CB Insights

CB Insights provides company, investor, funding, cap-table, exit, relationship, and leadership data. Use its Mosaic Score, Commercial Maturity, and Exit Probability operations to retrieve scores, supporting signals, and history. Exit Probability includes a comparable-company mean and ratio. Cap-table history includes issuance and conversion prices, liquidation preferences, participation rights, and anti-dilution terms.

Credentials and access

Obtain a client ID and secret from your CB Insights Customer Success Manager. Sim exchanges them for a short-lived bearer token automatically. Most data operations consume credits; access depends on your license for Firmographics, Financial Transactions, Business Relationships, Management and Board, Outlook, or Scouting Reports. Check your entitlements before building a workflow around a dataset.

Working with company data

Use Look Up Organizations to match names or websites to CB Insights IDs before requesting paid data. The lookup is described as credit-free by the integration's endpoint contract; confirm current credit terms with CB Insights. Multi-organization List operations accept up to 100 organizations per call.

Get Strategy Map groups connected companies by category and includes their partnerships, investments, and acquisitions. Get Scouting Report generates company analysis, Ask ChatCBI answers questions with sources, and Retrieve Context supplies structured records for another model.

When incompleteRoundType identifies a pending round, all exit probabilities are suppressed to zero; a rumored round suppresses only the matching exit type. These zeroes indicate suppression rather than low predicted probability. Multi-organization responses can omit organizations with no data; compare returned IDs with your input before processing the result.

The streaming endpoints chatcbichunked and scoutingreportstream are not exposed. Use the non-streaming operations for a complete response. A Scouting Report can take several minutes to generate.

Use the block

Look up companies, retrieve firmographic and transaction data, map business relationships, read leadership records and score history, and generate Scouting Reports or ChatCBI answers. Supply client credentials; dataset access and credit use depend on your CB Insights license.

Actions

CB Insights Look Up Organizations

Resolve company names or websites to CB Insights organization IDs. The integration contract describes lookup as credit-free; confirm current credit terms with CB Insights before requesting paid datasets.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`names`	json	No	Organization names to look up, e.g. ["CB Insights"]
`urls`	json	No	Organization websites to look up, e.g. ["cbinsights.com"]
`profileUrl`	string	No	A CB Insights profile URL to resolve. Mutually exclusive with names and urls — the API rejects a request that sets both.
`limit`	number	No	Rows to return in a single response, 1-100
`nextPageToken`	string	No	Continuation token from a previous response; omit for the first page

Output

Parameter	Type	Description
`orgs`	json	Matched organizations as [{orgId, name, description, aliases, urls}]
`nextPageToken`	string	Token for the next page, or null when there are no more results
`totalHits`	number	Total number of matching records
`totalHitsRelation`	string	Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000)

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`keyword`	string	No	Search term matched against organization names, descriptions, and aliases
`orgIds`	json	No	CB Insights organization IDs to return, e.g. [129410, 129411]
`orgNames`	json	No	Organization names to match exactly, e.g. ["CB Insights"]
`urls`	json	No	Organization websites to match, e.g. ["cbinsights.com"]
`tickers`	json	No	Stock tickers to match, each optionally suffixed with an exchange code after a colon
`marketIds`	json	No	CB Insights market IDs to match, e.g. [6, 95, 106]
`marketNames`	json	No	CB Insights market names to match. Partial matches count — "AI" returns every market whose name contains it.
`industryIds`	json	No	CB Insights industry IDs to match (mid level of the taxonomy)
`sectorIds`	json	No	CB Insights sector IDs to match (top level of the taxonomy)
`subindustryIds`	json	No	CB Insights sub-industry IDs to match (lowest level of the taxonomy)
`businessModelIds`	json	No	CB Insights business model IDs to match
`technologyIds`	json	No	CB Insights technology landscape IDs to match
`collectionIds`	json	No	Expert Collection IDs to search within
`countryIds`	json	No	CB Insights country IDs to match
`stateProvinceIds`	json	No	CB Insights state or province IDs to match
`cityIds`	json	No	CB Insights city IDs to match
`continentIds`	json	No	CB Insights continent IDs to match
`regionIds`	json	No	CB Insights region IDs to match
`orgStatusIds`	json	No	CB Insights organization status IDs to match (active, acquired, dead, IPO, merged)
`investorOrgIds`	json	No	Return organizations these investor organization IDs have invested in
`investorTypeIds`	json	No	Return investor organizations of these investor types
`fundingInvestorTypeIds`	json	No	Return organizations funded by these investor types
`lastFundingRoundIds`	json	No	CB Insights funding round IDs of the most recent round
`lastFundingRoundCategoryIds`	json	No	CB Insights funding round category IDs of the most recent round
`minCurrentHeadcount`	number	No	Minimum current headcount
`maxCurrentHeadcount`	number	No	Maximum current headcount
`minTotalFundingInMillions`	number	No	Minimum total funding raised, in millions of US dollars
`maxTotalFundingInMillions`	number	No	Maximum total funding raised, in millions of US dollars
`minValuationInMillions`	number	No	Minimum valuation, in millions of US dollars
`maxValuationInMillions`	number	No	Maximum valuation, in millions of US dollars
`minLastFundingDate`	string	No	Earliest date of the most recent funding round, as YYYY-MM-DD
`maxLastFundingDate`	string	No	Latest date of the most recent funding round, as YYYY-MM-DD
`vcBacked`	boolean	No	Restrict to organizations that have received venture funding
`sortField`	string	No	Sort field: orgName, orgId, lastUpdateTime, lastFundingDate, latestValuation, mosaicOverall, mosaicManagement, mosaicMarket, mosaicMomentum, mosaicMoney, headcountCurrent, headcount6MonthGrowth, headcount12MonthGrowth, or headcount24MonthGrowth
`sortDirection`	string	No	Sort direction, "asc" or "desc"
`limit`	number	No	Rows to return in a single response, 1-100
`nextPageToken`	string	No	Continuation token from a previous response; omit for the first page

