Orlando Bravo
21 statements across 2 episodes · 11 bullish · 6 bearish · 2 people on the record · first statement Aug 2, 2021 by Orlando Bravo · said 1 times in 1 episodes since 2024 · 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.
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brought up most by Jennifer Prosek (1)
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2024 1 mention in 1 episode
Everything said about Orlando Bravo, oldest first
Aug 2, 2021 negative
Orlando Bravo Argues Software Sales Organizations Are Run by Gut Feel
“Sales is an area that is run a lot by gut feel. I like this quote unquote guy, or I have a gut feel that momentum is going up, or this, or that, but it's not run mathematically, and he put together a mathematical approach to running sales.”
Aug 2, 2021 bullish
Thoma Bravo Will Invest in Software-Driven Financial Service Business Models
“Software itself is extending into becoming the business. I was having a lunch yesterday where this venture capitalist was asking if we would invest in business models where the business model may be you're selling a financial service, but you're a software com…”
Aug 2, 2021 positive
High Software Valuations Act as a Barrier to Entry for Generalist Buyouts
“The fact that valuations have been high, some claim too high, Actually, it's a barrier to entry. It keeps big players that could be new players or new entrants out of this market. There should be 20 or 30 private equity firms doing large buyouts and software. …”
Aug 2, 2021 positive
Aug 2, 2021 negative
Aug 2, 2021 positive
Thoma Bravo Replaces Strategic Board Meetings With Monthly Four-Hour Operating Reviews
“We do monthly operating reviews from eight a.m. To noon every month instead of these strategic board meetings, and in those ops reviews, we have all the direct reports of the CEO present together collaborating, and we go through each of those areas.”
Aug 2, 2021
Aug 2, 2021 positive
Aug 2, 2021
LPs Should Diligence Private Equity Firms by Overhearing Office Calls
“Hearing what people are talking about on phone calls and in the office is key. If you walk around Toma Bravo, most of our colleagues will be talking to companies about Sales plans and quotas, and they may be on a board call. It's a lot of operational talk. If …”
Aug 2, 2021 positive
Aug 2, 2021 positive
Thoma Bravo's 2008 Fund Raised $822.5 Million and Returned 4x Net
“We tried to raise a billion, we ended up raising eight, 22.5. That tells you we're looking for every penny, like every 500,000 we would take. The few that did, that fund returned for net, And then it gave about a one X multiple in co-invest that was great econ…”
Aug 2, 2021 negative
Aug 2, 2021 negative
Aug 2, 2021 positive
Thoma Bravo Defines Innovation Through Profitability and Hitting Financial Targets
“I think for our organization, Atoma Bravo, What holds us together is our passion for doing innovation right, meaning profitably, by measurement, by hitting numbers, by when an LP comes to visit us, what companies are unplanned and not unplanned. We're really f…”
Aug 2, 2021 negative
Aug 2, 2021 positive
Aug 2, 2021 neutral
Thoma Bravo's Three-Month Onboarding Tracks Hundreds of Functional Metrics
“We onboard the company into our reporting package. That has our hundreds of metrics by division, functional area, and potentially business unit if the company has multiple business units. That takes about three months of work.”
Aug 2, 2021 bullish
Aug 2, 2021
Aug 2, 2021 negative
Excuses That IPO Windows Close for Summer Holidays Make No Sense
“The big one is how so many market participants explain the market as if it's true. So for example, when they say, well, the reason this time is not good for IPOs is although the market is up, that's the secondary market, but the primary market is struggling ri…”