investment banking & cb insights: simplify due diligence
Post on 28-Jul-2015
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Investment BankingC B I n s i g h t s
S i m p l i f y d u e d i l i g e n c e , b u i l d c o m p s , & f i n d m o r e c l i e n t s
2www.cbinsights.comwww.cbinsights.com 2
Backed by the National Science Foundation, CB Insights uses data science and machine learning to help our customers predict what’s next—their next customer, their next investment, the next market they should attack, or the next company they should acquire.
The world’s leading global corporations including the likes of Cisco, Salesforce, Castrol and Gartner as well as top tier VCs including, NEA, Upfront Ventures, RRE, and FirstMarkCapital rely on CB Insights to make decisions based on data, not decibels.
In God we trust, all others must bring dataA unique combination of data science and machine learning to help you make data-driven decisions
”A detailed discussion of data collection and how the company parses them is written by CB Insights’
data scientists; it convincingly tells the story of scalability and accuracy for what they call “The
Cruncher.”
From “Predictive Analytics And Novel Visualization Draw Customers To 'Must Have' Data” published April 8, 2015
3www.cbinsights.comwww.cbinsights.com 3
Data• Comprehensive - 150,000+ sources tracked
• Scalable – Tech-driven machine learning engine
• Real-time – Data comes in real-time
• Proprietary – 25% of data via exclusive relationships with
investors & service providers
• See this article for a full write-up on data-collection
technology
Reporting & Visualization• Heatmaps to see where markets are going
• Business Social Graph to map industry players
• Industry Analytics to quickly see industry trends
Monitoring & Analysis• Automated alerts on industries and key players
• Non-financial signals of company momentum
Predictive Analytics• Algorithms to uncover the hottest sectors
• Predictive intel on breakout companiesBusiness Value
Co
mp
lexi
tyWhat sets CB Insights apart?More than data. Insights and answers.
4www.cbinsights.com4
“According to CB Insights…”From the NY Times to Bloomberg, CB Insights data is used by hundreds of leading media outlets every week
“CB Insights put out an intriguing infographic in which they analyzed the most capital
efficient unicorns. That is, the startups with the highest ratio of investment to current
estimated valuation.”
See our latest media mentions
http://www.cbinsights.com/press
“London & Partners, working with data from CB Insights, says that money-transfer
startup WorldRemit raised the most of any other company in Q1, a $100 million round in
February”
“The stakes for both exchanges are high. According to the research firm CB Insights,
about 588 privately backed companies have valuations of more than $100 million,
meaning that they are potential candidates for going public sometime in the next several
years.”
“Last year, more than $100 million flowed into U.S. drone start-ups, according to CB
Insights, double 2013 levels.”
“About 33 Dallas-based tech companies have been acquired since 2012, including the
enterprise cloud company SoftLayer, which was bought by IBM in 2013 for $2 billion,
according to data from CB Insights. ”
5www.cbinsights.com5
• Track financings to find attractive companies to pitch
• ID the right investors or acquirers for each private
placement
• Streamline due diligence via info-rich company profiles
• Find private company valuations and valuation multiples
• Analyze & anticipate financing trends across the capital
markets
• Visualize industry networks to reveal key competitive
dynamics
• Customized & proprietary data is fully exportable to excel
• Uncover new sources of dealflow and expand your
network
How investment banking teams use usSpend less time gathering data and more time analyzing it and making decisions
6www.cbinsights.com6
Track dealflowSet proactive alerts on companies that you care about by industry, geography, stage, amount raised and more
I want to…
…track all late stage
companies in specific
geographies for select
industries
…identify potential targets by
screening for VC-backed
companies who have not
raised capital in 2+ years
…get alerts on all relevant
company financings sent right
to my inbox
“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.”
Andrew Montgomery
MESA
Vice President
7www.cbinsights.com7
Find & stalk smart money investorsMonitor investor activity and strategies to uncover new sources of dealflow in your sectors of focus
I want to…
…enhance my deal sourcing
network
……build a target list of
investors who are investing in
companies in my space
…uncover new trends by
tracking how earlier stage
“smart money” investors are
deploying capital
“CBI's data on investors and their
syndicates shows us which angels,
micro VCs and larger venture funds
to focus on for our own network of
relationships.”
