The IR solution designed with engagement in mind

Discover and connect with investors. Monitor shareholder changes. Track every interaction with ease. With automated features and proactive insights, Irwin saves you time to focus on what matters most—deepening relationships across the capital markets community.

The Irwin Solution Irwin allows you to better manage your IR program by automating manual tasks, giving you access to powerful, differentiated investor and shareholder data, and reducing your time to insight so IR teams can focus on adding strategic value to their company.

• **Investor Targeting: **Access an extensive database of institutional, hedge fund, and family office investors and filter to find the right investors for your company.
• **Shareholder Monitoring: **Comprehensive monitoring with reported, retail, and non-reporting, surveillance, and custom holder data.
• **Investor CRM: **Keep track of all your investor interactions, manage events & roadshows, and report on the success of your program.
• **IR Website Analytics: **Access an extensive database of institutional, hedge fund, and family office investors and filter to find the right investors for your company.
• **Professional Services: **Add bench strength to your IR team for analyst and investor targeting, board reporting, and market insights.
• **Irwin + FactSet: **Streamline your investor relations program with fully-integrated market analytics & CRM tools.

Modern, Integrated, Automated.

• **Modern & intuitive: **Say goodbye to clunky & outdated systems.
• **Integrated data: **All your most important data in one place.
• **Proactive insights: **Reduced-time to insight and automation built-in.
• **Service excellence: **Award-winning service to support your IR program.

Features

• Investor Targeting: Access a global database of institutional, hedge fund, family office investors for precise outreach.
• Shareholder Monitoring: Track reported, retail, non‑reporting, surveillance, and custom holders in real time.
• CRM & Automated Workflows: Record interactions, manage events or roadshows, and streamline activities with integrated email/calendar tools.
• Irwin IQ Web Analytics: Gain website intelligence with insights into visitors like investors, activists, competitors.
• FactSet Integration: Unified access to industry data, peer analysis, and market intelligence from FactSet within Irwin’s platform.