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CB Insights

by CB Insights

Overview

Unleash Claude as your private markets research agent. Source companies, build market maps, draft investment memos, and monitor competitors — all powered by CB Insights' predictive intelligence. Tap into 11M+ double-validated company profiles, leading coverage of recent equity deals, proprietary taxonomies, unique scores, hidden signals, and over 20 years of bleeding-edge technology research to identify and analyze relevant, high-potential companies ahead of your competition. Built for corporate strategists seeking acquisition targets, VCs screening deal flow, and business development teams hunting new partners. If your work involves private companies, CB Insights delivers the insight you need to make your next move first.

Tools

get_company_acquisitions

ChatGPT
Return acquisitions, M&A deals, mergers, buyouts, and takeovers made by a company or investor, ordered by most recent deal. Use search_deals for M&A deal filtering capabilities, including 50+ attribute filters.

get_company_buyer_transcripts

ChatGPT
Return buyer/customer interview transcripts about a company — interviews with software buyers describing their evaluation, purchase, and experience with the company's products. Use when the user asks for qualitative buyer feedback, customer interviews, voice-of-customer content, or firsthand accounts of a company's products. Fields returned: - transcripts: list of buyer interview transcripts. Each transcript has: - transcript_id: stable identifier for the transcript. - title: title of the interview transcript. - event_date: date the interview took place (ISO format, may be empty). - content: full body of the interview transcript.

get_company_competitors

ChatGPT
Returns a list of competitors, similar companies, peers, challengers, and incumbents for a target company. To filter competitors by product type and 50+ attributes, use search_companies tool.

get_company_exits

ChatGPT
Return a list of exits (e.g. IPOs, mergers, acquisitions, going public, dissolutions, SPACs, buyouts, and other liquidity events) for a company or investor. To search for exits of multiple companies with 50+ filters, use the search_companies tool.

get_company_funding

ChatGPT
Return a list of funding rounds (e.g. pre-seed, seed, Series A-F, growth, late-stage) for a company or investor, including round dates, amounts, lead and participating investors, and valuation ranges when available. For multi-company searches with 50+ attribute filters, use search_deals tool.

get_company_funding_window

ChatGPT
Predict when a company will raise its next funding round (funding window, fundraise timing, likelihood to raise, next round prediction). Returns the predicted fundraising window (start and end date), the company's current phase relative to that window (pre/in/post), the peer cohort of similar companies used to derive the prediction, the percentage of peer companies that historically raised a next round, and the median days to next funding. Set verbose=True to include the full time-to-funding histogram. Accepts either an id_org or an org_name.

get_company_headcount

ChatGPT
Return structured quantitative metrics about a company's employee count and open job postings. Use when the user asks for specific numbers such as headcount, headcount growth rates, number of open positions, or momentum score. Do NOT use for questions about hiring strategy, workforce strategy, talent philosophy, workforce trends, or hiring outlook — use get_company_hiring_insights for those. Fields returned: - total_headcount, total_headcount_as_of: most recent total employee count and the date it was measured. - six_month_growth_pct, one_year_growth_pct, two_year_growth_pct: headcount growth over the trailing 6 months / 1 year / 2 years, as a percentage. - headcount_history: monthly total headcount over the past 2 years (oldest to newest). Each point has as_of_date, headcount, and percent_change_pct (change from the prior data point, when available). - department_distribution, country_distribution: object with as_of_date and a points list. Each point has name, headcount, and pct_of_total (the headcount as a percentage of the sum of all categorized headcounts in that distribution; sums to ~100). Sorted by headcount descending. - open_positions: count of open job postings for the most recent target month. - target_month: month that hiring stats (open positions, momentum) were captured. - hiring_intensity: percentage of open job positions to total headcount, indicating the company's hiring rate relative to its current workforce size. - momentum_score: a CBI proprietary index used to compare hiring activity across companies, accounting for company size. A larger company hiring at the same rate of job openings as a percentage of total headcount will have a higher momentum score than a smaller company with the same rate. The average momentum score is around 5 out of 100. - momentum_score_percentile: the percentile ranking of a company's momentum score compared to all other companies in the dataset, indicating what percentage of companies have lower momentum scores. For example, a company in the 99th percentile means 99% of other companies have lower momentum scores, placing it in the top 1% of hiring momentum.

get_company_hiring_insights

ChatGPT
Return an AI-generated narrative about a company's hiring activity, talent strategy, workforce trends, and hiring outlook, based on CB Insights analysis.

get_company_investments

ChatGPT
Return a list of investments (rounds an entity has backed, led, or co-invested in) made by a company or investor, including the portfolio company, round type, date, and amount. To filter investments across multiple investors with 50+ attribute filters, use the search_deals tool.

get_company_investors

ChatGPT
Return a list of investors (e.g. VCs, angels, lead investors, participating investors, backers) who have funded a company, including round participation details and lead investor status. To filter investors by type, geography, fund size, or 50+ other attributes, use search_investors instead.

