Use Mobile Notes to communicate with colleagues

Notes, our in-platform messaging interface, is also available on the CBI mobile app.

Mobile Notes helps you bring your ideas, conversations, and analysis with you on the go.

Similar to Notes on desktop, you can fully control who can see your notes.

Here’s how it works.

  1. After opening the CB Insights Mobile App, simply click the “Notes” tab on the bottom navigation bar to view any notes you have left as well as those your colleagues have left.

  2. Click the bell on the upper right-hand side to get notified when your colleagues interact with your notes or tag you in a note.

  3. From there, you’re free to leave notes on any piece of CBI research or profile in the mobile app. For example, let’s say you’re on the “Research” tab and come across our new “State of Lidar” client-only brief. Simply slide up and tap to leave a note, tag a colleague who would be interested in the research, and you’re done.

Easily leave notes on any company, investor, or acquirer

Let’s say you just finished meeting with a company of interest — in this case, micro-investing startup Acorns. Simply type your note directly on its profile. You can take private notes (visible only to you) or make it visible to your team.

See everything your team is talking about

To see the companies and research your team is talking about, click the “Notes” tab on the bottom navigation bar to view any notes you have left as well as those your colleagues have left. This lets you quickly stay up-to-date with what your team is doing and boosts collaboration.

The above are just a few examples of how you can easily begin moving and organizing your ideas, analyses, and conversations forward using Mobile Notes.

If you’re a client and don’t have the CBI Mobile App yet, click on the icons below from the Apple App Store or Google Play and start using it today.


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