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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 …
Overview
What is Irwin?
Irwin is a software provider enabling capital markets professionals to build stronger relationships with the investment community. Irwin creates solutions for global public companies and their advisors to uncover new potential investors and shareholders, with the end goal of delivering…
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What is Irwin?
Irwin is a software provider enabling capital markets professionals to build stronger relationships with the investment community. Irwin creates solutions for global public companies and their advisors to uncover new potential investors and shareholders, with the end goal of delivering better…
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Product Details
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What is Irwin?
Irwin is an investor relations and capital markets software company based in Toronto, Canada with 100 employees globally. Their platform boasts users among thousands of global users and Irwin serves companies of all industries and market capitalizations.
Their suite of Investor Relations Tools Include:
Investor Targeting: Irwin’s targeting solution provides investor discovery for IR teams to access untapped global networks of capital. Irwin's investor targeting solution provides access to millions of global investors including detailed profiles for organizations, funds, and people. The solution helps users find investors for a business with features like search and filtering, advanced data-driven investor fit recommendations, and a team of capital markets experts at the user's disposal to enhance investor targeting initiatives.
Shareholder Monitoring: Irwin’s shareholder monitoring solution provides a complete view of a shareholder base for IR teams to gauge risk and opportunity, execute more efficient and cheaper financings, stabilize your share price, and manage relationships with the investor base. Irwin gives shareholder monitoring information by combining retail, non-reporting, institutional and surveillance data in one platform.
CRM: Irwin’s CRM platform includes tools and integrations for investor relationship management and tracking, boasting an intuitive interface, a full suite of event management, email marketing, and reporting tools, supported by a team of capital markets experts.
Research, Estimates, and Transcripts: Irwin provides access to global equity research and valuation estimates from the Street’s top analysts to ensure users' stock is being properly represented, and leverage transcripts for competitive intelligence.
Capital Markets Strategy Services: An exclusive service for Irwin customers to help navigate a rapidly changing capital markets environment by leveraging Irwin to provide differentiated and value-enhancing strategic advice and support to enhancethe user's core responsibilities.
Irwin Features
- Supported: Powerful Investor Targeting
- Supported: Comprehensive Shareholder Monitoring
- Supported: Intuitive CRM
- Supported: Timely Research, Estimates and Transcripts
- Supported: Capital Markets Strategy Services
Irwin Screenshots
Irwin Video
Irwin Explainer Video
Irwin Competitors
Irwin Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Mobile Web |
| Supported Languages | English |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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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.
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.
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.
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.