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WHAT WE DO
Our mission is to help SaaS and Software companies significantly improve operational performance with accurate and comprehensive benchmarks and analytics. SaaS Finance executives use OPEXEngine for:
Companies that benchmark consistently perform better than those do not according to research. SaaS and software companies use OPEXEngine benchmarking to make well informed planning and strategy decisions, give themselves a common discussion framework to rally internal teams and find opportunities to drive operational excellence across their organizations.
OPEXEngine has been the industry-leading benchmarking solution for software and SaaS companies for over 15 years, working with hundreds of venture-backed, IPO, and public companies—and never has had a breach. At OPEXEngine, we take the confidentiality of our customers’ data very seriously. OPEXEngine will not disclose or sell individual company financial data or any data relating to a participating company’s business operations, with the exception of publicly available financial information previously released to the SEC.
A MONTHLY WEBINAR
by Bain & Company | Aug 9, 2022 | Blog, VC Views
According to a new Bain brief, there are 3 time-tested principles to navigating changing market conditions, or a recession and using data and analytics to thrive. Data and analytics alone won’t get you there, but by following basic best practices, research shows you have a high chance of succeeding.
by Lauren Kelley | Jul 26, 2022 | Blog, Lauren Kelley on SaaS, SaaS Metrics
Even when the market is repricing and falling, key growth metrics remain fundamental targets to maintain or grow company value because they remain highly correlated to higher valuations, even in this market. While valuation multiples in public markets have dropped dramatically over the past 6 months, the Magic Number (of Sales and Marketing Efficiency), Revenue Growth, and Rule of 40 still align well to top quartile multiples. OPEXEngine looked at 32 public Cloud companies under $1B to see how their current Market Cap to current TTM revenues tracked against these growth metrics.
by Lauren Kelley | Jul 1, 2022 | Benchmarking Best Practices, Blog, Lauren Kelley on SaaS
In today’s market, the path to growth for B2B SaaS companies is to continue following the two SaaS lodestars: customer acquisition and customer retention. The companies that successfully navigated through various market disruptions, including the recession in 2008,...
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Sherri is a seasoned finance and operations professional with deep experience in the operations and financial structures of emerging growth companies. Sherri began her career on Wall Street with Salomon Brothers and then became an equity research analyst with Adams, Harkness & Hill, a Boston based investment bank where she covered information technology services companies. After leaving the capital markets, Sherri became a Managing Director at Internet Capital Group (ICG), an Internet venture capital organization with 80 business-to-business e-commerce companies in its portfolio.
Sherri has spent the last 15 years working with start-ups in the information services and consumer goods markets in a variety of financial and operational roles. Most recently, she was the CFO of JOOS, LLC where she helped to build JOOS into the largest fresh-pressed, organic fruit and vegetable juice provider in New England. She joined OPEXEngine to be a part of a rapidly growing high tech Company that has an impact on how financial professionals make day to day operating decisions.
Sherri is President, Columbia College Women and Board Member of Columbia College Alumni Association. Sherri has a BA in Economics from Columbia University and an MS in Finance from MIT Sloan School of Management.
COO & General Counsel
Rich is a successful SaaS technology executive with a unique background including roles as COO, CFO and General Counsel in a variety of B2B and B2C organizations. He leverages his operational, finance, legal and business expertise to transform business outcomes and build shareholder value for start-up and growth companies, including as CFO at OLB Inc., FISC Solutions (acquired by WAUSAU Financial Systems), and Relevant Equity Systems (a Thomson Financial portfolio company). He joined OPEXEngine for the opportunity to work with leading SaaS companies and to leverage his skills in helping to build out the OPEXEngine benchmarking product offering.
In his various leadership roles, he has driven financial operational and business strategy, scaled organizational infrastructure, raised outside capital and arranged financing, implemented financial reporting, customer care and KPI driven process improvement, accelerated product innovation, and expanded operations into global markets. His industry expertise includes technology, media, financial services, and consulting.
Rich resides in Boston and holds Master’s Degree in Finance from McCallum Graduate School of Business at Bentley University and a J.D. from New England Law Boston.