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$OLO

Olo
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Olo is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 0%bear 0%neu 100%

signal summary

latest thesis
Olo exit at $2B after 17 years: great journey but IRR not amazing▾

Olo was a 17-year journey to a $2B take-private by Thoma Bravo — a wonderful founder partnership but suboptimal IRR, illustrating the tension between venture returns and relationship-driven investing.

david frankelT120VC2026-08-08
confidence 82 / 100impact Medium
key themes
  • AI Hardware & Chip Architecture100%
  • AI Bubble / Capex Debate100%
  • Venture Capital100%
  • AI Geopolitics & Export Controls100%
  • Defense Tech100%

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mentions · 2

20VCThe AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel2 mentions · 0▲ 0▼ 2○ · 2 months ago
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