AlphaSense vs CB Insights

AlphaSense vs CB Insights: Key Differences

CB Insights is a private company and market intelligence platform built primarily for scouting startups, tracking venture and M&A activity, and monitoring emerging technology markets. CB Insights has built out a suite of AI agents — including ChatCBI and task-specific tools for diligence, competitive monitoring, and deal sourcing — which run on top of a data model built largely from public sources. The platform has very limited coverage of premium or proprietary content such as broker research, expert calls, SEC and global filings that deeper diligence and public markets research require.

By contrast, AlphaSense centralizes premium, proprietary, public, and private sources — in addition to users' internal data — in one place for AI-powered analysis. That content isn't just connected; it's fully ingested and indexed, setting the foundation for decision-grade AI that retrieves the right evidence, not just available evidence. AlphaSense's AI tools cover the entire research workflow, from discovery through deliverable, across both public and private companies.

Feature Comparison

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AlphaSense

AlphaSense is an AI-native platform built for robust financial, corporate, and consulting research, combining over a decade of AI development with an underlying content library of 500+ million premium business documents. AlphaSense sources, licenses, and curates its content universe end-to-end, giving users a single, traceable source of truth rather than a patchwork of external connections.

AlphaSense uses decision-grade AI, which retrieves, ranks, and reasons over a vast universe of premium financial and market research sources, with full auditability. This allows users to gain structured, digestible, and actionable insights in less time and with greater traceability.

Consistently ranked as an industry leader by TrustRadius and G2, AlphaSense was also named a Leader in the inaugural Gartner® Magic Quadrant™ for Competitive and Market Intelligence (CMI) Platforms, and a Leader in The Forrester Wave™: Market And Competitive Intelligence Platforms, Q3 2026.

Key AlphaSense features include:

Curated, Premium Datasets

AlphaSense combines public and private financial data with expert call transcripts, broker research, company documents, and news in one place — content AlphaSense itself sources and curates. By combining qualitative and quantitative insights, AlphaSense gives you the necessary context to make smarter and more informed decisions.

Premium External Market Insights

Our library of qualitative content includes:

• Wall Street Insights, a collection of equity research that features more than 1,700 broker sources, including Goldman Sachs, Morgan Stanley, Bank of America, and Citi
• Expert calls, which includes over 300,000+ interviews with pre-qualified experts and the ability to conduct your own 1:1 calls with 70% cost savings compared with traditional expert networks. This also includes Channel Checks, which are AI-led interviews with validated industry experts, which result in faster, more consistent, and more scalable insight extraction.
• Company documents and filings, including earnings transcripts, company presentations, SEC and global filings, ESG reports, and press releases
• News, trade journals, and regulatory coverage

Financial Data

AlphaSense provides access to the following crucial quantitative insights:

• Historical Financials & Estimates: Standardized statements and consensus data across 27,000+ public companies
• Sector-Specific KPIs: Detailed operating metrics from institutional-grade Canalyst models, backed by 4,500+ ready-to-use Canalyst models with detailed financials, operating metrics, and segment breakdowns that update automatically
• Transaction Intelligence: Details on nearly 1 million M&A deals and 765,000 private funding rounds, enriched with AI-generated deal rationale and strategic context
• Dynamic Peer Sets: Pre-built industry comparables across 115+ sectors

Internal Content Integration

Users can integrate and query their own internal content — research notes, CIMs, VDRs, emails, and more — alongside AlphaSense’s external content library. Integration is available via API or enterprise-grade connectors, including Egnyte, Microsoft 365/Sharepoint, Box, Google Drive, S3, and more.

AI Search, Synthesis, and Execution

Unlike generic AI tools, our decision-grade AI is trained and benchmarked to understand sector dynamics, valuation methodologies, and market context just like an analyst would. Our suite of AI tools currently includes:

Generative Search

Generative Search is a conversational search and analysis tool that allows users to ask natural-language questions and source intelligence at scale from across premium external content, internal knowledge, and quantitative data sources. Each answer provides citations to the exact snippet of text from where the information was sourced, so that it can always be referenced back.

Deep Research mode automates the creation of in-depth analysis about companies, trends, or industry topics. The model conducts dozens of searches, parses through thousands of potentially relevant results, and reasons over all of it to produce comprehensive, detailed analysis about any topic. All of this happens in a fraction of the time it would take a human.

Additionally, with Generative Search, users can simply ask a natural-language question and the model will create a deliverable — including decks of any size, from a single-slide company profile to a 40-slide pitch book. Our slide agent supports template uploads, so the outputs are on-brand from the very first draft, no reformatting required. Users can leverage custom agents to automate the generation of recurring deliverables, from earnings summaries to sector updates, and have them land as polished drafts, not raw notes. Available on mobile.

SuperAnalyst (in beta)

SuperAnalyst is an always-on AI agent that orchestrates users’ entire workflows. With it, users can run entire multi-week projects, automate their day-to-day tasks, and streamline one-off common jobs with the same tool.

