Case Study: Constellation Software Inc. achieves real-time investor intelligence and faster reporting with Irwin

How Jamal Baksh, CFO of Constellation Software Inc., uses Irwin to save time when communicating with shareholders and preparing report

Constellation Software Inc., a Toronto-based specialist software provider with over 125,000 customers and a ~C$37B market cap, faced fragmented investor intelligence—emails and Excel files managed by a single IR lead (CFO Jamal Baksh). That ad hoc approach left Constellation vulnerable to activist activity and made it hard to quickly find holdings and contact information, so the company turned to Irwin to centralize investor tracking and intelligence.

Irwin delivered smart shareholder data, a CRM for logging investor interactions, and instant reporting, allowing Constellation to monitor institutional and retail sentiment, spot potential activist movements in real time, and recall prior conversations at a glance. By using Irwin, the team can export board-ready reports with a click, respond faster to investors, and has materially reduced time spent on reporting while improving their ability to prevent and mitigate activist campaigns.

Constellation Software Inc.

Jamal Baksh

Chief Financial Officer