VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
CB Insights Review, Pricing, and Features
CB Insights
Domain Rating by Ahrefs
CB Insights is an enterprise intelligence service for strategy, innovation, venture, corporate development, M&A, and investment teams. It maps private and public companies, investors, deals, markets, and competitive signals, with AI scouting and workflow integrations. Pricing and data-feed scope are commercial discussions.
Best for
- Corporate strategy, innovation, venture, M&A, and investment teams researching private companies, markets, deals, and competitive signals.
- Enterprise buyers comparing market-intelligence platforms where request-pricing pages and AI workflows qualify high-value leads.
- Teams working with private-company intelligence and predictive market signals rather than public-equity portfolio analytics.
Watch out
- CB Insights pricing is request-based, so it is not a fit for casual users or teams needing self-serve low-cost access.
- The platform is strongest for private companies, markets, deals, and strategy workflows, not public-market trading or portfolio tracking.
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Pricing
Contact for pricing · Enterprise · 3 plans
Browser Analyst
Strategy Terminal
Data Solutions
Key features
- Research coverage for private and public companies, investors, funding rounds, M&A, business relationships, earnings, markets, and competitive markets.
- Company profiles, market analytics, visual dashboards, deal analysis, and sector tracking to map markets and competitors.
- Mosaic Score and other proprietary measures to evaluate private-company health and growth signals.
- Strategy Terminal, Browser Analyst, ChatCBI, and team-of-agents workflows for AI-assisted scouting, briefs, trend discovery, and market analysis.
- Access to CB Insights data into workflows through Excel, Salesforce, Microsoft 365 Copilot, Snowflake, Zapier, Affinity, A2A, MCP-style, and data-solution integrations where licensed.
- Feeds and data solutions for structured company, transaction, relationship, scouting, and proprietary signal datasets.
- Support corporate strategy, innovation, venture sourcing, M&A monitoring, competitive intelligence, and market-mapping workflows.
- Enterprise access: Browser Analyst, platform access, feeds, and data solutions use request-based pricing rather than self-serve tiers.
- CB Insights is a private-market and strategy-intelligence product, not a broker, retail stock screener, portfolio accounting system, or low-cost public-equity terminal.
- Validate integration details during sales because public pages do not expose full API limits, data schemas, or commercial redistribution terms.
FAQ
Is CB Insights free?
No. CB Insights does not offer a free plan. Expect other pricing when you onboard. Check the vendor site for the most recent offers. Enterprise quotes are handled directly with the vendor.
Who is CB Insights best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does CB Insights support?
You can use CB Insights on Web and Mobile. CB Insights offers an API. Integrations include Salesforce, Microsoft Excel, Microsoft 365 Copilot, Snowflake, Affinity, Zapier + 2 more.
Which markets does CB Insights cover?
CB Insights covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks and Other.
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I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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