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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