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A Recap of Scaling in the AI Era: What Creates Value, and What Doesn't?

Last week, we hosted a panel discussion on scaling software businesses in the AI era, bringing together perspectives from investors, advisors, and operators: The conversation centered on a fundamental question: Is AI changing what it means to be a “great” software business?

August 17, 2026

Webinar | Scaling in the AI Era: What Creates Value, and What Doesn’t?

What creates value in a software company today? Join us for a live panel discussion about how operators, investors, and boards are evaluating software companies in the AI era. ‍Wednesday, August 12, 2026 at 2:30 p.m. ET / 11:30 a.m. PT‍

July 22, 2026

SaaS Companies Are Still Trimming Costs, but Not the Same Ones

This is the second post in our series of insights from OPEXEngine’s 2026 SaaS benchmark release. Where is margin improvement coming from? S&M cuts, mostly. R&D is more mixed, and G&A varies by stage. The data doesn't yet show a clear, AI-driven reduction in engineering costs across the board.

May 28, 2026

What the 2026 Benchmarks Reveal About SaaS Growth and Profitability

What do the latest SaaS benchmarks reveal about growth and profitability trends? We explore this in the first post in our series of insights from OPEXEngine’s 2026 benchmark release. Smaller SaaS companies (<$100M) saw growth rebound in 2025. Larger companies aren't seeing the same growth recovery, but they're expanding margins fast.

May 22, 2026

New Podcast Episode | SaaS Data in 2026: What's Changed and Why It's Never Mattered More

In this episode of SaaS Conversations, Katherine Zhang sits down with Dan Palay, CEO of KPI Sense, to explore how SaaS data and metrics are being interpreted differently as companies navigate an AI-driven landscape and increasing scrutiny at moments of diligence and fundraising.

March 26, 2026

Customer Story: How a Software-Focused Private Equity Firm Partnered with OPEXEngine to Drive Portfolio Growth with Confidence

This customer story highlights how a software-focused private equity firm partnered with OPEXEngine to bring consistent, credible benchmarking to its SaaS portfolio. By combining tailored peer analysis with expert guidance, the firm gained clearer insights into performance, identified targeted growth opportunities, and improved how it allocates resources and supports portfolio companies over time.

March 18, 2026

SaaS Benchmarking FAQs: How CFOs, Finance Leaders, and Investors Use OPEXEngine

This FAQ provides a clear overview of how OPEXEngine helps SaaS operators and investors use validated benchmarks to make better decisions. It covers how the platform works, key use cases, available offerings, and how teams apply benchmarking to planning, portfolio management, and board-level discussions.

March 17, 2026

Explained: What the 360 Diagnostic Is and How It Works

The 360 Diagnostic is a custom benchmarking report from OPEXEngine that helps SaaS leaders and investors evaluate performance against true peers. By combining a tailored cohort with strategy-aligned metrics, it provides a clear, defensible view of growth, efficiency, and trade-offs, enabling faster, more confident decisions in planning and board discussions.

March 12, 2026

How Do SaaS Finance Leaders Use Benchmarks to Identify Risk Early?

Finance leaders are expected to explain risk before it shows up in results, but internal metrics alone rarely provide enough context. This post explores how SaaS finance teams use benchmarks to distinguish signal from noise, surface emerging risks early, and frame board conversations proactively instead of defensively.

March 10, 2026

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