Capital Allocators – Inside the Institutional Investment Industry cover image

Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)

Capital Allocators – Inside the Institutional Investment Industry

00:00

Navigating the SaaS Investment Landscape

This chapter explores the transition from traditional revenue models to the SaaS approach, highlighting the need for adaptive investment strategies in a dynamic market. It emphasizes the importance of innovation, financial metrics, and a balance of qualitative and quantitative insights in evaluating potential acquisitions.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app