This article covers how to save your Raiser search results or investors list, share it with your team, and access it later. If you're looking to export or download your results, refer to the article: How to Export Search Results from Raiser
Contents:
Save Raiser Search Results in Cyndx
Save Raiser Search Results in Cyndx
Step 1: Perform Your Search
Start by running your investor search in Raiser. Use the filters to narrow down your results as needed.
Need help getting started? Check this article: How to start a Raiser search run
Step 2: Select the Investor Type Tab
Make sure you’re on the correct tab — either Financial Investors or Strategic Investors. The saved list will only include results from the tab you're currently viewing.
Step 3: Click “Add All to List”
Above the search results, click on the Selected Companies dropdown and then click the “Add all to list” button.
Step 4: Choose or Create a List
You’ll be prompted to either:
Add to an existing list, or
Create a new list - give it a name and set list type to private or public view
Note: If you want to share your list with colleagues in your organization, make sure to set it to public.
Step 5: Confirmation Message
After saving, a confirmation message (snack bar) will appear at the bottom of your screen to let you know your list was successfully saved.
Note: If you want to download or export your search results, please follow the steps in this article on saving or downloading investor data.
View Saved Investor Lists in Cyndx
View Saved Investor Lists in Cyndx
To find your saved list, click on the Lists tab in the navigation bar at the top of the page. Under the Company Lists, you will see your Investors List that you saved from your Raiser search run, both private and public lists.
Share Investor Lists with Your Organization
Share Investor Lists with Your Organization
Step 1: Go to the Lists Tab
From the top navigation bar, click on the Lists tab to view your saved investor lists as shown above.
Step 2: Locate the List You Want to Share
Under Company Lists, locate the list you’d like to share.
Step 3: Open and Update List Settings
Click on the list name to open it. Near the top, next to the list title, you'll see an access status (e.g., Private).
Click the pencil icon next to the list name.
In the dropdown at the bottom, change the access setting to either Public and view only or Public and editable by other members within the org.
Click Update to save the changes.
Step 4: Copy and Share the Link
Click the copy link icon beside the pencil icon.
Paste the link into your conversation and send it to your colleague.
Step 5: Collaborate on the List
If the list is set to Public and editable by other members within the org, then your colleagues can:
Add or remove companies
Edit the list title
Work together on research or outreach
Step 6: Make the List Private Again (Optional)
To stop sharing, change the access settings back to Private via the pencil icon.
Any questions?
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Help Center
For FAQs and detailed information on using Cyndx Raiser go to Raiser 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.