Resource Center

Featured Resource

A New Chapter for Irwin: Joining Forces with FactSet

A letter from our co-founders, David and Mark

Featured Resource

Introducing Irwin + FactSet Event Broadcast: Connecting Corporates and Investors

Discover Event Broadcast, the game-changing feature from Irwin and FactSet that connects corporates with investors.

Featured Resource

Irwin Joins NYSE Issuer Services Program

Irwin is now available to qualifying NYSE-Listed Issuers as part of the Issuer Services Program.

Blog Posts

Podcasts

Case Studies

Guides

Webinars & Videos

Announcements News and Product Updates

Investor Targeting

Shareholder Monitoring

Investor Communications and Outreach

IR CRM and Activity Tracking

IR Strategy

Investor Relations Websites

Retail Investors

IR Careers

Goals KPIs and Reporting

Conferences & Events

Shareholder Activism

IR Consultants

Equity Research and Analyst Consensus Estimates

ESG

Capital Markets

Earnings and Valuation

IPO

Accolades

Browse Resources

Irwin Recognized as a 2024 Technology Fast 50 Winner

We’re excited to share that Irwin has been recognized as a winner in the 2024 Technology Fast 50™ awards program.

November 6, 2024

Unlocking European Capital: Insights from Chris Mayo on Expanding Your Investor Base

Chris Mayo shares his tips for targeting investors outside your region. Read the article, or listen to our podcast, to learn how it's done.

October 29, 2024

A New Chapter for Irwin: Joining Forces with FactSet

A letter from our co-founders, David and Mark

October 29, 2024

Irwin Celebrates 4th Year on Canada’s Top Growing Companies List — Thanks to Our Clients and Team

September 27, 2024

Introducing Irwin + FactSet Event Broadcast: Connecting Corporates and Investors

Discover Event Broadcast, the game-changing feature from Irwin and FactSet that connects corporates with investors.

September 16, 2024

6 Tips for Targeting the Right Investors to Invite to Your Next Investor Day

Planning an impactful Investor Day means ensuring the right audience attends - learn how to use investor targeting to your advantage.

July 23, 2024

Introducing Irwin Assistant Summaries: Investor Relationship Insights Powered by AI

Irwin Assistant Summaries: The AI-powered meeting prep solution to synthesize and analyze historical activity notes in your IR CRM.

July 11, 2024

Irwin Joins NYSE Issuer Services Program

Irwin is now available to qualifying NYSE-Listed Issuers as part of the Issuer Services Program.

July 8, 2024

NIRI Annual 2024: How to “See Around Corners” and Drive Stronger Performance in IR

IR Professionals at NIRI 2024 discussed How to “See Around Corners” and Drive Stronger Performance in IR- here's the recap of their panel.

June 19, 2024

No resources meet this criteria...

S4E09 - Zane Keller from Affirm on The Investor's Perspective: Leveraging Buy-Side Experience in Investor Relations

Zane Keller offers valuable insights for IROs looking to enhance their strategies and create more meaningful engagements with the community.

November 12, 2024

S4E08 - Helene Dina from HD Strategies on Mastering Investor Days: Essential Strategies for Impactful Events

Helene Dina shares practical and actionable advice for running best-in-class investor days. Listen to the podcast to learn more.

October 22, 2024

S4E07 - Michaella Gallina from Wave on The Path to CFO: Leveraging IR Skills for Leadership Roles

Learn how Michaella Gallina, CFO at Wave, grew her career from Investor Relations to the coveted Chief Financial Officer role.

September 12, 2024

S4E06 - Tiffany Willis from Starbucks on Owning the Narrative and Compelling Storytelling in IR

Listen to corporate storytelling expert, Tiffany Willis, SVP Investor Relations at Starbucks, share tips for creating compelling comms.

August 20, 2024

S4E05 - Jeff Lambert from TiiCKER on Investing in Loyalty: The Business Case for Engaging Retail Investors

Listen to Jeff Lambert, CEO and Founder of TiiCKER, explore the importance and benefits of a well-thought-out retail investor strategy.

