Smarter Insights, Stronger Financials: Our Latest Feature Release

This month, openthebox introduces four new features for our Premium users, designed to help financial professionals turn company data into faster, clearer insights.

From automated financial narratives to instant group-level views, here’s what’s new.

AI Summary: From Data to Insight

Screening companies is about building a narrative. What if your narrative was pre-built as an Executive Summary for you to start from? That’s what you’re now getting in our new AI Summary feature. Analyze a company’s most important financial data points from the last 3 years in under 1 minute, copy-paste into your working doc and add in your own findings or additional research.

Beyond financials, the AI Summary also highlights key administrators, giving you instant visibility on the people shaping the company’s decisions and direction.

Use this feature to:

• Prepare for investment committee discussions
• Understand a client’s financial journey in seconds
• Detect performance trends or anomalies quickly

It’s available directly on active  company profiles for quick, contextual analysis.

Existing User? Try out the AI Summaries here

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‍Cash Flow Statement: Clear Cash Insights Without the Calculations

Save time and skip the manual work. The Cash Flow Statement automatically calculates what investors and bankers usually build themselves. It delivers a complete view of cash flow and overall liquidity right in the openthebox platform, ready to export or integrate into your models.

Use this feature to:

• Save time preparing financial assessments
• Eliminate manual spreadsheet work
• Evaluate liquidity and profitability faster

Available only for  active companies where we have full annual accounts.

Existing User? Take a look at cashflows here

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Indicative Valuations: Fast Valuations Based on Market Benchmarks

Get quick, transparent insights into company value. Indicative Valuations help you scan and compare businesses across markets, using ratios drawn from the trusted annual M&A report published by Vlerick Business School. Available exclusively for the 12 industries reviewed in the report, it’s a fast way to assess opportunities and spot trends without relying on hard-to-find data.

Use this feature to:

• Assess company value in early screening stages
• Benchmark peers using standard industry multiples
• Identify opportunities across segments and sectors

Existing User? Try out Indicative Valuations here

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Consolidated Financials: Complete Group-Level Analysis

See the full picture of a group’s performance. Consolidated Financials show complete annual accounts for the entire group, not just the subsidiaries. You can now search and analyze consolidated results directly in openthebox, making group-level analysis easier and more reliable.Use this feature to:

• Understand group performance at a glance
• Evaluate ownership structures and group stability
• Support due diligence with accurate consolidated data

Explore Data Your Way: The Upgraded Advanced Search

Our latest update to Advanced Search gives you even greater control over how you explore, filter, and refine financial data across the openthebox platform.

Built for precision and flexibility, these enhancements help you move faster from question to insight — with sharper, more tailored datasets for your analysis.

What’s new:

Valuation filters: Narrow down your search to companies that fit specific size or value parameters. Whether you’re benchmarking mid-market deals or identifying acquisition targets, valuation filters let you focus on the right segment instantly.

Cash Flow Statement filters: Dive deeper into liquidity and performance metrics. With new Cash Flow Statement filters, you can screen for businesses with strong operating cash flow, investment activity, or financing trends that align with your investment thesis.

Custom company selections: Save and export your curated company lists directly from your filtered results. Whether for ongoing tracking, reporting, or collaboration, your custom selections stay organized and ready to use.

Why It Matters

These updates continue our mission to help professionals access insights, not data.

By automating complex calculations, surfacing group information, and translating financials into context, openthebox turns raw numbers into understanding — saving time where it matters most.