Case Study: Wells Fargo achieves stronger venture-tech client acquisition with CB Insights

Finding Emerging Tech Opportunities at Wells Fargo

Wells Fargo, through its Head of Venture Capital coverage, needed a better way to identify emerging tech startups, cut through “list fatigue,” and build stronger relationships with founders and investors—especially as most introductory meetings became virtual. The bank turned to CB Insights to help focus its outreach on the right companies and improve its ability to spot early opportunities in venture-backed technology.

CB Insights provided Wells Fargo with an all-in-one platform, including the Mosaic score, market maps, and research, to quickly source, vet, and understand companies and market segments. As a result, Wells Fargo said it improved its strategic process, saved time, and sourced about one-third of client outreach directly from CB Insights, while also gaining credibility and making more informed introductions and conversations with founders.

Wells Fargo

Rahul Baig

Managing Director