Enterprise DNA

Instead of Irwin

Stop renting Irwin. Own your investor relations system.

We build your version around your disclosure policy, your blackouts and the way your CFO and IR manager run the year, bring your Irwin organisations, contacts and meeting history across, load your share register, and run it for you.

Irwin publishes no price. Each company is quoted after a demo, and its own site sells surveillance reports and extra ownership data as further plans at an additional cost.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

The Irwin bill

A quote, then plans on top

Irwin has no public price list, so there is nothing to compare line by line. These are the parts its own site says you pay for or rent. Check them against your invoice.

request_quote

A price you find out at the demo

Every page on the Irwin site leads to Request A Demo. The figure arrives as a quote for your company.

pie_chart

Ownership data sold as plans

Irwin lists additional plans for ownership data it buys from Broadridge, the beneficial owner lists your US holders sit behind.

visibility

Surveillance at an additional cost

If you buy surveillance reports, Irwin can show them beside your ownership data for an additional cost, with weekly updates from an analyst as a further service.

travel_explore

An investor database you rent

The targeting screens search more than two million investors from FactSet and Irwin research. That list stays with Irwin when you leave.

hub

Part of the FactSet bundle

Irwin has been a FactSet company since 2024, and companies already paying for FactSet can add it to their licence.

cleaning_services

Keeping the screens current

Irwin offers its Assistant team to take the time-consuming upkeep of the CRM off your plate, because keeping it tidy is work.

Your version

The records an investor programme runs on, kept where you can ask about them

Register

Who owns you, and who moved

Every register you load, kept side by side, with each holder matched through the custodian names they hide behind.

  • check Every holder ranked, with their share of the company and the change since the last register
  • check Sellers and exits listed with the meetings you had with them in the 90 days before
  • check Holders above your threshold that nobody has met in six months and with nothing booked
  • check Holders at or over 5% with no substantial holder notice on file, or a point away from their last one

Disclosure

Every meeting checked against your policy

The listing rules and your own policy, with the source of each written down, run against every meeting and date.

  • check A presentation shown, or about to be shown, before it went to the market
  • check One-on-ones booked or held inside a blackout, refused at booking unless your disclosure officer says yes
  • check Meetings with no record of what was said, so nobody can review them afterwards
  • check Results, quarterlies and the AGM notice checked against their deadlines

Meetings

What was said, and what was promised

One record per meeting, written once and never rewritten, with the promises and the mood behind it.

  • check A one-page brief before each meeting: holding, last conversation, what is owed and what the market is asking
  • check Every promise with an owner and a due date, chased until done
  • check The themes investors raised after each result, and how the mood compared with the result before
  • check Thank-you notes and roadshow itineraries drafted for review, never sent

Your questions

Ask what the dashboard never covered

Start with the reports supplied, then ask your own questions in plain English against the same records.

  • check How much of the CEO's investor time went to holders with less than 1% of the company
  • check Which funds you have met three times and still do not hold
  • check Where the consensus target sits against the last close, and which broker moved last
  • check Investor tear sheets, itineraries and the board report printed in your own brand

Make it yours

Design your own Irwin replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Irwin. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Irwin replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your Irwin data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Investor Relations for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

forum

Investor Relations for Claude Code

Connected to your own database

Who bought and sold since the last register, and had we met them before they moved?

BHA

Name
Blue Harbour Asset Management
Move
sold
Before
23,100,000
Now
16,087,500
Pct_before
5.60%
Pct_now
3.90%
Last_met
2026-08-23
Met_in_90d_before
1

RCL

Name
Rangitoto Capital
Move
exited
Before
4,125,000
Now
0
Pct_before
1.00%
Pct_now
0.00%
Last_met
2026-09-04
Met_in_90d_before
1

GSC

Name
Granite Street Capital
Move
sold
Before
2,475,000
Now
1,650,000
Pct_before
0.60%
Pct_now
0.40%
Last_met
2026-09-24
Met_in_90d_before
6

SMI

Name
Southern Meridian Investors
Move
bought
Before
22,000,000
Now
22,275,000
Pct_before
5.33%
Pct_now
5.40%
Last_met
2026-08-25
Met_in_90d_before
1

ILP

Name
Ironbark Lane Partners
Move
bought
Before
9,500,000
Now
11,550,000
Pct_before
2.30%
Pct_now
2.80%
Last_met
2026-09-04
Met_in_90d_before
1

KSF

Name
Kestrel Super
Move
bought
Before
19,800,000
Now
21,862,500
Pct_before
4.80%
Pct_now
5.30%
Last_met
2026-08-24
Met_in_90d_before
1

TPC

Name
Tasman Peak Capital
Move
bought
Before
21,500,000
Now
27,225,000
Pct_before
5.21%
Pct_now
6.60%
Last_met
2026-08-22
Met_in_90d_before
1

Ask it anything

Ten questions for your own investor records

Each one runs against the fictional demo company today. Ask the same of your own records once they are in.

chat_bubble Which holders with more than 1% has nobody from management met in six months, with nothing booked?
chat_bubble Who sold since the last register, and had we met them in the 90 days before?
chat_bubble Which meetings booked ahead fall inside a blackout?
chat_bubble Was any presentation shown to an investor before it was released to the market?
chat_bubble Which holders are at or over 5% with no substantial holder notice, or have moved a point since their last one?
chat_bubble How many of the CEO's investor meetings in the last six months were with holders of less than 1%?
chat_bubble What did investors raise most after the last result, and how did the mood compare with the result before?
chat_bubble Which funds have we met three times this year and still do not hold?
chat_bubble Where is the consensus target against the last close, and which broker moved last?
chat_bubble Which promises made in meetings are still open, and who owes them?

