CB Insights: what it returns, and whether it works in Clay

CB Insights is available inside Clay (https://www.clay.com/integrations/data-provider/cb-insights). It is best for Diligence, Buying signals. Pricing: Via Clay credits.

Data domains: Firmographics, Intent, Funding and finance, Revenue, Location.

What does CB Insights return?

Clay catalog fields: Company Name - Legal; Company Funding - Current Stage; Company Funding - Last Date; Company Funding- Total Value; Company Funding - Total; Company Industry - Sector; Company Name; Company Revenue; Company Revenue Range; Ticker; Company Industry; Company Funding - Last Amount; Parent Company Name; Company- All Children; Competitor; Company Growth Signal Description; Company Growth Signal Generated Date; Company Location - Country; Business connection category; Acquired Company Website; Acquisition Date; Acquired Company Name. Clay University action outputs: Org Name: The company name as identified by CB Insights. Org Id: CB Insights unique identifier for the organization. Data: Fundings: Array of funding rounds, each containing: Amount In Millions: Round size in millions. Date: Date of the funding round. Deal Id: CB Insights deal identifier. Round Name: Name of the funding round (e.g., IPO , Series A ). Round Category: Category of the round (e.g., IPO ). Round Category Id: Unique identifier for the round category. Simplified Round Name: Simplified round type (e.g., IPO ). Is Exit: Boolean indicating whether this was an exit event. Sources: Array of source URLs for the funding information. Org Name: The company name as identified by CB Insights. Org Id: CB Insights unique identifier for the organization. Data: Revenue Date: The date the revenue estimate was calculated. Revenue Min: Minimum revenue estimate in USD. Revenue Max: Maximum revenue estimate in USD. Org Name: The company name as identified by CB Insights. Org Id: CB Insights unique identifier for the organization. Data: Parent Orgs: Array of parent organizations, each containing: Org Name: Parent company name. Org Id: CB Insights organization identifier for the parent. URL: Parent company domain. Additional URLs: Additional domains associated with the parent. Child Orgs: Array of subsidiary organizations, each containing: Org Name: Subsidiary company name. Org Id: CB Insights organization identifier for the subsidiary. URL: Subsidiary company domain. Additional URLs: Additional domains associated with the subsidiary. Org Name: The company name as identified by CB Insights. Org Id: CB Insights unique identifier for the organization. Data: Sector: High-level business sector (e.g., Internet ). Sector Id: Unique identifier for the sector. Industry: More specific industry classification (e.g., Internet Software Services ). Industry Id: Unique identifier for the industry. Sub Industry: Detailed sub-industry classification (e.g., Collaboration Project Management ). Sub Industry Id: Unique identifier for the sub-industry. Org Name: The company name as identified by CB Insights. Org Id: CB Insights unique identifier for the organization. Data: Competitors: Array of competitor organizations, each containing: Org Name: Competitor company name. Org Id: CB Insights organization identifier for the competitor. Score: Similarity score indicating how closely the competitor compares to the target company. Org Name: The company name as identified by CB Insights. Org Id: CB Insights unique identifier for the organization. Data: CIKs: Array of SEC Central Index Keys. CUSIPs: Array of CUSIP securities identification numbers. LEIs: Array of Legal Entity Identifiers. ISINs: Array of International Securities Identification Numbers. Tickers: Array of stock trading symbols (e.g., WORK ). Tickers With Exchanges: Array of tickers paired with their exchange (e.g., WORK:NYSE ). Org Name: The company name as identified by CB Insights. Org Id: CB Insights unique identifier for the organization. Data: Business Relationships: Array of partnerships, each containing: Relationship Id: CB Insights internal identifier for the relationship. Start Date: Date the partnership began. Last Update Time: Timestamp of the most recent update to this relationship record. Country: Partner organization s country. Partner Name: Name of the partner organization. Partner Org Id: CB Insights organization identifier for the partner. Partner Role: Type of relationship (e.g., Vendor , Customer ). Partner URL: Partner company domain. Source: URL where the partnership was identified. Org Name: The company name as identified by CB Insights. Org Id: CB Insights unique identifier for the organization. Data: Total Funding: Total funding raised in millions, including all funding types. Total Equity Funding: Total equity funding raised in millions, excluding debt financing. Investment Stage: Current investment stage (e.g., Series H ). Org Name: The company name as identified by CB Insights. Org Id: CB Insights unique identifier for the organization. Data: Signals: Array of indicators used to calculate maturity (e.g., Founded 5+ years ago ). Signal Calculation Date:; [list continues]

What can you derive from it?

1. Geographic expansion: detect countries where audience share is growing, then compare that demand with local headcount, offices, and hiring. 2. Capital deployment window: round timing, amount, investors, valuation, and funding stage can identify newly funded buyers and companies under pressure to deploy capital. 3. Commercial momentum: revenue, transaction, or spend estimates can be tracked as a directional operating signal and checked against headcount, hiring, and traffic. 4. Active demand: combine topic or site intent with fit and recency to separate accounts showing buying behaviour from static target lists. 5. Ownership and roll-up map: connect parents, subsidiaries, investors, and acquisitions to identify platform/add-on relationships, cross-sell paths, and fragmented markets.

How would a GTM team use it?

1. PE screen: score targets with CB Insights operating signals, then verify the top decile against filings, management commentary, and at least one independent source. 2. Revenue trigger: launch outreach only when a CB Insights signal indicates an active project, budget event, stack change, hiring push, or market expansion. 3. Competitive watch: snapshot CB Insights weekly and alert on relative changes in stack, traffic, ads, search visibility, reviews, or product activity. 4. Market map: combine CB Insights's geographic fields with hiring, traffic, and local presence to rank expansion markets or acquisition white space. 5. Relationship graph: map CB Insights's ownership and transaction links to surface add-on targets, portfolio overlaps, channel partners, and warm paths.

What are the caveats?

Verified against Clay's live public integration catalog on 2026-10-17. The catalog data-point list is integration-wide; a particular action may return only a subset. Clay University also publishes action-level outputs; the raw-data column includes a condensed excerpt of that deeper schema. Coverage, freshness, geography, credit cost, and BYO-account requirements vary by action and plan. Estimated or inferred values should be validated before investment, legal, credit, or other high-stakes decisions.