Output

Parameter	Type	Description
`orgs`	json	Matching profiles as [{orgId, summary, taxonomy, financials, headcount, identifiers, businessModels, competitors, expertCollections, parentOrgs, childOrgs}]
`nextPageToken`	string	Token for the next page, or null when there are no more results
`totalHits`	number	Total number of matching records
`totalHitsRelation`	string	Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000)

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgId`	number	Yes	CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights.
`limit`	number	No	Rows to return in a single response, 1-100
`nextPageToken`	string	No	Continuation token from a previous response; omit for the first page

Output

Parameter	Type	Description
`fundings`	json	Rounds as [{dealId, date, round, roundCategory, amountInMillions, valuationInMillions, investors, insights, sources}]
`capTableHistory`	json	Ownership structure as [{dealId, roundType, issuancePrice, conversionPrice, percentageOwned, sharesAuthorized, terms}]
`nextPageToken`	string	Token for the next page, or null when there are no more results
`totalHits`	number	Total number of matching records
`totalHitsRelation`	string	Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000)

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgId`	number	Yes	CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights.
`limit`	number	No	Rows to return in a single response, 1-100
`nextPageToken`	string	No	Continuation token from a previous response; omit for the first page

Output

Parameter	Type	Description
`investments`	json	Rounds as [{dealId, date, round, roundCategory, amountInMillions, valuationInMillions, recipient, investors, insights, sources}]
`nextPageToken`	string	Token for the next page, or null when there are no more results
`totalHits`	number	Total number of matching records
`totalHitsRelation`	string	Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000)

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgId`	number	Yes	CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights.

Output

Parameter	Type	Description
`portfolioExits`	json	Exits as [{dealId, date, round, roundCategory, amountInMillions, valuationInMillions, recipient, investors, insights, sources}]

CB Insights Get Organization Business Relationships

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

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgId`	number	Yes	CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights.

Output

Parameter	Type	Description
`businessRelationships`	json	Relationships as [{relationshipId, startDate, partners, insights, newsSnippet, sources, lastUpdateTime}]

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgId`	number	Yes	CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights.
`titleIds`	json	No	CB Insights person title IDs to filter the people returned, e.g. [50, 75]

Output

Parameter	Type	Description
`people`	json	People as [{personId, givenName, middleName, surname, email, linkedInUrl, education, workExperience, boardAssociations}]
`mosaicManagement`	number	Management factor of the Mosaic Score, measuring the pedigree and track record of the leadership team

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgId`	number	Yes	CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights.

Output

Parameter	Type	Description
`mosaicScore`	json	Mosaic Score on a 0-1000 scale: {overall, management, market, momentum, money}, each with scoreValue, asOfDate, and scoreInsights
`commercialMaturity`	json	Commercial Maturity on a 1-5 scale: {maturityLevel: {level, stage, stageDescription, asOfDate}, commercialMaturitySignals}. Available only for a subset of companies.
`exitProbability`	json	Two-year exit probability: {ipo, mna, exitSignals, incompleteRoundType}. A pending round zeroes the probabilities rather than omitting them.

