Case Study: Converge Technologies achieves streamlined investor relations and higher-quality investor meetings with Irwin

How Irwin is helping IT firms coordinate their investor relations strategy

Converge Technologies, a provider of multi-cloud, identity, resiliency, security and data center IT services, needed a modern investor relations platform to replace spreadsheet-based tracking, enable in-house investor targeting for a newly listed micro-cap, and centrally organize activity across internal teams and third‑party IR consultants. Investor Relations Coordinator Ashley Schafer selected Irwin to give the team targeting tools, a retail investor database, and a single accessible system for managing outreach and tracking consultant activity.

Irwin delivered a central IR platform with investor targeting, retail and institutional data, and on-demand reporting, plus responsive customer support. As a result Converge Technologies gained ownership and organization of its IR data, faster “click-of-a-button” reporting, better measurement of third-party meeting quality, improved roadshow efficiency, and increased connectivity across in-house and outsourced teams—leading to more high-quality investor meetings and more effective micro-cap targeting.

Converge Technologies

Ashley Schafer

Investor Relations Coordinator