Switching

How to switch from Irwin

A move usually involves requesting your records, mapping and testing the import, then running both systems side by side briefly before switching off Irwin.

  1. 1

    Request your Irwin records

    Ask your Irwin account manager for your organisations, contacts and meeting history as spreadsheets, usually CSV or Excel. Irwin does not publish its export layout, so check with them about what your account allows. Its licensed investor database and surveillance data stay with Irwin. They are not part of the records you bring across.

  2. 2

    Get your register from the registry

    Ask your share registry for the register as a spreadsheet. The register comes directly from your registry, not from Irwin, and you can bring in a new snapshot each month. Keep the dates of the snapshots clear so you can check how holdings changed over time.

  3. 3

    Test and load the records

    Start with a test run of the spreadsheets before loading them into the new system. In plain words, provide the files and have the import check how their records fit. The test lets you review the result before making the imported records part of your working database. Include the organisation, contact and meeting history records you requested from Irwin.

  4. 4

    Review the import findings

    Check what the test run flags, including columns that do not match or have different names. Confirm which records and fields mapped correctly, and decide how to handle anything that did not. Pay particular attention to the history you need for day-to-day work. Resolve the mapping issues before relying on the imported records.

  5. 5

    Run both, then switch

    Keep Irwin available for a short period while you use the new system. Check that your team can find the records it needs and keep its investor relations work moving. Once you are satisfied with the imported records and the new process, switch off Irwin. Continue getting register snapshots from your registry as they become available.

construction

Where the real effort goes

The main work is usually mapping your own fields and rules, then deciding how much history to bring across. Irwin does not publish an export layout, so you may need to confirm what your account can provide and review fields that do not map directly. Enterprise DNA handles this migration work when you have them install and run the system.

Not ready for a call?

Get your Irwin switch plan by email

We will send you the step-by-step plan for moving your business off Irwin, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to start

Pick who builds it and who runs it

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo, then run npm install, npm test and npm run demo
  2. 2 Open the folder in Claude Code, Codex, OpenCode or Cursor and type /attention
  3. 3 Run /import with a dry run on your Irwin exports and your registry file
  4. 4 Set your blackout, notes deadline and thresholds with /setting, then point it at your own database
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer

  • check Your disclosure policy, blackout rules and reporting dates set from your own documents
  • check Your Irwin organisations, contacts and meeting history brought across, every column mapped
  • check Your registry's monthly file loaded when it lands, and your calendar connected so meetings record themselves
  • check A screen for the board or the team if you want one, and a data provider you already pay for connected
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed and operated inside Omni by Enterprise DNA
  • check Your IR manager, CFO and CEO asking it questions in plain English
  • check Backups, access and changes handled with your team
  • check The register review, results wrap and board report drafted for you
Book a call with Sam

Questions

Instead of Irwin, answered

We use Irwin to find new investors. What replaces the targeting database? expand_more

Nothing in the free version: that database is licensed data, not your records, and it stays with Irwin. Your targets start from the funds you have met, the ones your brokers introduce and the ones on your register. If you already pay for an investor data provider, Enterprise DNA connects it to your version.

Does this decide what we can say to investors? expand_more

No. Your disclosure officer decides what is market sensitive and the board decides what is released. The system checks your records against your own policy and the listing rules, with the source of each rule written down, and refuses to book a meeting inside a blackout or with an unreleased deck until someone with the authority says yes.

How do we get our records out of Irwin? expand_more

Irwin does not publish how its exports work, so ask your account manager for your organisations, contacts and meeting history as spreadsheets. They come across with a test run first, and any column with a different name is mapped. Your share register comes straight from your registry, every month.

Our meetings come from Outlook. Do we have to type them in? expand_more

In the free version you record a meeting by saying what happened in a sentence or two, and the notes are kept as written. If your team lives in Outlook or Gmail, connecting the calendar so meetings record themselves is part of your version.

What do we pay Enterprise DNA? expand_more

One setup fee, then a retainer for running and changing it. There are no seats in the free version, so the chair and company secretary can ask too. Hosting and agent subscriptions have their own costs, and we put the full cost next to your Irwin invoice before you decide.

Bring your Irwin invoice and your last register

Spend 30 minutes with Sam. Show us what you pay, how your results roadshow runs, and what your IR manager and CFO chase every month. We will show you what your own version looks like and what it takes to run.

Book a call with Sam Get the free version

Investor Relations for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Irwin?

Get your version built