Investor Targeting

Target the right investors for your company with precision. Filter by relevance, analyze peer ownership, and leverage our proprietary Fit Score. Access comprehensive investor data and conduct outreach—all from one intuitive platform.

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Save time and find the right investors.

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Find, Filter, Fit

Quickly identify relevant investors with customizable filtering by location, investment style, sector focus, and current holdings. Turn overwhelming options into focused opportunities.

In-depth Profiles

Access comprehensive data on institutional, hedge fund, and family office investors. Understand their preferences, analyze their holdings, and get up-to-date contact information.

Irwin Fit Score Technology

Take the guesswork out of targeting. Our proprietary algorithm identifies investors most likely to engage with your business based on their investment patterns and your company profile.

Global Investor Intelligence at Your Fingertips

Access over two million institutional and opaque investors worldwide. Discover investors you wouldn't find elsewhere, with insights on their preferences and up-to-date contact information—all centralized in one platform.

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Irwin Fit Score Technology

Focus your efforts on investors who matter most. Our proprietary algorithm identifies high-potential investors based on multiple factors. Pair it with integrated outreach tools to track engagement and continuously refine your approach.

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Illustration of Irwin's Fit Score Technology for investor targeting

Illustration of Irwin's Peer Ownership Matrix

Strategic Peer Analysis

Transform peer data into targeting opportunities. Set up peer company comparisons to uncover relative and non-relative holders, spot new prospective investors, and monitor ownership trends over time.

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“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 of Investor Relations

Docebo

“Investors may sign up to hear what you have to say because they are interested in your industry, but that’s not the best use of a CEO’s time. Thanks to Irwin, we have a higher degree of confidence in their level of interest in our company."

Jeffrey Chastain

VP of Investor Relations

H&E Equipment Services

"I use targeting right now to develop an IR strategy around ESG-focused funds. There is a growing interest for ESG thematic funds and Irwin allows me to gather further data and identify funds who might be interested in our story, and ultimately find a way to organize a one-on-one meeting with them."

Quentin Weber

Senior Advisor of Investor Relations

WSP Global

"Irwin is an extremely powerful tool. It is like a one-stop shop to really see who you can go out there and target. Is it a good fit? What's going on with your current investor base? And then being able to relay that information to your C-Suite in a relatively easy fashion. I know a lot of people spend a ton of time trying to accumulate this information from different sources, and to have all that in one place is extremely valuable for an IRO and somebody in this industry."

Melissa Mackie

Investor Relations Manager

Denarius Metals

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FAQs

Irwin's investor database is sourced from 13F filings via FactSet, and through Irwin's extensive internal research team. Our database covers all the reported investors you’d expect from filings, as well as family offices, hedge funds, foundations, and other non-reporting entities that other platforms usually miss.

Irwin was built to bring your targeting workflow together in one place, rather than requiring you to stitch together data from disconnected tools. Where other platforms give you ownership data in isolation, Irwin surfaces integrated ownership information alongside your last interaction date, shareholder monitoring, and conference prep in a single view. Additionally, Irwin is the only platform providing an engagement score that tells you which investors are most likely to respond, grounding your targeting in strategic relationship context.

Yes, Irwin’s Professional Services team can build bespoke target lists on your behalf. Learn more about Professional Services.

Yes, Irwin can automatically re-run your search weekly and send you a digest of any net-new organizations or contacts that match your criteria, saving you valuable time.

Yes, target Search lets you switch between Organization, Fund, and People views. There is also a Fund Managers button within the fund view to show PMs alongside the funds they manage.

Irwin gives you access to over two million institutional and opaque investors worldwide, with tools to help you find and engage the right ones for your company. Our proprietary algorithm surfaces high-potential investors based on investment patterns and your company profile, while advanced filtering lets you search by location, investment style, sector focus, current holdings and more. You can also run peer company comparisons to uncover prospective investors and monitor ownership trends over time and accept inbound requests from investors viewing your company on the FactSet workstation. All of these targeting tools live alongside your other IR tools and data in one easy-to-use platform.