JR

Jordan R.

Chief Investment Officer

Mid-Market (51-1000 emp.)

9/21/2021

"Transparency into who is active in your stock"

4/5

What do you like best about Irwin?

Being able to "slice and dice" the daily / historical trading of the stock and identifying top investor targets Review collected by and hosted on G2.com.

What do you dislike about Irwin?

Unless the shareholder is required to report, it is difficult to get deep insights Review collected by and hosted on G2.com.

Recommendations to others considering Irwin:

The more institutional ownership the issuer has, allows for greater insight and analytics that can be done Review collected by and hosted on G2.com.

What problems is Irwin solving and how is that benefiting you?

Targeted investor marketing by using the "suggested investors" and drilling into their holdings/contacts Review collected by and hosted on G2.com.

LC

Lorraine C.

Executive Assistant

Mid-Market (51-1000 emp.)

11/1/2022

"Great, thorough experience"

5/5

What do you like best about Irwin?

How quickly the staff respond to queries or requested changes. Also, training was very thorough. Review collected by and hosted on G2.com.

What do you dislike about Irwin?

Didnt get an email notifying when the NOBO list was updated and had to follow up a couple times. Review collected by and hosted on G2.com.

JS

Juliane S.

Founder

Small-Business (50 or fewer emp.)

9/16/2021

"User friendly, customizable, and the best customer support team"

5/5

What do you like best about Irwin?

The system is intuitive. Gained back hours in my month because I no longer have to waste time hunting and pecking trying to find something. The ability to customize your experience by choosing what you see on pages and in what order is incredibly helpful - we each have different ideas on what is important. And the TEAM! Review collected by and hosted on G2.com.

What do you dislike about Irwin?

I have not found anything to dislike yet. Review collected by and hosted on G2.com.

Recommendations to others considering Irwin:

If you're tired of wasting time on an IRM and targeting platform that doesn't deliver useful and actionable results, and you want a user experience similar to your consumer experiences, Irwin is the place to be! Plus, everyone at Irwin is just so nice! Review collected by and hosted on G2.com.

What problems is Irwin solving and how is that benefiting you?

More user-friendly CRM and investor targeting platform. I'm using this platform significantly more often than my previous platform vendor. Also love that we can pull in NOBOs on a regular basis. Helps to understand who really is in the stock, given positions may be spread across multiple accounts. Review collected by and hosted on G2.com.

CF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

11/16/2022

"Loaded with information."

4.5/5

What do you like best about Irwin?

The pre-made graphs on the reports tab. I use them in my PowerPoints to my clients. Review collected by and hosted on G2.com.

What do you dislike about Irwin?

I would like to upload large Excel lists of activities rather than entering them in one at a time. Review collected by and hosted on G2.com.

UM

Verified User in Mining & Metals

Small-Business (50 or fewer emp.)

11/3/2022

"Best CRM for IR"

5/5

What do you like best about Irwin?

The platform is very easy to use, the customer service is top notch and the platform evolves and advances each month. Review collected by and hosted on G2.com.

What do you dislike about Irwin?

I wish that the platform could be used without being connected to the internet. Review collected by and hosted on G2.com.

RL

Richard L.

Investor Relations

Small-Business (50 or fewer emp.)

11/1/2022

"Good Value"

4.5/5

What do you like best about Irwin?

The ability to see upto date investor information in peer group companies to enable targeting. Review collected by and hosted on G2.com.

What do you dislike about Irwin?

Not the most user-friendly interface, and the notes are not something I found more useful than keeping an excel doc on client interactions. Review collected by and hosted on G2.com.

UO

Verified User in Oil & Energy

Small-Business (50 or fewer emp.)

11/8/2022

"Irwin - Data Driven Prospecting"

5/5

What do you like best about Irwin?

It gives you highly targeted data-driven leads and ranks them. Review collected by and hosted on G2.com.

What do you dislike about Irwin?

The comparison feature is limited. Irwin should allow you to see shareholders of your peer groups. Review collected by and hosted on G2.com.

UP

Verified User in Pharmaceuticals

Mid-Market (51-1000 emp.)

5/6/2022

"A great way to get organized with investor communication!"

4/5

What do you like best about Irwin?

The support I get from Irwin Assistant!

For example, being able to upload investor files from a raw format - makes my job easier and also

makes it more likely that I will use Irwin. Review collected by and hosted on G2.com.

What do you dislike about Irwin?

The interface should allow broad search and not by category.

This means I have to search for the same company or name in multiple categories before I can see all

of the interactions that I've had with this investor. Review collected by and hosted on G2.com.

Recommendations to others considering Irwin:

Get the training early! It's a powerful tool if you know how to use it. Review collected by and hosted on G2.com.

What problems is Irwin solving and how is that benefiting you?

Better segmentation of our investor base so we can organize our communication more effectively with them. E.g. giving attention to the ones that need it most and recognizing general communication preferences or likelihood of investment. Review collected by and hosted on G2.com.

MR

Matt R.

founder

Small-Business (50 or fewer emp.)

5/5/2022

"Great software and insights, but expensive for solo IR professionals/consultants"

4.5/5

What do you like best about Irwin?

The platform has a lot of features but is surprisingly easy to get the hang of the layout and use the features. Really like the targeting aspect. Review collected by and hosted on G2.com.

What do you dislike about Irwin?

The cost is pretty hefty for a solo IR consultant. Seems there should be a tiered pricing system where larger IR firms pay higher prices vs. smaller and solo. Review collected by and hosted on G2.com.

UF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

11/1/2022

"It works, it's good."

4/5

What do you like best about Irwin?

i use it for contact information, some fill-in information about funds, and ownership. Review collected by and hosted on G2.com.

What do you dislike about Irwin?

the drop downs at the top were confusing at first, but i think i get around well enough on it now. Review collected by and hosted on G2.com.