Corporate Connect

Connect Directly With Investors

Connect directly with institutional investors researching your company in FactSet. Each inquiry includes verified investor details, so you know who's reaching out and why before you respond.

Illustration of Irwin-FactSet Corporate Connect's capabilities

How Corporate Connect works

factset logo icon

Your company is viewed on FactSet's Workstation

Thousands of global institutional investors use FactSet for research and portfolio analysis every day. Investors access your company’s profile, along with key quantitative and qualitative data, in order to conduct research to aid in their investment decisions.

Investors connect directly from your profile

When investors wish to engage with you, Corporate Connect offers a streamlined workflow that allows them to efficiently express their intent with you, whether it be requesting a meeting, asking questions, expressing interest, or sharing feedback—all sent directly to your IR team.

Inquiries arrive with complete investor context

Each request is sent to your native email inbox, inclusive of a detailed investor tearsheet of the investor, so that you may address the inquiry with more confidence and efficiency. No more getting bogged down on incoming requests.

Respond and build relationships

Reply directly via email or manage inquiries in Irwin. All interactions are automatically logged and tagged for easy tracking and strategic follow up.

With this structured and contextual approach, you can identify and engage with the most relevant investors, optimizing the allocation of management and IR resources for more effective communication and outcomes.

For Public Companies

Receive qualified investor inquiries

At Irwin, we believe that strong investor relations fuels innovation and long-term growth. Corporate Connect simplifies engagement by giving thousands of institutional investors a direct, data-rich gateway to public companies. Engage transparently, prioritize efficiently, and make better-informed decisions—while saving valuable time and effort.

For Irwin Customers

Integrated into your workflow

Irwin customers receive inquiries directly into their IR platform with added functionality

Automatic CRM logging

Inquiries are automatically logged and tagged in your CRM — no manual entry required.

Complete engagement history

View full interaction history and analytics for every investor who reaches out

Seamless workflow integration

Manage inquiries alongside your existing investor relationship and outreach activities.

Advanced relationship tools

Access targeting and relationship management features to prioritize and follow-up effectively.

Every inquiry comes with complete investor context

Investor requests arrive in your inbox with a detailed tearsheet that includes the investor profile and title, firm details and AUM, publicly reported holdings, coverage information, and FactSet verification. Know exactly who’s reaching out, assess fit immediately, and prioritize responses strategically—no back-and-forth required.

Request A Demo Today

Request a demo to learn more

Trusted by Innovative IR Teams

"An ESG-focused IR strategy is what we are deploying at WSP, and Irwin has given me the data and intel to build around that."

Quentin Weber
Senior Advisor of Investor Relations
WSP Global

“Investors may sign up to hear what you have to say because they are interested in your industry, but that’s not the best use of a CEO’s time. Thanks to Irwin, we have a higher degree of confidence in their level of interest in our company."

Jeff Chastain
VP IR
H&E Equipment Services

"Recently, clients and prospects have been wanting help with ESG targeting, so that is where we will use Irwin, which has been very useful. That level of screening and filtering by ESG investors is not something we're finding on other data platforms. It’s a unique value proposition for Irwin.”

Steve Adams
Managing Director, Chief of Staff
Clermont Partners

“As someone who was not a big fan of IR tools throughout my corporate career, Irwin has helped open my eyes to ways that my perspective needed to be changed. It has helped me find a way to enhance my ability to contribute value to the leadership team and to the investor base.”

Mike McCarthy
VP IR
Docebo

“The number one issue is how precious time is—anything that takes tons of time to do but isn’t a high-value activity is a non-starter and must be shed. And Irwin is critical to optimize time—helping identify what investors we engage with and how we track it.”

Patrick Jobin
SVP of Finance & Investor Relations
Sunrun

"We were looking for a more proactive resource to better partner with us on investor targeting and to better leverage customer relationship management information. What we found was a modern IR platform with a dynamic and easy-to-use interface and a high-touch, cohesive team. The team has become my primary resource related to understanding our investors and who we should be reaching out to."

Shelly Hubbard
VP IR
Pentair

"Seeing that we're driving website visits from our shareholders and having the visibility that people are stepping out of meetings and going to the website after has provided us with a lot of insight into the effectiveness of our strategy."

Lindsay Bahadir
IR & Corporate Communications Manager
SilverCrest Metals Inc.

“Generating reports at the end of quarter (ie. who is moving money and where)—that used to be a two to three-day exercise with Ipreo, and now I can get that done in a day with Irwin. It is for sure a time saver.”

Jamie Heard
Manager, Capital Markets
Tourmaline Oil Corp
Read more about what Irwin clients are saying:
Read Case Studies

Related Content

see all posts

Related Customer Stories

See All Customer Stories