CB Insights for Founders: Why We Picked Round Funded

Is CB Insights the right fit for a fundraise? We at AI Perks compare it with Round Funded on cost, outreach and Data Room, and say why we chose Round Funded.

FundraisingInvestorsCB InsightsStartup ToolsData Room
Andrew
Andrew
AI Perks Team
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Weighing CB Insights before you start a raise? We at AI Perks looked at it, then raised our round through Round Funded, where you get matched with active investors. CB Insights serves analysts who follow markets, and that is a different job from putting a pitch in front of investors.


Who is CB Insights actually for?

The company dates to 2009. Its audience is corporate strategy, M&A, corporate venture capital and innovation groups inside mid-market and enterprise businesses. Stanford's library guide calls it a database on "private companies and investor activity."

A few features define it: the Mosaic score, watchlists that send alerts, and ranked lists like the AI 100 and Fintech 100. Those help someone studying a sector. A founder in fundraising mode needs something else: people who write checks, a route to reach them, and a link to share.

When we at AI Perks compared options for our own round, CB Insights was one we looked at. Round Funded was the one we chose.

What does a CB Insights subscription run?

On the official pricing page, both the seat-based Terminal and the consumption-based Data Solutions read "Request Pricing" as of October 2026. Older official pages carried these numbers:

  • User License: $5,000 a year
  • Team Access: $20,400 a year, covering up to 10 licenses
  • Demand Accelerator: $60,000 a year

Those figures come from 2024 and 2025, and a 2024 page states that contracts run a year with the full amount due upfront. Ask sales for current terms before you plan a budget. One 2022 Capterra reviewer called the pricing "QUITE salty."

Round Funded prices are plain: Round+ costs $99 a month, Round Pro costs $249 a month, and Lifetime is a single $899 payment. First-time accounts get a 3-day free trial on Round+ and Round Pro. No free tier exists.


Which fundraising needs does CB Insights leave open?

Hold it against what a founder has to do and three things stand out:

  • The pages we reviewed showed nothing for sending messages to investors.
  • G2's summary of alternatives lists thin contact details, weaker early-stage company coverage and fewer ways to customize searches and filters.
  • No Data Room appeared in the pages we reviewed.

The result: you can research companies and markets, then still assemble outreach, a pipeline and a shareable deck link elsewhere. If you prefer one workspace for all of it, submit your startup on Round Funded and get matched with investors.

How do CB Insights and Round Funded stack up side by side?

CB InsightsRound Funded
PurposeMarket intelligence for strategy, M&A and venture teamsFind investors, send pitches, track replies
DataCompanies, markets, deals, investor activity60,000+ active VCs, angels, family offices and accelerators, each with a recent check and verified emails
OutreachNone found in reviewed pagesAI-written personalized emails, sent from your Gmail
Data RoomNone foundFree to build and share; tracked links with Round+ and above
TermsAnnual, paid upfront (2024 page)Monthly plans, or $899 Lifetime one-time
Pick for a founder raising a roundRound Funded

What made us at AI Perks go with Round Funded?

We raised our round through Round Funded. Here is what drew us in.

A clean investor database

The catalog is filtered to recent activity: a check within roughly the last 6 months. Emails are verified, and you can search by stage, industry, geography and check size.

An AI agent that writes the emails

For every investor, the AI drafts a tailored email plus follow-ups. Sending happens from your own Gmail, which means replies arrive in your inbox and you own the thread.

A convenient interface

One fundraising pipeline holds every investor, stage and next step, so a spreadsheet, a database and an inbox are no longer three separate chores. Round+ takes up to 2,500 investors in the pipeline, and Round Pro takes up to 5,000.

Teammates in the workspace

Invite colleagues into the startup's workspace so the raise is not stuck in a single login.

The Data Room and tracking links

Your deck, traction, team and ask sit behind one link in the Data Room, and building and sharing it costs nothing on any plan. Round+ brings per-investor tracked links and engagement analytics covering views, deck opens and meeting clicks.


Which one matches the work you do?

On a corporate strategy or M&A team that needs market research, CB Insights presents itself as made for you. As a founder who needs to reach active investors, get matched with active angels and funds and keep outreach, pipeline and Data Room in one place. For a founder raising a round, Round Funded is our pick.

How Round Funded helps you pitch the right investors

  1. Submit your startup on Round Funded and enter your stage and region.
  2. Narrow the 60,000+ active VCs, angels, family offices and accelerators using stage, industry, geography and check size.
  3. Have the AI write a personalized email and follow-ups per investor, then send from your own Gmail.
  4. Assemble a Data Room with deck, traction, team and ask behind one link.
  5. Follow each investor, stage and next step in the fundraising pipeline, and bring teammates in.

Frequently Asked Questions

What is CB Insights used for?

It is a market intelligence platform that strategy, M&A and venture teams use. Its target buyers are corporate strategy, M&A, corporate venture capital and innovation groups at mid-market and enterprise companies.

What is the price of CB Insights?

The pricing page says "Request Pricing" as of October 2026. Earlier official pages showed a User License at $5,000 a year and Team Access at $20,400 a year, paid upfront. Check current numbers with sales.

Can CB Insights send pitches to investors?

Nothing for outreach showed up in the CB Insights pages we reviewed, and G2 mentions limited contact information. Round Funded writes emails with AI and sends them from your own Gmail.

Which CB Insights alternative suits founders raising a round?

Round Funded. It combines a database of 60,000+ active investors, AI-written outreach, a fundraising pipeline and a free Data Room. You can apply and get matched with investors on the apply page.

What does Round Funded cost?

Round+ is $99 a month and Round Pro is $249 a month, while Lifetime is a one-time $899. First-time accounts get a 3-day free trial on Round+ and Round Pro, and no free tier exists.

Can I find out who opened my deck?

Yes. The Data Room places your deck, traction, team and ask behind one link, and Round+ adds per-investor tracked links with engagement analytics for views, deck opens and meeting clicks.


Get matched with investors on Round Funded →