Name: Irwin Explainer Video
Uploaded: 2021-09-08T16:47:16.000Z
Duration: 32 s
Description: Irwin Explainer Video

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### Meeting and Activity Tracking
Users appreciate Irwin's meeting and activity tracking capabilities, highlighting its efficiency in organizing meetings with individuals and firms. The platform's ability to track ownership, broker trading, and source potential investors through appropriate screens has been well-received. Additionally, users find the ease of uploading data and the platform's organization and categorization of meetings to be beneficial for their workflow. The tracking of shareholders, brokers, and stock performance is also commended, indicating that Irwin's meeting and activity tracking features are robust and user-friendly.

### Fund and Stock Tracking
Users consistently praise Irwin for its robust fund and stock tracking features. They appreciate the ease of tracking shareholders, brokers, and stock performance all in one place. The platform's ability to provide fast and effective data resources for understanding stock ownership and targeting the right investors has been highlighted as a significant benefit. While some users have minor concerns about the clarity of certain functionalities like rankings and AUM details, overall, Irwin's fund and stock tracking capabilities are viewed positively for their efficiency and organization.

### Investor Targeting
Users consistently praise Irwin for its effective investor targeting capabilities. They highlight the platform's ability to hyper-target current and prospective investors based on their investment criteria and historical investments, providing a strategic advantage in engaging with the right set of investors. Additionally, users appreciate the industry insights provided by Irwin, enabling them to better target potential institutions and make informed decisions when approaching investors. The platform's pre-populated CRM/IRM with robust filters streamlines the targeting process, allowing for a more focused and efficient approach to investor engagement.

### Shareholder Management
Users consistently praise Irwin for its robust shareholder management capabilities, highlighting its effectiveness in identifying and targeting the right investors. The platform's ability to provide in-depth insights into shareholder data, including ownership details and historical background, has been a key factor in enhancing investor relations. While some users mention limitations in accessing deep insights for non-reporting shareholders, the overall sentiment leans towards Irwin's shareholder management being a valuable asset for investor targeting and engagement.

### Institutional Investor Relations
Users generally praise Irwin for its robust institutional investor relations capabilities. The feedback highlights how Irwin has significantly improved the targeting ability of users, enabling them to identify the right funds and professionals for equity discussions. This enhancement has led to an expansion of the targeting universe and an improvement in the quality of targets, resulting in better institutional ownership of stocks. Additionally, users appreciate the organized approach that Irwin brings to their investor relations efforts, making it easier to navigate the complexities of engaging with institutional investors. The sentiment overall suggests that Irwin's institutional investor relations features are a valuable asset for users seeking to enhance their engagement with this important segment of the market.

### Contact and Communication Management
Users generally praise Irwin for its efficient contact management and communication capabilities. They appreciate the platform's ability to streamline contact information, facilitate email campaigns, and enhance communication with investors. While some users express minor concerns about the lack of certain features like attaching PDFs to email campaigns or integrating an email client, overall, Irwin seems to excel in providing a centralized and effective solution for managing contacts and communication tasks.

### Investor Prospecting
Users consistently praise Irwin's robust investor prospecting capabilities. They appreciate the platform's intuitive interface, ease of use, and the unique feature of identifying and prospecting new targets efficiently. The ability to organize and categorize meetings, track ownership, broker trading, and source potential investors through appropriate screens has been highlighted as a significant advantage by users. Additionally, the platform's one-stop-shop approach for building schedules, accessing investor profiles, and managing client communication has been well-received, with users noting the time-saving benefits and the continuous product updates based on user feedback.

### Outreach and Networking
Users generally appreciate Irwin's capabilities in outreach and networking, particularly in managing shareholder and investor communications effectively. The platform seems to offer valuable assistance in identifying suitable investors and streamlining outreach efforts. Despite market challenges impacting engagement levels, users find Irwin's outreach and networking features beneficial for enhancing communication with various stakeholders.

