CB Insights maintains data on private companies, their funding history, investors, and competitive relationships, and connecting it to an agent turns that data into something usable in the middle of actual analyst work rather than a separate research step tacked on afterward. Ask about a company and the agent profiles it using CB Insights' data, then builds a market map showing where it sits against competitors, who's funded it, and what acquisitions or funding rounds have happened recently in that space. From there the agent can draft an investment memo pulling in company news, revenue estimates, and relationship data, or set up ongoing monitoring of a competitor's activity so new funding rounds or leadership changes surface without someone checking manually every week. For an analyst covering a sector with dozens of private companies moving at once, that shifts the work from constant manual lookups toward reviewing what the agent has already assembled and pressure-testing the conclusions.
| Profile company | Pull CB Insights data on a specific private company's funding, investors, and background. |
| Build market map | Lay out a set of companies against each other by sector, funding, and competitive relationship. |
| Track funding and acquisitions | Surface recent funding rounds or acquisitions involving a company or sector. |
| Draft memo | Assemble an investment memo using company news, revenue estimates, and relationship data. |
| Monitor competitor | Set up ongoing tracking of a specific competitor's activity and flag changes. |
| Estimate revenue | Pull CB Insights' revenue estimates for a private company where reported figures aren't public. |
An analyst is asked to get up to speed on a sector they haven't covered before ahead of an investment committee meeting in four days, with no existing notes to work from. The agent profiles the ten most active private companies in that space using CB Insights data, builds a market map showing funding and competitive overlap between them, and drafts a first-pass memo summarizing which two or three look most worth a deeper look. The analyst spends the remaining time verifying the strongest candidates and reaching out to founders directly instead of building the landscape from a blank page.
A portfolio company's main competitor just raised a new round, and the fund wants to understand what it means for their own position before the next board meeting. The agent pulls the competitor's updated funding and investor data from CB Insights, checks recent company news and revenue estimates, and puts together a short brief on how the round changes the competitive picture, including which new investors are now involved. It flags the competitor for ongoing monitoring going forward, so the next material change surfaces automatically instead of being discovered weeks later.
Yes, ongoing monitoring can be set up for a specific competitor so new activity, funding rounds, leadership changes, or acquisitions, gets flagged as it happens rather than requiring a repeated manual check.
It pulls from CB Insights' company news, revenue estimates, and relationship data, organized into whatever memo structure is requested, giving the analyst a first draft to refine rather than a blank page to start from at the beginning of a deal review.
Yes, a set of companies within a sector can be laid out together based on funding, competitive, and acquisition relationships, which helps spot patterns that aren't obvious when reviewing companies one at a time.
It reflects what CB Insights has on record at the time of the request, which is generally close to real time for well-covered private companies, though very recent private transactions can take a short while to be fully reflected.
No, it assembles the data and a first draft memo or map; the analysis, conviction, and final call remain the analyst's to make. What it removes is the time spent hunting down the underlying numbers by hand.
As long as CB Insights has a profile for it, the agent can pull whatever data exists, though coverage depth naturally varies more for very early-stage companies than for well-funded ones. A seed-stage company with a single funding round on record will simply return a thinner profile than one with several years of tracked activity.