Investor ReportCard

PORTFOLIO BENCHMARKING

ReportCard Benchmarking: Investors & Portfolio Companies

Proprietary database of 700+ 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 700 validated SaaS & Software company inputs
A review and benchmark comparison for 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.

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All Data is Blinded and Confidential

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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

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WHAT OUR CLIENTS ARE SAYING

“The Benchmark Engine™ is a powerful ally for us to help analyze and shape the organization as we scale.”
David Dean
VP Financial Planning & Analysis
“OPEXEngine delivers key SaaS and other operating benchmarks that aren’t easily available anywhere else.”
Marc Linden
CFO
“OPEXEngine provides us with the data and benchmarks to fine tune and improve our operations.”
Jeremy King
CFO
“OPEXEngine’s benchmarking report is a key element of our planning process and helps us set the right targets for 2-3 years out.”
Stephane Panier
CFO
“The great thing about OPEXEngine data is there are several peer groups to look at … private vs public, companies with similar revenue and headcount.”
Mike Morgan
CFO
“OPEXEngine’s benchmarking is the only tool that enables us to perform quality comparisons with similar types of companies.”
Jim Lejeal
CFO
“OPEXEngine benchmarks the key business metrics we need...you can’t find this kind of information for private companies anywhere else.”
Dan Kossmann
Former CFO
“OPEXEngine, one of our strategic planning tools, provides us with key benchmark data that we struggled to find elsewhere.”
Jim Zaloudek
CFO
“OPEXEngine’s comprehensive benchmarks enable us to evolve our strategy and make operational changes that drive growth in profitability.”
Regis Kaufman
Senior VP
“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.”
Jeffrey Wilkins
CEO
“As a fast growth, mid-sized, public software company, OPEXEngine’s benchmarking is a critical information source for operational metrics you can’t get anywhere else.”
Ralph Bryant
VP Finance
“OPEXEngine’s EdgarEngine with EDGAR Online’s robust XBRL financial data ratchets up the quality of tools companies can use to maintain a competitive edge.”
Sue Childs
Executive Vice President
“OPEXEngine's On-Demand Dashboards service takes all the headache away. In 5 minutes I can put together a great financial data report to present to our Board.”
Todd Palmieri
Chief Financial Officer
Dell/Boomi
“We use the benchmarks to get the whole executive team on the same page in terms of the budget and targets.”
Jim Johnson
CFO

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