FOR INVESTORS

Create value within your portfolio with validated SaaS benchmarks

1 in 3 companies achieve a successful exit or IPO within 3 years of benchmarking with OPEXEngine

Talk to an expert Explore the 360 Report

Use Cases

Working with OPEXEngine

Individual Company 360 Report: Go deep on one company with a custom peer cohort, analyst-led assessment, and board-ready recommendations.

Board meetings

Diagnose your portco’s health and understand opportunities for improvement. 

New ownership

Pressure-test spend, hiring, and growth assumptions before the plan is finalized. 

Efficiency diagnostics

Identify where costs, headcount, or productivity are out of line. 

Annual planning

Support companies through annual and in-year planning. Support companies through annual and in-year planning. 

Exit readiness

Understand strengths, gaps, and value-creation opportunities before diligence begins.

Deep coverage

Our proprietary database

250+

Metrics across functions

1,200+

Participating B2B SaaS companies

130,000+

Validated data points

for portfolio companies

Company 360 Diagnostic

Analyst-led

We work directly with your portfolio company to align, then deliver a benchmark analysis

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what you get

What’s included in the report?

A custom peer cohort

Benchmarks matched to your size, stage, model, and strategic priorities.

Executive-ready benchmark deck

A board-ready narrative with the metrics, comparisons, and implications leadership needs.

Percentile benchmarks

A clear view of where you sit versus peers across financial, operational, and commercial metrics.

Strengths and gaps heatmap

A fast way to see where performance is ahead, behind, or out of line.

Target guardrails

Benchmark-backed ranges for spend, headcount, efficiency, and performance.

Resource allocation recommendations

Clear guidance on where to invest, where to reduce, and where to investigate further.

“OPEXEngine’s extensive SaaS database of key metrics and benchmarking platform has proven to be extremely helpful in our due diligence process and our portfolio analysis. We recommend them to SaaS companies and investors.”

Alkarim Jivraj  CEO,
Espresso Capital

FAQs

At a Glance

Can you report on performance consistently across holdings?

Yes, we help you standardized definitions for apples-to-apples portfolio views. We normalize submissions across all companies so you can rank, flag red/green, and compare performance across funds and vintages.

What is the difference between Portfolio Benchmarking and a custom Company 360 Report, and when should I use each?

Many firms use both. Portfolio Benchmarking provides a broad view of performance across holdings, helping identify which companies need the most attention and where gaps exist. A custom Company 360 Report focuses on a single company and is built around its strategic priorities, using tailored peer sets, a strengths-and-opportunities heatmap, and actionable insights to guide strategy and board discussions.

What data do you need from portfolio companies?

We provide you with a simple template covering core financial and operating KPIs, with flexibility based on the depth of benchmarking you want.