Cb insights overview 2013 (investment bank) - media page

Can we help? [email protected]

CB INSIGHTS

BETTER SOURCING, MARKET INTELLIGENCE AND DUE DILIGENCE

ON HIGH-GROWTH PRIVATE COMPANIES, INVESTORS AND ACQUIRERS

http://www.cbinsights.com

2013


2

“CB Insights is a product

designed by a VC insider who

truly knows the space and

understands the end-user

needs. In particular, 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. This, combined with 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

Investments & Biz Dev

Comcast Ventures

Jack Leeney

Portfolio Manager

Telefonica Ventures

“CB Insights provides MESA with

financing and M&A data that has

proven invaluable on both the

investment banking and

investment sides of our business.

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. And

when we need more detail, their

web platform provides user-

friendly search capabilities that

are a refreshing departure from

what we typically see in data

offerings.”

Andrew Montgomery

Partner

MESA+

“CB Insights provides our team

with a holistic and thematic

approach that really captures

market activity. In private

markets with fragmented

public, private and often

blogged deal data to parse

through we've found CBI to

have the best access for the

most accurate market view.”

See what other customers have to say at http://www.cbinsights.com/customer-love


High Growth Private Company, Industry,

Investor and Acquirer Intelligence 3

CB Insights is a data company backed by the National Science Foundation. Founded in 2008, we have developed

tools that track the world’s most promising private companies, their investors, their acquirers, their executives and the

high-growth industries they compete in.

Our investment banking clients use CB Insights to research specific companies, get comparable transaction data,

stay ahead of trends in emerging industries, quickly get industry intelligence on financing and exit patterns and to

keep informed about high-growth private companies and their investors and acquirers.

Our primary products include:

Private Company Financing

& Exit Database Industry Analytics Data Feeds & Newsletters


Better Technology Means Better Data and

Better User Experience 4

1991 The Old Way

Since 2010+ The CB Insights Way

• Manual (Researcher/Analyst-Driven)

• Calling VCs/PEs for data

• Large offshore centers

• Not scalable & data shows up late

• Incomplete data

• Terrible UI/UX

• Expensive

Process

Implications

• Technology-driven

• #1 – Efficient extraction of public data

• #2 –Proprietary pvt company data partnerships

• Scalable

• Data appears real-time

• More data

• User experience is front & center

• Better customer service & experience


A Go To Source for the Media

5

“According to CB Insights”

In just the first six months of 2013, we’ve been featured in over 100 media articles.

We’ve quickly become a go to source for media outlets who want information on

emerging companies, industries and the investors and acquirers behind them.

To see all of our press mentions, visit http://www.cbinsights.com/press


Transaction Feeds Based on Your

Preferences 6

Goals

• Feeds offer a single destination for you to

find the latest financing, M&A and IPO

news

• Customization of feeds allows you to

select the geographies, sectors and

company stages of interest to ensure you

see only what is useful and interesting to

you

What We Do

• On a daily basis, CB Insights crawls and

extracts information from tens of

thousands of information sources

• Information sources include SEC filings,

press releases, investor/acquirer &

company websites, blogs and Twitter to

name just a few


See Where Markets are Going Before

Others with CBI Industry Analytics 7

Industry Analytics is a decision-making tool that quickly improves your strategic and industry analysis.

Goals

• Allow you to see early which industries are

showing momentum and which are

showing signs of stress

• Understand financing and exits trends over

time to an industry and compare vs.

hundreds of other industries

• Allow you to drill down to the company

transaction data that drives the trend with

clickthrough visualizations

• Give you data-driven tools to improve with

strategic and industry analysis

What We Do

• Use aggregated financing and exit data

over time by industry to develop industry

level statistics and analytics

• Make the data easily and intuitively

accessible by using data visualizations


Mobile and Email Alerts to Track

Portfolio Companies and Competitors 8

Goals

• A seamless way to follow companies and

investors of interest and get financing,

M&A and other news related to them

• Deliver these alerts to you via email that is

web and mobile optimized

• Make tracking of portfolio companies and

competitors dead simple and without the

noise of other methods, i.e. RSS feeds,

Google Alerts

What We Do

• We aggregate relevant financing, M&A

and news data for companies of interest

and package them up into a clean, weekly

digest

• Ensure that alerts are mobile optimized

allowing you to get upto speed while on-

the-go


Deal Search Allows You to Identify

Transactions by Geo, Industry, Stage, etc. 9

Goals

• Find the deals relevant to user’s

areas of interest through

extremely flexible deal search

• Series

• Date

• Amount

• Location

• Sector/Industry

• Investors

• Investment history

• Portfolio, analytics

• Personnel

• Basic profile information

• Insights into deal trends

What We Do

• Leverage CB Insights company

and dealflow database

• Update deal flow on real-time

basis


Rankings to Build Lists of Most Active

Investors, Acquirers, Largest Deals 10

Goals

• Build refined rankings that let

you see

• Most active investors

• Most active acquirers

• Largest financing deals

• Largest exits

• Rankings is incredibly flexible.

