--- title: Irwin Reviews meta\_title: 'Irwin Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 57 reviews by the users' company size, role or industry to find out how Irwin works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 57 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Investor Relations url: https://www.g2.com/categories/investor-relations --- ### Irwin Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **customization** of Irwin for effectively managing investor relations and campaigns. [(1 mentions)](https://www.g2.com/products/irwin/reviews?filters%5Bsentiment_snippet%5D=2345148&qs=pros-and-cons#reviews) Users find the **limited accessibility** of contacts and screening options frustrating compared to other software. [(1 mentions)](https://www.g2.com/products/irwin/reviews?filters%5Bsentiment_snippet%5D=2345158&qs=pros-and-cons#reviews) Users find the **limited data** with Irwin restricts their contact options and screening capabilities significantly. [(1 mentions)](https://www.g2.com/products/irwin/reviews?filters%5Bsentiment_snippet%5D=2345173&qs=pros-and-cons#reviews) ### Top Pros or Advantages of Irwin ##### 1. Customization Users value the **customization** of Irwin for effectively managing investor relations and campaigns. [ See 1 mentions ](https://www.g2.com/products/irwin/reviews?filters%5Bsentiment_snippet%5D=2345148&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 2.5/5 "Great platform but needs more data" What do you like about Irwin? That it’s customized to manage Investor relations and campaigns. ### Top Cons or Disadvantages of Irwin ##### 1. Limited Accessibility Users find the **limited accessibility** of contacts and screening options frustrating compared to other software. [ See 1 mentions ](https://www.g2.com/products/irwin/reviews?filters%5Bsentiment_snippet%5D=2345158&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 2.5/5 "Great platform but needs more data" What do you dislike about Irwin? The number of available contacts is quite limited, and the screening options are much more restricted compared to other software. ##### 2. Limited Data Users find the **limited data** with Irwin restricts their contact options and screening capabilities significantly. [ See 1 mentions ](https://www.g2.com/products/irwin/reviews?filters%5Bsentiment_snippet%5D=2345173&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 2.5/5 "Great platform but needs more data" What do you dislike about Irwin? The number of available contacts is quite limited, and the screening options are much more restricted compared to other software. ## Top-Rated Alternatives [ ![AlphaSense](https://images.g2crowd.com/uploads/product/hd_favicon/0c32e6c4bc7531f6d84e9c2e33d30921/alphasense.svg "AlphaSense") AlphaSense 4.6/5(335) ](https://www.g2.com/products/alphasense/reviews) [ ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct") Morningstar Direct 4.1/5(426) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Maximizer](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg "Maximizer") Maximizer 4/5(672) ](https://www.g2.com/products/maximizer/reviews) [ View All Alternatives ](https://www.g2.com/products/irwin/competitors/alternatives) ![Jennifer K. Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer K. Z.") JZ Jennifer K. Z. International Speaker | Moderator | Panelist Small-Business (50 or fewer emp.) 4/28/2022 "Irwin is great!" 5/5 What do you like best about Irwin? Customer service and how responsive the team is when I have questions. They also go out of their way to make sure I have information handed to me in on a silver platter. Review collected by and hosted on G2.com. What do you dislike about Irwin? Some of the features are still new/being developed. Review collected by and hosted on G2.com. Recommendations to others considering Irwin: Some other ways to compile information. Cities searches should be metropolitan areas - not just one city. Review collected by and hosted on G2.com. What problems is Irwin solving and how is that benefiting you? Investor identification - you can actually see how likely an investor will be to look at an investment opportunity. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Matt K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matt K.") MK Matt K. Managing Director Small-Business (50 or fewer emp.) 4/28/2022 "Effective, Efficient, Comprehensive" 5/5 What do you like best about Irwin? Irwing provides a fast, effective data resource to understand who owns the stock and who we should be targeting for the future. The lookup and peer targeting tools are well done, providing clear, accurate results to guide our IR program. Review collected by and hosted on G2.com. What do you dislike about Irwin? An integrated email client is the only thing Irwin could use to be even better, enabling larger email distributions from within the platform. Review collected by and hosted on G2.com. What problems is Irwin solving and how is that benefiting you? Irwin has improved our targeting ability to identify the right funds and professional to speak to about our equity. We have expanded our targeting universe and improved the quality of those targets, leading to a better institutional ownership in the stock. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller CM Colleen M. Investor Relations Small-Business (50 or fewer emp.) 4/28/2022 "The team is very helpful in educating us how to most effectively use the platform" 5/5 What do you like best about Irwin? Having the industry insight of our peer group so we can better target potential institutions. Review collected by and hosted on G2.com. What do you dislike about Irwin? I haven't had any issues thus far. I look forward to the platform continuing to grow and adding information. Review collected by and hosted on G2.com. Recommendations to others considering Irwin: It is a great tool that gives you the industry insight to save you time and resources when targeting potential clients and investors. Review collected by and hosted on G2.com. What problems is Irwin solving and how is that benefiting you? Saving time contacting more qualified leads Review collected by and hosted on G2.com. Show More 11/2/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Biotechnology](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Biotechnology") AB Verified User in Biotechnology Mid-Market (51-1000 emp.) 11/1/2022 "Great platform and customer service! Plus the new calendar integration is great!!" 4.5/5 What do you like best about Irwin? Upsides are being able to track meetings so easily and efficiently Review collected by and hosted on G2.com. What do you dislike about Irwin? Downsides are I wish you could add an admin/another user to an account Review collected by and hosted on G2.com. What problems is Irwin solving and how is that benefiting you? Reminders for meeting follow ups are key, it helps us track our progress and takes work off our plates. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller SH Shaun H. Chief Financial Officer Small-Business (50 or fewer emp.) 9/14/2021 "Great IRM with effective targeting tools" 4/5 What do you like best about Irwin? Irwin is great at tracking meetings, and they help set everything up, providing significant time savings. Next is the filtering of potential investors based on our peers and industry, very effective and very accurate from what I can see. They are also great at doing updates based on the info you provide, so it is a live database. The reporting is good, but needs some improvement for those companies also getting the additional NOBO reporting. The interface is pretty easy to navigate when inputting information. Review collected by and hosted on G2.com. What do you dislike about Irwin? Mainly having to click through to find where my notes are from meetings. I should be able to access them not just from the person but also from the company. It would save me a bit of time in finding the history if all the options were available at both levels. The reporting needs a bit of work in terms of the details I can get, as mentioned above. Review collected by and hosted on G2.com. Recommendations to others considering Irwin: I would recommend making sure you have all the relevant input into Irwin and keep it very up to date to make the most out of it. Review your peer groupings regularly and think about sector and region. Review collected by and hosted on G2.com. What problems is Irwin solving and how is that benefiting you? Mainly keeping track of who we have met and their interest levels in the company. It has been great for follow up, but I need to use the communications component better though. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller SM Stefano M. Director, Finance Mid-Market (51-1000 emp.) 9/15/2021 "Excellent investor meeting prep and reporting tool" 4.5/5 What do you like best about Irwin? We tend to use the meeting preparation tool the most - ability to pull investor profiles, fund holdings and track meetings. We also really like the holding movement features and the quarterly reporting functionality. Review collected by and hosted on G2.com. What do you dislike about Irwin? USD reporting is our biggest dislike given we're a Canadian operator. Review collected by and hosted on G2.com. Recommendations to others considering Irwin: Understand your organizational needs. Irwin's support team is very helpful at finding solutions within their software or taking comments back to make future changes to the platform. It feels very much like a working relationship, so the more you understand about what your organization needs, the more help Irwin can provide. Review collected by and hosted on G2.com. What problems is Irwin solving and how is that benefiting you? Touched on above, but the ability to track our meetings in a very efficient and organized way has been very helpful. It's also very helpful to see our peer ownerships and target questions during investor meetings to better understand why certain funds may hold larger positions in our peers than us, etc. