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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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Custom attribute columns

Add your firm’s custom attributes as list columns on company, person, deal, limited partner, fund, and fundraising process lists. Use them to review or edit firm-specific fields, such as a proprietary score or source tag, across many records at once.
1

Open the add column dialog

Open the list and click Add Column. Choose the property option for the list’s record type, such as Deal property.
2

Pick custom attributes

Custom attributes defined for that record type appear under Custom Attributes, below the built-in fields. Select one or more.
3

Add the columns

Click Add Column to add the selected fields to the list.
If an admin later deletes the custom attribute from the schema, the column header shows a warning: Field removed from the organization schema. The column keeps showing stored values, but its cells become read-only. You also can’t turn on enrichment, computed values, or scoring for that column. Re-create the attribute with the same field key to make the column editable again.

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Parent company columns

On a company list, add a Parent Company relationship column to show fields from each add-on’s platform company next to the add-on itself. Use it to see which platform each add-on rolls up to, or to compare an add-on with its parent’s data, without leaving the list.
1

Add a relationship column

Open a company list, click Add Column, and choose Relationship column.
2

Pick the parent company field

Under Resource Type, choose Parent Company. Under Property, choose the field to show, such as the company name or investment status.
3

Create the column

Click Add Column.
Metal fills in each cell automatically from the company’s Platform company link. Add-ons show their platform company. Companies with no parent show an empty cell. To set or change the link, see Set investment designation. Edits you make in a parent company cell stay on the list. Metal doesn’t write them back to the company record.
Automatic parent company resolution only applies to company lists. On Items lists, you pick the record for each relationship cell yourself.

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Add or remove tags in bulk

When a list has at least one tags column, the bulk actions toolbar includes a Manage Tags action. Use it to add or remove the same tags on many rows at once instead of editing each cell.
1

Select rows

Select the rows you want to change. The toolbar appears once rows are selected.
2

Open the Manage Tags dialog

Click Manage Tags in the toolbar.
3

Choose add or remove

Pick Add or Remove, then choose one or more tags under Tags. In Add mode, you can also create a new tag.
4

Apply

Click Add tags or Remove tags.
Metal applies the change to every tags column on the list, for each selected row. Rows that already have (or already lack) every chosen tag are left unchanged. On lists with write-back enabled, Metal also writes the tags to the underlying records where that record type supports it. See Add or remove tags in bulk for which record types write back.
The Manage Tags action only changes the rows you select. It does not apply to every row that matches the current filters.

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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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Search a list

Use the search box in the list toolbar to find rows by name. Metal splits your search into words and matches each word anywhere in the list’s name column. Matching ignores case. For example, cap part finds “Summit Capital Partners”.
  • Each word must be at least 2 characters. Metal doesn’t apply a search until it contains a word of 2 or more characters.
  • On person lists, search matches the full name, so jane smith finds a person whose first name is Jane and last name is Smith.
  • On Items lists, use the search-column picker next to the search box to choose which column to search.
  • Search doesn’t correct typos. Each word must appear in the name as typed.
  • Metal matches up to 8 words. Any words after the first 8 are ignored, so trim a longer search or use a filter instead. A word longer than 64 characters is matched by its first 64 characters.
  • Search applies to grid, grouped, and board views, and to exports.
A filter on the name column still matches only names that start with the value you enter.

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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 search, filters, sorts, or view you want included.
2

Click Export

Confirm Export to CSV. Metal downloads every row that matches the current search, 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. Deal lists can also add a Platform Company column that shows the platform an add-on deal joins. Use it to sort or export add-on deals by their platform. To add it, click Add Column, choose Deal property, pick Platform Company, and click Add 1 Column. Deals with no platform company show an empty cell. The Platform Company column is read-only. To change the platform, edit the deal’s Acquisition Type. The column picks up the change on the next sync.

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Run a workflow from a list

Some workflows accept a list as an input. On a list page, use the workflow control in the header to choose a workflow that can run against that list, then provide any remaining required inputs. The menu only shows workflows that accept a list and that you can run. If it is empty, either no list-based workflow is configured for your organization, or none of them are shared with you. Lists of companies or people are a common starting point for conference-prep workflows. Build the attendee or target universe on the list — including by pasting names or uploading a file — then run the workflow your firm has configured. The output format is organization-specific.