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgId`	number	Yes	CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights.

Output

Parameter	Type	Description
`windowStart`	string	Estimated start of the next funding window, as YYYY-MM-DD
`windowEnd`	string	Estimated end of the next funding window, as YYYY-MM-DD
`cohortNextRoundRate`	number	Share of the cohort that historically raised another round, as a decimal between 0 and 1
`cohortCriteria`	json	How the comparison cohort was defined: {cohortGeo, cohortRoundCategory, cohortLandscapes}
`latestFunding`	json	The latest equity-backed round: {date, dealId}

CB Insights Get Organization Revenue

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

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgId`	number	Yes	CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights.

Output

Parameter	Type	Description
`orgId`	number	CB Insights organization ID
`orgName`	string	The organization's name
`orgUrl`	string	The organization's website
`revenue`	json	Revenue by year as [{calendarYear, lowestValue, averageValue, highestValue, isActual, reportedMetric, yoyGrowthPercent, sources}]

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgId`	number	Yes	CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights.
`startDate`	string	No	Earliest date to return, as YYYY-MM-DD. Must be on or after 2024-01-01 and within the last 24 months. Defaults to the later of one year ago and 2024-01-01.

Output

Parameter	Type	Description
`overall`	json	Overall Mosaic Score over time as [{asOfDate, scoreValue}]
`management`	json	Management factor over time as [{asOfDate, scoreValue}]
`market`	json	Market factor over time as [{asOfDate, scoreValue}]
`momentum`	json	Momentum factor over time as [{asOfDate, scoreValue}]
`money`	json	Money factor over time as [{asOfDate, scoreValue}]

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgId`	number	Yes	CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights.
`startDate`	string	No	Earliest date to return, as YYYY-MM-DD. Must be on or after 2024-07-25 and within 24 months of endDate. Defaults to the later of one year ago and 2024-07-25.
`endDate`	string	No	Latest date to return, as YYYY-MM-DD. Must be on or after 2024-07-25 and within 24 months of startDate. Defaults to today.

Output

Parameter	Type	Description
`commercialMaturityHistory`	json	Maturity levels over time as [{asOfDate, level, stage, stageDescription}], where level runs 1-5

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgId`	number	Yes	CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights.
`startDate`	string	No	Earliest date to return, as YYYY-MM-DD. Must be on or after 2025-02-25 and within 24 months of endDate. Defaults to the later of one year ago and 2025-02-25.
`endDate`	string	No	Latest date to return, as YYYY-MM-DD. Must be on or after 2025-02-25 and within 24 months of startDate. Defaults to today.

Output

Parameter	Type	Description
`ipo`	json	IPO probability over time as [{asOfDate, exitProbability, meanProbability, ratioToMean}]
`mna`	json	M&A probability over time as [{asOfDate, exitProbability, meanProbability, ratioToMean}]
`incompleteRoundType`	string	An in-progress round, if any. A pending round zeroes every probability; a rumored round zeroes only the matching exit type.

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgId`	number	Yes	CB Insights organization ID. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights.

Output

Parameter	Type	Description
`orgName`	string	The organization's name
`logoUrl`	string	URL of the organization's logo
`categories`	json	Industry categories as [{name, companies: [{orgId, name, logoUrl, connections: {businessRelationships, investments, acquisitions}}]}]

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgId`	number	Yes	CB Insights organization ID of an active company. Resolve a name or website to one with Look Up Organizations, before requesting company data; confirm current credit terms with CB Insights.

Output

Parameter	Type	Description
`orgInfo`	json	Firmographics and proprietary scores for the company: {id, name, url, description, foundedYear, headcount, address, stage, totalFunding, lastFundingDate, overallMosaicScore, commercialMaturity}
`reportMarkdown`	string	The Scouting Report as Markdown, including citations
`reportJson`	string	The Scouting Report as a JSON string. Citation links are not included in this form — use reportMarkdown when they matter.

