SailPoint

5 statements across 1 episodes · 4 bullish · 0 bearish · 3 people on the record · first statement Apr 13, 2023 by Seth Boro · said 37 times in 1 episodes since 2023 · across every show →

Mentions by year

brought up most by Mark McClain (20), Seth Boro (15), Ted Seides (2)

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2023 37 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about SailPoint, oldest first

Apr 13, 2023 bullish
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)
Apr 13, 2023 positive
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)
Apr 13, 2023
Assertion Not checkable as stated
McClain: SailPoint grew over 60% annually but was barely profitable in 2014
“We were still a very high growth startup, north of 60% Annually at that time, but barely making money to be blunt.”
Mark McClain Apr 13, 2023 ▶ 11:50 Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
Apr 13, 2023 positive
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)
Apr 13, 2023 positive
Assertion Supported
Bravo: SailPoint was Thoma Bravo's first IPO before its 2022 reacquisition
“Which led to our first ever IPO as an investment firm to eventually acquiring SailPoint again in 2022.”
Orlando Bravo Apr 13, 2023 ▶ 2:23 Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
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