Create a Generative Dealflow Based on Your Investment Criteria – On Autopilot

Private Equity professionals use openthebox to build a self-generating deal pipeline by combining rich company data with custom filters that reflect their investment strategy.

No more reactive sourcing—turn it into a proactive, automated process powered by data.

1. Define Your Investment Criteria

Start by outlining the key filters for your ideal target:

2. Build Dynamic Filters in openthebox

Use Advanced Search in openthebox to create smart, reusable filters:

• Activity: “Software”, “Healthcare”

• Geography: “Brussels”, “Liège”, “Antwerp”

• Financials: “Turnover > €5M”, “EBITDA margin > 15%”

• Incorporation year: “2020”

Save your search and let openthebox monitor for new matches. You’ll get email alerts when new companies meet your criteria.

3. Automate Your Monitoring with Alerts

Set up real-time notifications for:

• New entries meeting your filters

• Director changes (e.g., founder exit)

• New filings (e.g., annual report, fundraise)

• Financial improvements or deterioration

Your pipeline updates itself automatically—no manual follow-up needed.

4. Export to Your own Deal Flow Tracker

Export results to Excel or connect via API. You can:

• Tag companies by deal fit

• Assign owners and track communication

• Maintain a living pipeline of proprietary deals

5. Launch Proprietary Outreach Campaigns

Once your filtered list is ready:

• Reach out to founders or CEOs

• Track engagement and pipeline stage

• Use openthebox to check org charts, background, and shareholder info

Bonus: Use for Investment Committee Presentations

When pitching to IC:

• Pull openthebox financials and structure

• Add benchmarking from peer filters

• Highlight any alerts or watchlist items from your openthbox Lists