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgIds`	json	Yes	CB Insights organization IDs, 1-100 per request, e.g. [129410, 1034157]
`limit`	number	No	Rows to return in a single response, 1-100
`nextPageToken`	string	No	Continuation token from a previous response; omit for the first page

Output

Parameter	Type	Description
`orgs`	json	Organizations as [{orgId, fundings, capTableHistory}]. An organization with no data is omitted from the response.
`nextPageToken`	string	Token for the next page, or null when there are no more results
`totalHits`	number	Total number of matching records
`totalHitsRelation`	string	Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000)

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgIds`	json	Yes	CB Insights organization IDs, 1-100 per request, e.g. [129410, 1034157]
`limit`	number	No	Rows to return in a single response, 1-100
`nextPageToken`	string	No	Continuation token from a previous response; omit for the first page

Output

Parameter	Type	Description
`orgs`	json	Organizations as [{orgId, investments}]. An organization with no data is omitted from the response.
`nextPageToken`	string	Token for the next page, or null when there are no more results
`totalHits`	number	Total number of matching records
`totalHitsRelation`	string	Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000)

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgIds`	json	Yes	CB Insights organization IDs, 1-100 per request, e.g. [129410, 1034157]
`limit`	number	No	Rows to return in a single response, 1-100
`nextPageToken`	string	No	Continuation token from a previous response; omit for the first page

Output

Parameter	Type	Description
`orgs`	json	Organizations as [{orgId, portfolioExits}]. An organization with no data is omitted from the response.
`nextPageToken`	string	Token for the next page, or null when there are no more results
`totalHits`	number	Total number of matching records
`totalHitsRelation`	string	Whether totalHits is exact ('eq') or a floor ('gte', used above 10,000)

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgIds`	json	Yes	CB Insights organization IDs, 1-100 per request, e.g. [129410, 1034157]
`nextPageToken`	string	No	Continuation token from a previous response; omit for the first page

Output

Parameter	Type	Description
`orgs`	json	Organizations as [{orgId, businessRelationships}]
`nextPageToken`	string	Token for the next page, or null when there are no more results

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgIds`	json	Yes	CB Insights organization IDs, 1-100 per request, e.g. [129410, 1034157]
`titleIds`	json	No	CB Insights person title IDs to filter the people returned, e.g. [50, 75]

Output

Parameter	Type	Description
`orgs`	json	Organizations as [{orgId, managementAndBoard: {mosaicManagement, people}}]. An organization with no data is omitted from the response.

CB Insights List Outlook

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

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgIds`	json	Yes	CB Insights organization IDs, 1-100 per request, e.g. [129410, 1034157]

Output

Parameter	Type	Description
`orgs`	json	Organizations as [{orgId, mosaicScore, commercialMaturity, exitProbability}]. An organization with no data is omitted from the response.

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgIds`	json	Yes	CB Insights organization IDs, 1-100 per request, e.g. [129410, 1034157]

Output

Parameter	Type	Description
`orgs`	json	Organizations as [{orgId, windowStart, windowEnd, cohortNextRoundRate, cohortCriteria, latestFunding}]. An organization with no data is omitted from the response.

CB Insights List Revenue

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

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`orgIds`	json	Yes	CB Insights organization IDs, 1-100 per request, e.g. [129410, 1034157]

Output

Parameter	Type	Description
`orgs`	json	Organizations as [{orgId, orgName, orgUrl, revenue}]. An organization with no data is omitted from the response.

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`message`	string	Yes	The question to ask, e.g. "Which emerging technology markets are seeing the highest equity funding growth right now?"
`chatId`	string	No	Conversation ID returned by a previous call. Pass it to continue that conversation rather than starting a new one.

Output

Parameter	Type	Description
`chatId`	string	Conversation ID. Pass it back as chatId to continue this conversation.
`title`	string	Title CB Insights gave the conversation
`message`	string	ChatCBI's answer, as Markdown
`sources`	json	Sources behind the answer as [{sourceIndex, result: {title, url, date, thumbnailUrl}}]
`relatedContent`	json	Related references as [{title, url, date, thumbnailUrl}]
`suggestions`	json	Suggested follow-up questions

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.

Inputs and outputs

Input

Parameter	Type	Required	Description
`clientId`	string	Yes	CB Insights API client ID, exchanged for a bearer token before each call
`clientSecret`	string	Yes	CB Insights API client secret, exchanged for a bearer token before each call
`message`	string	Yes	The question to retrieve context for. Must be under 10,000 characters.

Output

Parameter	Type	Description
`data`	string	Retrieved records as a JSON string, keyed by source (companySearch, dealSearch, markets, scoutingReports, businessRelationships, revenue, investments, and others)
`guidance`	json	Notes describing what each returned data source contains