Irwin

IR CRM with investor targeting, shareholder monitoring and FactSet integration

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

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