Professional Services

No, Irwin's Professional Services team does not cold call or conduct outreach to investors directly on your behalf. What the PS team can provide is a hand-selected target list along with supporting pitch materials to make your outreach as effective as possible. The actual execution of outreach is carried out by you or your sell-side broker. That said, Irwin's platform does include built-in email campaign tools that allow you to facilitate direct outreach to your target list without ever leaving the platform.

Irwin offers two levels of board reporting support. At the platform level, Irwin's intuitive reporting tools transform complex ownership data into clear visualizations that communicate shareholder trends effectively to your stakeholders. For teams that want a more tailored deliverable, the Professional Services team brings deep cross-industry expertise to produce enhanced Board Reporting packages that go well beyond standard platform reports. These are highly customizable and comprehensive, covering shareholder base analysis, relative positioning versus peers, and consensus views — and are built to adapt to the specific demands of your business, your board, and your sector.

Yes, ahead of an NDR or conference, the Professional Services team can provide targeted investor lists tailored to specific cities or regions, helping you focus your time on the right markets. This includes city-by-city heat maps showing where relevant investor concentration is highest, cross-referencing conference attendee lists against your target universe, and recommendations for markets worth prioritizing site tours or regional NDRs. The Professional Services team can also assist with pre-NDR outreach, including helping craft the initial pitch or email to targets before you arrive. It is a practical way to make your travel time count.

While Irwin's targeting tools are powerful on their own, the Professional Services add-on exists for IR teams who want expert support in doing the work for them. The Professional Services team uses Irwin's data as a foundation, then layers in additional manual due diligence, sector context, and geographic refinement to deliver a polished, ready-to-use list. They also cross-reference your existing CRM activity logs to ensure every target is truly net-new, and use qualitative due-diligence to screen for genuine fit. For busy IR professionals, it is a great way to get a high-quality target list without the time investment of building one yourself.

Irwin's Professional Services team builds each enhanced targeting list from the ground up, combining Irwin platform data with additional due diligence to deliver a report that is specific to your company and your needs. Report may include:

• Investor name, fund/organization, and contact-level details.  
• A written justification for every target explaining why they are a strong fit for your company.  
• A cross-reference against your existing CRM activity logs to ensure companies already in dialogue are excluded.  
• A geographic breakdown and heat map showing target concentration.  
• A peer group analysis, including non-obvious peers that screen similarly to your company.  
• A "bucket" framework that organizes targets into Maintain, Grow, and Attract categories to help prioritize outreach.
• Other details, as needed.

Irwin's Professional Services team acts as an extension of your IR team, providing hands-on support across a range of high-value tasks. These include (but are not limited to) enhanced investor and analyst targeting, board and shareholder reporting, roadshow and investor day support, email campaign creation, peer read-throughs, weekly market summaries, and Pulse perception study facilitation, and more. The Professional Services team tailors their approach to delivering services that are designed for your needs, not for a template or algorithm.