VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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CB Insights Review, Pricing, and Features
CB Insights
An enterprise-grade market intelligence platform covering private and public companies, investors, deals, M&A, business relationships, and public-company earnings. CB Insights combines company profiles, proprietary predictive scores, AI-generated insights, Browser Analyst workflows, and visual analytics. Data feeds, API-style delivery, Snowflake, Salesforce, Microsoft Copilot, Excel, Zapier, and MCP-style integrations are available through paid enterprise/data-solution plans; pricing is request-based.
Community votes (overall)
Pricing
Subscription · 2 plans
Data Solutions
Enterprise Platform
Key features
- Global company intelligence platform covering private and public companies, investors, deals, M&A, public-company earnings, and business relationships.
- Feeds and data solutions provide structured access to company profiles, financial transactions, business relationships, scouting reports, and proprietary data-science measures.
- Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
- Salesforce integration to embed company and investor insights into CRM workflows.
- Microsoft 365 Copilot Graph Connector to surface CB Insights data directly inside Copilot experiences.
- Snowflake delivery supports real-time access for internal AI/analytics applications without manual ETL pipelines.
- Zapier integration exposes triggers/actions for deal data, organization data, business relationships, Slack, Google Sheets, Excel, Affinity, and other workflows.
- Technology search engine and AI-generated dataset previews for discovery and trend analysis.
- Browser Analyst provides instant data-backed analysis of news, regulations, API documentation, and similar web content.
- Market analytics dashboards and visualizations for tracking sectors, competitors, and funding patterns.
- Deal Insights coverage analyzing venture investments, M&A transactions, and funding activity worldwide.
- Mosaic Score, a predictive rating system that evaluates private company health and growth potential.
- Mobile app support including search, scouting reports, and ChatCBI for conversational queries.
- Public pricing page is request-based for enterprise feeds and data solutions rather than self-serve monthly tiers.
FAQ
Is CB Insights free?
No. CB Insights does not offer a free plan. Expect subscription pricing when you onboard. Check the vendor site for the most recent offers.
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 + 1 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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Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.