SuperAnalyst is an always-on, set-it-and-forget-it AI agent that:

• Can autonomously interact with all of the data and tools on the AlphaSense platform, including actions like downloading Canalyst Financial models, creating and editing Watchlists, and setting alerts.
• Has persona-specific, preconfigured set of skills purpose-built to help you automate your most repetitive work.
• Has persistent memory so nothing is lost between sessions or stages of a project.
• Can write and run code to perform data analysis, build visualizations, and create polished work products in PowerPoint or Excel
• Can run entirely on its own — triggered on a schedule (daily or weekly) or by events like new document alerts or model updates — so your most routine workflows just happen.

Workflow Agents

AlphaSense Workflow Agents are pre-built, end-to-end research workflows that transform hours of manual work into minutes with a single click — no blank page, no prompt engineering. Each agent is designed around a specific task: generating a company profile for an IB pitch, building a competitive battlecard for a competitive intelligence workflow, or surfacing market adoption signals for a corporate strategist. For teams that want full control, Custom Workflow Agents let you build and automate your own recurring workflows on top of the same Generative Search technology. These custom agents can also be scheduled to operate autonomously, so your briefing or report gets sent to your inbox before you need it.

AlphaSense for PowerPoint

AlphaSense for PowerPoint is a native add-in that brings the power of AlphaSense into your working decks, reading your existing slides, understanding your structure, and making targeted edits. It brings AlphaSense's full content library of 500M+ documents spanning broker research, earnings transcripts, filings, expert interviews, and your firm's own internal documents directly into the side-pane, meaning you never have to leave PowerPoint to do research.

It can also review your slides: Ask it to scan for logical gaps, stale data, or inconsistencies between slides, and it will suggest improvements based on context pulled from the AlphaSense platform. Link slides to their Excel models so charts and tables refresh when assumptions change without re-exporting or re-pasting, and move between your decks and models with ease.

AlphaSense for Excel

AlphaSense for Excel brings that same intelligence into spreadsheets. For example, users can prompt the platform (in natural language) to add a quarterly revenue build with scenario cases, layer in an LBO debt schedule, or restructure the assumptions tab — and the model extends the logic instead of replacing it. Because the edits are surgical, existing formulas and dependencies stay intact.

Because AlphaSense draws from proprietary licensed content, you can ask within Excel to pressure-test your revenue assumptions against what management actually said on the last three earnings calls, or cross-reference a margin build against broker consensus. This enables you to catch where a model may have drifted from the underlying research, with full source traceability back to the original document.

Due Diligence Workspace

Due Diligence Workspace is a dedicated, AI-native environment purpose-built for deal teams. Sync your VDR documents (including via a native SS&C Intralinks integration), organize them alongside internal notes and memos, and run AI agents that flag risks, validate management claims against outside sources, and generate investment-committee-ready outputs in minutes — all in one secure environment.

Generative Grid

Generative Grid applies multiple genAI prompts to many documents at the same time to quickly provide organized answers to research questions at scale, in an easy-to-read table format. This enables clients to summarize documents using pre-built criteria to save time when executing repeatable workflows.

Smart Summaries

Every earnings transcript in AlphaSense features an AI-generated Smart Summary, which creates a tearsheet of key takeaways, analyst Q&A, and the most critical topics discussed in each call. AlphaSense users leverage Smart Summaries during earnings season to extract the most crucial insights from each call in just minutes, ensuring a comprehensive and timely view of key insights.

Sentiment Analysis

Sentiment Analysis, a natural language processing (NLP)-based feature, parses content and identifies nuances in language such as tone and subjective meaning. It then uses color coding to help users identify instances of positive, negative, and neutral sentiment throughout the document.

Check out our Sentiment Indices: sector-level indicators across 15+ sectors, aggregating sentiment across earnings transcripts and normalized on a -100 to +100 scale, updated every reporting cycle. This gives users a structured, cross-company read on where confidence is rising or falling, not just a single-document tone read.

Monitoring, Analysis, and Collaboration Tools

AlphaSense is designed to help users uncover insights faster with the following tools:

• Workspaces to organize threads, content, and deliverables for your projects
• Customizable dashboards and tailored real-time alerts for monitoring companies and themes
• Notebook and commenting for team collaboration
• Table Tools for spreadsheet-style visualizations directly from filings
• Image Search to surface insights buried in charts
• Snippet Explorer for historical mentions of any topic in a single view
• Mobile app for real-time alerts and AI search on the go
• Automated Monitoring with real-time alerts on market movements, news, and competitor activity, plus regular company/topic snapshots

AlphaSense Pros:

