Use openthebox for LBOs and Financial Modeling in Private Equity

openthebox empowers Private Equity professionals with structured and export-ready data to accelerate deal sourcing, due diligence, and financial modeling—especially for Leveraged Buyouts (LBOs) and similar investment strategies.

Whether you're screening new targets or building complex models, openthebox helps you make faster, data-driven decisions.

1. Speed Up Due Diligence

Need to quickly evaluate a potential acquisition?

Use openthebox to instantly access:

• Detailed financials: Turnover, EBITDA, growth rates, margins

• Ownership structure: administrators, shareholding data, subsidiaries

• Market context: Sector filters and competitor mapping

• Compliance & legal: Management history, Spiderweb uncovering networks between people and companies

Crucial for LBO modeling to determine debt capacity and risk exposure.

2. Plug Structured Data Into Your Models

Export clean financials and company details directly into Excel—or connect via API.

Use the data in:

• LBO models: Debt schedules, IRR projections, cash flows

• Operating models: Forecasting revenue, costs, working capital

• Sensitivity tests: Model different leverage or exit assumptions

Save hours versus cleaning PDFs or scraping from national databases.

3. Integrate with Your Deal Pipeline

PE teams often use openthebox alongside Excel tracking sheets.

Enrich your pipeline with:

• Real-time company data

• Key financial indicators

• Management and structural updates

Helps prioritize high-margin, cash-generating targets.

4. Compare and Benchmark with Ease

openthebox lets you:

• Build peer groups using filters

• Compare multiples (e.g., EV/EBITDA)

• Analyze M&A activity and growth patterns

Supports pre-money valuations and bolt-on analysis.

5. Spot Red Flags Early

Use openthebox to detect issues like:

• Administrator turnover

• Negative evolution of financials

• Insolvency signals

Stress-test your LBO assumptions under downside scenarios.

Example: LBO of a Mid-Sized SaaS Firm

1. Open the Financials tab and download the last X years of reports

2. Populate your model with EBITDA and margin history

3. Use the Advanced Search for competitor benchmarks

4. Check for legal notices or resignations under Publications

5. Adjust leverage assumptions based on risk flags