# CB Insights *Also known as CBI* - Website: https://www.cbinsights.com - Agent profile: https://nowen.ai/agents/cbinsights-com - Industry: Market Intelligence > Market intelligence platform that helps leaders anticipate trends and make data-driven strategic decisions. CB Insights is a market intelligence platform that tracks private and public companies, markets, and technology ecosystems worldwide. It provides data, analytics, and research designed to help business leaders anticipate trends, evaluate opportunities, and drive strategic decisions. The platform aggregates firmographic, financial, and competitive intelligence across millions of companies and thousands of markets, enabling users to discover potential partners, monitor risk, and compare growth signals. By combining signals from multiple data sources, CB Insights supports teams across corporate strategy, venture capital, M&A, sales, and information technology in planning, due diligence, and execution. The organization emphasizes accessible insights, actionable dashboards, and integrations with common business tools to streamline workflows and enable data-driven decision making. Its offerings aim to empower organizations to act with foresight—anticipating shifts in technology, competition, and market dynamics across industries. **Mission:** To provide actionable market intelligence and insights that empower organizations to identify opportunities, mitigate risk, and accelerate growth. ## Products & Services ### [CB Insights Platform](https://www.cbinsights.com/what-we-offer/platform/) *Platform* Transform Data Into Actionable Insights To Drive Strategic Business Decisions. - **ChatCBI™** — Access AI-Powered Insights - **Personal Briefing** — Receive Tailored Insights - **Market Analytics and Visualizations** — Make Informed Decisions - **Technology Search Engine** — Discover New Opportunities - **API & Data Feeds** — Integrate Seamlessly - **Team Management and Collaboration** — Enhance Teamwork ### [Strategy Terminal](https://www.cbinsights.com/strategy-terminal/) *Product* Enhance strategic decision-making with AI-driven insights and comprehensive company analysis. - **AI-driven discovery and insights** — Facilitate Quick Discoveries - **ChatCBI™** — Provide Insightful Analysis - **Company Profiles** — Access Comprehensive Company Data - **Tech Market Rankings** — Evaluate Market Competitiveness - **Intelligent Watchlists and Alerts** — Receive Timely Alerts ### [CB Insights Mobile App](https://www.cbinsights.com/mobile/) *Product* Access real-time market insights and analytics on-the-go. - **On-the-go Insights** — Access Insights Anytime - **Real-Time Alerts** — Get Instant Notifications - **Dashboard Customization** — Customize Your Dashboard - **Access to Research Reports** — Explore Research On-the-go ### [CB Insights Browser Analyst](https://www.cbinsights.com/what-we-offer/integrations/chrome-and-edge-extension/) *Product* Discover AI-powered insights seamlessly as you browse the web. - **In-page AI Insights** — Enhance Browsing Experience - **Market Intelligence Integration** — Leverage Comprehensive Data - **Alerts and Notifications** — Stay Informed Instantly ### [CB Insights Team of Agents](https://www.cbinsights.com/team-of-agents/) *Service* Transform Insights Into Action With Our Dedicated Research Team. - **Agent-led research and action** — Utilize Expert Research Services - **Customizable research deliverables** — Receive Tailored Research Reports - **Real-time insights** — Stay Informed With Timely Updates - **Access to exclusive data sources** — Leverage Proprietary Data Access ### [ChatCBI](https://www.cbinsights.com/chatcbi/) *Product* Provides Unique Insights And Data Using AI-Powered Generative Technology. - **ChatCBI** — Leverages Generative AI - **Real-Time Integration** — Enables Instant Analysis - **Predictive Analytics** — Anticipates Market Movements - **Intelligent Alerts** — Stays Ahead Of Trends - **Personal Research Briefings** — Delivers Tailored Insights ### [CB Insights API & Data Feeds](https://www.cbinsights.com/what-we-offer/api/) *Platform* Empower decisions with actionable market intelligence from CB Insights' API. - **API access** — Gain Programmatic Access - **Continual data refresh** — Receive Always-Accurate Data - **Business Graph Insights** — Explore Extensive Business Data - **Data Integrations** — Seamlessly Integrate Data ### [CB Insights Salesforce Integration](https://www.cbinsights.com/what-we-offer/salesforce-integration/) *Service* Enhance Sales Decision-Making by Integrating