get_company_markets

ChatGPT
Return a list of market maps (e.g. industry landscapes, sectors, ESP categories, verticals, segments) that include a company, with the market name, description, and associated industries.

get_company_news

ChatGPT
Return a list of recent news articles (e.g. press releases, announcements, headlines, media coverage, mentions) for a company or investor, including dates, titles, content snippets, source URLs, and other organizations mentioned in the same articles.

get_company_outlook

ChatGPT
Return forward-looking outlook data for a company, including Mosaic scores (with insights, percentiles, and 1-year deltas), exit probability (IPO/M&A) with contributing signals, and commercial maturity / technology readiness levels (TRL). Mosaic is a 0-1000 health/growth score for private companies (>600 signals a higher likelihood of IPO, unicorn status, or favorable exit).

get_company_profile

ChatGPT
Return a profile overview for a company or investor, including name, description, website, HQ location, founded year, status (e.g. alive, acquired, IPO, dead), total funding, Mosaic score, headcount, sector/industry classification, and market maps. To find or filter companies and investors by 50+ attributes, use search_companies or search_investors instead.

get_company_relationships

ChatGPT
Return all business relationships for a company (e.g. partnerships, suppliers, customers, vendors, licensees), ordered by most recent. To filter by relationship type (i.e. client of company, integration partners), industry, or 50+ attributes to find connections between specific companies, use search_relationships instead.

get_company_revenue

ChatGPT
Return revenue data for a company, including estimated and reported revenue figures, revenue ranges, and historical revenue when available.

get_earnings_call_transcript

ChatGPT
Return the full transcript for a single earnings call (quarterly results, analyst call, investor call) for a public company, including all speaker paragraphs in order. Defaults to the most recent earnings call. To compare multiple earnings periods, call this tool in parallel once per period.

get_rag_data

ChatGPT
Retrieve structured data from CB Insights in response to a natural-language query. Returns raw data objects spanning companies, deals, funding, markets, research, earnings call insights, business relationships, hiring trends, key developments, and more. Use this when you need factual, structured CB Insights data to analyze or reference — not when you need a conversational answer. The response includes a 'data' field with JSON-encoded results keyed by data source (e.g. companySearch, dealSearch, cbiResearch, markets) and a 'guidance' field describing what each source contains. Keywords: RAG, data, structured, retrieval, facts, companies, deals, earnings, hiring, developments, chart, graph, metrics, table, knowledge base.

search_companies

ChatGPT
Return a list of companies with filters for industry, market, technology, geography, headcount, revenue, funding stage, Mosaic score, and 50+ other attributes — combines them into search combinations automatically. Use get_company_profile instead when you already know the specific company you want.

search_deals

ChatGPT
Return a list of funding deals with filters for industry, market, technology, geography, deal size (millions USD), deal date, investment stage (i.e. seed, Series A-F, growth, IPO, PIPE, debt, convertible, etc.), investor, lead investor and 50+ other attributes. Not for use with other deal types, such as licensing deals, partnerships, and agreements - use search_relationships instead.

search_investors

ChatGPT
Search for investors — including venture capital firms (VCs), private equity funds (PE), angel investors, family offices, corporate venture arms, and hedge funds — with filters for investor type, geography (country, region), founded year, investment stage (seed, Series A/B/C, growth, late stage), assets under management (AUM), fund size, deal activity (deal size, valuation, deal count, exits, exit valuation), co-investors, and portfolio company attributes (i.e. industry, market, technology, geography, others).

search_relationships

ChatGPT
Search for business partnerships, alliances, collaborations, agreements, and other ongoing business connections between companies or across industries. Supports filters for relationship type (partnership, vendor/client, licensing agreement, licensor/licensee, supplier/distributor, sponsorship), partner attributes (industry, geography, size, 50+ others), time period, and connections involving one or two specific companies or industries. Use this tool for queries like: partnerships between two industries, cross-sector collaborations, vendor relationships in a market, licensing deals between companies, supply chain connections, sponsorship deals, and strategic alliances. Use get_company_relationships instead for an unfiltered list of every business connection a single named company has.

search_research

ChatGPT
Return a list of CB Insights proprietary research with filters for research topics, industries, keywords, specific organizations, research type (market maps, research briefs, state of reports, future of reports, competitor analysis, top company lists, big tech reports, buyer perspective reports, investment thesis maps, customer sentiment, webinars, markets), and publish date.

api_chatcbi

Claude

api_rag

Claude

get_company_acquisitions

Claude

get_company_competitors

Claude

get_company_exits

Claude

get_company_funding

Claude

get_company_investments

Claude

get_company_investors

Claude

get_company_markets

Claude

get_company_news

Claude

get_company_outlook

Claude

get_company_profile

Claude

get_company_relationships

Claude

get_company_revenue

Claude

App Stats

38

Tools

1

Prompts

Apr 11, 2026

First seen

ChatGPT, Claude

Platforms

Works with

ChatGPT
Claude

Data refreshed daily