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Manage Lists

Written by Marco Squarci

Accessing your Lists

Once you have saved your Lists, click Lists in the sidebar to view your lists split into Companies, People, and Investors.

Inside Lists, your lists and folders sit in one table. Jump between Companies, People and Investors with the tabs along the header.


Manage an Individual List

  1. Open the action menu
    Hover over a list and click [...].

  2. Pick your next move:

Organise Lists into Folders

Folders keep a busy Lists page readable. Group lists by fund, thesis or pipeline stage, and nest folders inside folders when one level isn't enough.

Create a folder.

  1. Click New folder in the top-right corner of the Lists page, give it a name and click Create folder. It appears in the table with your lists.

  2. Move a list into a folder. Hover over the list, click [...] and choose Move to folder. Pick a folder, or click Create new folder to make one on the spot. Choose No folder to bring a list back to the top level.

Create a sub-folder.

  1. Hover over a folder you own, click [...] and choose New sub-folder. Name it and it sits inside the parent.

  2. To nest an existing folder, use Move to folder from the same menu. You can only nest folders inside folders you own.

Share a folder.

  • Folders have the same Visibility control as lists: Everyone on your team, Specific teammates or Only me. Share a folder and the lists inside it are shared with the same people. Anyone who can see a folder can add their own lists to it.

Note: A list inside a folder follows the folder's visibility, so keep a list out of shared folders if it needs to stay private. Lists and folders are never visible outside your team.

Import

You can import companies directly into an existing list. Open the list, click Import in the top-right corner.
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Upload domains/links using the required template and then click import. Once complete, the list is automatically appended with the newly uploaded companies.

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