CB Insights
CB Insights is a enterprise market intelligence platform for company, market and private capital research.
Analyst Perspective
CB Insights is a private US-based B2B market intelligence software company that provides a subscription platform, APIs and analyst services focused on company, market and private capital intelligence. Its core product, Strategy Terminal, helps enterprise users discover, analyse and monitor companies and sectors using proprietary datasets, predictive scoring models, analyst research and workflow tools. The business also offers conversational access through ChatCBI, programmatic data feeds, browser and mobile access, and managed research services for due diligence and scouting. The company makes money primarily from high-value enterprise subscriptions, data licensing and premium research services. Its buyers are corporate strategy teams, innovation teams, M&A and corporate development teams, venture capital and private equity investors, analysts, data teams and other enterprise users who need structured intelligence on companies, markets and emerging technologies.
Analyst Signal Briefing
Updated: 2 Jul 2026CB Insights has expanded its product ecosystem by integrating private-market intelligence natively into Microsoft 365 Copilot, Excel, and Glean’s Work AI platform via the Model Context Protocol (MCP). These updates, alongside native connections to ChatGPT and Claude, reinforce a strategic focus on embedding proprietary signals directly into enterprise AI workflows. Furthermore, the firm has launched a new people search tool and expanded its equity deal coverage to enhance sourcing capabilities, facilitating the delivery of structured data for real-time analysis and financial modelling.
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Key insights about CB Insights
Category Differentiation
CB Insights is a B2B market intelligence and analytics company, not a consumer banking, credit bureau or business credit scoring provider. It is closer to PitchBook, Crunchbase and Preqin than to general web analytics or adtech platforms.
CB Insights: About
CB Insights operates a B2B intelligence model built around proprietary data collection, verification, predictive analytics and analyst research. It packages this intelligence as enterprise software seats, API and data feed access, and managed research services. Value is created by reducing research time, improving market visibility and supporting strategic workflows such as deal sourcing, due diligence, competitive analysis and technology scouting.
How CB Insights Works & Monetises
Business model analysis and core revenue streams
The company uses a high-ticket enterprise subscription model for its platform products, complemented by data licensing for APIs and feeds and service revenue from analyst-led and hybrid research offerings. Commercial structure appears to be custom-quoted annual contracts based on seats, access level, integrations and service scope, with upsell paths into premium research, due diligence support and embedded data delivery.
Revenue Channels
Products & Services in Categories
Verified structural categorizations from the graph
CB Insights: Key Competitors & Alternatives
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Private markets data and analytics platform for institutional professionals.
Recent Signals (CB Insights)
CB Insights Integrates with Microsoft 365 Copilot
CB Insights announced an official Microsoft connector that brings its private-market intelligence into Microsoft 365 Copilot Chat, the Researcher agent, Copilot in Excel, and Copilot Cowork. The integration is delivered as an MCP (Model Context Protocol) powered connector that queries CB Insights live at request time, returning vetted and structured private company data, market maps, funding and deal activity, investor insights, competitive intelligence and analyst research directly into Microsoft workflows. CB Insights said the connector enables natural-language queries and the insertion of up-to-date market signals into Excel for analysis, modeling and decision-making. Microsoft highlighted the value of domain-specific intelligence inside Copilot. The connector is available via a Bring Your Own License model, with customers licensing CB Insights directly.
Read original sourceCB Insights Integrates Private Company Data into Glean AI
CB Insights announced a partnership with enterprise AI company Glean to make CB Insights’ validated private company data and market intelligence available inside Glean’s Work AI platform. The integration — which leverages the Model Context Protocol (MCP) — surfaces CB Insights’ proprietary signals (private company profiles, funding activity, market trends, Mosaic™ scores, and analyst research) alongside an organization’s internal knowledge. The partnership launches with Glean for Financial Services and aims to let users query combined internal and external data in natural language to support research, diligence, strategy and business development workflows. Karl Kong (CEO, CB Insights) and Zubin Irani (VP Partnerships, Glean) are quoted on the benefits of combining internal context with external market intelligence.
Read original sourceCB Insights launches new people search and MCP support for Copilot and Excel
Discover top leaders with powerful new people search. Enrich your AI agents with our data via MCP, now with native support for Copilot and Excel.
Read original sourceCB Insights: Frequently Asked Questions
What is CB Insights?
CB Insights is a private market intelligence company that sells enterprise software, data feeds and research for analysing companies, markets and technology trends.
Who uses CB Insights?
Its users include corporate strategy teams, innovation and M&A teams, investors, analysts, sales teams and enterprise data teams.
How does CB Insights make money?
It earns revenue from enterprise subscriptions, API and data licensing, and premium research or managed intelligence services.
Company Facts
- Founded
- 2009
- Headquarters
- 498 Seventh Avenue 12th Floor, New York, New York, 10018, United States
- Core Segment
- B2B SaaS Provider
- Company Size
- 201–500
- Official Link
- cbinsights.com