Insights that live where you work
On tap in Microsoft 365 Copilot and Office 365 applications.
Fortune favors the data-driven. The top 10 Fortune 500 firms trust CB Insights.
Make every decision smarter
Introducing the CB Insights Graph Connector for Microsoft 365 Copilot.
Smarter, faster strategy, sales, marketing, and product decisions — it all starts here.
Ask Copilot your toughest questions
Markets, companies, sales strategies – it’s all possible.
Hire our AI Agents, such as the Commercial Due Diligence Accelerator
Instantly tackle research, diligence, briefings, and more.
Responses are rich with proprietary CB Insights’ data
Go beyond the public domain. Our data is double-validated. Copilot cites the source.
Hone in on specific companies and markets
Use our data to dive deeper and get informed answers.
Import our proprietary data into Microsoft Excel
Blend an external view of companies and markets with your internal data.
Generate Microsoft Word documents based on our research and data
Data beats opinions. Create fact-based memos and reports.
Create data-driven Microsoft Powerpoint presentations
Days of research are cut to minutes. Ready-to-go presentations on command.
Prompt like a pro, reap the rewards
Get started with Copilot and CB Insights using these 10 prompts.
Create a table with real-time market trends and visualize it in excel
“How is AI affecting climate tech based on the last 5 years of data? Then show me an analysis of the next two years—specifically on wildfire tech. Give me the data in these columns: Sector, top companies, funding, recent funding round, impact of AI.”
Build a comprehensive memo on specific topics based on proprietary research
“Build a document that focuses on the energy sector, highlighting key market trends, emerging technologies, and investment opportunities. Include top Series B companies by funding in the last 2 years and why they’re making the impact.”
Acquire and analyze proprietary intel, from historical data to future forecasts
“Which Series B financial services companies are making the biggest impact in the legal space that has seen the most funding in the last 3 years? Then show me an analysis of their outlook in the next two years.”
Track companies, competitors of interest, and where they’re investing
“Tell me the latest on Rubrik, who their competitors are, and who they’re working with sorted from most to least activity.”
Predict likely IPOs with Commercial Maturity and Exit Probability data
“What are the 5 top companies in the AI fintech space that are likely to IPO in the next 2 years?”
Validate information with the most up-to-date insights and data
“Validate the content in this document with verified research and analytics.”
Build a presentation based on proprietary research
“Create a presentation that focuses on the industrials sector, highlighting key market trends, emerging technologies, and investment opportunities. Include top Series A companies by headcount in Series A in the last 6 months.”
Identify how specific markets’ and companies’ are impacting each other
“How are traditional energy companies investing in energy storage startups?”
Build a brief on how company A is interacting with company B
“Prepare a brief on the partnership between OpenAI and Morgan Stanley.”
Keep an eye out for Investment trends across industries and markets
“What are investment trends in the auto manufacturing sector for the last 2 years, and who are the top companies?”
“The integration of CB Insights’ data into Microsoft 365 Copilot using Graph Connector extensibility is a game-changer for our shared customers, and for us internally.”
Chantrelle Nielsen, Group Product Manager at Microsoft
Raise the decision-making IQ of each department in your company
Customer Service
Service enhancement opportunity identification, resource allocation and staffing decisions, risk mitigation and proactive retention strategies, and more…
Finance
Competitor financial analysis, risk management and financial health monitoring, corporate strategy and financial planning, and more…
Human Resources
Talent acquisition and competitive insights, workforce planning in high-growth sectors, compensation and benefits benchmarking, and more…
Information Technology
Vendor evaluation and technology procurement, infrastructure planning, data governance and compliance, and more…
Legal
Due Diligence for mergers and acquisitions (M&A), litigation and legal risk assessment, emerging legal issues monitoring, and more…
Marketing
Thought leadership and content marketing, target audience insights, product launch and positioning, and more…
Marketing Communications
Investor and stakeholder relations, targeting opportunities, industry analysis, and more…
Operations
Supply chain and vendor management, cost reduction and efficiency gains, scenario planning and contingency management, and more…
Sales
High-potential lead identification, sales pitch customization, strategic territory planning, and more…