ApproveThis manages your CB Insights Integration approvals.

When Market Intelligence Meets Approval Automation

CB Insights delivers cutting-edge market intelligence, tracking everything from emerging competitors to billion-dollar acquisitions. ApproveThis turns insights into action by adding structured approval workflows to critical business decisions. Together through Zapier, these platforms create a closed-loop system where data triggers reviews, and approvals unlock execution.

For enterprises analyzing thousands of data points weekly, this integration solves a critical problem: acting swiftly on opportunities without bypassing governance. Venture capital firms can evaluate startup investments faster. Manufacturing teams can vet new suppliers against compliance requirements. Every team maintains oversight while cutting approval cycle times by 50-70%.

Why This Integration Changes the Game

CB Insights excels at identifying opportunities – new vendors, investment targets, or strategic partners. But acting on these findings often requires cross-functional reviews that delay outcomes. ApproveThis removes bottlenecks through three key features:

• Conditional Routing: Auto-route deals over $5M to executives while approving smaller transactions at team level
• Contextual Approvals: Attach CB Insights company profiles directly to approval requests

Finance teams at a Fortune 500 manufacturer reduced supplier onboarding from 14 days to 48 hours using this integration. By auto-creating approval requests when CB Insights flags new vendors, they maintain compliance without manual data entry.

Strategic Use Cases Across Industries

1. Venture Capital: From Deal Flow to Decision

When CB Insights surfaces a startup matching a VC's investment thesis, ApproveThis automatically routes the deal to:

• Investment committee members via email
• Legal team for term sheet review
• Portfolio management for conflict checks

A Silicon Valley VC firm processes 23% more deals quarterly using approval thresholds – auto-approving follow-on investments below $2M while escalating new opportunities.

2. Corporate Development: Managing M&A Pipelines

Acquisition targets identified in CB Insights trigger multi-stage approvals:

1. Initial screening by strategy team
2. Financial review with calculated valuation ranges
3. Final sign-off from CFO and CEO

Approvers see embedded market share data and competitor overlaps directly in the approval interface, maintaining context without switching tools.

3. Procurement: Smart Supplier Governance

New vendors logged in CB Insights auto-generate approval requests with:

• Risk scores from compliance teams
• Budget impact calculations
• ESG alignment metrics

A pharmaceutical company eliminated 80% of manual follow-ups by setting automatic reminders for stalled approvals.

Implementation Made Simple

Setting up the integration takes under 15 minutes through Zapier:

1. Connect CB Insights to Zapier
2. Choose trigger events (new deals, relationships, etc.)
3. Map data fields to ApproveThis templates
4. Set approval rules and thresholds

Key advantage: External partners reviewing approvals don't need CB Insights licenses. Legal counsel approves NDAs without accessing proprietary market data.

Beyond Basic Approvals

ApproveThis adds unique value through features most teams don't realize they need:

• Vacation Delegation: Critical when approving time-sensitive deals – automatically reassign approvals if stakeholders are OOO
• Calculated Fields: Auto-calculate valuation caps or ROI projections using CB Insights financial data
• Audit Trails: Full visibility into who approved high-risk deals and why

Who Benefits Most?

Executive Teams

Maintain control over strategic moves without micromanaging. Receive escalation-only approvals with pre-vetted data from CB Insights.

Finance Departments

Auto-approve routine transactions under $10k while requiring committee reviews for major expenditures. Real-time budget impact visibility.

Compliance Officers

Ensure all new vendors/partners pass automated KYC and anti-bribery checks before approvals route to legal.

The Bottom Line

Companies using CB Insights without approval automation risk either analysis paralysis or reckless decision-making. ApproveThis adds the governance layer that transforms data into accountable action.

A media conglomerate reduced missed opportunities by 40% after implementing deal approval automation. Their M&A team now acts on acquisition targets 67% faster while maintaining full audit compliance.

Next Steps

See how ApproveThis + CB Insights can transform your decision workflows:

• Start Free Trial (No credit card needed)
• Book Custom Demo (See industry-specific examples)

For CB Insights users, we offer pre-built approval templates for common use cases – deploy in hours, not weeks.