August 6, 2024

S4E04 - Samantha Sandler from SpringWorks Therapeutics on Building an IR Program For Long-Term Success

Samantha Hilson Sandler from SpringWorks Therapeutics offers practical advice for new IROs on prioritization, investor targeting, and more.

July 23, 2024

S4E03 - Andrew Storm from Delta Airlines on Shifting Investor Bias: How to Transform Perception and Attract Investment

Learn about different strategies to navigate investor bias and shape perception with Andrew Storm, Managing Director IR at Delta Airlines.

July 9, 2024

S4E02 - Deborah Belevan from Duolingo on Leading the Duo-logue: A Mission-Led Approach to Investor Communications

Deborah Belevan, VP IR at Duolingo, shares her advice on how to think differently and build stronger investor relationships. Listen now:

June 25, 2024

S4E01 - Mark Hayes From Breakwater Strategy on How The Elevated IRO is Navigating The Future of IR

What does the future hold for investor relations officers? Listen to Mark Hayes discuss the future of enterprising IROs.

June 11, 2024

S3E10 - Kiley Rawlins from Ulta Beauty on How to Effectively Prepare For and Manage Shareholder Activism

Discover how Kiley Rawlins, VP of IR at Ulta Beauty, recommends preparing for and managing shareholder activism as an IRO. Listen now:

March 4, 2024

S3E09 - David Calusdian from Sharon Merrill on Effective Communication for IROs and Executives

David Calusdian, President at Sharon Merrill Advisors, explores how presence and communication skills can benefit both IROs and Executives.

February 20, 2024

S3E08 - Jonathan Paterson from Harbor Access on Investor Targeting & Outreach Strategies for Small-Mid-Cap Companies

Learn the strategies Jonathan Paterson recommends for small and mid-cap companies to build effective targeting and outreach strategies.

February 5, 2024

S3E07 - Elizabeth Librizzi from AllianceBernstein on Demystifying Buy-Side Corporate Access

Learn more about the benefits of working directly with buy-side corporate access with Elizabeth Librizzi from AllianceBernstein.

January 22, 2024

S3E06 - Catherine Buan from Asana on What IROs Need to Know About Going Public

Gearing up for an IPO? Catherine Buan sheds light on how IROs should be setting the stage for their IPO. Listen to her podcast:

January 8, 2024

S3E05 - Patricia Cruz from Etsy on Building a Next-Generation IR Career

Patricia Cruz, Senior Manager IR at Etsy, shares why networking is key to your career development in IR. Listen to her podcast:

December 18, 2023

S3E04 - Andrea Daley from Dentsply Sirona on Navigating IR Amidst Executive Transitions

Andrea Daley, VP IR at Dentsply Sirona, shares her experience managing executive transitions with the investment community. Listen now:

December 10, 2023

S3E03 - Adam Borgatti from Aecon on How to Expand Your Scope of Responsibility as an IRO

Listen to Adam Borgatti, SVP Corporate Development and IR at Aecon Group, explore how IROs can grow as leaders within their organizations.

November 27, 2023

S3E02 - Moira Conlon from Financial Profiles on Balancing Long-Term Value with Short-Term Success When Communicating With Investors

Learn from storytelling expert Moira Conlon as she shares how to balance short and long term goals in your investor communications.

November 13, 2023

S3E01 - Kendra Brown from FactSet on How IR Can Become a Strategic Partner to the C-Suite

Listen to Kendra Brown share her approach to becoming an invaluable asset to the C-Suite learned from her 24+ year career at FactSet.

October 30, 2023

S2E10 - Jordyn Eskijian from H&R Block on Aligning Purpose and Performance Through ESG

Jordyn Eskijian, Program Manager, IR & ESG at H&R Block, shares her insights on how to incorporate ESG into your IR program successfully.

