How can I upload a list of companies and get their funding information?

Our Bulk Search function allows you to quickly get information on multiple companies at once.  This is particularly useful if you need to fill gaps in your CRM system, or if you’re going to a conference and want to educate yourself on all the attending companies.

Step 1 – Log in to CB Insights

Step 2 – Download the Template

  • Click to download a template as an Excel file.

  • Fill out the company name and URL.

Step 3 – Upload the Template

  • Click “Choose File” to upload your list of companies.


  • You can choose to either receive aggregated data on all the funding, or data on each funding round.
  • Each row of data will count against your plan's total Excel download limit.

Now you know how to save significant time by using our Bulk Search tool.  If you have any questions or concerns, please reach out to us at

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