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CB Insights

Financeby CB Insights
Launched Mar 4, 2026 on ChatGPTLaunched Mar 25, 2026 on Claude

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.

15ChatGPT Tools
15Claude Tools
CB InsightsDeveloper
FinanceCategory

Use Cases

financial-services

Available Tools

ChatCBI

api_chatcbi
Full Description

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.

Parameters (0 required, 2 optional)
Optional
chatIDstring

A unique id for the conversation, for use with multi-turn conversations. A chatID is returned in the initial response.

messagestring

The message to send.

CB Insights RAG

api_rag
Full Description

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.

Parameters (0 required, 1 optional)
Optional
messagestring

The message to send. The total length of the message must be under 10,000 characters.

Company Advanced Search

company_advanced_search
Full Description

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.

Parameters (1 required, 1 optional)
Required
querystring

Natural language query describing companies to find

Optional
limitinteger

Maximum number of results to return

Default: 25

Get Company Acquisitions

get_company_acquisitions
Full Description

Get acquisitions made by a company or investor from CB Insights.

Returns acquisitions with target company, date, price, and acquirer details.

Accepts either an id_org (from match_auto) or an org_name (resolved automatically).

Examples: get_company_acquisitions(id_org=12345) get_company_acquisitions(org_name="Microsoft") get_company_acquisitions(org_name="Apple", limit=10)

Parameters (0 required, 4 optional)
Optional
id_orginteger

CBI entity ID (from match_auto or a previous tool call). Provide this OR org_name.

Default: null
limitinteger

Maximum number of acquisitions to return

Default: 20
offsetinteger

Offset for pagination

Default: 0
org_namestring

Company or investor name to look up. Provide this OR id_org.

Default: null

Get Company Competitors

get_company_competitors
Full Description

Get competitors for a company from CB Insights.

Returns competitors identified by CBI's algorithm, including competitor names, IDs, total funding, Mosaic scores, and relevancy rankings.

Accepts either an id_org (from match_auto) or an org_name (resolved automatically).

Examples: get_company_competitors(id_org=12345) get_company_competitors(org_name="Snowflake")

Parameters (0 required, 2 optional)
Optional
id_orginteger

CBI entity ID (from match_auto or a previous tool call). Provide this OR org_name.

Default: null
org_namestring

Company or investor name to look up. Provide this OR id_org.

Default: null

Get Company Exits

get_company_exits
Full Description

Get exits (IPOs, M&A) for a company or investor from CB Insights.

Returns exit events with dates, types, valuations, and involved parties. Supports optional date range filtering.

Accepts either an id_org (from match_auto) or an org_name (resolved automatically).

Examples: get_company_exits(id_org=12345) get_company_exits(org_name="Andreessen Horowitz") get_company_exits(org_name="SoftBank", start_date="2023-01-01", end_date="2025-01-01")

Parameters (0 required, 4 optional)
Optional
end_datestring

End date filter (inclusive), format YYYY-MM-DD

Default: null
id_orginteger

CBI entity ID (from match_auto or a previous tool call). Provide this OR org_name.

Default: null
org_namestring

Company or investor name to look up. Provide this OR id_org.

Default: null
start_datestring

Start date filter (inclusive), format YYYY-MM-DD

Default: null

Get Company Funding

get_company_funding
Full Description

Get funding round history for a company or investor from CB Insights.

Returns funding rounds with dates, amounts, round types (Series A, B, etc.), participating investors, and valuation ranges when available.

Accepts either an id_org (from match_auto) or an org_name (resolved automatically).

Examples: get_company_funding(id_org=12345) get_company_funding(org_name="Stripe")

Parameters (0 required, 2 optional)
Optional
id_orginteger

CBI entity ID (from match_auto or a previous tool call). Provide this OR org_name.

Default: null
org_namestring

Company or investor name to look up. Provide this OR id_org.

Default: null

Get Company Investments

get_company_investments
Full Description

Get investments made by a company or investor from CB Insights.

Returns investment rounds the entity has participated in, including the portfolio company, round type, date, and amount.

Accepts either an id_org (from match_auto) or an org_name (resolved automatically).

Examples: get_company_investments(id_org=12345) get_company_investments(org_name="Sequoia Capital") get_company_investments(org_name="Google", limit=10, offset=0)

Parameters (0 required, 4 optional)
Optional
id_orginteger

CBI entity ID (from match_auto or a previous tool call). Provide this OR org_name.

Default: null
limitinteger

Maximum number of investments to return

Default: 20
offsetinteger

Offset for pagination

Default: 0
org_namestring

Company or investor name to look up. Provide this OR id_org.

Default: null

Get Company Investors

get_company_investors
Full Description

Get investors for a company or investor from CB Insights.

Returns investors who have participated in funding rounds, including investor names, IDs, round participation details, and lead investor status.

