CB Insights

CB Insights is a private-market intelligence platform. Its API v2 exposes both the underlying firmographic and transaction record — companies, investors, funding rounds, cap tables, exits, business relationships, leadership — and the proprietary models CB Insights layers on top of it: the Mosaic Score, Commercial Maturity, and Exit Probability.

Why CB Insights?

• Predictive, not just descriptive: Mosaic Score, Commercial Maturity, and Exit Probability are scored models with published methodologies, and each returns the signals behind it rather than a bare number.
• Peer-relative by default: Exit probabilities come with the mean for comparable companies and a ratio to it, so a score can be read against its cohort instead of in isolation.
• Depth on terms: Cap table history carries issuance and conversion prices, liquidation preference, participation rights, and anti-dilution provisions — detail that rarely survives into aggregated datasets.
• Free identity resolution: The organization lookup never charges credits, so your own records can be matched to CB Insights IDs before you spend anything.

Using CB Insights in Sim

This integration covers every non-streaming v2 endpoint. Authentication is a client-credential exchange — Sim trades your client ID and secret for a short-lived bearer token on your behalf and refreshes it automatically, so there is no token to manage in the workflow.

Key benefits of using CB Insights in Sim:

• Credit-aware enrichment: Resolve companies with the free Look Up Organizations operation first, confirm the match, then spend credits only on the records you actually want.
• Bulk over per-record: The List operations cover up to 100 organizations in a single call — use them instead of looping the single-organization equivalents when refreshing a table.
• Score history, not just a snapshot: Mosaic, Commercial Maturity, and Exit Probability each have a history operation, so a trend can be read rather than a point value.
• Relationship mapping: Get Strategy Map returns the companies connected to an organization grouped by category, with the partnerships, investments, and acquisitions that link them.
• AI on tap: Get Scouting Report writes a full company analysis, Ask ChatCBI answers questions with sources, and Retrieve Context returns the raw structured records for your own model to reason over.

Before you start

Client credentials come from your CB Insights Customer Success Manager rather than a self-serve settings page. Most operations consume credits, and which datasets answer at all depends on your license — Firmographics, Financial Transactions, Business Relationships, Management and Board, Outlook, and Scouting Reports are separately licensed. An operation outside your entitlement returns an error from CB Insights rather than partial data.

Two behaviors are worth knowing before you build against them. A pending or rumored funding round zeroes the exit probabilities rather than omitting them, so a 0 alongside a set incompleteRoundType means "suppressed", not "unlikely". And on every multi-organization operation, an organization with no data is omitted from the response rather than returned empty — treat a missing ID as "no data", not as a failure.

The two streaming endpoints (chatcbichunked and scoutingreportstream) are intentionally not exposed; they deliver incremental JSON chunks, and the non-streaming operations here return the same content in one piece. Note that a Scouting Report can take several minutes to generate.

Usage Instructions

Integrates the CB Insights API v2 into the workflow. Resolve companies to CB Insights IDs for free, search firmographics across markets and geographies, pull funding rounds, cap tables, investments, and exits, map business relationships, read leadership and board history, and retrieve the proprietary Mosaic Score, Commercial Maturity, and Exit Probability outlooks. Generate AI Scouting Reports, or ask ChatCBI directly. Which datasets answer depends on your CB Insights license.

Actions

CB Insights Look Up Organizations

Resolve company names or websites to CB Insights organization IDs. This endpoint never charges credits, so use it to match your own records before spending credits on the data endpoints.

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CB Insights Search Firmographics

Search profiles of private companies, public companies, and investors by market, industry, geography, headcount, funding, and valuation. Each field is ANDed together; values within a field are ORed.

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CB Insights Get Organization Fundings

Retrieve the funding rounds one organization has received, its cap table history, and AI-generated insights extracting the key themes of each deal.

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CB Insights Get Organization Investments

Retrieve the rounds in which one organization invested in another, with AI-generated insights extracting the key themes of each deal.

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CB Insights Get Organization Portfolio Exits

Retrieve exit rounds for companies this organization invested in before the exit, with AI-generated insights on each deal.

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CB Insights Get Organization Business Relationships

Retrieve one organization's partnerships, client/vendor relationships, and licensing activity, with AI-generated insights on each.

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CB Insights Get Organization Management and Board

Retrieve an organization's leadership team and board members with their education, work history, and board seats, plus the Management factor of its Mosaic Score.

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CB Insights Get Organization Outlook

Retrieve an organization's current Mosaic Score, Commercial Maturity level, and two-year IPO and M&A exit probabilities, with the signals driving each.

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CB Insights Get Organization Funding Window

Retrieve the estimated window in which an organization is likely to raise its next round, with the cohort it was compared against.

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CB Insights Get Organization Revenue

Retrieve reported and estimated revenue by calendar year for one organization, with the sources behind each figure.

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CB Insights Get Mosaic History

Retrieve an organization's historical Mosaic Scores — overall plus the management, market, momentum, and money factors — so a trend can be read rather than a single snapshot.

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CB Insights Get Commercial Maturity History

Retrieve an organization's historical Commercial Maturity levels, tracking how its ability to compete for customers or serve as a partner has moved over time.

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CB Insights Get Exit Probability History

Retrieve an organization's historical two-year IPO and M&A exit probabilities, each alongside the mean for comparable companies.

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CB Insights Get Strategy Map

Retrieve the companies related to an organization, grouped into industry categories, with the relationships, investments, and acquisitions that connect them.

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CB Insights Get Scouting Report

Generate an AI-written Scouting Report on a private company covering its business model, market position, strengths, and opportunities. Only active companies are eligible, and generation can take several minutes.

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CB Insights List Fundings

Retrieve funding rounds and cap table history for up to 100 organizations at once, with AI-generated insights extracting the key themes of each deal.

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CB Insights List Investments

Retrieve the rounds up to 100 organizations participated in as investors, with AI-generated insights extracting the key themes of each deal.

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CB Insights List Portfolio Exits

Retrieve exit rounds for companies up to 100 organizations invested in before the exit, with AI-generated insights on each deal.

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CB Insights List Business Relationships

Retrieve partnerships, client/vendor relationships, and licensing activity for up to 100 organizations at once, with AI-generated insights on each.

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CB Insights List Management and Board

Retrieve leadership teams, board members, and the Management factor of the Mosaic Score for up to 100 organizations at once.

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CB Insights List Outlook

Retrieve Mosaic Score, Commercial Maturity, and Exit Probability for up to 100 organizations at once.

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CB Insights List Funding Windows

Retrieve the estimated next-round funding window for up to 100 organizations at once, with the cohort each was compared against.

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CB Insights List Revenue

Retrieve reported and estimated revenue by calendar year for up to 100 organizations at once.

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CB Insights Chat

Ask ChatCBI a question in natural language and get an answer grounded in CB Insights data, with its sources and suggested follow-ups. Uses generative AI and can be wrong — verify anything that matters.

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CB Insights Retrieve Context

Retrieve the raw structured CB Insights data relevant to a question, for feeding your own model rather than reading a written answer. Uses generative AI and can be wrong — verify anything that matters.

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