CB Insights

Helps teams discover, research, analyze, and track companies using predictive AI and CB Insights intelligence, with agents for scouting, diligence, acquisitions, and M&A.

Provides access to CB Insights predictive intelligence on a phone for insights in the moment.

Provides AI-powered web page insights and company analysis while browsing.

Helps teams assess companies, compare technology markets, and identify opportunities with broad, continually refreshed business intelligence.

Provides access to double-verified CB Insights data through continually refreshed APIs and feeds.

Provides expert-led research on key industries, technology, emerging markets, and companies.

Provides personalized research support from a team of researchers working around the clock.

Connects CB Insights data to Microsoft 365 Copilot and Copilot agents through a pre-built connector.

Makes CB Insights market intelligence accessible in Snowflake and available to AI and agents in real time.

Adds CB Insights data to Salesforce records and makes it available to Salesforce agents.

Connects AI systems to CB Insights data and tools through MCP and agent-to-agent support.

Enterprise Strategy And Market Intelligence

Strategic planning and market intelligence teams seeking cross-industry signals.

Geography: Global, with emphasis on North America, Europe, and APAC

How we help: Provides integrated market intelligence and signals to support strategic planning and high-stakes decision making without relying on fragmented data sources.

Sales And Growth Operations

Sales and growth teams seeking real-time market signals to accelerate pipeline and win rates.

Geography: Global

How we help: Delivers real-time market signals and integrated intelligence to accelerate pipeline and improve targeting without data chaos.

Venture Capital Investment And Monitoring

Investment teams seeking signals and due diligence to evaluate opportunities and monitor portfolios.

Geography: Global

How we help: Delivers comprehensive market intelligence and signals to uncover opportunities and support due diligence, portfolio monitoring, and exit planning.

Technology Risk And IT Governance

IT and risk leaders needing trusted data and alerts to monitor vendor risk and tech shifts.

Geography: Global, with emphasis on North America and Europe

How we help: Unifies market signals with risk data to support proactive risk management and strategic IT planning.

Continuous monitoring and analysis of competitors and market activity—funding, hires, product launches, and expansions—to inform strategy and trend research.

Products: Advanced human-led research, CB Insights company and market data, Strategy Terminal, Personal briefing, Browser Analyst, CB Insights mobile app, API and data feeds, MCP and agent-to-agent support, Microsoft 365 Copilot connector, Snowflake integration

Aggregated, verified private-company data (funding, ownership, executives, locations) used to map markets, run due diligence, and benchmark transactions.

Products: CB Insights company and market data, Strategy Terminal, Advanced human-led research, Browser Analyst, API and data feeds

Capabilities to discover, map, and evaluate emerging technologies, patents, and startups to inform R&D, partnerships, and strategic investments.

Products: Strategy Terminal, CB Insights company and market data, Advanced human-led research, Personal briefing

Capabilities that provide verified company-level prospect data, advanced firmographic, technographic, and funding filters, and targeted lists for outbound sales and account-based marketing.

Products: Strategy Terminal, CB Insights company and market data, Salesforce CRM integration, Browser Analyst, API and data feeds

Strategy Terminal

Strategy Terminal is a predictive AI web app for discovering, researching, analyzing, and tracking companies. It combines CB Insights data and analysis with tools such as ChatCBI, company analysis agents, technology market rankings, watchlists, and alerts. Its Team of Agents supports company scouting, due diligence, new business acquisition, M&A, and other work, and is available within Strategy Terminal or as a standalone offering.

• Discover And Track Companies
  Find companies and monitor them over time using Strategy Terminal’s predictive AI tools.
• Explore Insights Through Questions
  Use a strategy-focused LLM to engage with CB Insights predictive data and analysis.
• Analyze Companies And Relationships
  Investigate companies alongside investor and commercial relationships to reveal information relevant to company analysis and sales opportunities.
• Assess Company Potential
  Use predictive company information to examine health, growth potential, ability to compete and partner, and likelihood of an IPO or M&A exit.
• Compare Market Entrants
  Review rankings and compare companies in technology markets using information about why they win, their execution, and their funding.
• Support Scouting And Due Diligence
  Put agents to work on company scouting, due diligence, new business acquisition, M&A, and other workflows. Access the agents within Strategy Terminal or as a standalone offering.
• Monitor Companies With Alerts
  Keep track of companies through watchlists and receive alerts designed to provide insight before you ask.

CB Insights mobile app

A mobile app that brings CB Insights predictive intelligence to your phone, providing instant insights in the moment.

• Access Predictive Intelligence On Your Phone
  Get CB Insights predictive intelligence and instant insights from your phone, including when you are away from your desk.

Browser Analyst

Browser Analyst is a browser extension that provides personal AI-powered insights on web pages and analyzes companies while users view their websites.

• Analyze Companies While Browsing
  Access company analysis while viewing a company's website.
• Get Insights On Any Web Page
  Receive personal AI-powered insights on the web pages you visit.

