Overview
Irwin is investor-relations software focused on the outreach side of the IR job. Its investor-targeting module gives access to a database of institutional, hedge-fund and family-office investors with filters and outreach from the platform; shareholder monitoring covers reported, retail and non-reporting holders, surveillance, NOBO data and custom holder data; and its CRM tracks investor interactions, manages events and roadshows and reports on programme results[6].
Irwin IQ adds website-visitor and content intelligence, showing which investors and peer companies visit a client’s IR site and which content they read[6]. Professional services provide extra support for targeting, board reporting and market insights[6]. Irwin announced a partnership with FactSet in 2023 and sells an Irwin + FactSet package combining its CRM with FactSet’s financial data and research[6]. Named users include WSP, Docebo and ZoomInfo[6]. Irwin suits IR teams that already have a website provider and want a dedicated targeting and CRM tool. It does not host IR websites or earnings webcasts, prices are not published, and the site does not state the number of clients; its footer names Platform Group Limited as copyright holder[6].
Irwin features
- Investor targeting database
- Shareholder monitoring incl. NOBO data
- IR CRM for meetings and roadshows
- Irwin IQ website-visitor intelligence
- Irwin + FactSet data integration
Irwin pricing
Quote-based; demo required.
Irwin strengths and limitations
Strengths
- Strong targeting and CRM workflow
- Website-visitor intelligence
- FactSet data option
- Professional services available
Limitations
- No website hosting or webcasting
- Client count not disclosed
- No published pricing
- Ownership not stated on site
Appears in
Irwin alternatives and competitors
Alternatives to Irwin: companies ranked in the same lists.
- Q4
EQS Group- Euroland IR
IDX
InvestorHub- Juniper Square
Allvue Systems- Altvia
- Intapp DealCloud
Visible
Quartr
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