OPEXEngine’s expert finance consultants will work with your team to gather the most relevant data points. We start with core KPIs for tracking performance, go-to-market effectiveness, expense management, and cash (for smaller companies), and customize as appropriate to match existing processes. We apply best practices and over a decade’s experience with over 1,200 companies in normalizing software company data to industry standards.

Your operations staff will collect the data required to complete our customized survey. If necessary, our staff can assist in the collection of your portfolio data. Once the data collection and survey are complete, portfolio company data is uploaded into  OPEXEngine’s secure cloud-based platform.

Peer cohorts are created with a balance of anonymity and precision, ensuring a relevant apples-to-apples comparison based not only on revenue, but also on operating models and other key factors. We make regular improvements to the platform, dashboards, and data analysis to ensure a seamless, precise, and optimized experience.

Analyze, measure, and compare key KPIs for diligence and portfolio performance against peer cohorts to identify areas for improvement and value creation opportunities. Key PE-specific metrics and KPIs include YOY Growth, EBITDA, Rule of 40, ARR/Employee, gross margin, net dollar retention, churn rate, and more.

Benchmarking with OPEXEngine gives private equity firms access to the world’s largest dataset of proprietary private and public B2B SaaS/software companies’ financial and operational benchmarks. Get the insights needed to develop optimal go-to-market and exit strategies, identify operational and commercial areas to improve, and uncover efficient pathways to portfolio growth.