**: Over 40% of revenue comes from Latin American institutional clients, with significant relationships with insurance companies and family offices [72] - **Market Landscape**: The addressable market has doubled post-merger, expanding from a Brazil-centric focus to a broader Latin American strategy [74] Investment Opportunities - **Private Credit Market**: Expected to grow significantly, with a current focus on structural credit, infrastructure credit, and real estate credit, aiming to capture $13 billion in AUM by June 2025 [50] - **Global Investor Interest**: There is a growing trend of global investors seeking exposure to Latin American alternatives, with 58% of global buy-side firms planning to increase their investments in the region [84] Conclusion - Vinci Compass Investments is positioned as a leading player in the Latin American alternative investment space, with a robust growth strategy focused on expanding its AUM, enhancing its product offerings, and leveraging its strong client relationships to capture emerging market opportunities. The recent acquisition of VEG is expected to further solidify its market position and drive future growth.

Investor Day 2025 OCTOBER 07 | 2025 01 ANNA LUIZA CASTRO IR MANAGER Welcome Disclaimer This presentation contains forward-looking statements. All statements other than statements of historical fact contained in this presentation may be forward-looking statements and include, but are not limited to, statements regarding our intent, belief or current expectations. Such forward-looking statements that can be identified by the use of words such as "anticipate," "believe," "belief," "may," "might," "can," "could ...

Vinci Compass will acquire the remaining 49.9% stake five years after Closing. Verde Asset Management brings R$16 billion in assets under management ("AUM"), a top-tier multi- strategy brand, and one of Brazil's oldest multi-strategy franchises, enhancing Vinci Compass' Global Investment Products and Solutions ("Global IP&S") product shelf and discretionary AUM mix. Transaction is expected to be immediately accretive to FRE/share on a double-digit basis. , /PRNewswire/ -- Vinci Compass Investments Ltd. (NAS ...

AUM and Financial Performance - Vinci Compass's total Assets Under Management (AUM) reached R$304.1 billion, a 339% year-over-year increase, primarily due to the combination with Compass and the acquisition of Lacan[36] - The company reported Adjusted Distributable Earnings (Adj DE) of R$75.8 million, or R$1.20 per share, for the second quarter of 2025, representing a 30% year-over-year increase[50] - Fee Related Revenues (FRR) totaled R$232.7 million for the quarter, up 85% year-over-year, driven by growth in management and advisory fees, as well as the addition of other revenue streams[45] - The company declared a quarterly dividend of US$0.15 per common share[29] Segment Highlights - Global Investment Products & Solutions (Global IP&S) reported AUM of R$230 billion[13], with Fee Related Earnings (FRE) increasing by 250% year-over-year to R$12.5 million[76] - Credit segment AUM reached R$30 billion, a 258% year-over-year increase, with FRE up 97% year-over-year[82] - Private Equity AUM stood at R$16 billion[19], with a gross MOIC of 2.3x and a gross IRR of 64.6% for the VCP strategy[20] - Real Assets AUM totaled R$12 billion[23], with approximately 82% of the AUM in vehicles with 10+ years lock-ups[23] Capital and Investments - New capital formation in the second quarter of 2025 totaled R$3.6 billion, driven by net inflows and capital subscriptions across Global IP&S, Credit, and Real Assets[36] - The final closing of VICC brought the total fund size to R$1.8 billion[30] - Total capital committed to proprietary funds reached R$1.4 billion, with R$771.1 million already called as of June 30, 2025[65]

Core Points - Vinci Compass Investments Ltd. will host its second Investor Day in New York City on October 07, 2025, at 1:00 PM ET, where senior management will present the company's strategic vision and outlook [1] - Presentation materials will be available on the company's website prior to the event [2] - Registration for on-site attendance is required, and a live webcast will be accessible for those unable to attend in person [3] Company Overview - Vinci Compass is a leading provider of alternative investments and global solutions in Latin America, with nearly three decades of experience and operations in eleven offices across Latin America and the US [4] - The company manages R$304 billion in assets under management and advisory as of June 2025, with expertise in various sectors including Private Equity, Credit, Real Estate, Infrastructure, Forestry, Equities, and Corporate Advisory [4]