October 16, 2023

S2E09 - Luke Wyse from Triumph Financial on The First 90 Days in a New IR Role

Luke Wyse, SVP, Finance & IR at Triumph Financial, breaks down how to set yourself up for success in a new IR role. Listen to his episode:

October 2, 2023

S2E08 - Megan McGrath from Cushman & Wakefield on How To Build Better Relationships With the Sell-Side

Discover the secrets of the sell-side with Megan McGrath, Senior Vice President of Investor Relations at Cushman & Wakefield. Listen now:

September 18, 2023

S2E07 - Alex Jorgensen from Prosek Partners on Ensuring You Have The Right Team to Go Public

Listen to Alex Jorgensen, Managing Director and Head of IR at Prosek Partners, share his insights from guiding dozens of IPO transactions.

September 5, 2023

S2E06 - Chris Mayo from the London Stock Exchange on How to Expand Your Access to Capital

Considering cross-listing? Get the inside scoop on accessing foreign exchanges with Chris Mayo from the London Stock Exchange.

August 21, 2023

S2E05 - Mary Turnbull from Raymond James on Successful Corporate Access as an IRO

Discover the best practices for corporate access with the Managing Director and Head of Corporate Access at Raymond James, Mary Turnbull.

August 8, 2023

S2E04 - Rodney Nelson from Twilio on the Importance of Deeply Understanding Your Shareholder Base

Learn why Rodney Nelson, VP of IR at Twilio, leverages shareholder insights to refine his story and position his company more effectively.

July 24, 2023

S2E03 - Gene Rubin from Rivel on Everything You Need To Know About Perception Studies

Listen to Gene Rubin, President of Rivel, explore how companies can maximize the strategic value from their perception studies.

July 10, 2023

S2E02 - Investor Targeting In The Real World With Scott Einberger From JLL

In this episode, Scott Einberger, IRO at JLL, explores the investor targeting techniques that make outreach more effective. Listen Now:

June 19, 2023

S2E01 - Rebecca Gardy From Campbell Soup Company on The IRO Blueprint For Leading Through Influence

Learn why Rebecca Gardy, SVP and Chief IRO at Campbell Soup Company, cites relationship-building skills as the key to success in IR.

June 5, 2023

S1E10 - Building a Strong Support System: The Power of Community in Investor Relations with Matt Brusch, NIRI

Matt Brusch, President and CEO of NIRI, shares how peers are pivotal to career development in investor relations. Listen to the episode now:

May 1, 2023

S1E09: Bridging the Gap Between IR & PR to Build Attractive Investor Brands with Fabiane Goldstein, Grayling

Learn how Fabiane Goldstein, Senior Director IR at Grayling, works with PR and Comms to develop a compelling investor brand. Listen now:

April 17, 2023

S1E08 - The Whole Picture: Involving Multiple Stakeholders in Investor Relations with Jeremy Cohen at Alight Solutions

Learn how Jeremy Cohen, VP Investor Relations at Alight Solutions, uses stakeholder collaboration strategies to elevate IR's effectiveness.

April 3, 2023

S1E07 - IR Innovators: Creative Tactics for Standing Out and Engaging Investors with Alyssa Barry & Caroline Sawamoto, irlabs

Storytelling is a vital part of IR, but it doesn't have to be boring! Learn how Alyssa and Caroline help companies stand out to issuers.

March 20, 2023

S1E06 - IR on the Cutting Edge: Navigating Investor Relations in Emerging Industries With Leah Gibson, Cybin

Not all industries are created equal: Learn how Leah Gibson, VP IR at Cybin, navigates the complex world of IR in an emerging industry.

March 6, 2023

S1E05 - Catapult Your Career: The Habits of High-Performing IROs with Smooch Repovich Rosenberg

Want to get ahead in your IR Career? Smooch Repovich Rosenberg, executive headhunter, shares her advice for enterprising IROs. Listen now:

February 20, 2023

S1E04 - Building a Strong Foundation: Creating an In-House Investor Relations Department from the Ground Up with Brooks Rennie, Byline Bank

Brooks Rennie, Head of IR at Byline Bancorp, details his process for building an IR function from scratch. Listen now to learn more:

February 6, 2023

S1E03 - Best Practices for Earnings Calls with Jason Fooks, iStar

Jason Fooks, SVP Investor Relations at iStar and Safehold, shares how IROs can their maximize strategic effectiveness on earnings calls.

