Case Study: LodeRock achieves streamlined investor targeting and improved IR efficiency with Irwin

How LodeRock Advisors uses Irwin to efficiently manage their client's investor relations

LodeRock Advisors, a Toronto-based investor relations firm, needed a single, easy-to-use platform to both manage ongoing investor relationships and target new investors. After finding other IR tools cumbersome and relying on several databases, LodeRock adopted Irwin’s all‑in‑one investor relations software to serve as a centralized CRM and investor‑targeting solution.

Irwin delivered a single repository and integrated targeting tools that give LodeRock visibility across C‑Suite and investor conversations, enable peer‑based and advisor outreach, and even monitor retail positions. The result was streamlined workflows, better alignment on investor communications, reduced reliance on multiple databases (saving time and money), and expanded access to institutional and advisor capital — all achieved using Irwin.

LodeRock

Craig Armitage

Co-Founder