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A BETTER WAY TO MANAGE INVESTOR RELATIONS.

Irwin is an investor relations solution designed to save you time with proactive
insights, integrated data, built-in automation, a modern and intuitive
experience, and a commitment to service excellence you won't find anywhere else.

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TRUSTED BY INNOVATIVE IR TEAMS





LATEST NEWS & RESOURCES

Announcement

FactSet and Irwin Announce Partnership to Deliver Best-in-Class Solution for
Investor Relations Professionals



Winning IR Podcast

New Episode: How to Effectively Prepare For and Manage Shareholder Activism


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Learn more



THE IRWIN SOLUTION

Irwin allows you to better manage your IR program by automating manual tasks,
giving you access to powerful, differentiated investor and shareholder data, and
reducing your time to insight so IR teams can focus on adding strategic value to
their company.


INVESTOR TARGETING

Access an extensive database of institutional, hedge fund, and family office
investors and filter to find the right investors for your company.

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SHAREHOLDER MONITORING

Comprehensive monitoring with reported, retail, and non-reporting, surveillance,
and custom holder data.

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INVESTOR CRM

Keep track of all your investor interactions, manage events & roadshows, and
report on the success of your program.

Read more



IR WEBSITE ANALYTICS

Actionable shareholder, investor, activist, and peer data from your IR website
with Irwin IQ.

Read more



PROFESSIONAL SERVICES

Add bench strength to your IR team for analyst and investor targeting, board
reporting, and market insights.

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IRWIN + FACTSET

Streamline your investor relations program with fully-integrated market
analytics & CRM tools.

Read more
Why Irwin


MODERN, INTEGRATED, AUTOMATED.


MODERN & INTUITIVE

Say goodbye to clunky & outdated systems.


INTEGRATED DATA

All your most important data in one place.


PROACTIVE INSIGHTS

Reduced-time to insight and automation built-in.


SERVICE EXCELLENCE

Award-winning service to support your IR program.


REQUEST A DEMO TO LEARN MORE

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Learn more about Irwin


TRUSTED BY INNOVATIVE IR TEAMS

Read more about what Irwin clients are saying:

Read Case Studies
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"Recently, clients and prospects have been wanting help with ESG targeting, so
that is where we will use Irwin, which has been very useful. That level of
screening and filtering by ESG investors is not something we're finding on other
data platforms. It’s a unique value proposition for Irwin.”


STEVE ADAMS

Managing Director, Chief of Staff, Clermont Partners

“Generating reports at the end of quarter (ie. who is moving money and
where)—that used to be a two to three-day exercise with Ipreo, and now I can get
that done in a day with Irwin. It is for sure a time saver.”


JAMIE HEARD

Manager, Capital Markets, Tourmaline Oil Corp

“Investors may sign up to hear what you have to say because they are interested
in your industry, but that’s not the best use of a CEO’s time. Thanks to Irwin,
we have a higher degree of confidence in their level of interest in our
company."


JEFF CHASTAIN

VP IR, H&E Equipment Services

"Seeing that we're driving website visits from our shareholders and having the
visibility that people are stepping out of meetings and going to the website
after has provided us with a lot of insight into the effectiveness of our
strategy."


LINDSAY BAHADIR

Investor Relations & Corporate Communications Manager, SilverCrest Metals Inc.

"We were looking for a more proactive resource to better partner with us on
investor targeting and to better leverage customer relationship management
information. What we found was a modern IR platform with a dynamic and
easy-to-use interface and a high-touch, cohesive team. The team has become my
primary resource related to understanding our investors and who we should be
reaching out to."


SHELLY HUBBARD

VP IR, Pentair

“The number one issue is how precious time is—anything that takes tons of time
to do but isn’t a high-value activity is a non-starter and must be shed. And
Irwin is critical to optimize time—helping identify what investors we engage
with and how we track it.”


PATRICK JOBIN

Senior Vice President of Finance & Investor Relations, Sunrun

"An ESG-focused IR strategy is what we are deploying at WSP, and Irwin has given
me the data and intel to build around that."


QUENTIN WEBER

Senior Advisor of Investor Relations, WSP Global

“As someone who was not a big fan of IR tools throughout my corporate career,
Irwin  has helped open my eyes to ways that my perspective needed to be changed.
It has helped me find a way to enhance my ability to contribute value to the
leadership team and to the investor base.”