January 18, 2023

S1E02 - Winning the Battle for the Boardroom - Navigating the Do's and Don'ts of Proxy Fights with Michael Verrechia, Morrow Sodali

Michael Verrechia, Managing Director of the M&A and Activism Advisory Group at Morrow Sodali, shares his insights on activism preparedness.

January 17, 2023

S1E01 - The Most Frequently Asked Questions About ESG with Victoria Sivrais, Clermont Partners

Victoria Sivrais, Partner at Riveron (FKA Clermont Partners) answers the most frequently asked questions about ESG. Listen now:

January 16, 2023

This is Winning IR

Learn more about Irwin's Winning IR Podcast. Host Mark Fasken interviews investor relations experts across various roles and industries.

January 10, 2023

SpringWorks Therapeutics, Inc.

Learn how SpringWorks Therapeutics Investor Relations leverages Irwin to support essential IR workflows.

August 30, 2024

Vista Gold

Learn why Vista Gold switched to Irwin, and how the team is leveraging Irwin’s outreach capabilities and support to generate success.

August 15, 2024

Delta Air Lines

Learn why the Delta IR team switched to Irwin and how they use it to drive efficiency and value.

August 12, 2024

JLL

Learn about JLL’s transition to Irwin, and how they use the integrated Irwin + FactSet solution to support their IR program.

July 29, 2024

Sobi

Learn how Sobi uses Irwin to stay informed on market developments and target new investors with precision.

July 29, 2024

Denarius Metals

Learn how Denarius Metals leverages Irwin to target investors, keep track of IR activities, and turn their website analytics into insight.

July 18, 2024

Bandwidth

Learn how Bandwidth uses Irwin’s integrated IR solution to enhance its IR program.

July 18, 2024

CSX Corporation

Learn why CSX switched to Irwin and how they’re using high-quality data to drive impact.

July 9, 2024

Shift4 Payments, Inc.

Learn how Irwin is displacing existing IR solutions and helping Shift4 Payments, Inc. achieve their strategic goals.

July 9, 2024

Sunrun

Nothing is more valuable than time, which is why IR software that saves time is crucial. Learn how Irwin helps Sunrun stay efficient!

March 28, 2023

Independence Contract Drilling

Learn how ICD, a publicly traded O/G company uses Irwin to find new analysts, procure investors, and measure the success of their IR program

February 6, 2023

Docebo Inc.

Learn How Docebo Uses Irwin to Prove IR's Value to Management.

October 25, 2022

Tourmaline Oil Corp

Learn How Irwin is Displacing Existing IR Solutions And Helping Companies Achieve Their Strategic Goals.

October 17, 2022

Jamieson Wellness

Learn how Jamieson Wellness leverages Irwin to better support their day-to-day operations.

September 7, 2022

WSP Global Inc

Learn how choosing the right IR software is imperative to growing a global business.

September 6, 2022

H&E Equipment Services, Inc

Find out how H&E leverages Irwin's full suite of products and services to enhance their investor relations.

August 26, 2022

Riveron

Find out how Clermont Partners saves 240 hours annually using Irwin to target ESG-focused investors for their clients.

August 4, 2022

InterRent REIT

Learn how InterRent REIT uses Irwin to manage roadshows and prep executives for investor meetings.

August 4, 2022

Snap One Holdings

Learn how Snap One leverages Irwin to better track and manage investor interactions.

June 22, 2022

908 Devices

Learn how 908 Devices leveraged Irwin throughout their IPO journey to better track and manage investor interactions.

June 9, 2022

Boralex

Learn why Boralex prefers Irwin to manage their investor relations.

June 14, 2022

Redwood Empire Financial Communications

Learn how Investor Relations Firm Redwood Empire uses Irwin to target investors and improve their client’s investor relations.

June 7, 2022

Marathon Digital Holdings

Learn how Charlie Schumacher at Marathon Digital Holdings uses Irwin to replace the need for a full-time analyst.

December 20, 2021

Mawson Gold Limited

Learn how Nicholas Mead, Corporate Development Manager at Mawson Gold, uses Irwin to stay organized and strategically target new investors.

