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Lists are grids that gather records so you can work with them together — building a screening universe, tracking a theme, or enriching many companies at once. Open Lists in the sidebar; lists are organized into My Lists, Shared with Me, and Firmwide.

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Create a list

1

Start a new list

On the Lists page, click New List.
2

Name it and pick a type

In the Create New List dialog, enter a Name and choose a Type — Companies, People, Deals, Documents, CIMs, and (when Investor Relations is enabled) Funds, Limited Partners, or Fundraising Processes. Optionally add a description.
3

Continue

Click Continue. Your list opens, ready for records.

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Add records

Open a list and use the add control for its type:
  • Companies or people — click Add and choose Search & select, Paste a list, or Upload a file.
  • Deals — click Add and choose Search & select or Upload a file.
  • Funds, limited partners, or fundraising processes — click Add to search and select records. Use Import in the toolbar to upload a file.
  • Documents or CIMs — use Add entry / Add Row.
Lists of limited partners or fundraising processes can also include reference fields. An LP’s primary or consultant contacts render as named chips, while a fundraising process’s owners and assignees render as user avatars. See Investor relations for what these records cover.

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Enriched and computed columns

Lists can compute new columns with AI.
1

Add a column

Use Add Column from the column menu.
2

Choose what it does

Enable AI Enrichment to pull in data, or Enable Computed Column to derive values from other columns.
3

Refresh across rows

From a column’s header menu, choose Refresh Column (enrichment) or Recompute Column to update every row at once.
Lists are the efficient way to enrich many records at once instead of one at a time.

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Sort, filter, and group

Every list has header controls for narrowing and organizing rows:
  • Filter — click a column header and add a filter to keep only rows that match. Add filters on as many columns as you like.
  • Sort — click a column header to sort by it. Hold Shift and click another column header to add a second sort; the numbered indicator shows the sort order.
  • Group by — from a groupable column’s header menu, choose Group by to collapse rows into groups. Grouping is exclusive with a saved View’s grouping and, on the Active Pipeline, with the My Deals toggle.
You can also reorder and pin columns from their header menu. To keep the new column order and pins as the list’s defaults for everyone, use Save column layout from the list’s overflow menu.

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Save and use views

A View is a named combination of filters, sorts, and an optional grouping saved on a list. Use views to switch between different ways of looking at the same records — for example, “Active by owner” versus “All, sorted by last activity” — without rebuilding the filters each time. Views work on any list you can open, including system lists.
Saved views belong to the list, not to one user. Anyone who can access the list can see its saved views. The list’s default view also applies to everyone with access.
1

Set up the list the way you want it

Apply the filters, sorts (including multi-column sort), and grouping you want to save.
2

Open the Views menu

Click Views in the list’s toolbar, then choose Create view.
3

Name and save

Give the view a name. If you have permission to change list defaults, you can also turn on Set as default so this view is what everyone sees when they open the list. Click Save.
Once saved, the view appears in the Views menu. The trigger button shows the active view’s name.
In embedded list widgets, such as the Active Deals list on the Active Pipeline or Active Fundraising on the Investor Pipeline, Metal remembers your last selected view for that list in your browser. That personal selection does not change the shared default view. The Investor Pipeline list and board share the same saved view, search, and sorts. See Track fundraising on the Investor Pipeline.

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Apply, edit, or delete a view

Open the Views menu on the list page or the list widget to:
  • Apply a view — click its name. Click it again to clear back to the base list.
  • Edit a view — open the view’s actions and choose Edit to change its filters, sorts, grouping, or name.
  • Delete a view — from the editor, choose Delete.
  • Set as default — inside the editor, toggle Set as default. This changes what other members see and is restricted to list owners and admins.
A list can have one default view, or no default at all. When a column referenced by a saved view is deleted or changes type, the invalidated filter, sort, or grouping is pruned from the view automatically.

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Views, grouping, and My Deals

Only one organizing mode can be applied at a time. Metal shows a toast when it clears one to activate another:
  • Applying a View clears an ad-hoc grouping and turns off My Deals.
  • Turning on My Deals (Active Pipeline only) clears the active view and any grouping.
  • Setting a Group by clears the active view.

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Export a list

Use Export in the list toolbar to download matching rows as a CSV file.
1

Open the list

Apply any filters, sorts, or view you want included.
2

Click Export

Confirm Export to CSV. Metal downloads every row that matches the current filters and sort, not only the rows already loaded on screen.
Large exports are capped. If the export is too large, add filters to reduce the row count and try again.
CSV is the format the app exports. Metal does not currently export Parquet or push the curated layer into a warehouse or lake. Developers can pull the same records as JSON — see portability.

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Sharing

Lists are organized into three groups in the sidebar:
  • My Lists — lists you own.
  • Shared with Me — lists shared directly with you or with a team you’re on, and lists from projects you’re a member of.
  • Firmwide — lists shared with everyone in your organization.

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Share a list

Open a list and click Share in the header to open the share dialog. Choose an audience from the first dropdown:
  • Restricted — only people you add explicitly, plus the list’s owners and any linked-project members, can see the list. Use the user and team pickers to add people.
  • Firmwide — everyone in your organization can find and open the list.
If firmwide isn’t available, hover the option to see why; typically only list owners, the creator (when there are no owners), and admins can promote a list to firmwide.

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Can view vs Can edit

When you pick Firmwide, a second dropdown appears:
  • Can edit — firmwide viewers can edit the list. This is the default and matches the previous behavior.
  • Can view — firmwide viewers can open the list but not change it.
A firmwide viewer of a Can view list sees a View only badge next to the list name and cannot:
  • Edit cells, or add, import, or remove entries.
  • Bulk-select or delete rows, or reorder entries.
  • Add columns, refresh enrichment, or recompute computed columns.
  • Trigger sync or identification on the list.
  • Create, rename, or delete saved views.
Filtering, sorting, grouping, applying saved views, exporting, and duplicating the list stay available. Can view only restricts users whose access comes solely from the list being firmwide. The following people keep write access even on a Can view list:
  • Admins.
  • The list’s owners, or its creator when no owners are set.
  • Users the list is shared with directly, or through a team.
  • Members of a linked project.
Switching a firmwide list back to Restricted clears the firmwide audience but remembers the Can view / Can edit choice, so promoting the list again reapplies the same setting.

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Deal-specific columns

Deal lists include an Acquisition Type column you can edit inline. The cell shows Platform or Add on; choosing Add on prompts you to pick the platform parent company. The cell is read-only when the deal is synced from your CRM with writeback enabled — see Working with deals.