[REPLAY] - Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)
Private Equity Deals with Capital Allocators
LPs, What's the Key to a Great Portfolio?
I think the most important thing is understanding the culture of a firm. Hearing what people are talking about on phone calls and in the office is key. Most LPs, given how many good choices they have, didn't want to look at that. And I think really, really understanding the portfolio and how it's doing is important work.
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