Orlando Bravo
14 statements across 2 episodes · 2 bullish · 5 bearish · 1 people on the record · first statement Feb 6, 2023 by Orlando Bravo · said 12 times in 6 episodes since 2023 · across every show →
On the record as a speaker too: Orlando Bravo's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Harry Stebbings (10), Jason Lemkin (2)
tap a year for its mentions
2026 6 mentions in 4 episodes 2 per episode
- Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 4 mentions in 1 episode
Everything said about Orlando Bravo, oldest first
Feb 6, 2023 negative
Bravo: Thoma Bravo avoids IPOs because cash-generative companies avoid dilution
“I mean, in our history, we have mainly exited to strategics and other financial buyers. And there's a reason for that is the IPO for our companies doesn't give us that much in itself because our companies generate the cashflow that is needed to fund their inve…”
Feb 6, 2023 neutral
Feb 6, 2023
Bravo: Philanthropy is hard because foundation budgets contain only costs
“When I go through the budget of a company, you see this hopefully wonderful earnings coming out from all the work, and you have revenue and cost, and you can measure that. When you do a budget for your foundation, you only have cost.”
Feb 6, 2023 bearish
Bravo: Lower tech market valuations represent the new normal for years
“So if I, if you really push me, I would say, yes, this is the new normal, because I don't see investors jumping in in mass To do the same thing that in the last 18 months lost them 80% of their money. At least not in the next few years.”
Feb 6, 2023 neutral
Feb 6, 2023 negative
Bravo: Supporting 40 to 50 portfolio companies operationally is impossible
“If you have an investor, private equity or venture firm, that claims that they make a big difference in their companies, that they're there with those companies operationally, that they change them in a positive way. And you have 40 or 50, there is no way you …”
Feb 6, 2023 bullish
Bravo: The best-run tech companies with 40% cash flow margins win
“What we can control is having the best run company in that field. And when times get really bad, the best run company always wins. Because then you'll have 40% cash flow margins. You're very well put together. You're budgeting conservatively. You're not missin…”
Feb 6, 2023 bearish
Feb 6, 2023 neutral
Bravo: Profitable software trades at 25x forward P/E versus S&P's 16.5x
“If you look at the public market as a benchmark for the world, and you take an index of the profitable software companies, those companies that have margins in excess of 20%, and you put them all together, on average, They trade for around a 25 forward PE, whi…”
Feb 6, 2023 negative
Feb 6, 2023
Orlando Bravo was almost fired from his PE firm in 1999
“I felt that my career was a failure in 1999. I had come out of Stanford Business School and Law School. With what I thought was this like blue chip, pristine, right? Education and resume. And I had very high expectations of myself and a timeline for which I ne…”
Feb 6, 2023
Bravo: PE firms cannot triage underperforming portfolio investments like VCs
“There's no such thing in buyouts and private equity as triaging your portfolio and deciding what you throw away and when you keep going, which in another way to put it is, is actually a big motivator to management teams to partner with you because you have no …”
Feb 6, 2023 positive
Bravo: Competitive deals are never over even if trailing on price
“I tell myself when working on a competitive investment situation in which there is another suitor for the company or many, the deal isn't over. You could be losing. You could be behind on price. You could be losing something. Maybe your operating plan is not y…”
Feb 9, 2024
Bravo: A $10B buyout mistake is fatal, unlike early VC checks
“In a buyout, you could be writing a ten billion dollar equity check with your partners, and you cannot get that wrong. That would be really fatal, making a mistake on something that big, which is an interesting disconnect sometimes between the technology world…”