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Seth Boro

Managing Partner, Thoma Bravo. On 1 show, 1 appearance. The Shows tab opens the full record on each.

investorexecutivehost

Seth Boro is a Managing Partner at Thoma Bravo, where he leads the firm's infrastructure software and cybersecurity investment strategy. He joined Thoma Bravo in 2005 and has directed major software acquisitions including Imperva, DigiCert, Sophos, Proofpoint, and SailPoint.

1shows
1appearances
4statements
2resolved
1supported
0contradicted
50%fully supported

Everything Seth Boro said on any show that made the record, most notable first. Each card names its show and opens the statement there.

Boro: Many corporate breaches stem from former employees' active accounts
“It turns out a lot of breaches that take place at companies come on the back of employees who no longer work there, but their identities are still active. They have access to systems that they shouldn't.”
Seth Boro Apr 13, 2023 ▶ 7:30 Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Boro: SailPoint was Thoma Bravo's first high-growth innovator investment
“Historically, and especially in tech, private equity was not buying companies that were considered innovators or high growth. So it was a departure from what you would see in a typical private equity investment at the time. It's become our business today. And …”
Seth Boro Apr 13, 2023 ▶ 13:46 Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
CAPITAL ALLOCATORS Assertion Supported
Boro: Thoma Bravo fully exited SailPoint equity within one year of IPO
“It took about a year, which is not, you never, we certainly, because we owned a overwhelming majority of the business, it was not something that we expected, but the stock did so well. And it, there was sort of constant opportunity actually to provide liquidit…”
Seth Boro Apr 13, 2023 ▶ 23:28 Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
CAPITAL ALLOCATORS Assertion Partly supported
Boro: Thoma Bravo valued SailPoint at $7B in its 2022 buyout
“Mark, you are in a unique situation where you've taken a business to our value was seven billion dollars.”
Seth Boro Apr 13, 2023 ▶ 25:08 Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)

One line per show, most statements first. The link opens Seth's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

ShowRole thereEpsStatementsRecord
CAPITAL ALLOCATORSLEDGER Managing Partner, Thoma Bravo 1 4 50% 1/2 full record on Capital Allocators →
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