Save Time. Stay Organized. Provide Your Clients With Critical Insights

"It’s paramount for investor relations professionals to have a solution like this, and I really can’t see how anyone can adequately target the right investors for their company without Irwin."

Laura Kiernan
CEO & Founder @ High Touch IR

Spend Less Time On Manual Tasks And More Time With Your Clients

Manage multiple clients and keep everything organized.

Perform investor research and get insightful reports.

Demonstrating the ROI of your work with clients.

Expand your network of investors.

Manage All Of Your Client & Relationship Data In A Single, Secure Platform.

Our intuitive Investor Relationship Management (IRM) functionality includes global data on institutions, funds, and retail advisors, and the ability to manage email interactions, roadshow and conference schedules, meeting history, and tear-sheets so your clients are always prepared.

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Save Time On Research And Report Generation

Irwin’s global database and powerful search capabilities enable you to find the right investor information in less time. Build meeting itineraries and manage roadshows for clients in an easy to use CRM platform.

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Expand Your Network Of Global Investors

Irwin makes it easy for advisors to search for Institutions, Funds & Retail Investment Advisors for each of their clients. With Irwin, you can connect with a global database of qualified investors and keep your client’s databases separate.

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Easy To Use Reporting Saves You Time

Irwin's out of the box reports and user friendly interface allow you to easily build reports and share progress for your clients. Quickly showcase your impacts on IR and positive business outcomes from roadshows and shareholder base changes. 

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Success Story:

Clermont Partners

Find out how Clermont Partners saves 240 hours annually using Irwin to target ESG-focused investors for their clients.

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Success Story:

Redwood Empire Financial Communications

Learn how Investor Relations Firm Redwood Empire uses Irwin to target investors and improve their client’s investor relations.

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Success Story:

LodeRock Advisors

Learn how LodeRock Advisors uses Irwin to efficiently manage their client's investor relations.

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High Touch IR Case Study

Discover how High Touch IR is leveraging their investor relations through Irwin

Quentin Weber
“I could get much of the data from any platform, like consensus estimates, for example - but Irwin takes it a step past the data. When you get into targeting investors, many platforms have targeting services that you pay extra for on top of a platform fee, but with Irwin, that value is built right into the platform. When you're headed out on the road, it’s easy to set up your filters and get high-priority names for that trip. If, for example, we have some open time on a trip we’ve planned and the bank can’t come up with any more names, I’ll go into Irwin and grab high-value targets and provide them with that information."
Jeffrey Chastain
Vice President of Investor Relations
H&E Equipment Services
H&E Equipment Services
Quentin Weber
"Irwin has allowed us to do much of the same things that we were doing before, but much faster, and without as much of a headache as if we were using some of those other data platforms for this. Irwin also has a much more simplified and streamlined user interface, which goes a long way."
Steve Adams
Managing Director and Chief of Staff
Clermont Partners LLC
Clermont Partners LLC
Quentin Weber
“[The customer support] is excellent. I’ve been with a lot of different vendors through my 20-year career in IR. There’s continuity, there’s responsiveness -- even if my Irwin representative is traveling, I can easily find support and know that I will receive a quick response.”
Kenneth Levy
Vice President Investor Relations
Iridium Communications
Iridium Communications
Quentin Weber
“I think the IR function has been a certain way for the last couple of years, and many companies have been using Excel and the old ways of working. Now, the dynamic is different, and everything is evolving quickly. I think for an IRO, especially one within a small team, Irwin is a very good companion to help you save time, be better organized, and leverage all the tools that are out there. Having that extra tool internally is necessary if you want to be efficient and work effectively. I think innovation should be a top priority with service providers, and I think Irwin is continuing to move in that direction.”
Quentin Weber
Senior Advisor of Investor Relations
WSP Global
WSP Global