Insights from Thoma Bravo and Frontline Education for Instructure’s Possible Future

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5 replies
  1. Bill
    Bill says:

    Phil, if your analysis is right, then I would expect them to do something with Bridge (sell, close down, whatever), as Bridge plays in a large pool with big sharks (Oracle, SAP, Cornerstone, etc.), which at least would allow Instructure to solely focus on the education sector. That could also be part of the reduction Thoma sees possible in Instructure. Only time will tell, I guess.

  2. Ian Linkletter
    Ian Linkletter says:

    Phil, the Canvas Twitter account has been “hitting back” against rumours: https://twitter.com/CanvasLMS/status/1206972913741512705

    Do you know what they are referring to, specifically? Canvas users including myself have been raising many concerns, but Canvas wrote that they are not talking about us when they say “there has been a significant amount of FUD and rumors put into the market that have ZERO credibility”.

    Do you think they mean you?

    • Phil Hill
      Phil Hill says:

      Hi Ian – No, I do not know what they are referring to in that tweet. It is cheap and easy to throw out comments like that but then say ‘no, we didn’t mean you’ when people push back (as you did). I’ll avoid speculation on the real intention or target and hope that it was just a poorly-considered social media reply.

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  1. […] But what I really worry about are the kind of colossal mistakes that can happen when a CEO who doesn't know education and investors who don't know education lock themselves in a room together and try to come up with something really big. Phil noted in a recent post about Thoma Bravo, […]

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