Skip to main content
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.

​
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, or CIMs. Optionally add a description.
3

Continue

Click Continue. Your list opens, ready for records.

​
Add records

Open a list and use the add control for its type:
  • Companies, people, or deals — click Add and choose Search & select, Paste a list, or Upload a file.
  • Documents or CIMs — use Add entry / Add Row.

​
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.