chart-scatter

FINANCE ACE, the community hub for Finance teams

Guides

The Complete Catalog of SaaS Benchmarks

Bessemer Cloud Index - Bessemer Venture Partners

An incredible tool for those with special interest in the emerging cloud index, Bessemer Venture Partners provides a free platform to analyze the historical performance of all companies included in NASDAQ’s emerging cloud index. The best part? This platform allows users to download all data to excel for personalization and manipulation. The data itself is updated every few days and provides various metrics such as trading multiples, revenue growth, gross margins, etc.

Meritech Public Comparables

Meritech very elegantly provides KPIs (key performance indicators) and valuation metrics for 50+ public SaaS and cloud companies, as well as 60+ public companies across consumer internet, fintech and healthtech. This analysis includes historical share price performance and valuation multiples, an interactive regression chart, and efficiency and operating metrics.


2019 Private SaaS Company Survey - KBCM

The 9th annual private company SaaS survey is provided by KBCM Technology Group’s investment banking group in partnership with Matrix Partners. The summer survey typically includes 300-400 companies ranging from seed startups to $100M+ ARR companies across the globe. It comes just in time for annual planning in Q3-Q4 and is a great set of data points to use in target settings.


2019 Expansion SaaS Benchmarks - Openview

Similar to the KBCM report, Openview conducts a summer survey in partnership with a number of growth-stage venture capital firms. A free (yet lite) bonus can be found at the bottom of the report where companies can benchmark themselves using a few financial and Saas metrics. 


SaaS AE 2017 Metrics and Compensation - The Bridge Group

With any successful Saas company comes a skilled group of Account Executives. This 7th Annual Saas AE Metrics & Compensation report by The Bridge Group brings together all crucial metrics to measure-up your Account Executive team to competitors. From dials and quality conversations per day per AE,  booked demos per week per AE, or technology spend per AE per month, this report breaks down the granular performance metrics to rank yourselves to industry performance levels. Lastly, this report illustrates the breakdown of fixed and variable compensation, as well as the effect marketing initiatives have on a AE’s pipeline. 


Sales Development 2018 Metrics and Compensation - The Bridge Group

Although similar to the Saas AE report by The Bridge Group, this Saas SDR report illuminates the granular performance metrics that drive growth to the high-performing participants within the study. This report will help a company determine the ideal SDR to AE ratio, experience typically required for a new hire, SDR time-to-ramp, compensation, quota-attainment and much more.


BenchmarkEngine - OPEXEngine

Although it requires a paid plan, OpExEngine provides an industry benchmarking platform that allows companies to compare themselves to competitors and market leaders, calculate performance variances and identify areas of improvement. Along with a paid subscription comes access to case studies that illuminate the effects of benchmarking and utilizing the metrics as a guide to long-range-planning. 


PublicComps

PublicComps serves as a great starter for those new to benchmarking. The platform offers a free plan that includes basic business, valuation and benchmarking metrics - with the option to upgrade plans in return for more granular and valuable data visualization. The platform provides an easy way to visualize how a group of select companies rank relative to each other on a number of metrics - business performance, valuation multiples, etc.


Trace Public Comparables

Trace provides a clean and simple dashboard for analyzing public comparables based on revenue stages, Years from IPO, and Years from Founding. Powerful filtering allows you to slice and dice to look at exactly what you’d need to benchmark a financial plan for a fast-growing startup or growth stage business.

No items found.

Join the community to access every tool and template.

  • check

    Benchmark Public Comps

  • check

    Headcount Planning & Payroll Forecast

  • check

    Software Spend Management

  • check

    Inventory Management & Depreciation

  • check

    Vendor Assessment Template

Bessemer Cloud Index - Bessemer Venture Partners

An incredible tool for those with special interest in the emerging cloud index, Bessemer Venture Partners provides a free platform to analyze the historical performance of all companies included in NASDAQ’s emerging cloud index. The best part? This platform allows users to download all data to excel for personalization and manipulation. The data itself is updated every few days and provides various metrics such as trading multiples, revenue growth, gross margins, etc.

