Pricing
Market Intelligence Agents

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.

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“The Scouting Report Agent is amazing – it’s a huge time saver and lets us respond quickly with enough insight to get back to a client or be dangerous with.”
Bethany Boutin, Business & Market Intelligence Lead, Evernorth Health Service
ChatCBI
ChatCBI™
Available in:
Strategy Terminal
Strategy Terminal
Included in our Strategy Terminal.
API
API
Available via API and Model Context Protocol (MCP) – simply point your AI and agents to ChatCBI’s MCP server.

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.

Personal Briefing
Personal Briefing
Available in:
Strategy Terminal
Strategy Terminal
Included in our Strategy Terminal and mobile app – reports results in your insight feed and email alerts.
API
API
Available through data integration to your own AI tools and apps.

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.

Sales Account Planner
Sales Account Planner
Available in:
Strategy Terminal
Strategy Terminal
Included in our Strategy Terminal. Share territories and invoke account planning in ChatCBI and Watchlists.
Microsoft 365 Copilot
Microsoft 365 Copilot
Available in our Microsoft 365 Copilot Connector. Can include Microsoft Dynamics and Outlook integrations.
API
API
Available through data integration to your own AI tools and apps.

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.

Partner and New Business Finder
Partner and New Business Finder
Available in:
Strategy Terminal
Strategy Terminal
Included in our Strategy Terminal. Invoke auto-scouting capabilities using Watchlists.
Microsoft 365 Copilot
Microsoft 365 Copilot
Available in our Microsoft 365 Copilot Connector. Can include Microsoft Dynamics and Outlook integrations.
API
API
Available through data integration to your own AI tools and apps.

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.

Commerical Due Diligence Accelerator
Commercial Due Diligence Accelerator
Available in:
Strategy Terminal
Strategy Terminal
Included in our Strategy Terminal. Invoke basic diligence capabilities in ChatCBI.
Microsoft 365 Copilot
Microsoft 365 Copilot
Available in our Microsoft 365 Copilot Connector. Can include Microsoft Dynamics and Outlook integrations.
API
API
Available through data integration to your own AI tools and apps.

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.

Acquisition Hunter
Acquisition Hunter
Available in:
Strategy Terminal
Strategy Terminal
Included in our Strategy Terminal. Invoke auto-detection capabilities using Watchlists.
Microsoft 365 Copilot
Microsoft 365 Copilot
Available in our Microsoft 365 Copilot Connector. Can include Microsoft Dynamics and Outlook integrations.
API
API
Available through data integration to your own AI tools and apps.

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.

Deep Analyst
Deep Analyst
Available in:
Strategy Terminal
Strategy Terminal
Included in our Strategy Terminal. Invoke analytical report generation in ChatCBI.
Microsoft 365 Copilot
Microsoft 365 Copilot
Available in our Microsoft 365 Copilot Connector. Can include Microsoft Dynamics and Outlook integrations.
API
API
Available through data integration to your own AI tools and apps.

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.

Competitive Sentinel
Competitive Sentinel
Available in:
Strategy Terminal
Strategy Terminal
Included in our Strategy Terminal and mobile app – reports results in your insights feed.
Microsoft 365 Copilot
Microsoft 365 Copilot
Available in our Microsoft 365 Copilot Connector. Can include Microsoft Dynamics and Outlook integrations.
API
API
Available through data integration to your own AI tools and apps.

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.

Earnings Analyst
Earnings Analyst
Available in:
Microsoft 365 Copilot
Microsoft 365 Copilot
Available in our Microsoft 365 Copilot Connector. Can include Microsoft Dynamics and Outlook integrations.
Custom Integration
Custom Integration

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.

Business Relationship Analyst
Business Relationship Analyst
Available in:
Microsoft 365 Copilot
Microsoft 365 Copilot
Available in our Microsoft 365 Copilot Connector. Can include Microsoft Dynamics and Outlook integrations.
Custom Integration
Custom Integration

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.

Scouting Report
Scouting Report
Available in:
Strategy Terminal
Strategy Terminal
Included in our Strategy Terminal, mobile app, and browser analyst.
API
API
Available through data integration to your own AI tools and apps.

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.

Hire our AI agents
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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

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Rigorous data collection through automated and manual processes

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Rich data sources across primary and secondary sources

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Data verification

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Automated checks with machine learning and automation

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Human oversight by data analysts and an expert research team

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Trusted insight

Dashboard icon
1,500
markets
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10,000,000
companies

Comprehensive Data

Domain 20 icon Company profiles
Dashboard 2 20 icon Market profiles

Proprietary Data Science

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Finance mode icon Exit Probability
psychiatry icon Commercial Maturity
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Market Analysis

AI-Powered Insights

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Instant insights
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Agents that work where you do

Wherever strategy happens, our team of agents is there.

In CB Insights’ Strategy Terminal In Microsoft 365 Copilot Through API & Custom Solutions
Deep analyst Checked Checked Checked
Competitive sentinel Checked Checked Checked
Scouting report Checked Checked
Personal briefing Checked Checked
Commercial due diligence
accelerator
Checked Checked Checked
Sales account planner Checked Checked
Acquisition hunter Checked Checked Checked
Partner and new business scout Checked Checked Checked
ChatCBI Checked Checked
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