CB Insights Plugins For Excel
Overview
Unlock the full potential of market intelligence within your spreadsheets with the CB Insights Excel plugin, a powerful tool designed to enhance productivity and strategic decision-making for analysts and businesses. By seamlessly integrating CB Insights' comprehensive data into Excel, this plugin saves time, enables dynamic data refresh, and enriches your analyses by allowing you to blend proprietary data with in-depth company insights, health scores, and industry taxonomies. On this page, we'll explore the essence of CB Insights, the symbiotic relationship between its plugins and Excel, common use cases that can transform your research workflow, and FAQs to help you leverage this technology to its fullest potential.
What is CB Insights?
Founded in 2008, CB Insights is a private company that operates as a market intelligence platform. Based in New York, NY, and employing a team of 360 individuals, it specializes in predicting company health and strategy, investor performance, and technology trends. The platform is renowned for its comprehensive analysis of millions of data points across various domains such as venture capital, startups, patents, partnerships, and news.
CB Insights is a technology market intelligence platform that offers detailed insights into technology trends, markets, business models, and companies. It is a valuable resource for startups, investors, and technology companies, providing them with essential data to make informed decisions on market opportunities, potential partnerships, acquisitions, or investments. The tool is adept at identifying which markets and technologies are worth pursuing and which companies are prime for collaboration or investment.
As a data provider, CB Insights delivers specialized technology market insights. The platform provides critical data services by highlighting fintech and healthcare startups that are attracting significant funding, analyzing venture capital activity, and tracking unicorn companies. Through its extensive reports and data, CB Insights serves as an authoritative source for information on privately held companies and venture capital investments.
CB Insights Plugins for Excel
Embedding CB Insights Data
CB Insights plugins for Excel allow users to seamlessly embed CB Insights data into Excel. This integration provides users with direct access to valuable company information within their spreadsheets.
Data Refresh Customization
The data within Excel can be configured to automatically refresh. This ensures that users always have the latest information, whether it's based on new data releases or specific time intervals.
Merging Data Sources
Users can combine CB Insights company data with their own datasets. This functionality enables the pulling of relevant company information into Excel, facilitating a comprehensive analysis.
Comparative Analysis
With the CB Insights plugins, users can compare multiples such as market trends, competitors, deals, valuations, and revenue. This comparative feature aids in making informed business decisions.
Efficiency in Data Management
Using CB Insights plugins for Excel saves significant time that would otherwise be spent on manual data entry. The plugin also offers instantaneous data refresh, which eliminates delays and increases productivity.
Common Use Cases
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Use case 1: Analyzing market trends by embedding CB Insights data into Excel and setting the data to automatically refresh for the most current analysisC
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Use case 2: Blending CB Insights company data with proprietary financial data to assess company health and industry positioningC
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Use case 3: Streamlining competitive analysis by comparing multiples such as valuations and revenue with CB Insights data directly within ExcelC
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Use case 4: Saving time in preparing investment decks by reducing manual data entry with automatic data updates from CB InsightsC
Frequently Asked Questions
What is the main purpose of the CB Insights Excel plugin?
The main purpose of the CB Insights Excel plugin is to embed CB Insights data into Excel, allowing users to refresh the data automatically, track and understand competitors, and identify new companies seamlessly within Excel.
How does the CB Insights Excel plugin ensure data accuracy?
The plugin ensures data accuracy by providing features that allow automatic data refresh based on new data or at set time intervals to keep the data presented current and accurate.
Can the CB Insights Excel plugin help me save time during data analysis?
Yes, the plugin can save users time by eliminating manual data entry and offering instantaneous data refresh, allowing users to focus more on analysis rather than data input.
What types of data comparisons can I make with the CB Insights Excel plugin?
With the CB Insights Excel plugin, users can compare various data points such as markets, competitors, deals, valuations, and revenue to understand the competitive landscape.
Are there other integrations available with the CB Insights Excel plugin?
Yes, there are other integrations available with the CB Insights Excel plugin, enhancing its functionality and data capabilities within Excel.
Conclusion
CB Insights' Excel integration revolutionizes data management by embedding real-time company data, health scores, and industry taxonomy directly within Excel, enabling automatic refreshes and dynamic comparisons across markets, competitors, deals, valuations, and revenue data. With the ability to identify new companies by merging CB Insights' rich information with your own data, this integration is a powerful tool for market intelligence and venture capital analysis. While the integration can be facilitated through Zapier, automating lead management and the addition of new organization data directly into Excel, there is an even more streamlined option available. Instead of relying on a plugin, consider using Sourcetable to import data directly into a spreadsheet, simplifying the process even further. Sign up for Sourcetable to get started and harness the full potential of your data analysis.
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