• NETWORK
  • PATTERNS
  • TARGETS
  • HUMAN

How to map investor portfolios with your AI

Connect Crunchbase to your agent to pull real-time funding data and relationship maps. Once connected, you can query specific firms or entire sectors instantly.

Ask AI about this page

Short answer

How can I map investor portfolios with my AI?

Your AI uses Crunchbase tools to pull specific firm data and investment histories. You'll get detailed breakdowns of funding rounds, active partners, and the networks they share with other firms.

Research outcomes

What your research produces

Your agent turns raw Crunchbase data into structured intelligence.

NETWORK

Co-investor maps

The AI identifies which firms consistently invest alongside your target VC. You get a clear view of their investment circle.

PATTERNS

Investment trends

Your agent analyzes historical funding rounds to spot shifts in sector focus or check size preferences. This helps you predict their next move.

TARGETS

Active firm lists

Filter for firms that are currently active in specific industries or stages. You get a clean list of prospects ready for outreach.

HUMAN

Strategic decisions

The AI handles the data heavy lifting, but you decide which relationships are worth pursuing. You interpret the patterns to build your strategy.

The workflow

What your AI does when the data arrives.

The AI moves from broad searches to deep, specific portfolio analysis.

  1. Find target firms

    Your agent searches for specific venture capital organizations or investment groups based on your criteria.

    search_organizations

  2. Pull portfolio data

    Once a firm is identified, the AI pulls a full list of their recent and historical investments.

    list_investments

  3. Map co-investors

    The AI looks at the companies in a portfolio to see which other firms were part of those same funding rounds.

    list_investments

  4. Analyze patterns

    Your agent cross-references multiple firms to find commonalities in their investment behavior.

    search_organizationslist_investments

Try it

Copy these to start.

Use these prompts to kick off your research.

Starting points

Swap out the bracketed names for the specific firms or industries you are researching.

Crunchbase Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Lb7GeozNAwFwiIJ3G3J8hxNfLjGI0b9VSTe4twO3/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 — Crunchbase capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "crunchbase-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Lb7GeozNAwFwiIJ3G3J8hxNfLjGI0b9VSTe4twO3/mcp"
    }
  }
}
Copy into chat04

  • Find all active VC firms in the fintech space and list their recent investments.

  • Search for Sequoia Capital and show me their most recent series A investments.

  • Who are the most frequent co-investors for Andreessen Horowitz?

  • List the investment history for Accel to see their pattern in biotech.

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  • JetBrains
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Start here

Connect Crunchbase once, then ask.

One click connects your agent to the data. Your credentials stay encrypted and secure, and you can start querying immediately.

Connect Crunchbase to your AI

FAQ

How this task behaves

  • 01

    Can the AI update Crunchbase records?

    No. The AI can only read and analyze data from Crunchbase. It cannot write, edit, or delete any information in your Crunchbase account.

  • 02

    Does the AI perform the actual outreach to these firms?

    No. The AI identifies the firms and their patterns, but you are responsible for all communication and outreach.

  • 03

    Can I use this to find contact info for partners?

    The AI can find organization data and investment history, but it does not have a tool to pull private contact details like personal emails or phone numbers.

  • 04

    How does the AI know which firms are 'active'?

    The AI uses the search and investment tools to look at recent funding activity to determine if a firm is currently making moves.

  • 05

    Can I export these lists to a spreadsheet?

    The AI can format the data into a table or a list for you to copy, but it does not directly write files to your local drive.

  • More questions about Crunchbase? See everything the Crunchbase Connector can do

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