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CB Insights to Add Market Intelligence to Microsoft 365 Copilot

New Connector gives Copilot customers access to data on millions of companies and markets

CB Insights, a leader in AI for market intelligence, announced the public beta launch of its CB Insights Graph Connector for Microsoft 365 Copilot, making CB Insights among the first partners to enhance Microsoft’s personal AI assistant with market intelligence. Through this Connector, Microsoft 365 Copilot is able to integrate CB Insights’ proprietary data and insight on millions of companies and 1,400+ markets directly into its responses. These responses can then be translated into rich content for documents and presentations, as well as comprehensive data for spreadsheets. The CB Insights Graph Connector for Microsoft 365 Copilot gives knowledge workers instant, data-driven insight on topics like which companies to prioritize as sales prospects, which emerging markets to begin exploring, or how to position products and services in a new market.

"Our mission is democratizing access to the insight that knowledge workers need to do their jobs," says Manlio Carrelli, CEO of CB Insights. "By integrating our data into Microsoft 365 Copilot and other popular tools, we’re enabling everyone–from analysts to executives–to generate and share powerful insights to grow their business. Market intelligence that was once locked in the hands of a few at the top is now available to entire organizations, right inside the tools they use every day.”

According to Chantrelle Nielsen, Group Product Manager, at Microsoft, "As a valued partner, CB Insights continues to push the boundaries of what’s possible with Microsoft’s technology. The integration of CB Insights’ data into Microsoft 365 Copilot using Graph Connector extensibility is an enhancement for our shared customers, and for us internally. This integration showcases the power of combining AI tools with market intelligence, making it easier for organizations to unlock valuable insights.”

As organizations rely on AI assistants like Microsoft 365 Copilot to boost productivity, the quality of insights generated is determined by their own data and the AI’s pre-existing knowledge base. Neither data source typically includes market intelligence, such as private company performance data or comprehensive industry research. CB Insights Graph Connector for Microsoft 365 Copilot provides this insight to help companies pick winning partners and markets. With this integration, Microsoft 365 Copilot has transformed into a research powerhouse capable of delivering high-impact outcomes unavailable through standard data sources.

The CB Insights Graph Connector for Microsoft 365 Copilot is a turnkey integration, making the insight accessible to Copilot users at the flip of a switch. The Connector will be featured at Microsoft Ignite during the Ground Microsoft 365 Copilot in your business knowledge breakout session on Wednesday Nov 20, in Room BRK275. To view a video of the Connector’s capabilities or request beta access, visit cbinsights.com/copilot-connector/.

Key benefits of the CB Insights Graph Connector for Microsoft 365 Copilot include:

  • Higher Sales Conversion Rates: Sales teams armed with real-time market data and insights from CB Insights focus on the right prospects faster and make more compelling pitches, leading to higher win rates.



  • Higher Marketing Campaign ROI: Marketing teams can leverage CB Insights' company data to identify their highest-upside prospects and better target campaigns, increasing ROI.



  • Enhanced Product Development Efficiency: Product managers using timely market insights can reduce time spent researching and iterating.



  • Enhanced Knowledge Worker Decision-Making: All teams can access detailed, data-driven insights directly from their Microsoft 365 applications, enabling faster and more informed decisions on potential opportunities, markets, and partnerships. This can help organizations identify new revenue streams and drive growth.



  • Streamlined Reporting and Presentations: Knowledge workers can generate detailed reports, presentations, and business cases with Microsoft 365 Copilot, using CB Insights data to back their decisions—saving hours of manual work in compiling research and data.

About CB Insights

Headquartered in New York City, CB Insights is the leading provider of AI for market intelligence. The company aggregates, validates, and analyzes hard-to-find private and public company data. Its powerful AI tells users what it all means to them personally. The world’s smartest companies rely on CB Insights to focus on the right markets, stay ahead of competitors, and identify the right targets for sales, partnership, or acquisition. Visit www.cbinsights.com for more information.

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