Investment Banking & CB Insights: Simplify due diligence

Investment BankingC B I n s i g h t s

S i m p l i f y d u e d i l i g e n c e , b u i l d c o m p s , & f i n d m o r e c l i e n t s

http://www.cbinsights.com/


2www.cbinsights.comwww.cbinsights.com 2

Backed by the National Science Foundation, CB Insights uses data science and machine learning to help our customers predict what’s next—their next customer, their next investment, the next market they should attack, or the next company they should acquire.

The world’s leading global corporations including the likes of Cisco, Salesforce, Castrol and Gartner as well as top tier VCs including, NEA, Upfront Ventures, RRE, and FirstMarkCapital rely on CB Insights to make decisions based on data, not decibels.

In God we trust, all others must bring dataA unique combination of data science and machine learning to help you make data-driven decisions

”A detailed discussion of data collection and how the company parses them is written by CB Insights’

data scientists; it convincingly tells the story of scalability and accuracy for what they call “The

Cruncher.”

From “Predictive Analytics And Novel Visualization Draw Customers To 'Must Have' Data” published April 8, 2015

http://www.forbes.com/sites/avaseave/2015/04/08/predictive-analytics-and-novel-visualization-draw-customers-to-must-have-data/

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Data• Comprehensive - 150,000+ sources tracked

• Scalable – Tech-driven machine learning engine

• Real-time – Data comes in real-time

• Proprietary – 25% of data via exclusive relationships with

investors & service providers

• See this article for a full write-up on data-collection

technology

Reporting & Visualization• Heatmaps to see where markets are going

• Business Social Graph to map industry players

• Industry Analytics to quickly see industry trends

Monitoring & Analysis• Automated alerts on industries and key players

• Non-financial signals of company momentum

Predictive Analytics• Algorithms to uncover the hottest sectors

• Predictive intel on breakout companiesBusiness Value

Co

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tyWhat sets CB Insights apart?More than data. Insights and answers.

https://www.cbinsights.com/blog/private-company-financing-data-sources-cruncher/

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“According to CB Insights…”From the NY Times to Bloomberg, CB Insights data is used by hundreds of leading media outlets every week

“CB Insights put out an intriguing infographic in which they analyzed the most capital

efficient unicorns. That is, the startups with the highest ratio of investment to current

estimated valuation.”

See our latest media mentions

http://www.cbinsights.com/press

“London & Partners, working with data from CB Insights, says that money-transfer

startup WorldRemit raised the most of any other company in Q1, a $100 million round in

February”

“The stakes for both exchanges are high. According to the research firm CB Insights,

about 588 privately backed companies have valuations of more than $100 million,

meaning that they are potential candidates for going public sometime in the next several

years.”

“Last year, more than $100 million flowed into U.S. drone start-ups, according to CB

Insights, double 2013 levels.”

“About 33 Dallas-based tech companies have been acquired since 2012, including the

enterprise cloud company SoftLayer, which was bought by IBM in 2013 for $2 billion,

according to data from CB Insights. ”




• Track financings to find attractive companies to pitch

• ID the right investors or acquirers for each private

placement

• Streamline due diligence via info-rich company profiles

• Find private company valuations and valuation multiples

• Analyze & anticipate financing trends across the capital

markets

• Visualize industry networks to reveal key competitive

dynamics

• Customized & proprietary data is fully exportable to excel

• Uncover new sources of dealflow and expand your

network

How investment banking teams use usSpend less time gathering data and more time analyzing it and making decisions




Track dealflowSet proactive alerts on companies that you care about by industry, geography, stage, amount raised and more

I want to…

…track all late stage

companies in specific

geographies for select

industries

…identify potential targets by

screening for VC-backed

companies who have not

raised capital in 2+ years

…get alerts on all relevant

company financings sent right

to my inbox

“Having data feeds delivered to our

inboxes on a daily basis saves us a

ton of time and uncovers

transactions we wouldn’t have

otherwise known about.”

Andrew Montgomery

MESA

Vice President




Find & stalk smart money investorsMonitor investor activity and strategies to uncover new sources of dealflow in your sectors of focus

I want to…

…enhance my deal sourcing

network

……build a target list of

investors who are investing in

companies in my space

…uncover new trends by

tracking how earlier stage

“smart money” investors are

deploying capital

“CBI's data on investors and their

syndicates shows us which angels,

micro VCs and larger venture funds

to focus on for our own network of

relationships.”