MIKE MCCARTHY

VP IR, Docebo
Slide 2 of 8.





A VERSATILE SUITE OF IR TOOLS AND SERVICES

Learn About Shareholder Monitoring



SHAREHOLDER MONITORING

Get the most comprehensive view of your shareholder base with Irwin's
shareholder monitoring solution. A complete view of your shareholder base with
retail shareholders, reported holders, surveillance data, and custom holders in
a single view, so IR teams can gauge risk and opportunity, execute more
efficient and cheaper financings, stabilize your share price, and manage
relationships with your investor base.

Jamie Heard
Manager Capital Markets @ Tourmaline Oil Corp

> “Generating reports at the end of quarter (ie. who is moving money and
> where)—that used to be a two to three-day exercise with Ipreo, and now I can
> get that done in a day with Irwin. It is for sure a time saver.”

Learn More About Investor Targeting



INVESTOR TARGETING

Find more right-fit investors for your business with Irwin's targeting solution,
providing broad and deep intelligence on investors that align with your
business. Shorten your time-to-insight with advanced filtering and in-depth
profiles on organizations, people, and funds, powered by Irwin’s Fit Score
algorithm to uncover institutional and opaque investors that are interested in
your company.

Steve Adams
Managing Director, Chief of Staff, Clermont Partners LLC

> “With Irwin, we can pull target lists with both ESG and non-ESG investors.
> Recently, clients and prospects have been wanting help with ESG targeting, so
> that is where we will use Irwin, which has been very useful. That level of
> screening and filtering by ESG investors is not something we're finding on
> other data platforms. It’s a unique value proposition for Irwin.”

Learn More About Irwin’s CRM



INVESTOR CRM AND ENGAGEMENT TOOLS

An easy-to-use and intuitive interface, a full suite of event management, email
marketing, automation, and reporting tools, supported by a team of capital
markets experts to help save you time and take your investor relations program
to the next level.

Jeff Chastain
Vice President Investor Relations, H&E Equipment Services

> “Investors may sign up to hear what you have to say because they are
> interested in your industry, but that’s not the best use of a CEO’s time.
> Thanks to Irwin, we have a higher degree of confidence in their level of
> interest in our company."

Learn More About Irwin IQ



IRWIN IQ WEBSITE INTELLIGENCE

Irwin IQ identifies potential investors, shareholders, activists, and peer
companies visiting your investor relations website, and gives you insight into
potential areas of risk and opportunity for your company. Irwin IQ works with
your existing IR website, and is powered by Irwin’s extensive investor database
to bring context to click-throughs.

Lindsay Bahadir
Investor Relations & Corporate Communications Manager, SilverCrest Metals Inc

> "Seeing that we're driving website visits from our shareholders and having the
> visibility that people are stepping out of meetings and going to the website
> after has provided us with a lot of insight into the effectiveness of our
> strategy."

Learn More About Irwin + FactSet



IRWIN + FACTSET

An end-to-end investor relations platform that provides a fully integrated CRM
with market leading financial data, analysis, and research. Irwin's integration
with the FactSet Workstation provides IR teams access to the most comprehensive
capital markets insights and data.

David Whyte
CEO & Co-Founder, Irwin

> “Integrating Irwin’s capabilities with FactSet’s Workstation drives a pivotal
> shift towards a more streamlined infrastructure for issuers and investors,
> starting with better insights into critical capital
> markets data for corporate IR teams, this strategic
> partnership accelerates our vision of bringing efficiency and transparency to
> global markets.”


FEATURED ARTICLES

See more

IR CareersIR ConsultantsGoals, KPIs, and Reporting
10 Seasoned IR Experts' Top Tips for Career Growth in Investor Relations

We asked seasoned IR professionals how they were able to grow their careers in
Investor Relations. This is what they told us:

Read more

IR StrategyInvestor TargetingCapital Markets
The State of Investor Relations in 2024

Irwin's State of Investor Relations report uncovers a wide range of IR trends
through the lens of the IRO, management teams, and consultants

Read more



SEE IRWIN IN ACTION.

Request a demo

The Irwin Platform
01
Investor Targeting
02
Shareholder Monitoring
03
IR CRM & Engagement Tools
04
Research, Estimates, and Transcripts
05
Irwin IQ
06
Professional Services
Solutions By Use Case
01
Public Companies
02
Investor Relations Consultancies
03
Investment Banks
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