OPEXEngine for Investors

Portfolio benchmarking for SaaS investors

Objective, validated benchmarks to drive value creation, prioritize initiatives, and sharpen exit narratives across your portfolio.

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Results + Impact

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

Why OPEXEngine Data Works

  • Objective and validated
  • The largest SaaS benchmarking dataset
  • Repeatable methodology
  • Developed in partnership with Bain & Company

250+ Metrics

Benchmark performance across financial, operational, and commercial functions

1,200+ Companies

Data from 1200+ participating companies, including the world’s leading technology brands

Our Offerings

Three ways to work with us

Self-Serve Platform Access

On‑demand access to the industry’s most extensive database of SaaS benchmarks, with advanced data visualizations, filters, and more.

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Portfolio Management Dashboard

Individual In-Depth PortCo Reporting

Tailored benchmarking analysis of individual portfolio companies with custom peer cohorts; deep dives on value creation opportunities.

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Custom Company 360 Report

Managed Benchmarking Partnership

Full‑service data collection and benchmarking with a repeatable methodology for fund/portfolio reporting.

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In-Platform Company Deep Dives

At a Glance

1. 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.

2. 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.

3. 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.

4. What does a Managed Partnership look like?

We oversee the full benchmarking process, from data collection and validation to refresh cycles and reporting cadence. Our team manages submissions, runs quality checks, and delivers consistent portfolio roll-ups for IC and LP updates. You get reliable, repeatable outputs and free your team from building an internal benchmarking function.

Our Latest Insights

Contact us to see what great looks like.

Get started with SaaS benchmarks for your portfolio.

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