What are the technology frameworks that investors are using to evaluate SaaS companies in 2024?

In today's conversation, we cover technology due diligence. Lauren and an expert consultant discuss how tech due diligence works, AI’s impact on R&D investments, and frameworks for understanding the quality, scalability, and sustainability of an asset that an investor is buying. Hear the latest on the tech frameworks that investors are using in 2024 to evaluate SaaS companies.

Moderator: Lauren Kelley (Founder and CEO of OPEXEngine by Bain & Company)
Guest Speaker: Hank Chen (Partner, Bain & Company)

In today’s conversation, we cover leadership and diversity in the tech space. Lauren answers a round of questions about the founding of OPEXEngine, her decision to pursue SaaS benchmarking, leadership, and diversity in SaaS.

Speaker: Lauren Kelley (Founder and CEO of OPEXEngine by Bain & Company)

What’s the operational playbook when a SaaS company is preparing for an IPO?

In today’s conversation, Lauren speaks with two experts about key considerations and best practices before proceeding with an IPO. They discuss the common challenges faced, having standardized metrics and efficient systems in place, creating a unified company narrative, and setting up for success beyond. They also touch on key operational metrics, team alignment, and the cultural shift a company goes through when transitioning from private to public.

Moderator: Lauren Kelley (Founder and CEO of OPEXEngine by Bain & Company)

Guest Speakers: Jonathan Neitzell (Founder and Managing Partner at Anduril Partners) and Eric Mersch (Partner at FLG Partners)

Learn how to get the most value from benchmarks in this recording of Lauren’s presentation at SaaS Metrics Palooza ‘23.

In today’s conversation, Lauren discusses the importance of standardizing metrics, the changing dynamics of the SaaS, and the industry shift from growth at all costs to profitable growth. Throughout the presentation, Lauren references a set of infographics, which are available on our website via the on-demand video recording of her presentation: www.opexengine.com.

Speaker: Lauren Kelley (Founder and CEO of OPEXEngine by Bain & Company)

Moderator: Ray Rike (Benchmarkit)

Listen to an expert session about how benchmarking can help improve your go-to-market strategy.

In today’s conversation, Lauren is joined by a seasoned go-to-market operator. They discuss the importance of benchmarking KPIs in the SaaS sector and the benefits of benchmarking as an investor. They speak to benchmarking as a means of measuring growth and cost issues, aligning internal and external stakeholders, and inspiring investor confidence, as well as identifying opportunities for improvement in go-to-market strategies.

Moderator: Lauren Kelley (Founder and CEO of OPEXEngine by Bain & Company)

Guest Speaker: Kunal Mehta (Partner at Bain & Company)

An expert take on the significance of data quality, transparency, and operationalizing metrics to drive efficient growth.

In today’s conversation, we’ll cover metrics-based planning. Lauren and two experts discuss a range of key topics: how to measure the effectiveness of operations like sales and marketing, what investors are looking for, the key SaaS metrics to track, and how companies can operationalize these metrics to drive efficient growth. They also speak to this idea of keeping a “North Star” to guide decision-making and strategic thinking.

Moderator: Lauren Kelley (Founder and CEO of OPEXEngine by Bain & Company)

Guest Speakers: Alok Goel (CEO of Drivetrain) and Amit Sharma (Senior Finance Director at Whatfix)

Lauren Kelley – Founder and CEO of OPEXEngine by Bain & Company – has her finger on the pulse of the SaaS industry. Over the past year, she has hosted finance leaders, technology experts, investors, operations professionals, and more for conversations about metrics, benchmarking, and the state of SaaS. In the inaugural episode of SaaS Conversations, we are looking back at some audio highlights from 2023.

Learn how to execute a planning process during times of organizational change. 

In today’s conversation, Lauren speaks to two CFOs about the ever-changing landscape of SaaS finance, current operating plans, how to use benchmarking to reduce risk, and the latest on the role of AI in finance. The speakers discuss managing organizational change, balancing between evolving priorities, financial consistency, and go-to-market efficiency.

Moderator: Lauren Kelley (Founder and CEO of OPEXEngine by Bain & Company)

Guest Speakers: Evan Meagher (CFO of CoreWeave) and Brian Weisberg ( CFO of Tidelift)