★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
CB Insights Review, Pricing, and Features
CB Insights
CB Insights is an enterprise market-intelligence platform for strategy, innovation, venture, corporate development, M&A, and investment teams researching private companies, public companies, investors, deals, markets, business relationships, and competitive signals. It is strongest for private-market intelligence, AI-assisted scouting, market maps, predictive scores, and workflow integrations, but pricing is request-based and data feeds or enterprise integrations require commercial scope.
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Pricing
Contact for pricing · Enterprise · 3 plans
Browser Analyst
Enterprise Platform
Data Solutions
Key features
- Research coverage for private and public companies, investors, funding rounds, M&A, business relationships, earnings, markets, and competitive landscapes.
- Company profiles, market analytics, visual dashboards, deal insights, 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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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.
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