Research private markets — firmographics, funding, and predictive scores
CB Insights is a Sim integration in the Sales category. Sim is the AI workspace where teams build and deploy AI agents. Sim's CB Insights integration provides 25 tools that AI agents can use inside Sim's visual workflow builder. CB Insights connects with an API key. Free to start at sim.ai.
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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.
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Open your workspace, drag a CB Insights block onto the workflow builder, and paste in your CB Insights API key.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your CB Insights automation is live.
Ready-to-use templates featuring CB Insights. Click any to build it instantly.
25 CB Insights tools available to Sim agents.
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.
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.
Retrieve the funding rounds one organization has received, its cap table history, and AI-generated insights extracting the key themes of each deal.
Retrieve the rounds in which one organization invested in another, with AI-generated insights extracting the key themes of each deal.
Retrieve exit rounds for companies this organization invested in before the exit, with AI-generated insights on each deal.
Retrieve one organization's partnerships, client/vendor relationships, and licensing activity, with AI-generated insights on each.
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.
Retrieve an organization's current Mosaic Score, Commercial Maturity level, and two-year IPO and M&A exit probabilities, with the signals driving each.
Retrieve the estimated window in which an organization is likely to raise its next round, with the cohort it was compared against.
Retrieve reported and estimated revenue by calendar year for one organization, with the sources behind each figure.
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.
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.
Retrieve an organization's historical two-year IPO and M&A exit probabilities, each alongside the mean for comparable companies.
Retrieve the companies related to an organization, grouped into industry categories, with the relationships, investments, and acquisitions that connect them.
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.
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.
Retrieve the rounds up to 100 organizations participated in as investors, with AI-generated insights extracting the key themes of each deal.
Retrieve exit rounds for companies up to 100 organizations invested in before the exit, with AI-generated insights on each deal.
Retrieve partnerships, client/vendor relationships, and licensing activity for up to 100 organizations at once, with AI-generated insights on each.
Retrieve leadership teams, board members, and the Management factor of the Mosaic Score for up to 100 organizations at once.
Retrieve Mosaic Score, Commercial Maturity, and Exit Probability for up to 100 organizations at once.
Retrieve the estimated next-round funding window for up to 100 organizations at once, with the cohort each was compared against.
Retrieve reported and estimated revenue by calendar year for up to 100 organizations at once.
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.
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.
Sim's CB Insights integration adds 25 tools to the AI agents you build in Sim's visual workflow builder. Research private markets — firmographics, funding, and predictive scores.
