Orlando Bravo's New Model: Subscription, Not Leverage

The video discusses the resilience of the investment community during the current crisis compared to 2008, highlighting the proactive approach of LPs and the software market's growth. Toma Bravo's operational strategy focuses on partnering with top operators to enhance company value. The shift from financial engineering to operational improvements in private equity is emphasized. The enterprise software sector remains a key focus, with increased demand for cloud solutions and cybersecurity investments.

How did the investment approach of LPs change from 2008 to the current crisis?

What were the initial reactions of the LP community during the crisis?

What factors contributed to the resilience of the investment community during the recent crisis?

What is the significance of operational strategy in the current investment environment?

What changes have occurred in the quality and growth rate of software companies since 2005?

How did the pandemic affect the demand for cloud software among businesses?

In what ways did corporate customers adapt their operations during the pandemic?