CB Insights

Ask CB Insights' AI chatbot (ChatCBI) a question and receive a conversational, natural-language answer grounded in CB Insights data. Returns a formatted response with source citations, related content links, and suggested follow-up questions. Supports multi-turn conversations by passing the returned 'chatID' back in subsequent requests. Use this when the user wants a synthesized, human-readable answer rather than raw structured data. This tool takes longer than the RAG tool - if you're going to generate your own answer anyway, consider using the RAG tool instead.

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.

Search for companies using natural language. Automatically extracts keyword, industry, market, and attribute filters from the query, crosses them into search combinations, and executes the search.

Returns JSON with search_id, search_url, total_results, filter_summary, and companies.

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.

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.

Returns up to limit transcripts (default 20). Pass limit=null to return every available transcript — useful when the user asks for "all" buyer interviews or wants comprehensive voice-of-customer coverage.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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).

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.

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.

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

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.

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.

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.

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 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 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.

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.