Searching and filtering for interesting companies is only half of the value in Gain.pro; Active Filters and Lists are the two key tools enabling you to build live, custom lists of companies.
In short:
- Lists ("My lists") allow you to save specific companies to benchmark or track them over time. This list is static in the companies included.
- The underlying information is still updated as part of our company data maintenance (e.g. for new financials)
- Active filters allow you to save down bespoke search criteria and form a dynamic list of companies that grows automatically as new companies match the criteria you defined.
Lists
Lists are when you want to save a specific company or set of companies down and refine them only manually
- This is great for later down your funnel or when you want to save the results of a specific search
Both of these serve similar, but slightly different use cases:
Lists ("My lists") allow you to save down specific companies to a fixed list based on your manual additions.
- This list is static, with companies added or removed manually by your or your team.
- The underlying information and financials continue to be updated as part of our company data maintenance
- When you view a list, you can review updates to companies already in the list (e.g. financials, ownership changes and acquisitions)
- Lists are great to build out a specific set of assets that you only want to add to or refine manually
You can save companies to a list from a range of locations in Gain.pro:
- Save individual companies from a table view
- Save a specific selection of companies, e.g. from our industry reports, the market section of a company or your custom search
Active Filters
Active filters are when you want to define a dynamic set of search filters and automatically add new companies as we find them
- This is great for higher up in your funnel or when you’re interested in looking at all companies that meet a certain criteria
Active filters allow you to save down bespoke search criteria to form a dynamic list of companies that grows as new companies match the criteria you defined.
- This list is dynamic; Gain.pro searches for matching companies 24/7 and automatically adds companies as they match the criteria
- Gain.pro also flags those opportunities proactively through in-app notifications and via a weekly summary update email
- When you view your active filters, you can track both new companies and financial / activity updates for previously tracked ones
- Active filters are great to build and tweak a set of criteria that you want dynamic updates on
- The output of these can be used to feed static lists for companies you want to monitor more closely
You can set up active filters in just a few clicks:
- Select the filter criteria that match your market focus in the "Companies" section of Gain.pro
- Click on "Save filters" and then name and create your filter
You can change the criteria anytime to optimise the companies that Gain.pro tracks
Upload of external lists:
We do not support the import of external (e.g. Excel-based lists) directly into Gain.pro, but if you require help recreating lists in Gain.pro without manually adding each individual asset, please reach out to us and we will help you with tips and tricks to save time.
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