• Extensive, licensed content database spanning broker research, expert calls, company documents, news, and regulatory sources — not dependent on customer-uploaded documents alone
• Deep quantitative financial data and analysis tools
• 14+ years of investment in domain-specific AI
• Agentic workflow execution alongside traditional search
• 4,500+ pre-built financial models that update automatically
• Live transcripts across past, present, and future events, viewable in real time
• Automated, customizable real-time alerts
• Internal note-taking, sharing, and collaboration features
• API and integration support for internal content
• Built for enterprise-level organizations and teams
• Mobile app with full content library, generative search, and alerts
• Strong customer support: 24/7 chat, Live Help, regular live education webinars

AlphaSense Cons:

• Robust visualization tools are limited to beta at this time
• Collaboration tools are limited to users with AlphaSense licenses

Pricing

Subscription prices vary based on the number of users (for small- and medium-sized companies) and are customized based on the organization (enterprise or company level subscription packages). Please contact the AlphaSense team to learn more.

CB Insights

CB Insights is a market intelligence and data analytics platform that tracks millions of public and private companies, investors, and emerging technologies around the world. Primarily used by venture capitalists, private equity firms, and corporate strategy teams, this tool helps analyze industry trends, discover investment opportunities, benchmark competitors, and assess market dynamics.

The CB Insights platform primarily focuses on technology market intelligence, and it mostly gathers data from public sources such as patents, funding rounds, partnerships, news mentions, and web traffic. CB Insights’ machine learning engine ingests and structures this unstructured data, and then analysts validate it and add proprietary data.

Although CB insights provides deep, comprehensive access to information in the tech space and competitive intelligence, it lacks premium and proprietary content sets that can give you a more holistic outlook, such as broker research, global and SEC filings, and the breadth of a traditional expert network.

Related Reading: CB Insights Alternatives

CB Insights vs Crayon

Key features of the CB Insights platform include:

Company Profiles

CB Insights provides in-depth profiles of companies, including startups and established firms, particularly in the tech space. These profiles include information on funding history, key investors, business models, product offerings, and more.

Venture Capital and M&A Tracking

Users can monitor venture capital investments, private equity deals, and mergers and acquisitions (M&A) activity, particularly in the tech space. This feature helps in understanding where investors are placing their bets and identifying potential investment opportunities.

AI-Driven Insights and Agents

The platform applies predictive analytics and machine learning to forecast industry shifts, company trajectories, and investment trends, anchored by the Mosaic Score, which helps predict the success or failure of a private company based on health and growth signals. However, it’s important that teams treat the Mosaic Score as a directional signal, rather than an unequivocal truth.

CB Insights also offers ChatCBI, a conversational Q&A interface layered over its proprietary database with full citations, and Due Diligence Accelerator, a purpose-built AI agent that automates parts of commercial diligence to reduce timelines.

Customer Transcripts

CB Insights conducts interviews with a target company's own customers. This can be useful to assess renewal likelihood and satisfaction and can be a helpful signal when evaluating product-market fit. However, this offering is narrower than a full expert network (it covers a company's customers, not the broader pool of former executives, competitors, or industry specialists), so it complements rather than replaces a dedicated expert call tool.

Research Reports

The platform provides a library of in-depth research reports on various industries, technologies, and market trends. These reports offer qualitative and quantitative insights, including market forecasts, growth drivers, and key challenges. They are especially valuable during early-stage thesis development and market exploration but may require pairing with additional sources for company-specific or document-level diligence.

Data Visualizations

CB Insights features interactive data visualizations, such as market maps and trend graphs, to make complex market data more accessible and actionable for users.

Customizable Dashboards and Real-Time Alerts

The platform allows users to create tailored dashboards to monitor key metrics, trends, and market movements relevant to their research needs. Users can also set up real-time alerts for specific companies, industries, or market events, ensuring they stay informed about the latest developments.

API Access and Data Integration

For enterprise organizations, CB Insights offers API access and integrations with tools like Microsoft Copilot, Snowflake, and Salesforce — bringing CB Insights data inside tools that teams are already using.

CB Insights Pros:

• Strong platform for early-stage technology scouting and thesis development
• Deep and broad private company and market coverage
• Powerful visualization and market mapping tools
• Uses predictive modeling and AI agents for research, diligence, and competitive monitoring
• Due Diligence Accelerator helps deal teams conduct diligence faster
• Access to in-depth industry reports and research analytics
• Mosaic Score feature helps assess potential success of private companies
• Customizable dashboards and real-time alerts for tracking industry trends, competitors, and funding news
• Supports APIs and integrations

CB Insights Cons:

• Limited support for later-stage, document-driven diligence
• No access to global/SEC filings, ESG reports, newspapers, trade journals, or broker research
• Expert call coverage is much more limited than a dedicated expert network
• Dashboards and reporting features are less customizable than some competitors’
• Leans toward technology market use cases; lack of breadth and depth in other markets

Pricing

CB Insights does not publicly disclose its pricing, but it does offer custom pricing tailored to each organization’s needs and scale — contact CB Insights directly for a quote. Prospective customers can request a 10-day free trial.