Cyndx List is a powerful tool that enables users to create, manage, and track customized company lists for investment, M&A, and market research purposes. It helps users organize and save target companies, monitor their growth and funding activities, and streamline due diligence by comparing financials, ownership structures, and investor backing. By providing real-time updates and insights, Cyndx List allows investment bankers, private equity and venture capital firms, and corporate development teams to stay informed on potential opportunities. Additionally, its collaborative features make it easy to share lists with team members, ensuring alignment on investment strategies and deal pipelines.
Contents:
How to create a new list?
Using Finder, search for a company or concept that interests you. Make sure to use and maximize the available filters for the best results.
Example:
2. Change the results limit to specify the number of results you want to be shown.
3. If you want to select all results to be added to your list, tick the box beside "Company Info." This will automatically select all the companies in the search results.
Then, hover your mouse over the selected companies dropdown and choose "Add to List."
4. But if you want to select an individual company, check the box by clicking the logo of each company you wish to add to your list. Then, hover your mouse over the selected companies dropdown and choose "Add to List."
5. Once you click on the "Add to list" button, window will open and prompt you to select a previously created list or create a new list for the selected company(s).
Second Part: Two options
6. Create a new custom list, insert the following:
Write the name of your list.
As for description, you can add description or can skip that part.
For Private List - Choose this option if you want your list to be private, so only you can access and view it.
For Public and view only - Choose this option if you want your list to be visible within your organization, but only you can make changes to it.
For Public and editable by other members within the org - Choose this option if you want your list to be visible and accessible to your organization.
Then, click "Create List" to save your work.
7. Adding company(s) to an existing list:
After you click the "Add to List" button, all your existing lists will be displayed. Tick the list you want to add the company to.
You can add the company to multiple lists if desired.
Then, hit "save".
Example:
Where can I see all of my lists?
If you want to view all the lists you and your organization have, go to "List" in the top corner of your Cyndx app.
How can I modify access to my list and share it with my teammates?
Under "List," look for "Actions" in the list you wish to edit.
To edit access, click the pen icon. This will allow you to modify and change the access settings.
A. Private - only you have access to the list you created.
B. Public View Only - everyone in the organization can view it, but they cannot make changes to it.
C. Public View & Edit - everyone in the organization can view it and make changes to it.
To delete a list, click the delete icon beside the pen. This will allow you to remove the list permanently.
Can I download a list?
Yes. Under "List," look for the "Download" dropdown in the list, and select it to download.
What if I forgot to save a list?
You can find your past searches on the Finder home page. After opening your previous search, you can then save the results to a list.
Any questions?
We want you to get the most from every search.
Chat With Us
For quick assistance from our support team, click the Chat with Us button at the bottom right of your page and start a conversation.
Help Center
For FAQs and detailed information on using Cyndx Finder go to Finder Help Center. For additional guides on other topics, please visit our Help Center. You can access both on your profile in the top right corner.