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cb-insights Codex Plugin

Author
CB Insights
Category
Finance
Topics
Web Search, Research & Learning · Sales, Marketing & Business Ops
Version
1.0.3
First seen
2026-07-12
Last confirmed
2026-07-13
Explanation last updated
2026-07-12

The explanation below is AI-generated. Please verify it against the sources.

CB Insights is a Codex plugin that, according to its plugin.json manifest, turns Codex into a "private markets research agent." It is built on the CB Insights platform (cbinsights.com), which the plugin's long description says helps users source companies, build market maps, draft investment memos, and monitor competitors using CB Insights' predictive intelligence. The plugin.json cites access to 11M+ double-validated company profiles, while the CB Insights homepage separately states 12M+ company profiles and 1,600+ tech market rankings. It is described as being built for corporate strategists seeking acquisition targets, VCs screening deal flow, and business development teams. Note that the plugin manifest's "capabilities" field is empty, so the specific technical functions exposed to Codex are unknown.

Overview

According to cbinsights.com, CB Insights is a predictive-intelligence platform for researching private and public companies. It includes a Strategy Terminal, mobile app, and browser extension, AI agents such as ChatCBI, scoring models (Predictive Mosaic Score, Commercial Maturity, Exit Probability, Customer Sentiment), and data/integration options such as MCP, an API, Snowflake, Salesforce, and Microsoft 365 Copilot connectors.

What you can do with cb-insights

  • Source companies and build target lists for M&A, VC deal flow, or partnership scouting (per plugin.json)
  • Build and compare market maps across 1,600+ tech markets (per cbinsights.com)
  • Draft investment memos and scouting reports with the help of AI agents (per plugin.json and cbinsights.com)
  • Monitor competitors using intelligent watchlists and alerts (per cbinsights.com)
  • Access company profiles, funding/valuation history, and business relationship data (per plugin.json and cbinsights.com)
  • Note: the exact Codex-facing capabilities are unknown, since the plugin.json "capabilities" list is empty

Sources

Original description (English)

Unleash Codex as your private markets research agent.

History of cb-insights

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