at Financial Technnology Year
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CB Insights Research Platform from CB Insights
Data analytics and forecasting platform offering access to detailed financial insights, investment patterns, and projections across the venture capital landscape.
Product analysis by function
Portfolio Monitoring Platforms for Portfolio Management
Dashboards and reporting tools tracking key metrics, milestone achievement, and financial performance across the entire investment portfolio.
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Data Integration & Aggregation
(8 Yes /8 Known /10 Possible features)
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API Integrations Supports connecting to external data sources (e.g., accounting platforms, CRM, bank feeds) via APIs. |
CB Insights offers extensive API integrations allowing connection to external systems, as detailed in their API documentation and integration options. | |
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Automated Data Imports Ability to schedule and automate data imports from multiple sources. |
Automated alerts and scheduled imports can be configured for accessing data feeds (public documentation references 'scheduled updates'). | |
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Manual Data Entry Allows users to manually input or adjust data if automatic feeds are unavailable. |
The platform allows manual search, filtering, and tagging, which requires manual data input or adjustment. | |
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Data Cleaning Tools Provides tools to validate, deduplicate, and standardize imported data. |
CB Insights cleanses and standardizes incoming data to ensure accuracy in analytics (referenced in methodology and product details). | |
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Data Consolidation Combines disparate datasets from multiple sources into a single portfolio view. |
Aggregates datasets from different sources to provide a unified dashboard view across industries and investment trends. | |
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Historical Data Upload Enables bulk import of historical performance and transaction data. |
No information available | |
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Custom Data Mapping Supports customizable mapping of new or unique data fields to standard platform fields. |
Advanced filtering and custom tagging enable mapping of custom fields for segmentation and analysis. | |
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Frequency of Data Sync How often the platform can synchronize data with external sources. |
No information available | |
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Data Validation Rules Customizable logic for automated data quality checks and alerts. |
CB Insights employs automated validation to ensure high-quality data (see research methodology). | |
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Data Export Capabilities Allows data to be easily exported for analysis in external tools. |
Permits exports to Excel/CSV for use in external tools. |
Dashboards & Visualization
(9 Yes /9 Known /10 Possible features)
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Customizable Dashboards Users can create dashboards tailored to their needs and preferences. |
Users can create personalized dashboards with various metrics/widgets as per documentation. | |
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Real-Time Data Display Dashboards refresh and display the most current data available. |
Data dashboards refresh with current data (as per product overview and user guides). | |
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Drill-Down Capability Allows navigation from high-level metrics to detailed underlying data. |
Supports drill-down from high-level aggregates to company- or deal-level details (explore mode). | |
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Preset Templates Offers ready-made dashboard templates for common portfolio views. |
Platform features built-in templates for standard industry overviews. | |
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Multi-Portfolio Views Ability to display and compare metrics across multiple funds or portfolios. |
Users can select and compare multiple portfolios, sectors, or peer groups. | |
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Data Visualization Types Range of available visualizations (e.g., charts, graphs, heatmaps). |
No information available | |
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KPI Widgets Predefined widgets displaying key metrics (IRR, TVPI, MOIC, etc.). |
Provides key metric widgets (deal count, funding, exits, valuations, etc.). | |
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Mobile Responsive Dashboards can be accessed and used effectively via mobile devices. |
Web and mobile responsive design confirmed on public marketing materials. | |
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Custom Color Schemes Supports personalized branding via custom color palettes and logos. |
Allows color and branding customization for dashboards and reports. | |
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Export & Sharing Options Can export dashboard views or embed them into presentations/reports. |
Export of visuals and data to PowerPoint and Excel supported, as per product documentation. |
Key Metrics Tracking
(5 Yes /5 Known /10 Possible features)
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Financial Performance Metrics Automatic calculation of IRR, TVPI, DPI, MOIC and other common VC metrics. |
No information available | |
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Operational KPIs Tracks operational metrics such as burn rate, runway, ARR, MRR, etc. |
Tracks M&A activity, investments, exits, funding rounds, and more—includes operational metrics where available. | |
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Milestone Tracking Track achievement of milestones for each portfolio company. |
No information available | |
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Custom Metrics Definition Users can define custom metrics specific to their portfolio or strategy. |
Custom metrics and tags can be defined by users for flexible analysis. | |
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Automatic Metric Updates Metrics are auto-updated when new data is loaded. |
Metrics update automatically as the platform refreshes with newly ingested data. | |
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Benchmarking Tools Compare metrics against industry benchmarks or peer groups. |
Enables side-by-side comparison with industry benchmarks. Benchmarking features described in product guides. | |
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Trend Analysis Visualizes changes in metrics over time. |
Historical and trend analysis are core functions; time-series visualizations are standard. | |
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Alerting on KPI Variance Configurable notifications when metrics cross critical thresholds. |
No information available | |
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Scenario Modeling Simulate effects of various growth, fundraising, or exit scenarios on metrics. |
No information available | |
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Tagging & Grouping Tag companies and group data for custom cohort analysis. |
No information available |
Report Generation & Distribution
(3 Yes /3 Known /10 Possible features)
