• TIMELINES
  • INVESTORS
  • CAPITAL
  • HUMAN

How to analyze startup funding history with your AI

Connect CB Insights to your AI client to pull specific funding rounds and investor details for any company.

Ask AI about this page

Short answer

How can I use my AI to track startup funding?

Your AI pulls funding timelines and lead investor names directly from CB Insights. You'll get a clear view of a company's capital history and who is backing them. Here is what you can do with the data.

The results you get

Data outputs for your research

Your AI turns raw database entries into organized intelligence.

TIMELINES

Funding history

The AI builds a chronological list of every funding round a company has closed. You see exactly when money moved.

INVESTORS

Lead investor data

The agent identifies which firms led each round. This helps you map out investor networks.

CAPITAL

Round amounts

Get the specific dollar amounts for each raise. Your AI can then compare these against other companies in the same sector.

HUMAN

Strategic decisions

The AI provides the raw facts, but you decide if the funding pace indicates a company is ready for an exit or a new round.

The workflow

What your AI does when the request arrives.

The AI moves from finding the company to extracting its financial history.

  1. Locate the company

    Your agent finds the specific organization profile within the CB Insights database to ensure it's looking at the right entity.

    get_organization

  2. Fetch funding data

    The AI pulls the full history of capital raises, including dates and amounts.

    get_org_funding

  3. Identify lead investors

    The agent scans the funding details to isolate which firms acted as the primary backers for each round.

    get_org_funding

  4. Synthesize findings

    Your AI organizes the raw numbers into a readable summary or a structured table for your report.

    get_organizationget_org_funding

Try it

Copy these to start.

Use these prompts to trigger the data pull immediately.

Starting points

Replace the company names in these prompts with the specific startups you are researching.

CB Insights Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_VBItx6dZSslOTAFRrRO6fFTVhZJ23J7pC4MNDgEp/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — CB Insights capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cb-insights-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_VBItx6dZSslOTAFRrRO6fFTVhZJ23J7pC4MNDgEp/mcp"
    }
  }
}
Copy into chat04

  • Show me the full funding history for Stripe.

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  • List all funding rounds for OpenAI and tell me the total amount raised to date.

  • Create a table of Anthropic's funding history including dates, amounts, and lead investors.

  • Claude
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Start here

Connect CB Insights once, then ask.

Click the link to authorize the connection. Your credentials stay encrypted, and you can immediately start querying the data from your preferred AI client.

Connect CB Insights to your AI

FAQ

How this task behaves

  • 01

    Can my AI update funding information in CB Insights?

    No. The AI can only read and pull existing data from the platform.

  • 02

    Does the AI provide real-time data?

    Yes, it pulls the most current information available in the CB Insights database.

  • 03

    Can the AI predict future funding rounds?

    No. The AI only analyzes historical data that has already been recorded.

  • 04

    Will the AI delete any of my existing research?

    No. This MCP is read-only and cannot modify or delete any data in your account or the database.

  • 05

    Can I use this to find private company data?

    Yes, as long as that company's data is included in the CB Insights database.

  • More questions about CB Insights? See everything the CB Insights Connector can do

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