December 8, 2021

Iridium Satellite Communications

Learn how Kenneth Levy, VP Investor Relations at Iridium Satellite Communications, uses Irwin for investor targeting and outreach.

October 21, 2021

LodeRock Advisors

Learn how LodeRock Advisors uses Irwin to efficiently manage their client's investor relations.

March 14, 2021

Titan International Inc.

Learn how the SVP Investor Relations at Titan International Inc. uses Irwin to simplify management of their IR program.

March 14, 2021

Constellation Software Inc.

Learn how Jamal Baksh, CFO of Constellation Software Inc., uses Irwin to save time when communicating with shareholders and preparing report

April 20, 2020

Spark Networks

Learn how global technology company Spark Networks uses Irwin to attract and manage a global cadre of shareholders!

February 20, 2020

Willow Biosciences

Learn how Willow Biosciences uses Irwin to target and track retail and institutional investors.

April 20, 2021

Western New England Bancorp

Learn how holding companies are using Irwin's investor relations software to target new investors and keep tabs on their competition.

August 24, 2021

Converge Technologies

Managing a multiple IR consultants can be challenging. Discover how Irwin is helping IT firms coordinate their investor relations strategy.

August 9, 2021

SilverCrest Metals

This precious metals company has been using Irwin's IR solutions to skyrocket their share price by 8x.

August 12, 2021

KushCo

Looking to bring your investor relations program in-house? Learn how Irwin is helping companies in emerging markets find the right investors

July 17, 2021

The Ultimate Guide to Investor Relations

Discover how to create a successful investor relations strategy to help you engage with investors, analysts, and your leadership team.

January 1, 2024

10 Seasoned IR Experts’ Top Tips for Career Growth in Investor Relations

10 Investor relations professionals and consultants shared how they were able to grow and prosper in their tenure in IR.

January 18, 2024

State of IR 2024

Challenges, Opportunities and Priorities from Investor Relations, Executive, and Consultant Perspectives

January 15, 2024

16 Experts’ Top Tips for IR Storytelling and Corporate Communications

Winning IR Podcast guests shared their top strategies and tactics for telling their investor story. Learn from the experts in our eBook

November 29, 2023

The Ultimate Guide to Investor Targeting

Investor targeting plays a crucial role in investor relations - Learn all the Best Practices to Investor Targeting and Outreach

August 14, 2023

The Ultimate Guide to Shareholder Activism

A practical guide for investor relations professionals on how to identify and manage the risks of corporate activism.

May 12, 2023

ESG Toolkit for IROs: Part 2 - Applying an ESG Lens to Investor Relations Activities

ESG is an essential part of investor relations, but how can you use it to your advantage? Learn how in Part 2 of our ESG Toolkit for IROs.

May 9, 2023

The First 90 Days in a New IR Role

Packed with advice from IROs, this guide gives you everything you need to succeed in the first 90 days of your new investor relations role.

April 11, 2023

IR Directions: Board Reporting and Engagement Best Practices

Understand the best practices for Investor Relations professionals to engage and educate their board of directors and guide strategy.

March 17, 2023

ESG Toolkit for IROs: Part 1 - A Practical Guide to Understanding ESG - Featuring Novisto

Learn about how ESG affects publicly traded companies, why it matters, and how IROs can report on ESG in this new eBook by Novisto & Irwin.

February 6, 2023

The 6 Most Frequently Asked ESG Questions (and an Expert's Answers)

A practical guide for IR teams on where to focus effort and attention when it comes to ESG, including expert approved checklists!

January 24, 2023

The IRO's Guide to Building a Strong Investor Brand

A practical guide for IR teams on how to leverage an investor brand to generate shareholder and investor value.

January 13, 2023

Going Public Vs. Staying Private

There are risks to going public, but there are also benefits to consider! Understanding when the time is right to IPO is essential.

January 5, 2023

State of IR 2023

Irwin's State of Investor Relations survey uncovers a wide range of IR trends through the lens of the IRO, management teams, and consultants

October 27, 2022

Irwin's Guide to Investor Relations 101

A beginners guide to Investor Relations.

