CB Insights vs. WealthBlock

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CB Insights
Score 7.5 out of 10
N/A
CB Insights is a tech market intelligence platform that analyzes data on venture capital, startups, patents, and other data to predict market trends.N/A
WealthBlock
Score 10.0 out of 10
Small Businesses (1-50 employees)
WealthBlock is a fintech firm that offers a white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution aims to streamline processes and increases productivity. The vendor states WealthBlock currently supports 50+ venture capital, private equity, private placement, investment banking and broker dealer firms who leverage the…N/A
Pricing
CB InsightsWealthBlock
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
CB InsightsWealthBlock
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup fee$900 per installation
Additional DetailsWealthBlock's subscription fees vary based on the number of deals presented. The "A La Carte" white label platform is priced per deal + subscription fee. The "Unlimited" white label platform is a flat fee covers an unlimited number of deals.
More Pricing Information
Community Pulse
CB InsightsWealthBlock
Best Alternatives
CB InsightsWealthBlock
Small Businesses
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Medium-sized Companies
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Score 9.6 out of 10
Dropbox DocSend
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Score 9.6 out of 10
Enterprises
S&P Capital IQ
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Score 8.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CB InsightsWealthBlock
Likelihood to Recommend
10.0
(0 ratings)
10.0
(0 ratings)
Support Rating
8.0
(0 ratings)
-
(0 ratings)
User Testimonials
CB InsightsWealthBlock
Likelihood to Recommend
Transparency - we were reading a lot of hype about Bitcoin, and it was in every market sector. Those of us who remember 2001, were alarmed. But digging through to find the truth was a challenge. CB Insights provided regular, extensive data every week, more often at the peak. We are certain our own analysis was correct based on that and stopped worrying that we might have missed a market opportunity.
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Great for VC, PE, and RE firms. I-banks and brokers should use it, as well, to scale. Cost might be too high for startups or sporadic fundraisers who don't need an ongoing tool.
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Pros
  • Data Driven Strategies
  • Predicting competitors possible Strategy
  • Track Competitors
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  • Superior UI/UX. Our LPs and staff love it. Very intuitive.
  • Well thought out and integrated features and designs. Truly a one-stop solution.
  • Great customer service. Very responsive.
  • Fast deployment of new features and enhancement.
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Cons
  • Pre and post money valuation data.
  • Estimates on revenue and number of clients.
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  • Compared to other LP portals, it is not cheap.
  • As it's a new firm, time is needed to prove its performance consistency.
  • Rapid release of new features and enhancement requires more training.
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Support Rating
Very responsive and eager to maintain client relationships.
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No answers on this topic
Alternatives Considered
PitchBook has better cap table data for tracking investors.
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WealthBlock comes with its native CRM, dataroom, investor onboarding, etc. Compared to other individual tools, WealthBlock provides a seamless one-stop solution for all parties involved in the process.
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Return on Investment
  • Positive in both volume and detail of the most relevant information upon which to make key strategic decisions.
  • It's not an inexpensive service, but worth the price given the accuracy, timeliness and criticality of the information they are able to provide.
  • Strategy - strategy - strategy! There's no way anyone could gather that much intelligence in just one stop with any other service.
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  • Saved at least $50,000+ a year by replacing other disjointed tools
  • Dramatically improved our team productivity with a lot less human errors
  • With increased efficiency, our team is expected to take on a lot more investors
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ScreenShots

WealthBlock Screenshots

Screenshot of Platform home pageScreenshot of Platform dashboardScreenshot of Offering exampleScreenshot of Platform settingsScreenshot of CRMScreenshot of CRM account overview