Insights. - **Real-Time Data Updates** — Supports Timely Decision Making - **CRM Data Enrichment** — Enhances CRM Data Quality - **Intelligent Alerts** — Notifies on Key Updates - **Collaborative Workflows** — Streamlines Team Collaboration ### [CB Insights Snowflake Integration](https://www.cbinsights.com/snowflake/) *Platform* Access CB Insights market intelligence in Snowflake for real-time data-driven decision making. - **Real-time Data Access** — Access Market Intelligence Instantly - **Seamless Integration with AI and Agents** — Leverage AI-Powered Insights ### [CB Insights Microsoft 365 Copilot Connector](https://www.cbinsights.com/copilot-connector/) *Platform* Integrates CB Insights data directly into Microsoft 365 for enhanced decision-making. - **Copilot-enabled insights** — Access Insights Within Microsoft Apps - **Real-time market intelligence** — Receive Current Data Updates - **Enhanced collaboration tools** — Collaborate Seamlessly Across Teams ### [CB Insights Developer Portal](https://api-docs.cbinsights.com/portal) *Platform* Streamline your development with comprehensive API access and documentation. - **API Documentation** — Access Detailed API Guides - **Developer Access** — Utilize API Endpoints Efficiently - **Real-Time Data Access** — Access Real-Time Insights - **Integration Support** — Facilitate Cross-Platform Integrations ### [CB Insights MCP Integration](https://api-docs.cbinsights.com/portal/docs/CBI-MCP-Server) *Platform* Streamline data sharing and integrations with agent-to-agent capabilities. - **API & Data Feeds** — Utilize Up-to-Date Information - **MCP Support** — Connect Data Seamlessly - **Developer Portal** — Build Innovative Solutions - **Salesforce CRM Integration** — Enrich Salesforce Data - **Microsoft 365 Copilot Integration** — Enhance Productivity with AI ## Market Segments - **Competitive intelligence** (market size $6.6B, CAGR 8.82%): Capabilities that collect, analyze, and surface competitor positioning, funding, partnerships, and market signals to inform corporate and product strategy. - **Market data integrations and APIs** (market size $20.0B, CAGR 13.6%): Programmatic access and enterprise-grade data feeds and connectors that deliver firmographics, funding, revenue, and real-time market signals into data warehouses and business systems. - **CRM enrichment and sales intelligence** (market size $4.8B, CAGR 11%): Enrich CRM records, surface account and opportunity signals, and integrate market intelligence into sales workflows to prioritize accounts and improve go-to-market execution. - **Strategic research and due diligence** (market size $5.5B, CAGR 7.3%): Analyst-led research, predictive analytics, market rankings, and custom briefings used for M&A, venture diligence, corporate strategy, and executive decision making. ## Who do we serve ### Enterprise Strategy And Market Intelligence Strategic planning and market intelligence teams seeking cross-industry signals. - Industries: Enterprise Strategy, Market Intelligence - Geography: Global, with emphasis on North America, Europe, and APAC - Pain points: Disparate data sources, slow due diligence, lack of real-time signals - Business goals: Identify strategic opportunities, accelerate deals, reduce risk - Positioning: Provides integrated market intelligence and signals to support strategic planning and high-stakes decision making without relying on fragmented data sources. #### Persona: Chief Strategy Officer - Needs: Comprehensive market signals, competitive intelligence, scenario planning - Goals: Drive long-term growth, optimize portfolio decisions - Challenges: Siloed data, fragmented signals, long cycle times - Pain points: Manual data gathering, inconsistent insights - Solution: Leverage the platform and Strategy Terminal to unify market signals and support planning and diligence. #### Persona: Head Of Market Intelligence - Needs: Timely signals, credible data, easy integration - Goals: Provide timely insights to leadership and accelerate decisions - Challenges: Data quality, integration across systems - Pain points: Latency, data chaos - Solution: Use API data feeds and browser insights to surface signals and share insights across teams. #### Persona: Director Of Corporate Development - Needs: Target screening, due diligence signals, pipeline visibility - Goals: Identify strategic targets, reduce due diligence time - Challenges: High volume of targets, manual research - Pain points: Time-consuming research, inconsistent data - Solution: Rely on signals from API data feeds and Strategy Terminal