CB Insights Review

CB Insights aggregates company profiles, funding history, revenues, investors, business relationships, hiring signals, patents, and market data into searchable records. Teams use filters, watchlists, and AI search to evaluate targets faster than manual spreadsheet research.

CB Insights is built for corporate strategy, venture capital, M&A, product strategy, market intelligence, and sales business development teams. It fits organizations that need verified private-market data, pipeline prioritization, and ongoing competitor tracking.

ChatCBI is the CB Insights strategy LLM that answers research questions using the platform's proprietary datasets and analysis. Users request account briefs, market overviews, funding timelines, and company comparisons with cited outputs tied to underlying data.

CB Insights uses market taxonomies, predictive models, and ranking systems across more than 1,600 technology markets. Teams compare entrants by execution, funding activity, traction signals, and market position to spot categories gaining momentum.

CB Insights offers integrations and data delivery options including Salesforce CRM, Snowflake, Microsoft 365 Copilot, APIs, and MCP connectors. Teams can bring external intelligence into CRM records, internal workflows, and AI assistants.

CB Insights supports prospecting with company scouting reports, executive contact context, look-alike company discovery, and account intelligence dashboards. Sales teams use these signals to prioritize accounts, personalize outreach, and build healthier pipeline coverage.

CB Insights is delivered as a web application, browser extension, mobile app, and data integrations, so initial access starts quickly after provisioning. Enterprise plans also list onboarding and migration assistance for teams connecting existing workflows.

CB Insights uses intelligent watchlists, alerts, and daily intelligence briefings to surface changes in companies, markets, and competitors. Teams monitor funding events, leadership moves, partnerships, and strategic signals without running repeated manual searches.

CB Insights combines raw company records with predictive scoring, analyst research, transcripts, market maps, and AI-generated outputs. Buyers get both source data and interpreted signals for faster decisions across GTM, investment, and strategy workflows.

CB Insights uses custom pricing tied to product lines such as Strategy Terminal, Browser Analyst, and Data Solutions. Buyers typically choose seats for research users or data access packages for integrations, analytics, and embedded workflows.