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller TS Todd S. SVP Investor Relations & Treasurer Enterprise (\> 1000 emp.) 9/14/2021 "Using Irwin has been a big win for me and allows me to perform at a higher level" 5/5 What do you like best about Irwin? Irwin makes my job easier by combining investor research and my IRM within a straightforward tool. The Irwin team has been very responsive when I have questions, and they have been proactive in showing me new features as they are developed. They genuinely listen to user feedback and regularly add updates and features to meet the needs of users. Review collected by and hosted on G2.com. What do you dislike about Irwin? In some instances, navigation for specific tasks may not be entirely intuitive, but often this is overcome with more use of the tool. I have been a user for a few years and have seen improvements in this during that time. Review collected by and hosted on G2.com. What problems is Irwin solving and how is that benefiting you? I use Irwin regularly to research investors, and it saves me a lot of time. I no longer need to find investors in my calendar or email or go through spreadsheets to determine their position in our stock, it's all one place within Irwin. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Michael M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael M.") MM Michael M. Vice President, Investor Relations Enterprise (\> 1000 emp.) 9/16/2021 "Great CRM, Targeting tool at an affordable price" 5/5 What do you like best about Irwin? Dashboard, Suggested investors with the fit score. As well as the ability to track investors and tag with events or occurrences. Most of all the organization of NOBO lists into a meaningful format. Review collected by and hosted on G2.com. What do you dislike about Irwin? More custom reporting would be better for monthly reports to management. Review collected by and hosted on G2.com. Recommendations to others considering Irwin: Don't waste your time in excel spreadsheets to track activities and outlook for all your contacts and cards. IRWIN has you covered with much more including suggested investors, loads of investor contacts, peer comparisons, and information. Not to mention the ability to make sense of NOBO lists and shareholder analyst tracking. The time you save more than covers the cost of the product. Review collected by and hosted on G2.com. What problems is Irwin solving and how is that benefiting you? Keeping better track of shareholders and those whom we have met. Finding new targeted opportunities that have all the contact info to reach out Review collected by and hosted on G2.com. Show More 5/23/2024 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 9/16/2021 "Irwin: a corporate access one stop shop" 4/5 What do you like best about Irwin? The Irwin platform is set up as a one-stop-shop between building schedules, looking up investor profiles and sending/tracking client communication. Love that the itinerary schedule builder can automatically output investor profiles based on the meetings entered. It saves us a step! Our sales team has used Irwin as a way to identify buyside leads for our mining-focused corporate clients. The investor profile output option is great in that you can choose to include or exclude your team notes and activity logs. We have been continuously seeing new product updates from Irwin based on our feedback. Review collected by and hosted on G2.com. What do you dislike about Irwin? Itinerary builder needs to allow for different time zones and allocate areas for feedback or post-meeting notes vs. pre-meeting notes. Would be helpful if the itinerary builder could output schedules in word or excel in order to have editing capabilities. Review collected by and hosted on G2.com. What problems is Irwin solving and how is that benefiting you? I am currently working with Irwin to identify what should be considered as first and second level priorities in the updates for the itinerary/schedule builder. Also working with the development team to identify what needs to be captured on the backend of itinerary schedules from a reporting standpoint. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management") EI Verified User in Investment Management Small-Business (50 or fewer emp.) 9/14/2021 "Don't know what I'd do without it!" 5/5 What do you like best about Irwin? It's just so easy to use. We can find out who our large shareholders are, how they're buying or selling stock, and who could be a potential shareholder of our in the future. Managing the conversations we have with investors is also such a strong point, as its easier to keep things going as employees come and go. Review collected by and hosted on G2.com. What do you dislike about Irwin? None. The team at IRWIN consistently ping us with new features that we didn't think we would need, but then can't live without. They do a great job of walking our team through new developments and features. Review collected by and hosted on G2.com. What problems is Irwin solving and how is that benefiting you? As a small-mid cap public company, we face the difficult task of managing shareholders, whether they be ETFs, institutional investors or large HNWs. Finding out who your main investors are, how they've trended in terms of buying/selling, and how to create an outreach program is always top of mind, especially in a volatile market. Review collected by and hosted on G2.com. 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