VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing CB Insights and Tegus will find that Both CB Insights and Tegus concentrate on Sheets / Excel Add-ins, Data Visualizations, and AI workflows, making them natural alternatives for similar investment research jobs. CB Insights leans into Data APIs, Screeners, and Acquisitions, which can be decisive for teams that need depth over breadth. Tegus stands out with Transcripts, Improved Filings, and Financials that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
CB Insights vs Tegus
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- CB Insights adds Data APIs, Screeners, Acquisitions, and Newsletters coverage that Tegus skips.
- Tegus includes Transcripts, Improved Filings, Financials, and Alerts categories that CB Insights omits.
- CB Insights highlights: Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets..
- Tegus is known for: Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..
CB Insights
cbinsights.com
An enterprise-grade market intelligence platform covering both private and public companies. CB Insights combines company profiles, deal tracking, and predictive scoring with AI-powered search and visual analytics. APIs and enterprise integrations (Salesforce, Excel, Snowflake, Microsoft 365 Copilot) are available on paid plans. A 10-day free trial is offered for new users.
Platforms
Pricing
Quick highlights
- Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
- APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
- 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.
Tegus
tegus.com
Tegus is a unified research platform that blends expert-call transcripts, SEC filings, financial models, and benchmarking dashboards into one workflow. It features AI-generated transcript summaries, advanced filing search, and pre-built industry comps. Analyst-built Excel models integrate directly via an add-in, and the platform offers a transparent Expert Calls service for custom interviews. Subscriptions are seat or enterprise-based through AlphaSense, with free trials available but no public pricing.
Platforms
Pricing
Quick highlights
- Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
- AI-generated summaries and topic tagging to help navigate transcripts quickly.
- Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
- Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
- Financial Models library with analyst-built Excel models, pre-set templates (DCF, LBO, M&A), and one-click updates through the Tegus Excel Add-in.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
CB Insights
Distinct strengths include:
- Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
- APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
- 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.
Tegus
Distinct strengths include:
- Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
- AI-generated summaries and topic tagging to help navigate transcripts quickly.
- Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
- Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
Feature-by-feature breakdown
| Attribute | CB Insights | Tegus |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Sheets / Excel Add-ins, Data Visualizations, AI Unique: Data APIs, Screeners, Acquisitions, Newsletters | Shared: Sheets / Excel Add-ins, Data Visualizations, AI Unique: Transcripts, Improved Filings, Financials, Alerts |
Asset types Supported asset classes and universes | Stocks, Other | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile, API | Web, Mobile |
Pricing High-level pricing models | Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do CB Insights and Tegus both support?
Both platforms cover Sheets / Excel Add-ins, Data Visualizations, and AI workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do CB Insights and Tegus require subscriptions?
Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.
How can you access CB Insights and Tegus?
Both CB Insights and Tegus support web and mobile access, making it easy to keep tabs on research away from the desk.
What unique strengths set the two platforms apart?
CB Insights differentiates itself with Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets., whereas Tegus stands out for Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..
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.