CB Insights and Model ML to Bring Private Company Ratings & Intelligence into AI Financial Services Workflows

Model ML customers can now build on CB Insights’ expert analysis and validated private company data alongside their research, models and institutional knowledge

NEW YORK, NY, UNITED STATES, September 18, 2026 /EINPresswire.com/ — CB Insights, the authority on private technology companies, and Model ML, the AI platform for financial services, today announced a partnership bringing CB Insights private company intelligence into Model ML. Through CB Insights’ Model Context Protocol (MCP) server, mutual customers of Model ML and CB Insights can work with private company ratings and intelligence directly in the Model ML platform with the custom agents they already use for sourcing, screening, diligence, and strategic decision-making.

Financial services organizations have increasingly adopted AI to accelerate research and analysis. The limit they run into is not the model but the quality of the information available to the model. CB Insights maps, ranks, and rates the private companies that matter across 1700 technology markets, backed by validated intelligence on nearly 12 million companies, 4 million founders and operators, 2 million financial transactions, and 1 million partnerships. By bringing that intelligence together with internal documents, financial models, and proprietary research, Model ML customers can make faster, better-informed decisions without leaving their workspace.

“Deal teams want to know what is happening in a market, how companies compare against each other, and which ones to target,” said Karl Kong, CEO of CB Insights. “Now using CB Insights inside Model ML, teams can map a market landscape, screen a shortlist of companies, and prepare an investment memo in one workflow.

“Our integration with CB Insights is a meaningful addition for Model ML users – they now have access to leading private company intelligence, which means more context for their agents, deeper insights, and faster answers on the private markets our clients care about most,” said Chaz Englander, CEO at Model ML.

Teams across the Fortune 500, leading financial services institutions, and global consulting firms use CB Insights to identify emerging companies early, evaluate markets, and build conviction in investment and growth strategies.

Model ML customers also include global consultancies, investment banks, and private market investors conducting company screening and deal work. For mutual customers, this partnership removes a step, and the data that informs an investment decision now sits in the same place where the analysis and final document get built.

About CB Insights
CB Insights spots winners in emerging tech. Since 2009, we’ve ranked and rated the private companies reshaping their industries, drawing on proprietary interviews with operators and deep, validated intelligence on over 12 million companies. We give decision-makers an edge by enriching their AI agents with a complete map of technology markets, nonpublic data, and expert judgment. Six of the Mag 7 and 26 of the 30 largest banks rely on CB Insights to build conviction in their next investment, acquisition, partner, or customer. Learn more at cbinsights.com.

About Model ML
Model ML is the agentic operating system for financial and professional services. The company builds custom and off-the-shelf agents which create, review and verify complex, document-heavy workflows for global investment banks, private equity houses, consulting firms and other major financial institutions. The company has raised nearly $100M from investors in its first 18 months, and has expanded across the UK, US, UAE, Japan, and Singapore.

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