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Orlando Bravo

7 statements across 1 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 15, 2025 by Orlando Bravo · said 1 times in 1 episodes since 2025 · 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 Jason Calacanis (1)

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2025 1 mention in 1 episode

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Everything said about Orlando Bravo, oldest first

Oct 15, 2025 positive
Opinion
Bravo: Thoma Bravo makes more money backing internal successors than going public
“And we actually feel we'll make more money by investing behind the next generation when that time comes than by going public and having a great day and a great multiple.”
Orlando Bravo Oct 15, 2025 ▶ 27:26 Inside Orlando Bravo’s Private Equity Playbook: How to Build a Top Firm
Oct 15, 2025
Disclosure
Bravo: Thoma Bravo cuts costs once then focuses on growth and add-ons
“So the reason we like to take out the cost once is the rest is about bookings, growth and add ons. We don't want to revisit margin too much. We want profitable growth going forward.”
Orlando Bravo Oct 15, 2025 ▶ 23:55 Inside Orlando Bravo’s Private Equity Playbook: How to Build a Top Firm
Oct 15, 2025 neutral
Assertion Supported
Palihapitiya: Thoma Bravo raised $34.4B across fund vehicles in June
“In June, you raised 34.4 billion dollars in basically like a set of fun vehicles”
Chamath Palihapitiya Oct 15, 2025 ▶ 2:10 Inside Orlando Bravo’s Private Equity Playbook: How to Build a Top Firm
Oct 15, 2025
Insight
Bravo: Any company can cut 10% of costs, but 20% is difficult
“No matter how profitable you are, you can always cut 10%. No matter how unprofitable you are, it's difficult to cut more than 20%.”
Orlando Bravo Oct 15, 2025 ▶ 22:05 Inside Orlando Bravo’s Private Equity Playbook: How to Build a Top Firm
Oct 15, 2025
Insight
Bravo: Early software PE investors benefited from massive market tailwinds
“Because we started doing software and it's hard not to do well if you started doing software back then and had all this wind behind your back.”
Orlando Bravo Oct 15, 2025 ▶ 6:25 Inside Orlando Bravo’s Private Equity Playbook: How to Build a Top Firm
Oct 15, 2025
Disclosure
Bravo: Thoma Bravo limits each fund to 10 to 12 companies
“So in every fund, we'll buy 10 to 12 companies.”
Orlando Bravo Oct 15, 2025 ▶ 16:21 Inside Orlando Bravo’s Private Equity Playbook: How to Build a Top Firm
Oct 15, 2025
Insight
Bravo: Low customer support gross margins reveal a flawed software product
“Like, for example, a company cannot say that it has really, really good product if its gross margins on support are very low.”
Orlando Bravo Oct 15, 2025 ▶ 25:35 Inside Orlando Bravo’s Private Equity Playbook: How to Build a Top Firm
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