How Top Funds Analyze or Reject Companies in Minutes

Created by Jonas Moortgat, Modified on Wed, 11 Jun at 3:47 PM by Jonas Moortgat

Top Private Equity and investment teams use openthebox to screen and qualify opportunities in just minutes—using structured company data, intuitive profiles, and rapid red flag detection.

Here’s how to run a full analysis fast, step by step:


1. Search by Name or Criteria

Start from the home page:

  • Enter a company name directly into the search bar

  • Or click on Advanced Search and apply filters like:

    • Revenue

    • EBITDA margin

    • Industry

    • Location


Get an instant shortlist of companies matching your investment thesis.


2. Scan the Company Profile

Each company profile offers a rich overview of:

  • Revenue & EBITDA

  • Shareholders and participations

  • Administrators & mandates

  • Recent legal publications (Staatsblad/Moniteur Belge)

  • News articles from De Tijd

Quick check: Does the company meet your size/growth filter?


If not, reject in seconds.


3. Check Investment Criteria Tabs

Dig deeper into key sections:

  • Spiderweb view: Visualize group structure and links

  • Financials: Ratios, trends, and Excel-ready exports

  • Participations: Identify ownership across entities

  • Mandates: See all directors and their networks


Instant deal breakers?

  • Negative EBITDA

  • Owned by competitor or another fund

  • Flat or declining growth


Reject in under 2 minutes


4. Verify Red Flags


Double-check critical signals:

  • Recent legal filings

  • Director churn or instability

  • Subsidiary closures / bankruptcies

If issues arise:


Discard or mark for detailed review later


5. Export & Monitor


If the company is a fit:

  • Export clean financial data to Excel

  • Click Follow (top right) to add to your watchlist or create a new List

  • Receive alerts when the company files new data


Pro Tip: Save Your Filters

Use Advanced Search to save your go-to filters like:


“Manufacturing, revenue > €5M, founded post-2020”


Generate qualified leads and screen multiple targets—in minutes, not hours.

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