Get transparency and insight into your shareholder base with Irwin's comprehensive suite of shareholder monitoring solutions. Reporting filings, NOBO data, stock surveillance, custom holders, and intuitive reporting allow you to maintain relationships and communicate regularly with key shareholders.
Intuitive investor relations CRM
Manage IR Activity
Keep track of all investor interactions, including your emails and events in Outlook and Gmail.
IR Activity Reporting
Seamlessly report on your IR activity, outreach efforts, and meeting and event outcomes.
Event Management
Leverage Irwin's event management tools to quickly prepare itineraries, tear sheets, and more.
GET A CUSTOMIZED DEMO OF IRWIN'S IR CRM
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Track Every Interaction You Have With An Investor
Track and manage your meetings, emails, phone calls, and more with Irwin’s built-in activity management and reporting. Understand how your activity correlates to ownership changes and keep all your communication contexts in one place.
Report On The Success Of Your IR Program
Our investor relationship management software includes a library of pre-built reports to easily generate the insights you need for your executive team, board, and other stakeholders.
Integrate Irwin With Your Calendar and Email To Streamline Investor Communications
Track your team’s emails with investors by integrating your Google and Outlook calendar and email with Irwin’s IR CRM.
Manage Investor Conferences And Roadshows With Ease
Research investors before your meetings, build itineraries for your teams, create investor tearsheets for your management team before meetings to ensure they’re prepared with all the context to have strategic conversations.
Our Customers
WHAT OUR CUSTOMERS SAY
Investor Relations CRM Testimonials
“So easy to use”
“Instead of spending all my time inputting many records, Irwin Assistant has been quite useful for me and building my itinerary. I’ll receive an itinerary from the banks we’re working with and send that to Irwin Assistant to get it into our account. I can then go in and make edits about the particulars after they’ve happened, such as meeting notes, but the main thing is that the data is already there, which was the most time-consuming part.”
VP IR at H&E Equipment Services
Jeff Chastain
"Irwin is critical to optimize time"
“What drove me to Irwin was the clean interface. I can quickly accomplish tasks without getting bogged down in a cumbersome legacy interface. The whole point of the IRM is to efficiently track engagement to optimize how you interface with investors and report on it for efficacy purposes, and the nuanced features in Irwin are incredibly valuable time savers.”