Satya Patel

Homebrew

General Partner




Analyze deep private company dataMonitor everything happening inside of a private company from one centralized location

I want to…

…access performance

metrics, valuation data, and

info on technology, people,

and financing history on a

company to simplify initial due

diligence

…follow the latest news and

competitor info

…automate notices for lists of

strategic companies

“CB Insights is the first place we look

for data on prospect companies –

including their investors, competitors,

teams, market trends, etc. CBI saves

us so much time in efficiently

conducting initial diligence and often

has data we can’t find elsewhere..”

Dave Kirkpatrick

SJF Ventures

Managing Director




I want to…

…track valuations at the

industry level over the last 12

months

…obtain valuation multiples for

both M&A and financing

transactions

Obtain private company valuation dataUncover hard-to-find private company valuations. CB Insights is the only source with valuation multiples for private companies.

“Things like valuation multiple

search…give us unique data-driven

insights that aren't available

elsewhere.”

Kevin Swan

iNovia Capital

Partner




See emerging trends firstAsk industry level questions, monitor trends, visualize answers, and drill down into more granular data in seconds

I want to…

…examine an industry’s

funding trends over the last 2

years

…improve opportunistic

positioning by identifying

growth & momentum within

sub-industries

…quickly unpack the financing

and M&A activity in emerging

industry areas

“Industry Analytics allow you to see

macro-trends at the sector level,

providing a top-down look on what is

happening in a given space.”

Greg BaeComcast VenturesInvestments & Business Development




Visualize competitive dynamics & expand your networkID active dealflow partners or visualize industry/company relationshipsI want to…

…see the complex web of relationships surrounding a company or industry of interest

…Find potential acquirers

based on their past deal

activity

…rank the largest financings

and exits in my industry

“Since a picture is worth a thousand

words…CBI is able to apply the data

into intuitive visualizations that helps

us tremendously with analysis. It’s a

powerful product!”

Mike Collett

Promus Ventures

Managing Partner




I want to…

…find new companies similar

to those I have previously

represented

…ID unknown companies

operating in hot sectors

…simplify building a benchmark by uncovering relevant competitors

Discover and analyze comparable companies Leverage algorithms to scan the competitive landscape and proactively identify potential clients

“CB Insights has been a great

addition to our toolkit. It’s stupid easy

to use and helps us identify private

companies who are hot and flying

under the radar.”

Ray Carroll

Marketo

Director




Uncover non-financial performance signals Leverage unique performance metrics to benchmark clients and uncover new companies to represent

I want to…

…understand a company’s

growth trajectory using hiring

data

…benchmark a potential

investment’s social signals

against key competitors

…parse a company’s tech

stack

“Provides us with the extra insight we

need to find up and coming

companies and sectors to invest in.”

JW Ray

Backlog Capital

Founder & Managing Partner




I want to…

…access decision makers at

target companies

…build my personal network

by connecting with board

members and industry leaders

…find a warm introduction to a

key contact at an investment

firm

Find the right peopleFind and network with the most relevant executives, board members, and investors

“CBI is a great tool for finding detailed

investment information about a wide

range of companies and market

dynamics. Their easy to use interface,

data visualization and analytical

capabilities…provides accurate and

comprehensive data.”

Bob Ghoorah

Columbus Nova Technology

Partners

Managing Partner




For questions / To schedule a demo

Email [email protected]

or

Call +1 (212) 292-3148

Questions?Beyond a great product, we are recognized for our customer service. Don’t hesitate to be in touch.

“In addition to their data and user interface, you get customer

support within minutes for every question and custom data requests

from the people who are building the product and who know what they

are talking about.”

–Kevin Diestel

“A clean and easy to use interface and a super responsive customer

support team makes CB Insights the best option for Comcast

Ventures’ research needs.”

–Greg Bae

“The CBI team takes our feedback seriously and they have continued

to refine the product; it is great to see someone innovating in the

venture capital data space.”

-Will Porteous

“The intuitive user interface and robust set of features have made it a

go-to resource for our team, and the customer support is second to

none!!”

-Kate Barrett



mailto:[email protected]