Thoma Bravo

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 13, 2022 by Alfonso de la Nuez · said 17 times in 9 episodes since 2022 · across every show →

Mentions by year

brought up most by Jason Lemkin (13), Alfonso de la Nuez (2), Jordi Hays (1), Dave Kellogg (1)

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Everything said about Thoma Bravo, oldest first

Sep 13, 2022 positive
Disclosure
De la Nuez: UserZoom vetted Thoma Bravo for four years before partnering
“You know, we got to know the Toma Bravo guys for about four years before we eventually, you know, decided to partner up.”
Alfonso de la Nuez Sep 13, 2022 ▶ 39:42 10 Lessons Learned Along the Path to $100M ARR | UserZoom's CEO and CMO | SaaStr Software Community
May 18, 2023 negative
Assertion Supported
Lemkin: Thoma Bravo's latest fund is still at negative IRR
“Tomo Bravo is incredible, but their last fund is, is, it's J curve S, but it's still negative IRR.”
Jason Lemkin May 18, 2023 ▶ 45:24 VC AMA with SaaStr CEO Jason Lemkin and Black Mangroves MD Arnaud Bonzom at SaaStr APAC 2023
May 18, 2023 neutral
Insight
Lemkin: Tech M&A surprisingly contracts during valuation downturns
“So M&A, like, you think M&A should pick up in, when things are calmer, but it does, it doesn't happen that way, right? Now, to some extent, there's a little bit of, like, you know, the Tomo Bravos and the Vistas, they have some insulation from this, but even t…”
Jason Lemkin May 18, 2023 ▶ 45:05 VC AMA with SaaStr CEO Jason Lemkin and Black Mangroves MD Arnaud Bonzom at SaaStr APAC 2023
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