Insights are good.
Action is better.
Hire our AI agents to instantly tackle research, diligence,
briefings, and more. Save months of work. Put one agent —
or the whole squad — to work today.
See the Commercial Due Diligence Accelerator in action
Have your AI talk to our AI — a specialist on our data and insight
Serves as a general purpose CB Insights agent that is trained to surface and analyze the most relevant data and insight from CB Insights. Your AI and agents can use these outputs directly or integrate them into their own. A powerful way to bring our intelligence into your own AI.
Scours the news for your next big idea
Keeps you a step ahead. Monitors what’s happening in the world and gives you your big ideas for the day. Opportunities for growth. Threats to counter. All based on your interests and company. It’s like a team of researchers working on your behalf.
Crack accounts faster, end slow ramp-ups
Ramps up reps fast with deep account understanding, prioritization of accounts across their territories, tailored pitches, proactive outreach plans, and competitive intelligence. Prevents the loss of selling time after territory and account changes.
Detect high upside partnership and sales opportunities
Keeps constant watch on the companies and sectors you care about and surfaces new opportunities. Uses signals like funding, financial thresholds, and competitor or partner wins. Provides presentation ready analysis and communications to reach out.
Fast-track the legwork, improve the outcome
Slashes due diligence timelines. Provides deep, actionable commercial insights, competitor benchmarks, market positions, and critical risk assessments, turning weeks of diligence into hours. Automatically conducts and analyzes expert interviews with target firms.
Prevent missing strategic targets
Eliminates the regret of overlooked acquisition opportunities. Identifies promising early-stage disruptors and acquisition ready assets precisely and before competitors even notice them.
Generate rich analytical research and reports
Does all your research legwork and analysis, building on CB Insights’ verified data. Compiles comprehensive presentation ready research. Just set a target – there are no limits on the companies, tech markets, or competitors that you can investigate.
Stay one step ahead of your competitors
Identifies what competitors are buying, building, and investing in – a living breathing roadmap of where they are headed, before it shows up in their financials. Also includes earnings insights for public competitors.
Rapid-fire, CEO-ready competitive intel
Analyzes public company earnings. Proactively sends you the results right after the earnings call for companies and competitors you track. Includes what’s changed from prior calls and what strategic bets they’re making. Includes access to underlying earnings transcripts, releases, supplemental documents, and financial performance.
Included in our Strategy Terminal and mobile app – access it on public company profiles, plus get email updates for companies you track.
Instant X-ray of known customer, vendor, and partner relationships to reveal a company’s strategy
Scans relationships and reveals what they mean for a company’s strategy and next move. Identifies new sales opportunities, supplier risks, and emerging competitor ties. One tap brings you to the full web of relationship data and supporting documents.
Included in the CB Insights Strategy Terminal – access it on company profiles.
Instant analyst-grade SWOT analyses on command
Analyzes private companies using our proprietary data and signals, factoring in broader industry landscape and recent events. Compiles a presentation ready report with citations.
Smarter agents start with smarter context
Our agents have the most powerful context about the world outside your company’s four walls. They run on the double-verified insights in our Business Graph – our predictive model of the world’s companies and markets.
Data aggregation
Rigorous data collection through automated and manual processes
Rich data sources across primary and secondary sources
Data verification
Automated checks with machine learning and automation
Human oversight by data analysts and an expert research team
Trusted insight
Comprehensive Data
Company profiles
Market profiles
Proprietary Data Science
Mosaic Score
Exit Probability
Commercial Maturity
AI-Powered Insights
ChatCBI™
Wherever strategy happens,
our team of agents is there
| Agents | In CB Insights’ Strategy Terminal |
In Microsoft 365 Copilot | In Snowflake | Through API & Custom Solutions |
|---|---|---|---|---|
| Deep analyst |
In CB Insights’ Strategy Terminal
|
In Microsoft 365 Copilot
|
In Snowflake
|
Through API & Custom Solutions
|
| Competitive sentinel |
In CB Insights’ Strategy Terminal
|
In Microsoft 365 Copilot
|
In Snowflake
|
Through API & Custom Solutions
|
| Scouting report |
In CB Insights’ Strategy Terminal
|
In Microsoft 365 Copilot
|
In Snowflake
|
Through API & Custom Solutions
|
| Commercial due diligence accelerator |
In CB Insights’ Strategy Terminal
|
In Microsoft 365 Copilot
|
In Snowflake
|
Through API & Custom Solutions
|
| Acquisition hunter |
In CB Insights’ Strategy Terminal
|
In Microsoft 365 Copilot
|
In Snowflake
|
Through API & Custom Solutions
|
| Partner and new business finder |
In CB Insights’ Strategy Terminal
|
In Microsoft 365 Copilot
|
In Snowflake
|
Through API & Custom Solutions
|
| Sales account planner | In CB Insights’ Strategy Terminal |
In Microsoft 365 Copilot
|
In Snowflake
|
Through API & Custom Solutions
|
| Personal briefing |
In CB Insights’ Strategy Terminal
|
In Microsoft 365 Copilot | In Snowflake |
Through API & Custom Solutions
|
| ChatCBI™ |
In CB Insights’ Strategy Terminal
|
In Microsoft 365 Copilot | In Snowflake |
Through API & Custom Solutions
|
