Investment Focus & Thesis

Thoma Bravo focuses exclusively on software and technology companies, seeking businesses with strong recurring revenue and growth potential: Investment Range Equity investments typically ranging from $100 million to $1 billion+ in software companies. Sector Focus Enterprise software, SaaS, and applied technology. Enterprise software — Business applications and infrastructure software SaaS — Cloud-based software and services Applied technology - Software-enabled solutions for specific industries Cybersecurity - Security software and services Fintech - Financial technology and payments

Notable Portfolio Companies

Thoma Bravo has built an extensive portfolio of software and technology companies: Company Sector Notes Netskope Cybersecurity Cloud security platform Duo Security Cybersecurity Multi-factor authentication SolarWinds Enterprise Software IT management software McAfee (enterprise) Cybersecurity Enterprise security software Rivigo Logistics Technology Logistics and supply chain Atera Enterprise Software IT management platform Thoma Bravo has invested in over 100 software companies and is known for its buy-and-build strategy and operational expertise.

What Thoma Bravo Looks For

Based on their investment patterns, Thoma Bravo evaluates opportunities based on: Recurring revenue — Strong SaaS metrics and subscription models Market leadership - Strong competitive positions in growing markets Growth potential - Significant opportunity for expansion Technology differentiation - Proprietary technology and IP Management teams - Experienced technology executives }> Pro Tip Thoma Bravo brings deep software expertise and operational experience. They look for companies with strong SaaS metrics and clear paths to growth.

How to Connect With Thoma Bravo

Approaching Thoma Bravo requires demonstrating software leadership and growth potential: 1 Showcase SaaS Metrics Present ARR/MRR growth, net revenue retention, and gross margins. 2 Demonstrate Market Position Show competitive landscape, market share, and differentiation. 3 Present Technology Differentiations Highlight proprietary technology and intellectual property. 4 Leverage Technology Networks Many deals come through technology industry advisors or existing portfolio companies.

The Value of Financial Preparedness

PE firms like Thoma Bravo expect detailed financial information for software companies: SaaS Metrics • ARR and MRR growth • Net revenue retention • Customer acquisition cost • Customer lifetime value Financial Data • Gross margins • Rule of 40 analysis • Churn rates • Path to profitability }> How Eagle Rock Helps We help software companies prepare for PE investment by building detailed financial models, SaaS metric dashboards, and investor-ready presentations. Our fractional CFO services ensure your company is ready for due diligence.

Frequently Asked Questions