CB Insights

What CB Insights does

CB Insights is a New York-based B2B market intelligence platform that applies predictive AI and proprietary scoring to monitor more than 12 million private and public companies across 1,600+ technology markets. The company's core product is the Strategy Terminal, a predictive AI web application that combines human-led analyst research with proprietary algorithms — including the Mosaic Score (health and growth potential with sub-scores on growth, financial strength, industry health, and management team strength), Commercial Maturity, Exit Probability (broken out by IPO and M&A), and Funding Window v2 (peer-benchmarked fundraising timing) — to surface early signals on private market opportunities. The platform is used primarily by corporate strategy, M&A, venture capital, corporate venture capital, and sales/business development teams at large enterprises to identify targets, monitor competitive landscapes, and accelerate deal sourcing and due diligence.

The company's product surface has expanded beyond the data terminal into AI-native tooling, including ChatCBI, a strategy LLM that enables natural language querying of the platform's predictive data, and Team of Agents, a suite of autonomous agents for company scouting, due diligence, M&A target identification, SWOT analysis, competitive sentinel monitoring, and commercial relationship mapping. These agents can be used inside the Strategy Terminal or accessed through external enterprise AI platforms via the company's open MCP server, which connects CB Insights data to Microsoft 365 Copilot (pre-built connector), Snowflake, Salesforce, Glean Work AI, Perplexity, and Clay CRM. The company maintains annual curated rankings — AI 100, Fintech 100, Digital Health 50, and Insurtech 50 — that serve as industry-standard recognition and demand-generation assets, with the 2026 AI 100 cohort alone having raised $10.9B in equity funding across more than 40,000 applicants.

CB Insights operates on an enterprise SaaS subscription model with quote-based pricing that third-party comparison guides cite as averaging approximately $60,000 per year for full platform access. The company combines direct enterprise field sales with a 10-day self-serve free trial and a growing channel strategy through platform integrations that embed its data into existing enterprise workflows. The legal entity is CB Information Services, Inc., incorporated in Delaware, and the company holds SOC 2 Type II certification and is GDPR compliant. Strategic acquisitions of Blockdata and VentureSource in 2020 extended the company's coverage into blockchain and venture data domains.

Name

CB Insights

Legal name

CB Information Services, Inc.

Website

https://cbinsights.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

251–500 employees

Short description

CB Insights is a market intelligence platform that uses predictive AI and proprietary scoring to monitor 12M+ private companies across 1,600+ technology markets, serving enterprise corporate strategy, M&A, venture capital, and business development teams via its Strategy Terminal, ChatCBI LLM, and Team of Agents.

Ownership category

akta.pro rank

Product category

Market Intelligence Platform

NAICS

Software Publishers (5132), Software Publishers (513210)

SIC

Services-Prepackaged Software (7372), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning & Analysis (FP&A) & BI (HDAEAMAG)

akta.pro secondary industry

B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

Keywords

• Market intelligence platform
• Predictive company analytics
• Private company data
• Venture capital intelligence
• AI-powered due diligence

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Enterprise SaaS Subscription: CB Insights operates primarily on an enterprise subscription model, with pricing varying based on client needs, data scope, and feature requirements. Annual subscription terms are standard, with fees quoted in US dollars. The MSA references Order Forms with Subscription Terms and User Limits, and firm-wide access options for enterprise-wide deployment.
2. API and Data Feed Access: Programmatic access to CB Insights data via API and data feeds, sold as a distinct product tier within the platform. API access is for internal use only per MSA terms, with restrictions on redistribution and use in competing products.
3. Custom Research and Advisory: Advanced human-led research from expert analyst teams covering key industries and technology areas, offered as a premium tier within the research portal.

Pricing tiers

Go-to-market motion3 records

Distribution channels10 records

Marketing channels7 records

Core offering

CB Insights operates a cloud-based, AI-powered market intelligence platform that continuously monitors millions of private and public companies, technology markets, and competitive signals to predict company health, growth potential, and exit outcomes. Its core deliverable is the Strategy Terminal web application, augmented by ChatCBI (a Strategy LLM), a Team of Agents for company scouting and due diligence, and proprietary predictive scores (Mosaic, Commercial Maturity, Exit Probability) covering 12M+ companies and 1,600+ technology markets.