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Scheduled Reporting Generate and distribute reports automatically on a set schedule. |
Scheduled reporting functionality through email alerts and exports is included. | |
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Custom Report Templates Create and reuse branded templates for consistent reporting. |
No information available | |
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Drag & Drop Report Builder User-friendly interface for assembling custom reports from data widgets. |
No information available | |
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Collaboration Tools Allows teams to comment on, edit, and share draft reports. |
No information available | |
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PDF and Excel Export Export reports to common formats for distribution or further analysis. |
PDF and Excel export are standard options for reports and visualizations. | |
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Direct Sharing/Email Send reports directly from within the platform via email or link sharing. |
Reports can be emailed directly or shared by link from the platform. | |
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Audit Trail of Reports Keeps version history and access logs for compliance. |
No information available | |
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Watermarking & Security Controls Add watermarks and restrict access to sensitive reports. |
No information available | |
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Multi-Language Support Generate reports in multiple languages to serve global LPs. |
No information available | |
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Dynamic Text Fields Include dynamic narrative text in reports that updates with data changes. |
No information available |
Collaboration & Workflow
(2 Yes /2 Known /10 Possible features)
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Task Management Assign and track tasks related to data collection, reporting, or follow-ups. |
No information available | |
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Commenting & Annotations Users can comment or annotate on charts, metrics, and reports. |
No information available | |
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Role-Based Access Set permissions on data and feature access by user role. |
Admin-defined user roles and permission settings are available in the platform controls. | |
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Calendar Integration Integrate tasks and reporting schedules with external calendars. |
No information available | |
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Notification System Configurable alerts for important tasks, updates, or metric changes. |
Alerts and reminders for saved searches and updates are available. | |
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Approval Workflows Require and track approvals for critical edits and report releases. |
No information available | |
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Shared Workspaces Dedicated spaces for team projects, dashboards, or company reviews. |
No information available | |
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Version Control Track changes and maintain history of edits to data and reports. |
No information available | |
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In-Platform Messaging Secure chat or messaging features for collaboration within the platform. |
No information available | |
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External User Invites Allows portfolio companies or advisors to access select dashboards or uploads. |
No information available |
Security & Compliance
(6 Yes /6 Known /10 Possible features)
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Data Encryption All data is encrypted at rest and in transit. |
CB Insights states all data is encrypted at rest and in transit, meeting industry-standard security requirements. | |
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Two-Factor Authentication Supports 2FA for all user logins. |
The platform supports 2FA for critical user accounts (security page). | |
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SSO/SAML Integration Supports Single Sign-On for enterprise identity management. |
No information available | |
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Activity Logging Detailed audit trail of all user activity and data changes. |
Activity logs are kept for audit and security review, as noted in compliance documentation. | |
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GDPR Compliance Structured for compliance with major data privacy laws (incl. GDPR, CCPA, etc.). |
The company is GDPR compliant as per their privacy policy and security pages. | |
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User Permission Granularity Fine-grained control over feature and data access permissions. |
The administrative controls allow for granular permission management. | |
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Data Residency Options Allows selection of preferred data storage regions for compliance. |
No information available | |
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Regular Vulnerability Scanning Conducts frequent automated security scans and external audits. |
No information available | |
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Disaster Recovery Plan Has robust policies and backups for business continuity. |
Business continuity and backup policies covered under Trust Center and legal terms. | |
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Role Auditing Tools Facilities for regular review of user roles and permissions. |
No information available |
Customization & Extensibility
(2 Yes /2 Known /10 Possible features)
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Custom Field Creation Users can add and define new fields for data entry and reporting. |
No information available | |
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Custom Workflows Configure specific workflows to match the firm’s investment processes. |
No information available | |
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Branding Support Platform can be customized to reflect the firm’s logo and style. |
Branding customization is supported for enterprise clients. | |
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API for External Systems Platform offers a public API for custom integrations. |
A public API for select integrations is documented and available. | |
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Plugins/Marketplace Supports third-party extensions or plugins for added functionality. |
No information available | |
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Custom Report Layouts Design and implement unique report structures as needed. |
No information available | |
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White Labeling Full white-label options for client-facing interfaces. |
No information available | |
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Scriptable Automation Allows scripting/automation of repetitive or complex processes. |
No information available | |
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Support for Multiple Currencies Track and report in multiple currencies with conversion tools. |
No information available | |
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User-Defined Triggers Set custom triggers to automate alerts or workflow steps. |
No information available |
Portfolio Company Engagement
(1 Yes /1 Known /10 Possible features)
