ReportCard Benchmarking: Investors & Portfolio Companies
Proprietary database of 850+ private and public Software & SaaS Companies
The ReportCard license delivers:
- The best benchmark data for portfolio due diligence, based on OPEXEngine’s proprietary database of 850+ validated SaaS & Software company inputs
- A review and benchmark comparison of your current portfolio companies
Your portfolio companies get:
- Exclusive benchmark analysis of key metrics, as a value-add
- Comparison against their peers
- A better understanding of operational metrics, industry best practices, and thought leadership content
- Automatic inclusion into the SaaS Finance benchmarking community
Learn how you can “Benchmark to Win” with the Investor ReportCard.
All Data is Blinded and Confidential
Apply granular filters to the blinded database to find the right comparison for your portfolio companies
Want to gain benchmarking visibility of your portfolio companies?
The Value of Benchmarking
Access key benchmarks for SaaS companies from $1M-$600M today
Portfolio due diligence
IMPROVE & CONTRAST
Data-driven decisions
ReportCard Benchmarking Metrics
Key Financials |
Resources Effectiveness |
Efficiency |
| Recognized Revenue & Growth Rate | COGs | Cash Conversion Score |
| ARR Growth Rate | Sales | Rule of 40 |
| EBITDA | Marketing | Sales & Marketing Efficiency |
| Gross Margin | R&D | Employee Productivity |
| Cash | G&A | EBITDA/employee |
| Deferred Revenue | Operating Expense | Operating Expense/employee |
Access for Your Portfolio Companies – Visibility for You
Let’s Talk
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See How It Works
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OPEXEngine is Indispensable
Jim Lejeal
, Rally Software; SPHERO, Splunk/VictorOps, Inc.
“We use OPEXEngine’s benchmarking because it is the only tool that enables us to perform quality comparisons with similar types of companies. Low-quality comparison data is easy to find, but you get what you get – low-quality comparisons. We found OPEXEngine’s reports to be square with what we needed and a critical source of data for our management team. High-quality data – like OPEXEngine - is rare and worth paying for.
We use the benchmarking data to get the whole executive team on the same page in terms of the budget and targets. In addition, the board really appreciates having the comparison data when evaluating our plans.”
Krishna Potarazu
, JMI Equities
"We use OPEXEngine's benchmarking platform internally to access a much bigger database to benchmark portfolio company key metrics. Many of our portfolio companies also use the OPEXEngine benchmarking platform to help get the management team all on the same page in terms of metrics and targets. Many have found benchmarking to be a critical management resource to help grow efficiently. We recommend the OPEXEngine benchmarking platform to our portfolio companies."
Kerman Lau
, Workday Adaptive
“We have been benchmarking with OPEXEngine for over 8 years here at Adaptive. We use it to benchmark how we are doing against our peers. We use it to set targets, and when questions come up from operating departments. OPEXEngine does the hard work of aggregating data from all the participating companies, cleaning it, and then providing it back to all the companies anonymously.”
Jeffrey Wilkins
, Facilities Management eXpress
"We found inconsistencies between our financial system of records and other systems which OPEXEngine focused us to fix. OPEXEngine helped us align our internal data to produce consistent metrics and benchmark comparisons. This is a real benefit of using OPEXEngine's benchmarking platform."
David Dean
, Intelex
"The Benchmark Engine™ is a powerful ally for us to help analyze and shape the organization as we scale, where we can improve and where to invest our resources."
Marc Linden
, Sage Intacct
“OPEXEngine’s benchmarking platform delivers key SaaS and other operating benchmarks that aren’t easily available anywhere else, especially for private companies. It is extremely useful to be able to see benchmarks organized by peer groups with similar size revenues, contract values, and even by venture funding round.”
Alkarim Jivraj
, Espresso Capital
“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.”
Eric Mersch
, FLG Partners
“I cannot do my job without OPEXEngine.”
