# Top Free Investor Relationship Management Software ## How Many Investor Relationship Management Software Products Does G2 Track? **Total Products under this Category:** 62 ### Category Stats (Aug 2026) - **Average Rating:** 4.52/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Dasseti ENGAGE (+2.01%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month _Last updated: August 04, 2026_ ## How Does G2 Rank Investor Relationship Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 200+ Authentic Reviews - 62+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Investor Relationship Management Software ![G2 Grid® for Investor Relationship Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/investor-relationship-management/grids.png?focus%5B%5D=1506249&focus%5B%5D=22252&focus%5B%5D=57594&focus%5B%5D=15851&focus%5B%5D=110942) Highlighted products: Vessel, Dynamo Software, Backstop Solutions Suite, Visible, and Irwin. Underlying data: [Grid® JSON](https://www.g2.com/categories/investor-relationship-management/grids.json?focus%5B%5D=vessel-vessel&focus%5B%5D=dynamo-software-dynamo-software&focus%5B%5D=backstop-solutions-suite&focus%5B%5D=visible&focus%5B%5D=irwin) **Sponsored** ### Rings AI Rings AI: Relationship Intelligence that drives deals and relationships Rings AI is a relationship intelligence platform for teams in venture capital, private equity, investment banking, wealth management, marketing services, and legal services. Traditional CRMs record contacts. Rings AI delivers Extended Relationship Management (XRM) that maps full networks of investors, advisors, portfolio companies, clients, and partners in real time so teams see who knows whom and where the warmest path exists. Who uses Rings AI Venture capital and private equity teams that want better deal flow and faster diligence Investment banks that need repeatable, relationship driven origination Wealth managers and family offices that value high touch client service Marketing and legal services firms that win through trusted introductions What Rings AI helps you do Uncover hidden connections and warm introductions across the firm network Centralize relationship data, communications, notes, and files into one source of truth Prioritize the right opportunities with AI scoring, funding round context, and pre meeting intelligence Key features in Rings AI AI driven prospecting and relationship scoring Portfolio analytics and fund monitoring with relationship health Pre meeting briefs that surface context, people, and history Privacy first, granular access controls that fit complex teams Enterprise security and audit trails Why teams choose Rings AI over a basic CRM Rings AI combines CRM workflows with advanced relationship mapping Rings AI shows the warm path to decision makers and the best next action Rings AI accelerates onboarding, collaboration, and knowledge sharing across offices Outcomes with Rings AI More qualified pipeline from targeted outreach and trusted introductions Faster cycles from first touch to closed deal Deeper client loyalty through timely, informed engagement Who benefits most Firms that live on networks, referrals, and complex multi party relationships Teams that want measurable growth without adding manual data entry Rings AI turns static contact lists into dynamic intelligence that scales with the business. By unifying data and revealing connections, Rings AI helps organizations grow faster, win better deals, and build durable relationships that compound over time. If your success depends on who you know and how well you engage them, Rings AI is the platform that makes every relationship work harder. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2100&secure%5Bchosen_at%5D=2026-08-06T08%3A44%3A27Z&secure%5Bdisplayable_resource_id%5D=2100&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2100&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1468208&secure%5Bresource_id%5D=2100&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestor-relationship-management%2Ffree%3Fopen_modal_url%3D%252Fproducts%252Fopenround%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Finvestor-relationship-management%25252Ffree%2526source%253Dcategory&secure%5Btoken%5D=037d589b3f213c9f6d2565c78a01d1fdc5bb17e7fab15ea9244e835ef4d77bd4&secure%5Burl%5D=https%3A%2F%2Fwww.rings.ai%2F&secure%5Burl_type%5D=custom_url) ### [Irwin](https://www.g2.com/es/products/irwin/reviews) Irwin es una solución de relaciones con inversores y mercados de capital para empresas públicas innovadoras y sus asesores, creada por un equipo de emprendedores apasionados que conocen los desafíos y oportunidades que enfrentan las empresas al construir relaciones con la comunidad de inversión. Empoderamos a miles de IROs en todo el mundo para gestionar y mejorar sus relaciones con tecnología de clase mundial, datos líderes en la industria, soporte galardonado y contenido inspirador. **Average Rating:** 4.5/5.0 **Total Reviews:** 57 #### Who Is the Company Behind Irwin? - **Vendedor:** [Platform Group Limited](https://www.g2.com/es/sellers/platform-group-limited) - **Año de fundación:** 2017 - **Ubicación de la sede:** Toronto, Ontario - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c610b24de9e6567a99ca17dc71d9b6e5737ccc44b25784db1e113e06ac198bb4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firwinsoftware%2F&secure%5Burl_type%5D=linkedin_company_website) 151 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Relaciones con Inversores - **Top Industries:** Minería y metales, Servicios Financieros - **Company Size:** 75% Small, 18% Medium #### What Do G2 Reviewers Say About Irwin? