How can I track a group of acquirers/investors and their activity?

CB Insights allows you to track a group of acquirers/investors and all their activity. You can do this by creating an ever-updating feed for your MyCBI homepage, or scheduling a search for new deals to be sent automatically to your inbox.

In this example, let’s take a look at how to stay informed on Google, Google Ventures and Google Capital by building a feed and scheduling a search.

Step 1 - Log in to CB Insights


Step 2 - Select Investor(s) of Interest

  • On the left hand side of Deal Search you’ll see all the filters, including the “Participating Investors” field.
  • Start typing in “Google” to select the acquirers/investors of interest (note that you can enter in as many investors as you wish).
  • Next, click “See Results” to view round by round details for all of Google, Google Ventures, and Google Capital deals.


Step 3 - Track Deals by Creating a Feed (if you want to get email alerts, skip to Step 4)

  • At the top of the filtering criteria, click “Save this search.”


  • A popup will ask you to name this search.


  • Your saved search will automatically become a new feed on your MyCBI Homepage.


Step 4 - Track Deals by Scheduling a Search

  • At the top of the filtering criteria, click “Schedule this search.”


  • Name the search and select the frequency with which new activity is sent to your email in a mobile friendly format and with an attached Excel file.


Notes

If scheduling a search:

  • Your Excel file will have all the data columns you have selected in Deal Search. If you’d like to add more columns, click “Add more columns” to the right above the results.
  • You will not be sent the deals from your original search.
  • Each deal that gets sent to you will decrement 1 from your team’s total consumption limit.

If you have any questions or concerns, please reach out to us at [email protected].

 

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