Save investors, build lists, and export

Save to CRM. Click Save on any investor and they land in your CRM at the first pipeline stage, ready for outreach. The button then reads Saved.

My Lists. Select several investors and use Add to list to create a named list in one action. Lists are for grouping and planning, like "Seed healthcare, warm intros first." Saving to a list doesn't add anyone to your CRM pipeline.

Export CSV. Select rows, then export. You get a real file for sharing with a co-founder or working offline.

Lists or CRM? Lists are research. CRM is what you're actively working. Keep the pipeline honest and the lists loose.