Building Lists top-down and bottom-up
You can access sectors, sub sectors, clusters and geographies in Markets as well as pre-built Lists of Organizations, People and Deals. These are carefully curated and consolidated groupings built for many different use cases. We know there are many times when users want to build their own custom Lists (e.g. to understand key players in a market or understand a competitive landscape) so we've also built the capabilities for you to create your own groupings based on your own unique criteria.
Build a custom list - Bottom-up.
The easiest way to create a custom List of Organizations is by following the bottom-up approach. This is best when you already have a clearly defined group of organizations you want to look at together (e.g. a specific competitor set).
On the Organizations page you can Create New List by using the + icon and then Add Organizations into the list one by one. The same approach works for People and Deals.
The Studio - Build your own custom datasets top-down
The Studio is a data analysis tool that allows you to filter Organizations, People, Deals, Signals and Time Series and transform the data with the help of powerful visualizations into information and insights.
Use these advanced visualizations to track macro shifts and trends (like investment flows over time or geographic concentrations for different clusters).
Filters help you to get down to the very specific dataset you are looking for, then you can take all these Organizations, People or Deals and add them to an existing list or create a new lists but you can also save individual visualization.
We know the Studio can be a bit overwhelming at the start but we are here to help so let us know if you need a hand.
After you've wrapped your head around this, make sure you create your first custom list of Organizations. This could be competitors, peers, portfolio companies,... the possibilities are endless.
TIP: Don't forget to follow your own list to receive Notifications about Deals and Developments!