FOR INVESTORS - Validated saaS benchmarks

Drive value creation within your portfolio

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

Use Cases

Working with OPEXEngine

We equip your portfolio company with the insights it needs to identify actionable opportunities for improvement

Performance analysis

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


Resource allocation

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.

for individual companies

Company 360 Diagnostic

We work directly with your portfolio company to align on priorities, build a highly-relevant peer cohort, then conduct and deliver a benchmark analysis.

what you get

What’s included in the report?

Comparisons against 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.

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.”

Alkarim Jivraj
CEO, Espresso Capital

frequently asked questions

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.

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