Product overview

CB Insights is a B2B market intelligence platform providing predictive analytics and AI-powered tools for corporate strategy, venture capital, M&A, and sales/business development teams. The core product is the Strategy Terminal, a web application powered by predictive AI that monitors millions of private companies, markets, and competitive signals. The platform centers on proprietary scoring systems including Mosaic Score (health and growth potential), Commercial Maturity (competitive ability), and Exit Probability (IPO/M&A likelihood). AI capabilities are delivered through ChatCBI™ (conversational LLM interface) and Team of Agents (autonomous AI agents for company scouting, due diligence, M&A, and competitive analysis). Data products include 12M+ company profiles, 1,600+ tech market rankings, comprehensive funding and valuation history, and business relationship intelligence. Integrations include Microsoft 365 Copilot (via MCP connector), Salesforce CRM, Snowflake, Clay CRM, Perplexity, and Glean. Research products include annual rankings (AI 100, Fintech 100, Digital Health 50, Insurtech 50). The company operates an enterprise pricing model (averaging ~$60,000/year) with API and data feed options for technical integration.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategy Terminal Predictive AI web application for company discovery, analysis, and tracking. The primary CB Insights platform interface enabling enterprise users to access 12M+ company profiles, predictive scores, market maps, and AI agent capabilities for corporate strategy, M&A, venture capital, and sales/business development workflows.
• ChatCBI Strategy LLM powered with CB Insights predictive data and analysis, enabling natural language querying of private company intelligence, funding data, market maps, and competitive intelligence. Represents the conversational AI interface to the CB Insights platform.
• Team of Agents Standalone AI agent suite for company scouting, due diligence, new business acquisition, M&A target identification, and competitive analysis. Agents include instant SWOT analysis, competitive sentinel, partner finder, acquisition hunter, sales account planner, and commercial due diligence accelerator.
• API & Data Feeds Programmatic access to CB Insights private company intelligence via API and data feeds. JWT-authenticated with MCP/A2A support, enabling enterprise customers to integrate private market intelligence into their own applications and data systems for internal use.

Quantifiable outcome

• Customers achieve 2.8x more acquisitions, 6x more investments, and 4.5x more partnerships than non-users
• +4 more outcomes

Named customers9 records

Segments8 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability8 records

Feature16 records

Partnerships

Eight partnerships are on record, tiered core.

