CB Insights and Model ML team up on private company intelligence for financial workflows

CB Insights and Model ML announced a partnership on Sept. 18 that puts private company ratings and intelligence inside Model ML’s AI platform for financial services. The integration is designed to help deal teams and analysts move faster on sourcing, screening, diligence and investment memos without leaving their workflow.

Why it matters: - Financial services teams are using AI to speed up research, but the quality of underlying data remains a limiting factor. - The partnership combines CB Insights’ private company intelligence with Model ML’s agentic workflow tools, giving mutual customers a single place to research, analyze and produce decision documents. - The integration is aimed at helping banks, investors and consultants make faster decisions on private markets.

What happened: - CB Insights and Model ML announced a partnership on Sept. 18, 2026. - CB Insights private company intelligence is now available inside the Model ML platform through CB Insights’ Model Context Protocol server. - Mutual customers can use private company ratings and intelligence with the custom agents they already use for sourcing, screening, diligence and strategic decision-making. - The announcement was made in New York.

The details: - CB Insights maps, ranks and rates private companies across 1,700 technology markets. - CB Insights says its validated intelligence covers nearly 12 million companies, 4 million founders and operators, 2 million financial transactions and 1 million partnerships. - Model ML customers can combine CB Insights data with internal documents, financial models and proprietary research. - The companies said the setup lets users stay inside the same workspace while working on analysis and final outputs. - CB Insights said deal teams can map a market landscape, screen a shortlist of companies and prepare an investment memo in one workflow. - Model ML said the integration adds more context for agents, deeper insights and faster answers on private markets. - Model ML customers include global consultancies, investment banks and private market investors.

Between the lines: - The partnership reflects a broader push in financial services to make AI more useful by improving the data feeding it, not just the model itself. - CB Insights is positioning its proprietary private market dataset as a way to improve agent performance in high-stakes workflows. - Model ML is trying to make its platform the place where research, analysis and document creation happen together. - The workflow could reduce handoffs between data gathering and investment decision-making.

What's next: - Mutual customers can now use the integrated data and agents for live sourcing, screening, diligence and memo building. - The companies are likely to pitch the integration to banks, investors, and consulting firms that need faster private market analysis. - CB Insights says teams across the Fortune 500, major financial institutions and consulting firms already use its platform to identify emerging companies and evaluate markets.

The bottom line: - CB Insights is embedding its private company intelligence directly into Model ML’s AI workflow to make private-market research faster and more actionable.