Meritech Public Comparables

Meritech very elegantly provides KPIs (key performance indicators) and valuation metrics for 50+ public SaaS and cloud companies, as well as 60+ public companies across consumer internet, fintech and healthtech. This analysis includes historical share price performance and valuation multiples, an interactive regression chart, and efficiency and operating metrics.


2019 Private SaaS Company Survey - KBCM

The 9th annual private company SaaS survey is provided by KBCM Technology Group’s investment banking group in partnership with Matrix Partners. The summer survey typically includes 300-400 companies ranging from seed startups to $100M+ ARR companies across the globe. It comes just in time for annual planning in Q3-Q4 and is a great set of data points to use in target settings.


2019 Expansion SaaS Benchmarks - Openview

Similar to the KBCM report, Openview conducts a summer survey in partnership with a number of growth-stage venture capital firms. A free (yet lite) bonus can be found at the bottom of the report where companies can benchmark themselves using a few financial and Saas metrics. 


SaaS AE 2017 Metrics and Compensation - The Bridge Group

With any successful Saas company comes a skilled group of Account Executives. This 7th Annual Saas AE Metrics & Compensation report by The Bridge Group brings together all crucial metrics to measure-up your Account Executive team to competitors. From dials and quality conversations per day per AE,  booked demos per week per AE, or technology spend per AE per month, this report breaks down the granular performance metrics to rank yourselves to industry performance levels. Lastly, this report illustrates the breakdown of fixed and variable compensation, as well as the effect marketing initiatives have on a AE’s pipeline. 


Sales Development 2018 Metrics and Compensation - The Bridge Group

Although similar to the Saas AE report by The Bridge Group, this Saas SDR report illuminates the granular performance metrics that drive growth to the high-performing participants within the study. This report will help a company determine the ideal SDR to AE ratio, experience typically required for a new hire, SDR time-to-ramp, compensation, quota-attainment and much more.


BenchmarkEngine - OPEXEngine

Although it requires a paid plan, OpExEngine provides an industry benchmarking platform that allows companies to compare themselves to competitors and market leaders, calculate performance variances and identify areas of improvement. Along with a paid subscription comes access to case studies that illuminate the effects of benchmarking and utilizing the metrics as a guide to long-range-planning. 


PublicComps

PublicComps serves as a great starter for those new to benchmarking. The platform offers a free plan that includes basic business, valuation and benchmarking metrics - with the option to upgrade plans in return for more granular and valuable data visualization. The platform provides an easy way to visualize how a group of select companies rank relative to each other on a number of metrics - business performance, valuation multiples, etc.


Trace Public Comparables

Trace provides a clean and simple dashboard for analyzing public comparables based on revenue stages, Years from IPO, and Years from Founding. Powerful filtering allows you to slice and dice to look at exactly what you’d need to benchmark a financial plan for a fast-growing startup or growth stage business.

Connect your ERP and see your data!

Trace is trusted with enterprise-ready security & compliance.

SOC2 Certified

Trace is SOC2 Type 1 compliant. Our audit was completed based on the trust services criteria relevant to security and confidentiality set forth in TSP 100, 2017 Trust Services Criteria for Security, Availability, Processing Integrity, Confidentiality, and Privacy.

AWS

Trace uses Amazon Web Services (AWS) for the hosting of staging and production environments. AWS data centers are monitored by 24×7 security, biometric scanning, video surveillance and are SOC 1, SOC 2, and SOC 3 certified.

SSO

Single Sign-on (SSO) allows you to authenticate users in your own systems without requiring them to enter additional login credentials. Authenticate through Okta, Google, Microsoft, and more.

  • Data Permissions & Access
  • Vulnerability Scanning
  • Incident Response
  • Training
  • Policies
More About Security

Looking for more advanced features?

Join the Trace Community for access to free downloads, tips and more.

Want more exclusive resources? Join the Finance Ace Community.

Finance Ace is a community hub for Finance professionals. Our members have access to a network of peers and high-quality tools, benchmark data, operating guides, and discussions.