for diligence, with CRM integration for tracking. ### Sales And Growth Operations Sales and growth teams seeking real-time market signals to accelerate pipeline and win rates. - Industries: Technology, Software, Financial Services, Manufacturing - Geography: Global - Pain points: Delays in insight, data silos, inefficient targeting - Business goals: Increase win rate, shorten sales cycle, improve territory planning - Positioning: Delivers real-time market signals and integrated intelligence to accelerate pipeline and improve targeting without data chaos. #### Persona: Vice President Of Revenue - Needs: Pipeline signals, account-level intelligence - Goals: Grow ARR, improve forecast accuracy - Challenges: Forecast volatility, data silos - Pain points: Manual data consolidation, slow insight generation - Solution: Use CB Insights Platform and API feeds to enrich CRM and provide real-time signals; Salesforce integration embeds data into workflows. #### Persona: Sales Enablement Manager - Needs: Content on growth opportunities, enablement materials - Goals: Improve win rates, enable teams - Challenges: Content fragmentation, changing market signals - Pain points: Outdated information, inconsistent messaging - Solution: Leverage Browser Analyst and Platform data to build up-to-date playbooks and enablement resources. #### Persona: Marketing Analytics Lead - Needs: Market trend signals, performance signals, persona insights - Goals: Align marketing with market opportunities, optimize campaigns - Challenges: Disparate data sources, CRM integration - Pain points: Data latency, poor signal quality - Solution: Centralize signals with Platform and Snowflake Integration to support analytics and reporting. ### Venture Capital Investment And Monitoring Investment teams seeking signals and due diligence to evaluate opportunities and monitor portfolios. - Industries: Venture capital, Private Equity, corporate strategy - Geography: Global - Pain points: Finding high-quality signals, time-consuming diligence, signal fragmentation - Business goals: Identify investments, monitor portfolio companies, source deals - Positioning: Delivers comprehensive market intelligence and signals to uncover opportunities and support due diligence, portfolio monitoring, and exit planning. #### Persona: Investment Partner - Needs: Deep market signals, credible data, diligence support - Goals: Identify and close high-potential investments - Challenges: Volume of opportunities, limited bandwidth - Pain points: Time-consuming due diligence, data fragmentation - Solution: Use Platform and API Data Feeds for signals, Strategy Terminal for diligence and scenario analysis, and ChatCBI for quick summaries. #### Persona: Research Associate - Needs: Access to comprehensive data, fast research support - Goals: Produce timely diligence outputs - Challenges: Data quality issues - Pain points: Manual aggregation - Solution: Access API & Data Feeds and Developer Portal for efficient data retrieval. #### Persona: Portfolio Analyst - Needs: Portfolio performance signals, monitoring - Goals: Maintain oversight, optimize portfolio momentum - Challenges: Keeping up with signals across companies - Pain points: Latency in updates - Solution: Platform, Snowflake Integration, and Browser Analyst for real-time monitoring. ### Technology Risk And IT Governance IT and risk leaders needing trusted data and alerts to monitor vendor risk and tech shifts. - Industries: Information technology, Cybersecurity, risk management - Geography: Global, with emphasis on North America and Europe - Pain points: Siloed signals, data integration challenges - Business goals: Improve risk posture, vendor oversight, reduce remediation time - Positioning: Unifies market signals with risk data to support proactive risk management and strategic IT planning. #### Persona: Chief Information Security Officer - Needs: Comprehensive risk signals, vendor monitoring - Goals: Strengthen security posture, minimize incidents - Challenges: Integrating multiple data sources - Pain points: Latency in alerts, complex remediation - Solution: Leverage Platform and Snowflake Integration to centralize risk data and surface actionable alerts. #### Persona: Vendor Risk Manager - Needs: Vendor risk signals, contract risk indicators - Goals: Ensure third-party risk is within policy - Challenges: Managing many suppliers, data fragmentation - Pain points: Fragmented data, slow triage - Solution: Use CB Insights Platform and Browser Analyst to monitor vendor risk signals and collaboration with IT tools.