CB Insights company and market data

A continually refreshed collection of company and market intelligence covering firmographics, funding and valuations, revenue, public-company financials, business relationships, predictive indicators, and customer sentiment. Company data includes more than 12 million profiles and draws on startup, investor, public, and non-public sources. The offering also includes market rankings, taxonomies, historical media and patent tracking, and analyst briefing and startup customer interview transcripts.

• Assess Companies With Verified Intelligence
  Use a large collection of double-verified company profiles to research and assess businesses.
• Compare Entrants Across Technology Markets
  Evaluate and compare market entrants across more than 1,600 technology markets, including their execution, funding, and reasons for winning.
• Research Private Companies Worldwide
  Explore firmographic information on private companies from startup, customer, investor, public, and non-public sources worldwide.
• Evaluate Company Health And Growth Potential
  Use the Mosaic Score and its sub-scores to assess company health and growth potential across growth, financial strength, industry health, and management team strength.
• Reveal Company Relationships And Opportunities
  Examine customer, partner, and vendor relationships to uncover information relevant to company strategy and sales opportunities.
• Track Funding And Valuation Histories
  Review funding and valuation history for companies and investors.
• Evaluate Private Company Revenues
  Use revenue information sourced directly from startups and from public and non-public sources to evaluate private companies.
• Use Verified And Refreshed Data
  Access double-verified data through feeds that are continually refreshed.
• Review Public Company Financials
  Access public company earnings, stock performance, and other financial information.
• Assess Competitive And Partnering Ability
  Use commercial maturity information to evaluate a company’s ability to compete and partner.
• Evaluate IPO And M&A Exit Probability
  Review exit probability indicators with separate assessments for IPO and M&A.
• Gauge Satisfaction And Renewal Likelihood
  Use client satisfaction scores and likelihood-to-renew information to understand customer sentiment.
• Organize Data Across Business Categories
  Use taxonomies for competitors, markets, business models, and other categories to structure company and market information.
• Explore Expert Industry And Technology Research
  Access research from an expert analyst team covering key industries and technology.
• Track Historical Company Media
  Use historical media tracking to review company-related information over time.
• Track Historical Patent Information
  Review historical patent information through the patent tracking database.
• Access Firsthand Briefings And Interviews
  Review transcripts of analyst briefings and startup customer interviews, along with briefing materials.

API and data feeds

CB Insights makes its data available through APIs and data feeds. The data is double-verified and continually refreshed.

• Access CB Insights Data
  Use APIs and data feeds to access CB Insights data.
• Use Double-Verified Data
  Access data that CB Insights describes as double-verified.
• Access Continually Refreshed Data
  Use data that CB Insights says is continually refreshed.

Advanced human-led research

Research produced by an expert analyst team covering key industries and technology, including analysis of emerging technology, markets, and companies. Research is shared through reports, briefings, and webinars.

• Access Expert Industry And Technology Research
  Draw on research coverage from an expert analyst team focused on key industries and technology.
• Explore Emerging Markets And Technologies
  Access research examining emerging technology, markets, and companies, as well as industry direction and competitive changes.
• Access Research In Multiple Formats
  Engage with research through reports, briefings, and webinars.

Personal briefing

Personal briefing is a tailored research service described as working like a team of researchers available around the clock for an individual user.

• Access Research Support Around The Clock
  Get ongoing research support from a service described as working like a team of researchers around the clock.
• Receive Research Tailored To You
  Receive a personal briefing designed for the individual user.

Microsoft 365 Copilot connector

A pre-built connector that brings CB Insights data into Microsoft 365 Copilot and Copilot agents.

• Access CB Insights Data In Copilot
  Use a pre-built connector to bring CB Insights data to life in Microsoft 365 Copilot.
• Bring Data Into Copilot Agents
  Connect Copilot agents to CB Insights data through the pre-built connector.

Snowflake integration

The Snowflake integration makes CB Insights market intelligence accessible in Snowflake and optimized for use with AI. It also makes market intelligence accessible to AI and agents in real time.

• Access Market Intelligence In Snowflake
  Explore CB Insights market intelligence from within Snowflake.
• Use Market Intelligence With AI
  Use CB Insights market intelligence in Snowflake in a format optimized for AI use.
• Give AI And Agents Real-Time Access
  Make market intelligence available to AI and agents in real time.

Salesforce CRM integration

The Salesforce CRM integration adds CB Insights data directly to Salesforce records and makes it available to Salesforce agents.

• Enrich Salesforce Records
  Add CB Insights data directly to Salesforce records, making that information available alongside existing CRM records.
• Equip Salesforce Agents
  Provide Salesforce agents with access to CB Insights data as part of the integration.

MCP and agent-to-agent support

CB Insights supports MCP and agent-to-agent connections so AI systems can use its data and tools. Its MCP integration connects CB Insights data to LLMs.

• Connect AI Agents With CB Insights Data And Tools
  Give AI agents access to CB Insights data and tools through agent-to-agent support.
• Connect CB Insights Data To LLMs
  Connect CB Insights data to an LLM through MCP integration.