Accepts either an id_org (from match_auto) or an org_name (resolved automatically).

Examples: get_company_investors(id_org=12345) get_company_investors(org_name="Stripe")

Parameters (0 required, 2 optional)
Optional
id_orginteger

CBI entity ID (from match_auto or a previous tool call). Provide this OR org_name.

Default: null
org_namestring

Company or investor name to look up. Provide this OR id_org.

Default: null

Get Company Markets

get_company_markets
Full Description

Get market maps that include a company from CB Insights.

Returns the markets (industry landscapes) where this company appears, including the market name, description, industries, and metadata.

Accepts either an id_org (from match_auto) or an org_name (resolved automatically).

Examples: get_company_markets(id_org=12345) get_company_markets(org_name="Databricks")

Parameters (0 required, 2 optional)
Optional
id_orginteger

CBI entity ID (from match_auto or a previous tool call). Provide this OR org_name.

Default: null
org_namestring

Company or investor name to look up. Provide this OR id_org.

Default: null

Get Company News

get_company_news
Full Description

Get recent news articles for a company or investor from CB Insights.

Returns news articles with dates, titles, content snippets, source URLs, and other organizations mentioned in the same articles.

Supports date range filtering and pagination.

Accepts either an id_org (from match_auto) or an org_name (resolved automatically).

Examples: get_company_news(id_org=12345) get_company_news(org_name="OpenAI", limit=10) get_company_news(org_name="Anthropic", start_date="2025-01-01", end_date="2025-06-01")

Parameters (0 required, 6 optional)
Optional
end_datestring

End date filter (inclusive), format YYYY-MM-DD

Default: null
id_orginteger

CBI entity ID (from match_auto or a previous tool call). Provide this OR org_name.

Default: null
limitinteger

Maximum number of news articles to return

Default: 10
offsetinteger

Offset for pagination

Default: 0
org_namestring

Company or investor name to look up. Provide this OR id_org.

Default: null
start_datestring

Start date filter (inclusive), format YYYY-MM-DD

Default: null

Get Company Outlook

get_company_outlook
Full Description

Get outlook data for a company from CB Insights.

Bundles three ProfileService RPCs into one tool:

  • Mosaic scores with insights, percentiles, and 1-year deltas
  • Exit probability (IPO/M&A) with contributing signals
  • Commercial maturity and technology readiness levels

Accepts either an id_org (from match_auto) or an org_name (resolved automatically).

Examples: get_company_outlook(id_org=12345) get_company_outlook(org_name="Databricks")

Parameters (0 required, 2 optional)
Optional
id_orginteger

CBI entity ID (from match_auto or a previous tool call). Provide this OR org_name.

Default: null
org_namestring

Company or investor name to look up. Provide this OR id_org.

Default: null

Get Company Profile

get_company_profile
Full Description

Get a company or investor profile overview from CB Insights.

Returns key information: name, description, website, HQ location, founded year, status (alive/acquired/IPO/dead), total funding, Mosaic score, headcount, sector/industry classification, and market maps.

Accepts either an id_org (from match_auto) or an org_name (resolved automatically).

Examples: get_company_profile(id_org=12345) get_company_profile(org_name="OpenAI") get_company_profile(org_name="Sequoia Capital")

Parameters (0 required, 2 optional)
Optional
id_orginteger

CBI entity ID (from match_auto or a previous tool call). Provide this OR org_name.

Default: null
org_namestring

Company or investor name to look up. Provide this OR id_org.

Default: null

Get Company Relationships

get_company_relationships
Full Description

Get business relationships for a company from CB Insights.

Returns partnerships, supplier/customer relationships, and other business connections identified for the entity.

Accepts either an id_org (from match_auto) or an org_name (resolved automatically).

Examples: get_company_relationships(id_org=12345) get_company_relationships(org_name="Salesforce") get_company_relationships(org_name="AWS", limit=10)

Parameters (0 required, 4 optional)
Optional
id_orginteger

CBI entity ID (from match_auto or a previous tool call). Provide this OR org_name.

Default: null
limitinteger

Maximum number of relationships to return

Default: 20
offsetinteger

Offset for pagination

Default: 0
org_namestring

Company or investor name to look up. Provide this OR id_org.

Default: null

Get Company Revenue

get_company_revenue
Full Description

Get revenue data for a company from CB Insights.

Returns estimated and reported revenue figures, revenue ranges, and historical revenue data when available.

Accepts either an id_org (from match_auto) or an org_name (resolved automatically).

Examples: get_company_revenue(id_org=12345) get_company_revenue(org_name="Stripe")

Parameters (0 required, 2 optional)
Optional
id_orginteger

CBI entity ID (from match_auto or a previous tool call). Provide this OR org_name.

Default: null
org_namestring

Company or investor name to look up. Provide this OR id_org.

Default: null