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Create and Add to Lists

Francisco Terpolilli avatar
Written by Francisco Terpolilli
Updated over 3 months ago

Adding to Lists

If you'd like to add a Company/Talent to an existing List, you can do so by clicking the 'Add to List' icon on the Company/Talent card.

A search bar will appear—scroll or type to find the right List, then click Add to List. It’s saved permanently to that List.

Bulk-Add to a List

Need to move multiple entries at once? Switch to Table View:

  1. Multi-select – Tick the checkboxes to the left of each company (Shift-click to grab a whole range).

  2. Add to List – Hit the Add to List icon in the toolbar.

  3. Choose or create – Pick an existing list or type a new list name, then Save. All selected companies are filed in one go.

Creating a List

Apply filters to tailor your feed to your investment thesis. When you have the desired results, click Save Search.

Instead of saving it as a standard search, choose Save into a List.

Create or Add – Pick an existing List, or create a new one by naming it and hitting Create List.

The List will now appear under your Lists tab—ready to access, share, or enrich.

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