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Portfolio Company Portal Portal for company management teams to enter data and receive feedback. |
No information available | |
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Data Request Management Automates and tracks data requests to portfolio companies. |
No information available | |
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Progress Surveys Send customizable surveys to companies to capture qualitative and quantitative updates. |
No information available | |
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Pre-Population of Fields Pre-fills returning surveys with prior data to reduce company workload. |
No information available | |
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Feedback Loop Systems to share analysis, trends, or benchmarks back to each company. |
No information available | |
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Document Uploads Companies can attach supporting documentation through the platform. |
No information available | |
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Secure Messaging Encrypted, platform-based communication with portfolio companies. |
No information available | |
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Deadline Reminders Automatic deadline reminders sent to company users. |
Platform provides deadline and alert notifications for tracked opportunities and industry events. | |
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Participation Tracking Tracks participation and response rates across companies. |
No information available | |
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Permissioned Data Sharing Control which data is visible to company teams vs. investors. |
No information available |
Performance & Scalability
(3 Yes /3 Known /10 Possible features)
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Concurrent User Support Maximum number of users who can be actively logged in simultaneously. |
No information available | |
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Uptime Guarantee SLA percentage for minimum platform uptime. |
No information available | |
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Max Portfolio Size Total number of companies the platform can effectively support. |
No information available | |
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Report Generation Speed Average time to prepare standard portfolio reports. |
No information available | |
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Query Response Time Average data query (dashboard refresh) response time. |
No information available | |
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Bulk Data Processing Ability to import/export large batches of data efficiently. |
Bulk upload and export of large datasets supported by research and export tools. | |
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Platform Scalability System architecture supports scaling up with additional data/users. |
Platform is built on scalable cloud infrastructure supporting enterprise usage. | |
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Cloud Hosting Platform is hosted in a secure and scalable cloud environment. |
Hosted on major cloud providers, ensuring scalability and security. | |
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Load Balancing Employs techniques to distribute load for optimal performance. |
No information available | |
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Regular Performance Reviews Provider supports periodic performance monitoring and optimization. |
No information available |
Support & Implementation
(6 Yes /6 Known /10 Possible features)
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Dedicated Account Manager A specific person/team for ongoing account support. |
Dedicated account management and customer success managers are available for enterprise clients. | |
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Onboarding Services Structured onboarding for initial data migration and process setup. |
Structured onboarding process including data migration/setup for new clients. | |
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Knowledge Base/Documentation Comprehensive and up-to-date support articles and user guides. |
Online knowledge base and documentation are available. | |
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Live Chat Support Real-time chat support during business hours. |
No information available | |
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24/7 Emergency Support Around-the-clock emergency technical support. |
No information available | |
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Training Programs Structured user training (live sessions, videos, webinars). |
Training offered via webinars, videos, and periodic live sessions—see customer resources. | |
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Community Forums Active online forums for best practices sharing and issue resolution. |
Community Q&A/forums available for users to ask questions or share tips. | |
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Feedback & Roadmap Input Channel for users to propose and vote on new feature ideas. |
No information available | |
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Implementation Time Typical number of weeks/months to complete initial implementation. |
No information available | |
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Data Migration Assistance Provider assists in migrating historical data from other systems. |
Data migration support available as part of onboarding—explicitly referenced in setup guides. |
Pricing & Contract Flexibility
(4 Yes /4 Known /10 Possible features)
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Transparent Pricing All pricing is published or explained clearly before purchase. |
No information available | |
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Tiered Subscription Models Pricing options based on number of users, portfolios, or features. |
Pricing is tiered by user and feature level, as described in sales materials. | |
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Volume/Portfolio Discounts Discounts available for larger portfolios or multiple funds. |
No information available | |
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Annual/Monthly Billing Options Allows flexibility in billing cycles. |
Annual and monthly subscription billing options are available. | |
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No Long-Term Lock-In Option for month-to-month or pay-as-you-go contracts. |
No information available | |
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Free Trial/POC Option to trial the platform before committing. |
No information available | |
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Custom Contract Options Negotiable contract terms (i.e., for migrations, custom integrations, or pilots). |
Custom contracts can be negotiated for large clients, pilots, or migrations. | |
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Simple per-User/Company Fees Easy-to-understand fee structures per user, company, or LP. |
Pricing per seat or company basis is standard (user-based licensing). | |
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Implementation Costs Published Any onboarding or setup costs are clearly described. |
No information available | |
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Cancellation Policy Clear, fair policy on contract termination and refunds. |
No information available |
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