Financial Data and Key Metrics Changes - Vinci Partners reported fee-related earnings of BRL65.2 million or BRL1.03 per share and adjusted distributable earnings of BRL75.8 million or BRL1.20 per share for Q2 2025, with a quarterly dividend of $0.15 per common share [4][10][40] - Total fee-related revenues increased by 85% year over year, reflecting strong strategic growth and positive inflows [36] - Adjusted distributable earnings totaled BRL75.8 million or $1.20 per share, representing a 30% increase year over year on a nominal basis [40] Business Line Data and Key Metrics Changes - The credit segment saw over BRL2 billion in new capital formation and AUM appreciation, indicating strong growth [17] - The private equity segment achieved over 20% year-over-year revenue growth and over 30% year-over-year EBITDA growth in 2025 [29] - The real asset segment completed significant transactions, including the full divestment of assets, contributing to deleveraging [11][30] Market Data and Key Metrics Changes - The local equity market in Brazil remains under-allocated, with equities representing just 8% of domestic portfolios, suggesting potential for reallocation as interest rates decline [14] - Latin America is experiencing a favorable macro landscape, with improving inflation expectations and easing policy, which is beneficial for alternative investments [16] - The Brazilian real appreciated by 5% against the U.S. dollar during the quarter, creating a currency headwind for AUM figures [35] Company Strategy and Development Direction - The company is focusing on sectors such as financial services, technology, and healthcare, while also monitoring opportunities in distressed companies and multinational carve-outs [13] - Vinci Partners aims to expand investments in renewable energy and is actively discussing utility-scale solar initiatives [19] - The firm is integrating teams and operations to maximize collaboration and enhance service delivery [20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the fundraising environment, expecting continued strong inflows in the second half of the year [50][54] - The company anticipates a gradual reduction in financial income as capital is deployed from liquid funds to closed-end funds, with a significant impact expected starting in 2026 [46][70] - Management highlighted the potential for attractive entry points in the market due to suppressed valuations, particularly in Brazil [13] Other Important Information - Vinci Partners successfully closed its Infrastructure Climate Change Fund, raising close to BRL1 billion, primarily from international institutions [18] - The company inaugurated a new office in Sao Paulo, enhancing operational capabilities and collaboration [19][32] - An Investor Day is scheduled for October 7 at NASDAQ headquarters, providing an opportunity for deeper engagement with investors [20] Q&A Session Summary Question: Fundraising outlook for the second half - Management indicated that they expect to achieve double-digit growth in AUM on an FX-adjusted basis, with strong inflows continuing into the second half [50][54] Question: FRE margin expansion - Management expects FRE margins to migrate to the low 30s percent range by the second or third quarter of next year, driven by ongoing cost control initiatives and operational efficiencies [60][62] Question: PRE realizations timeline - Management anticipates that net income impacts from fund appreciation will begin in 2026, with distributable earnings expected to follow as funds start returning capital [70][72] Question: Impact of FX on management fees - Management confirmed that the flat management fees were primarily due to FX impacts, estimating that revenues would have grown by low to mid-single digits without the FX effect [78][80] Question: Credit portfolio and regional opportunities - Management highlighted growth in credit across Latin America, with significant fundraising opportunities in Brazil, Colombia, Peru, Mexico, and Chile [88][90]

Financial Performance - Adjusted Distributable Earnings (DE) reached R$7576 million, a 30% increase year-over-year [14, 98] - Adjusted DE per share was R$120, up 9% year-over-year [10, 14, 97] - Fee Related Revenues totaled R$2327 million, an 85% increase year-over-year [14, 28, 31] - Fee Related Earnings (FRE) were R$652 million, a 5% increase year-over-year [14, 36] Assets Under Management (AUM) - Total AUM reached R$3041 billion, up 339% year-over-year [19] - New capital formation in 2Q'25 totaled R$36 billion [19] - Portfolio appreciation of R$81 billion occurred during the quarter [19] Segment Performance - Global IP&S AUM ended the quarter at R$230 billion [61, 62] - Credit AUM totaled R$30 billion, up 258% year-over-year [65, 67] - Private Equity AUM reached R$16 billion, up 2% year-over-year [71, 73] - Real Assets AUM totaled R$12 billion, up 14% year-over-year [80, 82]

Exhibit 99.4 Vinci Compass Investments Ltd. (formerly known as "Vinci Partners Investments Ltd.") Unaudited Interim Condensed Consolidated Financial Statements as of June 30, 2025 Vinci Compass Investments Ltd. Consolidated balance sheets All amounts in thousands of reais unless otherwise stated | Assets | Note | 06/30/2025 | 12/31/2024 | | --- | --- | --- | --- | | Current assets | | | | | Cash and cash equivalents | 5(c) | 189,190 | 223,302 | | Cash and bank deposits | 5(c) | 100,449 | 99,156 | | Financia ...

Core Viewpoint - Vinci Compass Investments Ltd. reported strong financial results for the second quarter of 2025, highlighting solid fundraising momentum and strategic initiatives across its platform [2]. Financial Performance - Fee Related Earnings (FRE) for the second quarter of 2025 were R$65.2 million, equating to R$1.03 per common share [4]. - Adjusted Distributable Earnings for the same period were R$75.8 million, or R$1.20 per common share [4]. Dividends - The company declared a quarterly dividend of US$0.15 per share, payable on September 9, 2025, to record holders as of August 25, 2025 [3]. Company Overview - Vinci Compass is a leading provider of alternative investments and global solutions in Latin America, with nearly three decades of experience and operations in eleven offices across Latin America and the US [6]. - As of June 2025, the company managed R$304 billion in assets under management and advisory [6].