Irwin’s Investor Relations CRM & Engagement Tools

The Most User Friendly Investor Relations CRM

Keep track of all investor interactions, including your emails and events in Outlook.

Seamlessly report on the success of your IR program.

Quickly and easily prepare for events and roadshows.

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. 

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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.

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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.

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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.

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Related Content

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Related Case Studies

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Success Story:

Snap One Holdings

Learn how Snap One leverages Irwin to better track and manage investor interactions.

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Success Story:

Marathon Digital Holdings

Learn how Charlie Schumacher at Marathon Digital Holdings uses Irwin to replace the need for a full-time analyst.

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Success Story:

Iridium Satellite Communications

Learn how Kenneth Levy, VP Investor Relations at Iridium Satellite Communications, uses Irwin for investor targeting and outreach.

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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