Tool Comparison
CB Insights vs Special Situations Digest
- Paid from
- On request
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want APIs & data feeds, sheets / excel add-ins, and AI research.
- Paid from
- $25/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, news, and alerts.
Pick CB Insights if
CB Insights
Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You want APIs & data feeds, sheets / excel add-ins, and AI research.
Pick Special Situations Digest if
Special Situations Digest
Free • From $300/yr · Web
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, news, and alerts.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
CB Insights and Special Situations Digest cover a lot of the same ground (4 shared categories, including screeners, data visualizations, and corporate actions & special situations), so for the basics you won't go far wrong with either. CB Insights includes APIs & data feeds and sheets / excel add-ins, and Special Situations Digest includes stock ideas and news.
What readers say
CB Insights
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Special Situations Digest
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Key differences at a glance
- Free plan
- Special Situations Digest
- Free trial
- Special Situations Digest14 days
- Mobile app
- CB Insights
- API access
- CB Insights
- Real-time data
- Special Situations Digest
- Asset coverage
- Special Situations DigestAdds closed-end funds
What CB Insights does best
- 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.
What Special Situations Digest does best
- Review weekly special-situation digests organized by catalyst type, company, ticker, country, market cap, valuation fields, and event context.
- Search published situations by company, ticker, category, country, market cap, enterprise value, or words in the analysis.
- Track activist campaigns, strategic reviews, acquisitions, divestitures, going-private deals, tender offers, spin-offs, rights offerings, buybacks, special dividends, restructurings, bankruptcy exits, SPACs, and terminated deals.
- Export Pro issues to Excel, PDF, or JSON, or copy them for use with an LLM before reviewing the source filings.
- Monitor the Live Feed for high-signal EDGAR and OTC Markets filings, with filters for catalyst type, sector, and market-cap band.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $300/yr |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | 3 limits: Browser Analyst: pricing: Request pricing, Strategy Terminal: pricing: Request pricing +1 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | No |
Integrations | Salesforce, Microsoft Excel +6 more | ChatGPT and Claude |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | Pro Retail, Institutional Investors +4 more |
Categories covered | 7 | 9 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm |
| Data & capabilities | ||
Data quality | — | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Capabilities | — | Universe builder |
| Try it | Visit CB Insights | Visit Special Situations Digest |
Standout features
The best features of CB Insights and Special Situations Digest.ShowHide
Standout features
What CB Insights does best
- 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.
What Special Situations Digest does best
- Review weekly special-situation digests organized by catalyst type, company, ticker, country, market cap, valuation fields, and event context.
- Search published situations by company, ticker, category, country, market cap, enterprise value, or words in the analysis.
- Track activist campaigns, strategic reviews, acquisitions, divestitures, going-private deals, tender offers, spin-offs, rights offerings, buybacks, special dividends, restructurings, bankruptcy exits, SPACs, and terminated deals.
- Export Pro issues to Excel, PDF, or JSON, or copy them for use with an LLM before reviewing the source filings.
- Monitor the Live Feed for high-signal EDGAR and OTC Markets filings, with filters for catalyst type, sector, and market-cap band.
All details
Every attribute we track for CB Insights and Special Situations Digest.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksOther | StocksClosed-End FundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Not specified | Pro RetailInstitutional InvestorsAnalystsFamily OfficesAsset ManagersHedge Funds |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAm |
Coverage details | Not specified | Identifiers: Ticker and CIK |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
Integrations | SalesforceMicrosoft ExcelMicrosoft 365 CopilotSnowflakeAffinityZapierA2AMCP | ChatGPTClaude |
Export formats | Not specified | ExcelPDFJSON |
| Plans & trust | ||
Capability signals | Not specified | Universe builder |
Vendor & support | CB Information Services, Inc.Country: United StatesSupport: Email and Phone | Clark Square CapitalCountry: USSupport: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 3/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Free |
| Entry paid plan | — | $300/yr≈ $25/mo“Pro (Annual)” |
| Top plan | — | $39/mo“Pro (Monthly)” |
| Custom / enterprise | Contact sales“Browser Analyst”pricing: Request pricing | Contact sales“Team” |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between CB Insights and Special Situations Digest?
CB Insights leans toward APIs & data feeds, sheets / excel add-ins, and screeners, while Special Situations Digest puts more weight on stock ideas, screeners, and news. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is CB Insights or Special Situations Digest free to use?
Special Situations Digest has a free tier, so you can get started without paying anything. CB Insights is paid-only. If budget matters, start with Special Situations Digest and see how far it takes you before opening your wallet.
Which is better for beginners: CB Insights or Special Situations Digest?
CB Insights is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use CB Insights or Special Situations Digest on my phone?
CB Insights lists a dedicated mobile app, so it travels better. Special Situations Digest doesn't list a dedicated mobile app; its documented access is web.
Does CB Insights or Special Situations Digest have an API?
CB Insights has an API for programmatic access and custom integrations. Special Situations Digest doesn't, so you're working through its interface.
Should I choose CB Insights or Special Situations Digest?
It depends on what you're after. Pick CB Insights if APIs & data feeds and sheets / excel add-ins matter to you; go with Special Situations Digest if you'd rather have stock ideas and news. And if you only need the basics both share, let price decide.
What asset classes do CB Insights and Special Situations Digest cover?
Both cover stocks and other. Special Situations Digest adds closed-end funds on top.
Does CB Insights or Special Situations Digest have real-time data?
Special Situations Digest offers real-time data, which matters if you trade actively. CB Insights runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from CB Insights and Special Situations Digest?
Special Situations Digest exports to Excel. CB Insights is stingier about getting data out.
Which has a better stock screener: CB Insights or Special Situations Digest?
Both CB Insights and Special Situations Digest include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
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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.