• MicrosoftcoreTechnology or Integration · 26 June 2026CB Insights launched an official connector powered by the Model Context Protocol (MCP) that integrates its private market intelligence data into Microsoft 365 Copilot, Researcher agent, Copilot in Excel, and Copilot Cowork. The integration allows users to query CB Insights data including private company information, market maps, funding activity, investor insights, and competitive intelligence directly within Microsoft tools using natural language. The connector enables workflows such as market landscape analysis, company screening, competitive monitoring, and investment research without requiring users to switch between platforms. Available through a Bring Your Own License model.
• Microsoft Copilot in Excel Partner EcosystemcoreTechnology or Integration · 25 June 2026CB Insights is featured as one of the new live data connectors in Microsoft Copilot in Excel, alongside Daloopa, FactSet, Morningstar, PitchBook, and S&P Global. This is part of Microsoft's significant update introducing Skills for reusable finance workflows and new live data connectors for Microsoft 365 Copilot customers.
• GleancoreTechnology or Integration · 17 June 2026CB Insights partnered with enterprise AI leader Glean to integrate its private company data and market intelligence into Glean's Work AI platform, starting with Glean for Financial Services. The integration allows users to combine CB Insights' external data—including funding activity, market trends, Mosaic scores, and analyst research—with Glean's internal company knowledge within AI workflows. The two platforms use the Model Context Protocol (MCP) open standard to connect AI systems with data sources.
• Glean Financial Services MCP EcosystemcoreTechnology or Integration · 16 June 2026CB Insights is part of Glean's expanded financial services MCP ecosystem, which includes market intelligence providers Crunchbase, Daloopa, FactSet, and S&P Global. The integrations enable financial services teams to bring trusted third-party financial and market data into governed, permission-aware AI workflows alongside enterprise context.
• PerplexitycoreTechnology or Integration · 27 March 2026CB Insights partnered with Perplexity to bring curated research selection into Perplexity's leading AI platform. Perplexity Max and Pro subscribers can access and cite curated CB Insights research reports covering AI, crypto, energy tech, and robotics directly within their search responses. The integration is now live, providing users with citation-backed business intelligence while extending CB Insights' market reach to Perplexity's paid subscriber base.
• ClaycoreTechnology or Integration · 7 November 2025CB Insights and Clay announced a strategic partnership to integrate CB Insights' predictive intelligence data into Clay's CRM platform. The integration provides access to proprietary signals including the CB Insights Commercial Maturity scoring to enhance demand generation and deal closing strategies for GTM teams.
• SnowflakecoreTechnology or IntegrationCB Insights data is accessible within Snowflake and optimized for use with AI, enabling enterprise data teams to incorporate private company intelligence directly into their data warehouse and analytics workflows.
• SalesforcecoreTechnology or IntegrationCB Insights offers an integration to add its private company data to Salesforce CRM records and AI agents, enabling sales and business development teams to access intelligence within their existing CRM workflow.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• PitchBook (Morningstar): Direct competitor in private market and venture capital intelligence. Both platforms serve VC, PE, and corporate strategy teams with funding data, valuations, and company profiles; PitchBook is widely considered the category leader in VC deal data, putting it in direct competition with CB Insights' core offering.
• AlphaSense: Enterprise market intelligence platform that combines proprietary private company data with broker research, filings, and AI-powered search/summarization. Competes head-to-head with CB Insights for corporate strategy, M&A, and consulting budgets and has been rapidly adding private market and AI agent capabilities.
• Crunchbase: Public/private company discovery and funding data platform serving similar enterprise strategy, VC, and business development use cases. Overlaps with CB Insights on company profiles and funding history, though typically positioned as broader and more self-serve.

Broad incumbents

• Bloomberg Terminal: Broad incumbent financial data platform used by investment banks, asset managers, and large corporates. While its primary strength is public market data, Bloomberg competes for enterprise intelligence budgets and was cited in CBI's own due diligence buyer's guide context.
• S&P Capital IQ Pro: S&P Global's enterprise financial intelligence platform offering company financials, transaction data, and screening. Overlaps with CB Insights in serving corporate strategy and PE/VC teams and is also part of the Glean/Microsoft Copilot in Excel partner ecosystem.
• FactSet: Enterprise financial data and analytics platform serving investment managers, banks, and corporates. Listed alongside CB Insights as a Microsoft Copilot in Excel live data connector, indicating overlapping customer demand for private and public market intelligence.

Emerging players

• Tracxn: Startup and private company intelligence platform with broad coverage of funding, sectors, and company profiles. A more cost-effective, emerging alternative to CB Insights for VC, PE, and corporate innovation teams, particularly outside the US.
• Dealroom.co: European-headquartered private market intelligence platform with global venture and growth data. Comparable to CB Insights on private company data and market mapping, especially for European and cross-border deal sourcing.

Others

• PitchBook Data (Morningstar) / Daloopa: Enabling data provider focused on granular public-company financial data, also part of the Glean and Microsoft Copilot in Excel partner ecosystems alongside CB Insights. They represent a complementary/co-opetitive layer in the same enterprise AI distribution fabric.
• Gartner / IDC (Market Research): Adjacent market research incumbents whose reports are often used together with CB Insights by corporate strategy and innovation teams. They compete indirectly for the 'market intelligence' budget but lack CBI's private-company predictive scoring.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/cbinsights
• LinkedInlinkedin.com/company/cb-insights
• Facebookfacebook.com/cbinsights

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds3 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CB Insights