CB Insights vs PitchBook

Compliance is trying to get us to switch to CB Insights over PB - any experience with CB and what the preferences would be.

6,249 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '21 Nov 2026 Cohort

5.00/5

Investment Banking Mock Interview

“Thank you, Ryan - a very helpful session, especially for the PE perspective. We worked through my behavioural stories, and he showed me how to reshape them into one cohesive story of about 5 minutes, with more emphasis on the numbers and on my sell-side and buy-side roles. His tricky question on switching jobs was especially useful - it covers a likely interview question - and so was the buy-side vs sell-side discussion. On the technical side, we covered how project finance debt is sized in practice, with merchant risk, which was a good contrast to the availability-payment structures common in the GCC. Thanks again - looking forward to the next session.”

Class of '29 Nov 2026 Cohort

5.00/5

Investment Banking Career Roadmap (optional)

“Julian was straight to the point and didn't beat around the bush. He answered all of my questions in a clear way while also giving me advice and tips on how to approach my future. Helped me gain a much more clear mindset so I am more confident on what I need to do and how I need to go about it. Additionally, he helped me understand which tasks are the most important to do, gave me a clear split helping me understand what to focus on most/least. He also gave me good ideas for my 7 stories, and how I should be memorable and show my hunger for IB. ”

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IB

Analyst 2 in IB-M&A

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Authored by: Certified Investment Banking Professional - 2nd Year AnalystCertified Investment Banking Pro

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CB Insights vs PitchBook

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CB Insights vs PitchBook

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