Users of this product have found it to be incredibly useful in various aspects of their investor relations roles. One key use case is the ability to search different sites for news, trading, and SEC filings, which allows users to efficiently gather information for their daily tasks. Another important feature is the software's capability to provide insights into the geographic mix of their peers' shareholders, helping customers build a comprehensive understanding of their investor base. Reviewers have highlighted the time management benefits of using the product, as it eliminates the need for manual data entry and centralizes all investor relations related information, tasks, and research. 

Additionally, customers have found value in the product's ability to source new investors digitally and connect with their clients' stakeholders, contributing to effective outreach efforts. The software also aids in tracking shareholders, brokers, and stock performance, providing users with vital insights and data for decision-making. It has proven instrumental in organizing shareholder lists and generating new leads for potential investors. Moreover, as managing shareholders can be challenging for small-mid cap public companies, users appreciate the software's ability to identify main investors, track buying/selling trends, and create more targeted outreach programs. Overall, the product enhances efficiency and effectiveness in managing all aspects of investor relations roles while saving time by centralizing information and automating various tasks.

Outlook Calendar Integration: Some users have found the integration with Outlook calendar to be unhelpful, especially when creating activities as it does not provide a blank template. This lack of flexibility makes it difficult for users to customize their calendar entries and may lead to confusion or inefficiency.
Limited Comparison Feature: A significant number of reviewers have expressed frustration over the limited comparison feature. They feel that the current functionality falls short in allowing them to effectively analyze and compare shareholder data within their peer groups. Users would like to see an enhancement that provides more comprehensive insights into the holdings and ownership structure of their peers.
Lack of Advanced Features in India: Many users in India are disappointed by the absence of advanced features such as the live ticker and block deal feature. These tools are highly valued by investors for real-time market updates and information on large transactions. The unavailability of these features limits the capabilities of Indian users, who desire a more comprehensive platform experience.

Summary: In summary, common cons mentioned by users include dissatisfaction with the outlook calendar integration, limited comparison feature, and lack of advanced features specific to India. These issues hinder user productivity and limit their ability to perform thorough analysis within the platform.

User-friendly Interface: Several users have praised the platform for its easy-to-use and intuitive interface. They have found it straightforward to navigate and learn, even after only a few minutes of exploration.

Efficient Customer Support: Many users have mentioned the excellent customer support provided by the platform's team. They have appreciated the quick turnaround for questions, training requests, and feedback for product change suggestions. The team has been commended for their patience and responsiveness in addressing user queries.

Valuable Data-driven Leads: A significant number of reviewers have found value in the highly targeted data-driven leads provided by the platform. They appreciate being able to identify the right set of investors and understand their investing style and holdings before meeting them. This feature has proven valuable in managing investor activities and targeting new investors effectively.

Users commonly recommend the following actions when using the software: obtaining training early, requesting a demo, and keeping the software up to date. These recommendations highlight the value of getting training early to fully utilize the software's capabilities. Users also suggest exploring a demo to experience its features firsthand and regularly updating the software for optimal utilization and performance. By following these suggestions, users can maximize their efficiency, save time and resources, and effectively target new capital with better analytics provided by the software.

FactSet Irwin is software enabling capital markets professionals to build stronger relationships with the investment community. Irwin’s targeting solution provides investor discovery for IR teams to access untapped global networks of capital.

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

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Irwin, a FactSet company

Software designed to facilitate communication with investors, investor voting etc.

Investor Relations

The Irwin dashboard shows the most important information, available at your fingertips.

Easy reporting that you can export for board reports.

Easy-to-build investor roadshow itineraries with customizable tear sheets.

A global database of investors, available at your fingertips.

The most comprehensive view of your shareholders.

FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. 

For over 40 years, through market changes and technological progress, the company's focus has always been to provide exceptional client service. FactSet operates from more than 60 offices in 23 countries. 

FactSet

Irwin Explainer Video

An overview of the Irwin platform. the most powerful investor relations software, made for modern IR teams. Better understand changes in your shareholder base, identify and connect with high quality investors, keep track of all your IR activity in one place, and access research, estimates, and transcripts.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Irwin, a FactSet company

Overview

What is Irwin, a FactSet company?