IRIS
Your entire investor relations program in one AI-native workspace.
IRIS pulls shareholder intelligence, advisor and retail lead generation, outreach, market and web intelligence, IR planning, and board-ready reporting into one investor-relations workspace, with a built-in AI companion named Esther.
The Problem
Most IR teams are lean — often one person running investor targeting, shareholder monitoring, earnings prep, analyst relationships, board reporting, and disclosure across a stack of tools that weren't built for any of it. Generic CRMs don't speak IR, shareholder reports get reviewed once and sit in a folder, and assembling a board report means pulling data from five different places.
The Solution
IRIS is one workspace built around how IR actually works. It brings together shareholder intelligence (who owns your stock and how positions are moving), advisor and retail lead generation, outreach and campaign execution, market and web intelligence, IR program planning, and board-ready reporting — roughly fifteen tools that used to live in separate apps. Esther, an AI companion trained on decades of IR expertise, drafts the documents, flags what's coming, and gives you a head start on every deadline.
15+
IR tools in one workspace
300K+
Verified financial advisors
50M+
Investor households reachable
Esther
Built-in AI IR expert
A look inside the workspace
IRIS replaces a stack of disconnected tools with one place to run the program. Here's the shareholder-intelligence side: see who owns your stock, how positions are moving, and act on it.
The IRIS workspace — every IR tool sits in the left rail. Here the shareholder-analysis view is open: total shares and institutions, week-over-week deltas, and an AI narrative of what moved this period.
Spot the period's biggest position changes at a glance — largest increases (green) and decreases (red), with daily, weekly, and monthly breakdowns one click away.
Track how each institution's position shifts period over period — who's adding, who's trimming, who's new, and who's exited.
Anomalous moves are flagged automatically and matched to the likely real investor with NOBO data — here a +158,000 (316%) move tied to Citibank Global Markets — ready to route into the CRM as a follow-up.
How it was built
Map → Model → Make → Monitor
Map
Built by IR professionals who sat in the seat. We mapped the full investor-relations workflow — targeting, shareholder monitoring, earnings prep, outreach, board reporting, disclosure — and the exact points where lean teams lose time stitching disconnected tools together.
Model
Designed as an integrated workspace rather than a generic CRM bent to fit IR: a shareholder-intelligence layer over DTCC and NOBO ownership data, a Broadridge-powered lead-generation and audience layer for advisors and retail investors, a planning-and-reporting layer, and Esther — an IR-trained AI assistant — across the top.
Make
Shipped as a web platform spanning the whole program: Investor CRM, shareholder analysis and DTCC position reporting, NOBO list management, advisor and retail lead generation, market and web intelligence, communications analysis, IR program planning, vendor management, board reporting, and the Esther AI companion — with verified-advisor reach across 300,000+ advisors and 50M+ investor households through a Broadridge partnership.
Monitor
Measuring what each part of the IR program actually moves — which campaigns bring investors in, how the shareholder base is shifting, engagement across web and outreach — so teams do more of what works and feed it straight into board-ready reporting instead of rebuilding it every quarter.
Why this matters
IR is too important to run out of a dozen disconnected tools. By bringing the whole program into one AI-native workspace, IRIS lets a lean team spend less time managing software and more time on the actual job: understanding their investors and growing the shareholder base.
FAQ
IRIS — common questions
What is IRIS?
IRIS (Investor Relations Integrated Solutions) is an AI-native investor relations workspace. It brings shareholder intelligence, advisor and retail lead generation, outreach, market intelligence, IR planning, and board-ready reporting into one place, with a built-in AI companion called Esther.
What's included in IRIS?
One workspace covering roughly fifteen IR tools: Investor CRM, shareholder analysis, DTCC position (SPR) reporting, NOBO list management, lead management, market and web intelligence, communications analysis, IR program planning, vendor management, board reporting, education and templates, media monitoring, and the Esther AI companion.
Who is IRIS for?
Investor relations professionals at public companies, executives managing IR, and IR agencies and advisors — especially lean teams where one person carries the whole program.
What is Esther?
Esther is IRIS's built-in AI assistant, trained on decades of IR expertise. She drafts news releases, earnings scripts, and investor emails, flags upcoming milestones with checklists for earnings season and roadshows, and surfaces what to focus on each day.
How does IRIS help identify and reach investors?
On the intelligence side, IRIS shows who owns your stock and how positions are moving, using DTCC position data and NOBO matching to put real names to holders. On the growth side, a Broadridge partnership enables compliant targeting of verified financial advisors and retail investors at scale.
How does IRIS handle shareholder position reports?
Its DTCC position-reporting (SPR) module turns the weekly position file into a readable view of the biggest movers, week-over-week and monthly changes, and — with a NOBO file — the likely real investor behind each move, with anomalous movements flagged and routed to your CRM.
Want to build something like IRIS?
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