Help: How to create, save, and use lists

Saved lists allow you to easily revisit entities that you’ve previously identified as useful to you without retracing your steps to find them. Use lists to share with colleagues and streamline your future searches. You can create a list of companies, deals, public companies or securities, limited partners, funds, people, debts, or more.

In this article, learn how to save new lists, manage your lists, and use your lists for future research.

You can create a list from search results or profiles. You can also create a list by uploading a CSV file. Continue reading to find instructions for each method.

From search results

1. Navigate to the search results tab that you want to capture in your list, such as Companies, Deals, or Investors.

2. Select the rows you want to include in your list:

   1. To select rows one at a time, click the checkbox at the left side of the row to select the rows you want to include in your list.
   2. To select rows in bulk, choose Select All or Select Page.

3. Click the Save button at the top right of the page, or click Add Selected To +.

   

4. In the pop-up box, add a name for your new list.
5. Select Save as list.

6. Click Continue.

   

From profiles

1. To create a list while viewing a profile, click Save in the upper right corner of the page.
2. In the menu, navigate to the Saved Lists section and click + Create List.

You can also use this menu to add entities to one or more lists you have already created or to your watch list. The Already In section at the top of the drop-down menu will indicate if the entity is already part of any of your saved lists.

Uploading a file

To create a list using entities you’ve identified outside of PitchBook, utilize our Upload a List option. You can find this tool in the My PitchBook section of the PitchBook sidebar. Check out our article How to upload a list to PitchBook to learn how to use this tool and other places on the platform where you can upload lists.

Removing list results before saving

There are two ways to remove some of the items from your search results before saving a list:

• Hover over the row you’d like to remove and click the X that appears on the left of the row.
• Or, click the checkbox next to the entity name. Then, click Exclude Selected above the search results table.

The row(s) you have excluded will disappear from your search results and will not be saved to any lists you create from these results.

Finding saved lists

To reach your saved lists:

1. Click on the Saved Searches & Lists tab within the My PitchBook section in the sidebar.
2. Once in the Saved Searches & Lists tab, click on the My Lists tab at the top of the page to see your lists.

If you have created any watch lists, they will appear on this page with the title Watch List, followed by the type of list, such as Watch List - Companies or Watch List - Investors.

Updating list alerts

To manage your list alerts:

1. Click on the bell icon in the Alerts column of the My Lists tab of Saved Searches & Lists (shown below).
2. Or, click on Alerts & Subscriptions in the My PitchBook section of the sidebar. Click on the pencil icon when you hover in a row for you to edit alerts.

To learn more about alerts, visit How to create and edit alerts and subscriptions.

Deleting saved lists

If you no longer need a list, you can delete it from your saved lists. This will also stop any alerts you have set on that list.

1. Navigate to the My Lists tab within Saved Searches & Lists.
2. Click the checkbox to the left of list(s) you want to delete. You can select one list or multiple lists at a time.
3. A trash can icon will appear in the upper right corner. Click the trash can icon to delete your saved list(s).

4. On the confirmation screen, click Delete List. If this is a shared list, additional options will apply:

   1. If you are the owner of a list shared with others at your organization, you will be guided to select whether the lists should remain visible to your colleagues after being removed.
   2. If the list you are trying to delete is owned by someone else, you will be prompted to confirm leaving the list instead of deleting it.

You also have the option to upload previously saved list(s) into a new search. This allows you to add further criteria to filter your list, combine multiple lists, or remove all items on the list from your search results.

In the screener, navigate to the Lists tab on the left. Choose from the following options:

• Include a Saved List or Search – All other search criteria you enter will search within your selected list(s) only.
• Exclude a Saved List or Search – No items on your list will appear in your search results, even if they match your other criteria.

The type of list you can select in this tab will vary based on the screener you are using:

• Within a Companies & Deals screener, you can select a list that contains only companies.
• Within an Investors & Funds screener, you can select a list that contains only investors.
• Within a Limited Partners screener, you can select a list that contains only limited partners.
• Within a Debt & Lenders screener, you can select a list that contains only debts.

If you wish to include or exclude a different type of list from your search, reach out to our Support team to discuss your options for constructing a search that meets your needs.

If you add two or more lists in this field, or if you add a saved search along with your list(s), you can use the AND and OR options.

• AND, or Intersection relation – Indicates the search criteria you apply will search within entities that are present in both lists.
• OR, or Union relation – Indicates the search criteria you apply will search within entities that are present in any of the lists.

For example, if you add “Later Stage VC” to the search, using the AND operator will find companies that are present in both lists and have also completed a later stage VC deal.

On the other hand, using the OR operator will find companies in either list that have also had a later stage VC deal. In the example below, you can see that this number is much higher than the number received when you use the AND operator.

For a visual representation of the AND and OR operators, please refer to the Venn diagrams in our article about searching with industries, verticals, and keywords.

To understand how this feature fits into a broader workflow, check out PitchBook Pioneer’s course – Asset Allocation.