CB Insights integration for AI agents
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.
Last updated
What Sim agents can do with CB Insights
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.
- Category
- Sales
- Authentication
- API key
- Tools
- 25
- Triggers
- 0
- Documentation
- CB Insights docs
How to automate CB Insights with Sim
Create a free account
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Add a CB Insights block
Open your workspace, drag a CB Insights block onto the workflow builder, and paste in your CB Insights API key.
Configure, connect, and run
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your CB Insights automation is live.
Agent templates
Ready-to-use templates featuring CB Insights. Click any to build it instantly.
CB Insights tools
25 CB Insights tools available to Sim agents.
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.
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.
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.
Get Organization Investments
Retrieve the rounds in which one organization invested in another, with AI-generated insights extracting the key themes of each deal.
Get Organization Portfolio Exits
Retrieve exit rounds for companies this organization invested in before the exit, with AI-generated insights on each deal.
Get Organization Business Relationships
Retrieve one organization's partnerships, client/vendor relationships, and licensing activity, with AI-generated insights on each.
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.
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.
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.
Get Organization Revenue
Retrieve reported and estimated revenue by calendar year for one organization, with the sources behind each figure.
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.
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.
Get Exit Probability History
Retrieve an organization's historical two-year IPO and M&A exit probabilities, each alongside the mean for comparable companies.
Get Strategy Map
Retrieve the companies related to an organization, grouped into industry categories, with the relationships, investments, and acquisitions that connect them.
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.
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.
List Investments
Retrieve the rounds up to 100 organizations participated in as investors, with AI-generated insights extracting the key themes of each deal.
List Portfolio Exits
Retrieve exit rounds for companies up to 100 organizations invested in before the exit, with AI-generated insights on each deal.
List Business Relationships
Retrieve partnerships, client/vendor relationships, and licensing activity for up to 100 organizations at once, with AI-generated insights on each.
List Management and Board
Retrieve leadership teams, board members, and the Management factor of the Mosaic Score for up to 100 organizations at once.
List Outlook
Retrieve Mosaic Score, Commercial Maturity, and Exit Probability for up to 100 organizations at once.
List Funding Windows
Retrieve the estimated next-round funding window for up to 100 organizations at once, with the cohort each was compared against.
List Revenue
Retrieve reported and estimated revenue by calendar year for up to 100 organizations at once.
Ask ChatCBI
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 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.
Frequently asked questions
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.
