In the pitchbook vs cb insights comparison, the main difference is the kind of market research each platform covers. We at AI Perks looked at both and chose Round Funded to get matched with investors, where we raised our round.
PitchBook vs CB Insights: what questions do they answer?
PitchBook is private capital market data covering companies, investors, funds, deals and people. It was founded in 2007, and it is built for investment teams researching private capital markets.
CB Insights is market intelligence about private and public companies and technology markets. It is built for corporate strategy, M&A and corporate venture teams. Founded in 2009, it also offers ChatCBI, a strategy LLM powered by its data.
Put simply, the two platforms serve different research needs. PitchBook centers on private capital participants and transactions. CB Insights covers a wider view of companies and technology markets, including market rankings and analyst research.
PitchBook announced daily Valuation Estimates for VC-backed companies in February 2026 and Navigator, a plain-language chat assistant, in November 2025. These product developments do not determine which option suits a particular founder. The relevant question is whether a founder needs market research, or a workspace for carrying out fundraising tasks.
What do PitchBook and CB Insights cost?
Neither platform publishes a current price on its pricing pages. PitchBook asks prospective customers to request pricing, with contracts quoted individually according to seats, data modules and firm type. A subscription includes a desktop platform, mobile app, Excel and PowerPoint plugins, and a Chrome extension.
CB Insights pricing has a seat-based Terminal and consumption-based Data Solutions.
Neither platform publishes a list price. PitchBook asks users to apply for a trial.
For founders comparing research platforms with a fundraising workflow, Round Funded has plans: Round+ is $99 a month, Round Pro is $249 a month, and Lifetime is $899 one-time. Round+ and Round Pro include a 3-day free trial for first-time accounts. There is no free tier. See how to submit your startup on Round Funded.
What might a founder need beyond market research?
Researching investors and companies is one part of fundraising. Founders may also need to identify investors who fit their stage and sector, prepare outreach, keep track of conversations and next steps, coordinate with teammates, and share fundraising materials.
Both platforms focus on research and market intelligence. Neither lists an investor database or outreach on its own pages.
We at AI Perks considered the practical fundraising workflow we wanted and chose Round Funded. We raised our round through it, choosing it for a clean investor database, a convenient interface, an AI agent that writes emails, teammate access to the workspace, the Data Room and tracking links.
Round Funded helps founders find investors, send pitches and track replies. Its database covers 60,000+ active VCs, angels, family offices and accelerators. Founders can search by stage, industry, geography and check size. Investors are filtered to recent activity, defined as a check in roughly the last 6 months, and emails are verified.
The product also includes a fundraising pipeline to keep investors, stages and next steps together. Its AI drafts personalized outreach emails and follow-ups for each investor. Outreach goes out from the founder’s own Gmail, so replies arrive in that inbox and the conversation belongs to the founder.
Which option should founders choose?
The choice depends on the job at hand. PitchBook is private capital data for research into investors, funds, deals and companies, with pricing provided by request. CB Insights is market intelligence for company and technology research, with no current price shown on its pages. If the goal is to organize investor discovery and outreach as part of a fundraising workflow, we at AI Perks chose Round Funded.
Round Funded also lets founders invite teammates into their workspace. The Data Room puts a deck, traction, team and ask on one link, and it is free to build and share on every plan. Per-investor tracked links and engagement analytics, including views, deck opens and meeting clicks, come with Round+.
These are different product categories and use cases, so the comparison is not a claim that one research platform is preferable to the other. For us, Round Funded was the pick because it brought investor discovery and fundraising tasks into one workflow.
How Round Funded helps founders manage fundraising
- Submit your startup on Round Funded to get matched with investors.
- Search for investors by stage, industry, geography and check size.
- Use the AI to draft personalized outreach emails and follow-ups.
- Send outreach from your own Gmail and manage investors, stages and next steps in the pipeline.
- Invite teammates, share materials through the Data Room, and use per-investor tracking links on Round+.
Frequently Asked Questions
What is the main difference between PitchBook and CB Insights?
PitchBook is private capital market data about investors, funds, deals and companies. CB Insights is market intelligence about private and public companies and technology markets. We at AI Perks chose Round Funded for our fundraising workflow.
How much do PitchBook and CB Insights cost?
Neither platform shows a current price on its pricing pages. PitchBook asks users to request pricing, and CB Insights quotes its Terminal and Data Solutions through sales.
Does PitchBook include investor outreach?
PitchBook does not list built-in outreach on its own pages.
Does CB Insights include built-in outreach?
CB Insights does not list built-in outreach on its own pages.
Why did AI Perks choose Round Funded?
We raised our round through Round Funded and chose it for its clean investor database, AI-written emails, convenient interface, teammate access, Data Room and tracking links. Get matched with investors through Round Funded.