Irwin Pulse

Irwin Pulse offers a faster, more affordable, and more flexible approach to gathering investor feedback compared to traditional perception studies. Traditional perception studies typically cost thousands of dollars, are conducted once or twice a year, and rely on a third party to manage the entire process. Irwin Pulse empowers IR teams to run lightweight, targeted surveys on demand, with full control over the questions, recipients, and timing. This makes it possible to gather investor feedback continuously throughout the year, rather than waiting for an annual or semi-annual study. Irwin Pulse can be used as a direct substitute for traditional perception studies, or as a supplement to them, depending on your team's needs.

Yes, users can add their company logo and customize colors/branding so the survey appears to come from their organization.

Yes, surveys in Irwin Pulse are fully customizable. Clients can start from pre-built templates, including a shareholder survey, prospect survey, and post-meeting survey, and tailor them to their needs, or they may chose to build a custom survey. From there, you can add or edit multiple question types, including 1 to 5 scale, multiple choice, yes/no, and short-answer or open-ended questions. Individual questions can be set as required or optional, and comment boxes can be added alongside quantitative questions to capture additional context from respondents.

Survey responses in Irwin Pulse are tracked and visualized in several ways. Responses are logged at the individual investor and organization profile level directly within the Irwin CRM, allowing you to view a specific investor's full survey history over time. For quantitative questions, aggregate views display results through pie charts and graphs for easy interpretation. Additionally, users can monitor the status of each survey recipient, including who received, opened, started, or completed the survey, enabling targeted follow-up with non-responders.

Irwin Pulse is well-suited for a range of IR workflows throughout the year. Common use cases include pre-earnings surveys to gauge what topics shareholders want covered on the call, post-investor day and conference follow-ups to gather attendee feedback, and post-NDR or one-on-one meeting surveys for quick sentiment check-ins. Teams also use it as a lightweight alternative to formal perception studies, collecting ongoing investor feedback at a fraction of the cost and time, as well as pre-conference screening to understand which investors are attending and what their interests are ahead of the event.

Irwin Pulse offers three attribution settings: Attributed, where respondents must provide their name and email address; Anonymous, where all responses are kept anonymous; and Recipient-Defined (the recommended option), where respondents choose whether to identify themselves. The Recipient-Defined setting is widely recommended as it tends to yield more responses, particularly from institutional shareholders.

Irwin Pulse is a continuous investor intelligence tool built for IR teams. It lets teams send customizable surveys to current shareholders, prospects, or conference attendees, with responses syncing directly to investor and organization profiles in the Irwin CRM. This gives teams a running view of sentiment and engagement history over time, supported by advanced analytics and reporting to help spot trends and support both IR strategy and management decision-making.