Satya Patel
Homebrew
General Partner
8www.cbinsights.com8
Analyze deep private company dataMonitor everything happening inside of a private company from one centralized location
I want to…
…access performance
metrics, valuation data, and
info on technology, people,
and financing history on a
company to simplify initial due
diligence
…follow the latest news and
competitor info
…automate notices for lists of
strategic companies
“CB Insights is the first place we look
for data on prospect companies –
including their investors, competitors,
teams, market trends, etc. CBI saves
us so much time in efficiently
conducting initial diligence and often
has data we can’t find elsewhere..”
Dave Kirkpatrick
SJF Ventures
Managing Director
9www.cbinsights.com9
I want to…
…track valuations at the
industry level over the last 12
months
…obtain valuation multiples for
both M&A and financing
transactions
Obtain private company valuation dataUncover hard-to-find private company valuations. CB Insights is the only source with valuation multiples for private companies.
“Things like valuation multiple
search…give us unique data-driven
insights that aren't available
elsewhere.”
Kevin Swan
iNovia Capital
Partner
10www.cbinsights.com10
See emerging trends firstAsk industry level questions, monitor trends, visualize answers, and drill down into more granular data in seconds
I want to…
…examine an industry’s
funding trends over the last 2
years
…improve opportunistic
positioning by identifying
growth & momentum within
sub-industries
…quickly unpack the financing
and M&A activity in emerging
industry areas
“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.”
Greg BaeComcast VenturesInvestments & Business Development
11www.cbinsights.com11
Visualize competitive dynamics & expand your networkID active dealflow partners or visualize industry/company relationshipsI want to…
…see the complex web of relationships surrounding a company or industry of interest
…Find potential acquirers
based on their past deal
activity
…rank the largest financings
and exits in my industry
“Since a picture is worth a thousand
words…CBI is able to apply the data
into intuitive visualizations that helps
us tremendously with analysis. It’s a
powerful product!”
Mike Collett
Promus Ventures
Managing Partner
12www.cbinsights.com12
I want to…
…find new companies similar
to those I have previously
represented
…ID unknown companies
operating in hot sectors
…simplify building a benchmark by uncovering relevant competitors
Discover and analyze comparable companies Leverage algorithms to scan the competitive landscape and proactively identify potential clients
“CB Insights has been a great
addition to our toolkit. It’s stupid easy
to use and helps us identify private
companies who are hot and flying
under the radar.”
Ray Carroll
Marketo
Director
13www.cbinsights.com13
Uncover non-financial performance signals Leverage unique performance metrics to benchmark clients and uncover new companies to represent
I want to…
…understand a company’s
growth trajectory using hiring
data
…benchmark a potential
investment’s social signals
against key competitors
…parse a company’s tech
stack
“Provides us with the extra insight we
need to find up and coming
companies and sectors to invest in.”
JW Ray
Backlog Capital
Founder & Managing Partner
14www.cbinsights.com14
I want to…
…access decision makers at
target companies
…build my personal network
by connecting with board
members and industry leaders
…find a warm introduction to a
key contact at an investment
firm
Find the right peopleFind and network with the most relevant executives, board members, and investors
“CBI is a great tool for finding detailed
investment information about a wide
range of companies and market
dynamics. Their easy to use interface,
data visualization and analytical
capabilities…provides accurate and
comprehensive data.”
Bob Ghoorah
Columbus Nova Technology
Partners
Managing Partner
15www.cbinsights.com15
For questions / To schedule a demo
Email demo@cbinsights.com
or
Call +1 (212) 292-3148
Questions?Beyond a great product, we are recognized for our customer service. Don’t hesitate to be in touch.
“In addition to their data and user interface, you get customer
support within minutes for every question and custom data requests
from the people who are building the product and who know what they
are talking about.”
–Kevin Diestel
“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
“The CBI team takes our feedback seriously and they have continued
to refine the product; it is great to see someone innovating in the
venture capital data space.”
-Will Porteous
“The intuitive user interface and robust set of features have made it a
go-to resource for our team, and the customer support is second to
none!!”
-Kate Barrett
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