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios valoran la **personalización** de Irwin para gestionar eficazmente las relaciones con los inversores y las campañas. ##### Cons - Los usuarios encuentran frustrante la **accesibilidad limitada** de los contactos y las opciones de selección en comparación con otros programas. - Los usuarios encuentran que los **datos limitados** con Irwin restringen significativamente sus opciones de contacto y capacidades de selección. #### What Are Recent G2 Reviews of Irwin? **["Irwin es uno de los únicos software disponibles para corporaciones para gestionar las Relaciones con Inversores."](https://www.g2.com/es/survey_responses/irwin-review-7313971)** **Rating:** 4.5/5.0 stars _— Saumya C._ [Read full review](https://www.g2.com/es/survey_responses/irwin-review-7313971) **["Plataforma muy organizada que tiene muchas características para emisores e inversores."](https://www.g2.com/es/survey_responses/irwin-review-7293546)** **Rating:** 4.5/5.0 stars _— Jay R._ [Read full review](https://www.g2.com/es/survey_responses/irwin-review-7293546) #### What Are G2 Users Discussing About Irwin? - [¿Para qué se utiliza Irwin?](https://www.g2.com/es/discussions/what-is-irwin-used-for) ### [Intralinks FundCentre AI](https://www.g2.com/es/products/intralinks-fundcentre-ai/reviews) FundCentre AI™ es la plataforma de front-office inigualable diseñada para apoyar todo el ciclo de vida de su fondo, todo en un solo lugar. Desde la recaudación de fondos y la incorporación de inversores hasta las relaciones con los inversores, FundCentre AI reúne un conjunto de herramientas totalmente integradas que optimizan cada etapa del proceso. Al centralizar los flujos de trabajo principales, FundCentre AI ayuda a su equipo a trabajar de manera más inteligente y a descubrir profundos conocimientos sobre el rendimiento de su fondo y las relaciones con los inversores, impulsado por Link, nuestro asistente de IA propietario. Recaudación de Fondos • Recaude capital de manera rápida y eficiente • Optimice la distribución y rastree materiales de marketing y documentos legales • Comparta de manera segura información de diligencia debida con prospectos • Evalúe los niveles de interés de los inversores a través de informes perspicaces • Complete los DDQs más rápido y con mayor precisión con nuestra herramienta de IA dedicada Incorporación • Optimice la revisión, aprobación y seguimiento de paquetes de suscripción y documentación AML con funciones impulsadas por IA. • Rastree el estado de los documentos y monitoree el progreso de los inversores en tiempo real • Asegure una experiencia de incorporación de inversores sin problemas que inspire confianza Informes a Inversores • Transforme la forma en que comparte datos del fondo • Mejore las comunicaciones con los inversores y aumente la transparencia • Fortalezca su marca con características de marca personalizada y etiqueta privada • Gestione informes a través de fondos, rastree la actividad de los inversores y cargue datos críticos sin esfuerzo • Localice instantáneamente información crítica del fondo y del inversor usando Link **Average Rating:** 4.2/5.0 **Total Reviews:** 11 #### Who Is the Company Behind Intralinks FundCentre AI? - **Vendedor:** [SS&C Intralinks](https://www.g2.com/es/sellers/ss-c-intralinks) - **Sitio web de la empresa:** www.intralinks.com - **Año de fundación:** 1996 - **Ubicación de la sede:** New York, US - **Twitter:** @Intralinks 6,285 seguidores en Twitter - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ac1612f90853e02874af4161acfebfc33310d0b4b75e6952de258e2722064492&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fintralinks&secure%5Burl_type%5D=linkedin_company_website) 1,675 empleados en LinkedIn® #### Who Uses This Product? - **Top Industries:** Servicios Financieros - **Company Size:** 50% Small, 36% Medium #### What Are Recent G2 Reviews of Intralinks FundCentre AI? **["Optimización de la Gestión de Fondos con Automatización Inteligente"](https://www.g2.com/es/survey_responses/intralinks-fundcentre-ai-review-12985801)** **Rating:** 4.0/5.0 stars _— Kosei O._ [Read full review](https://www.g2.com/es/survey_responses/intralinks-fundcentre-ai-review-12985801) **["Interfaz intuitiva que hace que encontrar información sea rápido y fácil"](https://www.g2.com/es/survey_responses/intralinks-fundcentre-ai-review-13109993)** **Rating:** 4.5/5.0 stars _— Juliette m._ [Read full review](https://www.g2.com/es/survey_responses/intralinks-fundcentre-ai-review-13109993) ### [B2i IR Websites](https://www.g2.com/products/b2i-ir-websites/reviews) We deliver both full-service corporate and IR websites, and simple, display ready APIs and plugins to enable your team to easily add an Investor Relations section to your existing corporate website. We also support SEO, LLM, and AIO strategies to improve visibility and discoverability. With responsive support and scalable technology, we simplify IR workflows, reduce costs, and help you communicate clearly, stay compliant, and keep investors informed. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 #### Who Is the Company Behind B2i IR Websites? - **Seller:** [B2i Technologies, Inc](https://www.g2.com/sellers/b2i-technologies-inc) - **Company Website:** b2itech.com - **Year Founded:** 2000 - **HQ Location:** Plano, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3b17c6f681dfdef7466e2958b6dc8dac5e624d9558884d655d62c520bf6cd399&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fb2i-technologies-inc.&secure%5Burl_type%5D=linkedin_company_website) 9 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of B2i IR Websites? **["Incredible service with incredible support!"](https://www.g2.com/survey_responses/b2i-ir-websites-review-4920810)** **Rating:** 5.0/5.0 stars _— Mani S._ [Read full review](https://www.g2.com/survey_responses/b2i-ir-websites-review-4920810) #### What Are G2 Users Discussing About B2i IR Websites? - [What is b2i IR Websites used for?](https://www.g2.com/discussions/what-is-b2i-ir-websites-used-for) ### [IR.Manager](https://www.g2.com/products/ir-manager/reviews) IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features. With IR.Manager, you can optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports. #### Who Is the Company Behind IR.Manager? - **Seller:** [Euronext](https://www.g2.com/sellers/euronext-ade695e2-ab3b-4aa2-8729-10a8f7de4a71) - **HQ Location:** Stockholm, SE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=40ba2703c68be750d0f0ef5076cb390aa51a61383646df68e862ecfb30e85b64&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsiderlog&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® ### [OpenRound](https://www.g2.com/products/openround/reviews) Investor relations CRM for founders navigating relationship heavy VC and Angel equity based fundraising. Helping to manage and track relationships easily by allowing an instant view of relationships in need of catching up, setting reminders split by general keep warms, and date specific critical follow ups. Plus other features to support such as Database of 5,500+ early stage investors (Angels, Family offices, Solo VCs, and multi stage funds) and term sheet visualisation tool enabling an ability to model out terms and see their effects on dilution or pro-rata. #### Who Is the Company Behind OpenRound? - **Seller:** [openround.vc](https://www.g2.com/sellers/openround-vc) - **Year Founded:** 2023 - **HQ Location:** London, UK - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1b1a38ce2b42d5d4115b49c6ac1bdff3b4ba6fe1dbc47ead6515eb7fd8fbfe13&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fopenround&secure%5Burl_type%5D=linkedin_company_website) ### [Praexo](https://www.g2.com/products/praexo/reviews) Praexo offers an Augmented Investor Relations CRM services to Corporates. We strive to help companies create a greater connection with their investors & enhance communication with their stakeholders. Thanks to a combination of data analytics and a user-friendly interface, this solution allows companies to streamline their investor relations and predict investors' expectations in a clear and transparent way. Our mission? Assist IR to meet their strategic objectives, become more autonomous, and make the most out of the data collected from interactions with their institutional shareholders. #### Who Is the Company Behind Praexo? - **Seller:** [Praexo](https://www.g2.com/sellers/praexo) - **Year Founded:** 2019 - **HQ Location:** Paris, FR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ff86c53f602970f874a778aaf1e19c36b4f46211ddf6316c6ad635554cbc14a0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpraexo777&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® Spotlight Categories [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) [Third Party & Supplier Risk Management Software](https://www.g2.com/categories/third-party-supplier-risk-management) [Virtual Event Platforms](https://www.g2.com/categories/virtual-event-platforms) [Social Media Management Tools](https://www.g2.com/categories/social-media-mgmt) [CMMS Software](https://www.g2.com/categories/cmms) Similar Categories - [Investor Relations (IR) Website Builder](/categories/investor-relations-ir-website-builder) - [Investor Reporting](/categories/investor-reporting) [Browse Investor Relationship Management Themes](/categories/investor-relationship-management/themes)