Custom Report

360 Operational Benchmarking Insights Report

A benchmark report that is custom-built for your unique strategy and peer set.

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Who It’s For

Operators and investors who need a precise, credible view of SaaS company performance
Defend board targets with external validation
Align leadership on growth vs. efficiency trade-offs
Diagnose gaps faster than with internal data alone

Why Customization Matters

Every company has a unique strategic mix of growth, scale, and efficiency priorities.

Our 360 Operational Benchmarking Reports are built from the ground up for your specific peer set and strategic priorities, ensuring your benchmarks are directly relevant – not off-the-shelf averages.

How We Tailor the Cohort

We work closely with you and to build a peer cohort that reflects how your business truly operates, based on:
Company size
Revenue, headcount
Growth stage
Early growth vs. mature SaaS
Strategic priorities
Growth, profitability, efficiency

We anchor benchmarks to your strategic objective

Whether your focus is higher growth or higher margin, we recalibrate peer comparisons accordingly. This sets clear, defensible guardrails that the board can align on.

What You Get

Executive-ready deck with percentile benchmarks
Understanding of strengths and gaps vs. peers
Target guardrails for spend and efficiency
Actionable recommendations for resource allocation

Custom Benchmarking in 4 Steps

1. Kickoff and scoping

Define focus and set expectations. We clarify your strategic priorities (growth, margin, efficiency) and confirm the scope of benchmarking so you get apples-to-apples peer comparisons.

2. Cohort build and data collection

Assemble the right peer set. We select a cohort tailored to your stage, model, and size, and gather a streamlined set of financial and operating KPIs. The lift on your  company is minimal.

3. OPEXEngine analysis and review

OPEXEngine analysts benchmark your company against peers, highlight strengths and gaps, and map the trade-offs that matter most for leadership and the board.

4. Read-out and action plan

We deliver a board-ready deck with guardrails, maps, and clear recommendations on resource allocation, providing the basis for execution.

Our Latest Insights

Contact us to see what great looks like.

Get started with SaaS benchmarks.

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