We've added a new Pivot action to all Conferences and Lists, and List Library.
Get all the juicy details about your target industries by seeing relevant deal data, public company financials, and market dynamics — faster than you ever could before.
Similarly, after creating a list of potential targets with a pipeline status, easily jump into the pipeline view in Grata.
How to Use
Click the Pivot action button to link to either the Markets page (with additional paid access) and My Pipeline pages with the list entered as a filter.
Note: Conferences and List Library lists don't include the Pipeline option
The list, conference, or List Library list will be entered in the list filter of the respective page (Markets or My Pipeline with this initial update)
For example, in the Markets page, the list of companies is entered in the “Filter Market with Lists” filter within the “Add/Remove Companies” filter section. The companies are used to define the market with the same logic as today:
M&A Comps: You will see all deals where the companies in the list are either the Buyer or Target (unless otherwise specified)
VC & Growth Comps: You will see all funding rounds where the companies in the list are the target of the deal (not the investor)
Public Comps: You will see the top 20 public companies (and their financials) matching either the subsidiary or parent company from the list
Private Comps: You will see the top 20 private companies from the list
Fragmentation: You will see market fragmentation specific to the companies on the list
FAQ
Who has access to this action?
BD-Only: Access to My Pipeline, Buyers is “Coming Soon”, Markets with upgrade
BD & MI: Access to Markets, Pipeline, Buyers is “Coming Soon”
MI-Only: Access to Markets, Buyers is “Coming Soon”, Pipeline with upgrade
When is the Pivot action not available?
This is only available from lists, conferences, and List Library lists today
It is not available if you select a company in the list, conference, or List Library list
It’s also not available when running AI Suggest Similar from a list
Note that it is still available when adding search filters to the list, but will continue to pivot on the full set of companies (not filtered down). The user can use filters from the new page to also filter down there if needed.