Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Orlando Bravo

๐Ÿ‘ค Speaker
573 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

Now it's October because companies have a January fiscal year end.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

That's something that SaaS companies did a while ago.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

But as we come to the end of October, instead of me having to call every single partner across our portfolio of 60 companies,

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

I just know the bookings results.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

And you kind of can consume that pretty quickly and say, oh, is this, are we in good trends?

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

And that really informs how you invest in companies as well.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

All your pipeline of deals is the industry slowing down, are customers buying more?

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

But the ability to consume information very quickly and data is how we use it.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

That would be pretty cool.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

I mean, we would.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

And I've heard some VC firms have done that as well.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

And this IC member shows up and then has the most power.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

And how could they possibly be wrong?

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

They have all the data, the super brain.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

That would be fun to do at some point.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

The thing is, see, Denny, the thing is, all these things are very helpful right now.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

But you try to think of your time during the day.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

I always tell our team, private equity, you have three things to do.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

Get the money, get the deal, and improve the deal.

Bloomberg Talks
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo

If in your 18 hour day, if you really want to stretch it that way, seven days a week trying to crush it and make money for LPs in an ultra competitive market, you're not spending time on those three,