July 25, 2022

How to Determine Your Ideal Investor Type

Determine right fit investors for your company

June 13, 2022

Creating and Optimizing Relationships on the Sell-side

Sell-side analyst coverage is a critical part of any successful investor relations strategy. Learn how to optimize your analyst coverage.

June 8, 2022

State of the IRO

Learn more about what makes the IRO an integral part of your investor relations strategy.

May 16, 2022

How Irwin Can Help You Lower Your Cost of Capital

This guide will help you to better understand how to lower your cost of capital

March 28, 2022

Views From the Buy Side Ebook

Get insight and recommendations from investors on how to communicate, engage, and win the attention of the buy-side.

January 31, 2022

How to Understand and Engage with the Modern Retail Investor

Discover what drives your retail investor base and learn how to communicate with the different styles of retail investor

November 26, 2021

How to Target Better Investors for Your Company

A checklist for IR teams looking to enhance their investor targeting efforts

November 5, 2021

The Step-by-Step Guide to Choosing an IR Software

it's important to select an IR-specific software platform that's right for you and your unique needs.

October 25, 2021

How to Better Prepare for Your Investor Meeting

Use this checklist to help develop a strong catered pitch for your next investor meeting.

July 19, 2021

Guide to Writing a Successful Investor Email

Win over more investors with our ultimate Guide to Writing a Successful Investor Email.

October 27, 2021

NIRI Webinar: Embracing Equity - Paving the Path to an Equitable Future for Women in IR

Hear the lived experiences of women who have grown successful careers in IR and continue navigating the evolving industry.

March 20, 2023

Offense vs. Defense: How to Shape Your IR Strategy in a Market Downturn.

Irwin & LodeRock Present: Offense vs. Defense: How to shape your IR strategy in a market downturn.

January 26, 2023

How Do You Achieve an Optimal Shareholder Base

During the webinar "Your Journey to and Through the Public Markets: Attract, Engage and Retain Investors," the irlabs, Odyssey Trust, and Irwin teams discuss how public companies can optimize their shareholder base.

October 17, 2022

How to Attract Investors as a Newly Public Company

During the webinar "Your Journey to and Through the Public Markets: Attract, Engage, and Retain Investors", the irlabs, Odyssey Trust, and Irwin teams discuss the best strategies for attracting new investors as a public company.

October 15, 2022

What is IR Debt? And how can IR teams avoid it?

David Whyte, CEO & Co-founder of Irwin discusses the concept of IR Debt and provides investor relations strategic advice for teams to avoid or reduce their IR debt as a public company.

October 14, 2022

From Noise to Necessity: ESG Building Blocks for More Strategic IR Programs

This webinar is a practical toolkit for IROs looking to get started or enhance their ESG journey. We will discuss the first steps to developing an ESG strategy with long-term value creation for prospective investors and shareholders and help you better understand the purpose of ESG data and why it is essential to IROs.

October 5, 2022

Measuring Performance: How to Prove IR's Value to Management Webinar

In this NIRI webinar, Irwin co-founder & COO Mark Fasken, and panel of industry experts discuss measuring performance and how to prove IR's value to management.

December 21, 2021

Five Mistakes to Avoid When Targeting and Prospecting Investors

In this NIRI webinar, Irwin co-founder and COO Mark Fasken discusses some of the common mistakes companies make when targeting and prospecting investors.

December 21, 2021

Everything You Need to Know Post-IPO

Being a public company is very different than being a private company and comes with a new set of challenges. David Whyte, CEO & Co-Founder of Irwin, shares inside tips on post IPO.

April 13, 2021

How Changes In The Asset Management Industry Affect How You Market Your Company

Join Irwin CEO David Whyte as he leads an expert panel through a discussion on how changes in the asset management industry affect how you market your company.

November 23, 2021

Interview With Alliance Advisors

Investor Relations continues to grow and evolve leading IR teams to adopt new practices and strategies to function at peak levels including identifying new pools of capital and effectively managing relationships.

March 2, 2021