Google has signed a deal with the software investment firm Thoma Bravo to assist its portfolio companies in accelerating the adoption of artificial intelligence. This partnership comes as Thoma Bravo, which is winding down its growth equity business to focus more on owning and operating software firms, contends that public markets are undervaluing software companies that are resilient to AI disruptions. Co-founder Orlando Bravo has noted that AI is placing selective pressure on software valuations, suggesting a need for companies to adapt quickly to the changing market landscape.

Google: Google, operating through its Cloud platform, provides enterprise-grade cloud computing and AI tools designed to help businesses integrate advanced technologies. In this multiyear strategic partnership, Google Cloud will deliver AI infrastructure, engineering support, and expertise to Thoma Bravo’s portfolio companies to speed up their AI adoption. This deal underscores Google’s ongoing expansion of AI services into the software investment sector.
Thoma Bravo: Thoma Bravo is a private equity firm specializing in software and technology-enabled companies, working closely with management to drive growth and innovation. The firm recently entered a partnership with Google Cloud to accelerate AI integration across its portfolio of software businesses. Thoma Bravo has highlighted AI as a key driver for the next phase of software development in recent investor discussions.

AI Resilience: Thoma Bravo asserts that public markets undervalue software companies resilient to AI disruptions.
Investment Focus: Thoma Bravo is winding down its growth equity business to concentrate on owning and operating software firms.
Leadership Perspective: Thoma Bravo’s co-founder Orlando Bravo states that AI is selectively pressuring software valuations.