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Seth Boro

Managing Partner, Thoma Bravo · 1 appearance on the record.

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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.

4statements → 3claims → 2claims resolved → 4/5average certainty → 1/5average debate potential →

1 supported 1 partly supported 0 contradicted 1 not checkable as stated how the 3 claims stand · each chip opens the sources

3 assertions · 1 insight · every statement was checked. The predictions and assertions are the 3 claims: statements the public record can support or contradict. 2 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Seth argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

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)

Everything Seth Boro said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
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)
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)
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)
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)

Appearances (1)

EpisodeDateSpeaking time
Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308) Apr 13, 2023 10m
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