For example, you could build a

ranking of the top investor in

Series A deals in mobile

companies in California in the

last 12 months in 20 seconds

What We Do



• Robust logic on top of our data

to make your life easier in

identifying top deals, investors

and acquirers


Get Hard-to-Find Private Company

Valuations and Multiples 11

Valuation / Multiple Search helps you find rumored and real exit and financing valuations and multiples

like price/sales ratios.

Goals

• Allow you to get to hard-to-find valuations

and multiples for private companies

• Make comparables searching easier and

more relevant

• Provide you with the best, most closest

comparable transactions making your

valuation efforts more science and less art

What We Do

• We aggregate real and rumored financing

and exit valuations making them

searchable

• We layer on operating and financial metric

data to provide you with valuation

multiples such as Price/Sales,

Price/Customer and other multiples


Get Email and Phone Details for

Company Executives and Investors 12

We have over 2.1 million people’s email addresses and phone numbers making it easy for you to reach

out to company execs and team members as well as investment partners and staff.

Goals

• Allow you to get to hard-to-find private

company and investor/acquirer contact

details

• Let you search within contacts to find the

most relevant titles / functions you care

about, i.e. Director, finance, etc..

• Allow you to download contact data into

Excel so you can import into your CRM

What We Do

• We combine our contact data with data

licensed from third-parties to offer the most

comprehensive and accurate view of email

and phone contacts

• Make it searchable by title and location


Help Portfolio Companies Find Talent

(aka Poaching) 13

People Search lets you identify relevant contacts at firms of interest by selecting the title, role,

geography, funding status and other criteria you are interested in.

Goals

• Allow you to build hyper-targeted lists of

relevant contacts with emails and phone

numbers

• Provide the ability to search by title (CEO,

C-level, VP as well as function, i.e. HR,

Sales, etc.)

• Enable downloading of contact data into

Excel making importing of contact data into

your proprietary systems (CRM) easier

What We Do

• We combine our contact data with data

licensed from third-parties and layer on

company data allowing you to build

complex filters very easily

• Allow company and person-specific filters

• Make it all exportable so you can take and

use the data in your own systems


Flexible Company, Investor & Acquirer

Search to Help You Find Info You Need 14

Goals

• Flexible search parameters to help you

discover the right companies, investors

and acquirers

• Export data to CSV/Excel for offline

manipulation & analysis

• Allow you to track companies, investors

and acquirers of interest by receiving

automated emails.

• Auto-fill search highlights relevant

companies, investors and acquirers

making your life easier

What We Do

• Leverage CB Insights company database

on real-time basis

• Make new company information available

immediately

• When companies on your Watchlist are

updated, you’ll receive an email


Company Profiles Offering Rich

Financing, Competitor and People Data 15

Goals

• Robust company profiles provide

insight into:

• Investors & Funding History

• Competitors

• Management Team

• Board of Directors


• Real-time tracking of companies of

interest via Lists

• Classify companies with private

labels and by creating lists

• CRM features including Notes &

Tasks

What We Do

• Leverage CB Insights company and

dealflow database

• Add companies of interest to your

Watchlist for email updates

• Leverage available third party

information sources to complement

CB Insights info and increase your

efficiency


Identifying Relationships – At the Firm

Level 16

Goals

• Help you visually understand co-

investment firm relationships

between firms, specifically

answering, what firms do they co-

invest with:

• By stage?

• By sector?

• geography?

• Give you the ability to see the actual

companies & deals in which the

firms have co-invested with each

other

What We Do

• Leverage CB Insights company and

dealflow database to determine firm

relationships

• Use current charting libraries and

visualization tools to help you

quickly and graphically see

relationships between firms


Identifying Relationships – At the Board

of Directors Level 17

Goals

• Help you understand relationships

between

• Individuals and the company

boards they sit on

• Board members who tend to

share relationships with each

other via common Board

memberships

• Individuals and other investment

professional based on a

combination of Twitter and CB

Insights data

• Individuals and executives and

entrepreneurs they know based

on a combination of Twitter and

CB Insights data

What We Do

• Mine SEC filings, company &

investors announcements and

Twitter to identify Board

relationships

• Use CBI algorithms to identify

relationships among Board

members & companies


Investor & Acquirer Profiles

18

Goals

• Robust investor profiles provide

insight into:

• Investment history

• Investment portfolio

• Analytics

• Personnel


• Profiles highlight most frequent

co-investors and recent exits

• Real-time tracking of investors of

interest

What We Do



• Add investors of interest to your

Watchlist for email updates


Export Data to Excel & PDF for Offline

Manipulation, Addition to CRM, etc.. 19

Goals

• Allow you to download data to

excel for offline manipulation and

analysis or uploading your own

dealflow/CRM applications

• PDF profile tearsheets allow you

to save company, investor and

acquirer profiles for your own files

and/or to share with colleagues

Cb insights overview 2013 (investment bank) - media page

Economy & Finance

data company

better data

ma data

data visualizations

data offerings

company transaction

data user experience

datadriven tools