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Pivot

Use Pivot to open a list’s companies in another Grata view. Start from a user list, a conference, or a published list.

Written by Uzoma Egbuchulam

Use Pivot

Pivot is not available while company checkboxes are selected or while you view Find Similar results. Clear your company selection first. If you are viewing similar companies, select Exit to return to the source list.

  1. Open the user list, conference, or published list.

  2. Select Pivot above the company results. If the control shows an icon, its tooltip is Pivot data in different views.

  3. Select one of the destinations shown in your menu:

Destination

Result

Deals

Opens Deals with the source list in Targets → Lists.

Markets

Opens Markets with the source in Add/Remove Companies → Filter Market with Lists.

My Pipeline

Opens My Pipeline with the user list selected.

The My Pipeline destination applies to user lists. Conferences and published lists do not show this option.

Review a market

Use Markets to review these sections:

  • M&A Comps

  • VC & Growth Comps

  • Public Comps

  • Private Comps

  • Acquisition Trends

  • Fragmentation

You can use Pivot after you apply filters to the source company results. However, Pivot to Markets uses the full source list. Those filters do not reduce the companies used for the market. Use the filters in Markets to refine the market.

Review a pipeline

My Pipeline shows companies from the selected user list that have a pipeline status.

If no companies have a status, the page shows No companies have a status in this list.

Add a status to companies in Company Profiles or Company Search to display them in the pipeline.

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