Investor Relations CRM

Elevate your investor relationships with Irwin's award-winning CRM solution. Designed specifically for IR teams, our platform centralizes your investor interactions, streamlines reporting, and simplifies event management—freeing you to focus on what matters most: deepening connections across the capital markets community.

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Illustration of some of Irwin's IR CRM capabilities, including Investor Tear Sheets, Roadshow Itineraries, and Investment Activity since last meeting.

Boost productivity with intuitive IR tools

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Create Consistency

Communicate and maintain information across your team.

Find Opportunity

Easily find new institutional investors, family offices, funds, and retail investment advisors to prospect.

Track and Report

Track and report on your client metrics.

What Clients Say About Irwin's Investor Relations CRM

Learn more about what Irwin clients have to say about our investor relations CRM:

"Irwin is critical to optimize time"

“What drove me to Irwin was the clean interface. I can quickly accomplish tasks without getting bogged down in a cumbersome legacy interface. The whole point of the IRM is to efficiently track engagement to optimize how you interface with investors and report on it for efficacy purposes, and the nuanced features in Irwin are incredibly valuable time savers.”

Patrick Jobin

SVP Finance & Investor Relations at Sunrun

“Enhanced my ability to contribute value to the leadership team and to the investor base."

“If it's an organization I'm not familiar with, I can now go to Irwin and very conveniently pull that profile. In this scenario, seeing the people and the funds they manage is quite helpful. The more users, the more data points we have. We're all kind of using Irwin in a very communal way.”

Mike McCarthy

VP IR at Docebo

“So easy to use”

“Instead of spending all my time inputting many records, Irwin Assistant has been quite useful for me and building my itinerary. I’ll receive an itinerary from the banks we’re working with and send that to Irwin Assistant to get it into our account. I can then go in and make edits about the particulars after they’ve happened, such as meeting notes, but the main thing is that the data is already there, which was the most time-consuming part.”

Jeff Chastain

VP IR at H&E Equipment Services

Unite Your Investor Data and Interactions

Irwin's built-in activity management centralizes your meetings, emails, phone calls, and more in one place. Gain clear insights into how your engagement efforts correlate with ownership changes, ensuring you always have the full context at your fingertips.

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Showcase Your IR Program's Impact

Demonstrate the value of your IR efforts with our library of pre-built reports. Quickly generate the insights your executive team, board, and other stakeholders need to understand your program's success.

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Illustration of a donut chart representing investor turnover and a bar chart representing investor entrances and exits

Seamless Integration for Uninterrupted Workflows

Maintain your productivity by integrating your Google and Outlook calendars and emails directly with Irwin's CRM. Track communications effortlessly without switching between platforms.

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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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Save Time With AI-Powered Irwin Assistant Summaries

Analyze your past investor interactions, including meetings, calls, conferences, and roadshows. Based on your historical notes for each profile, the summary section will automatically highlight key themes, concerns, sentiments, and trends.

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