How can I share searches and results with my colleagues?

When you do a Deal Search, you can easily share the search’s URL with your colleagues that have CB Insights access so they can see the same filtering criteria and results.

There are a multitude of search criteria to choose from so you can get as specific as you wish.  In this case, let’s look at the New York’s early stage internet companies.

Step 1 – Log in to CB Insights

Step 2 – Define Your Search Criteria

  • Over to the left, choose the relevant filters.  In this case:
    • Company Industries is “Internet”
    • Investment stage is “Seed/Angel” and “Series A”
    • Geography is “New York”
  • Next click “See results,” which will show you the results that match your filtering criteria.

Step 3 – Share Your Search

  • Either copy the URL from your browser and email to a colleague with a CB Insights account (this is how you would have to do it from a Company Search), or click “Share this search.”

Now you know how to share your search.  If you have any questions or concerns, please reach out to us at [email protected]

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