
How to Build Effective Investor Targeting and Outreach Strategies for Small-Mid-Cap Companies
Learn how seasoned IR veterans are executing targeting strategies for small-mid-cap companies.
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.
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.
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.
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.
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.
Irwin customers receive inquiries directly into their IR platform with added functionality
Inquiries are automatically logged and tagged in your CRM — no manual entry required.
View full interaction history and analytics for every investor who reaches out
Manage inquiries alongside your existing investor relationship and outreach activities.
Access targeting and relationship management features to prioritize and follow-up effectively.

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.

Learn how seasoned IR veterans are executing targeting strategies for small-mid-cap companies.

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