Holders
Know who owns you, and what's changing.
- Institutions, funds, parents — three projections, one shell
- Stability Score, concentration, geography, style & turnover
- Movements: buyers, sellers, entrants and exits, with audit trail
Iris AI · now ambient across RelationshipsKnow your register.
Know your register.
Win your next investor.
Brief your CFO by Tuesday.
IRIS is the IR platform for mid-cap teams. Three products in one workspace — Holders, Targets, Relationships — with board-grade branded outputs, ambient AI, and your own data on your own stack. No FactSet seat required.
Live demo · no sales callBuilt for €500M–€5B issuersIris AI grounded on your data
Onboarding
< 7 days
vs. weeks of customer success
Briefing book
One click
branded PDF, board-grade
Data sources
Open
Broadridge · FactSet · Refinitiv · RNS
Pricing band
€10–30k / yr
single annual fee · no module creep
What's inside
Three products. One platform.
Holders is the analytics anchor. Targets ranks who you should be courting. Relationships is the CRM your team actually lives in. The same shareholder you read about on Monday is the same row in your pipeline on Friday.
Targets
Find your next investor — ranked by Buying Power.
- Peer-group benchmarking with FactSet PIT or your own bundle
- Buying Power per holder, fund-first and €M-gated
- Prospect list auto-seeded into the Relationships pipeline
Relationships
The CRM that fits IR, not the other way around.
- Meetings, tasks, pipeline, roadshows — one workspace, your team
- Briefing books grounded on the holder's full history, one click
- Iris AI is ambient — across activity, drawers, pipeline, calendar
Your Monday morning
Three questions. Three answers, in one workspace.
The IR job is the same everywhere — what changed, who matters, what do I say. IRIS is shaped around answering them in seconds, not screens.
“What changed in my register?”
Answered by Holders
“Who should I be talking to next?”
Answered by Targets
“Prep me for Tuesday's call with Wellington.”
Answered by Relationships
A snapshot
This is what your register looks like, on Tuesday at 9am.
A fictional issuer (XYZ Corp), real product surface. Holders KPIs, movements, peers, geographic mix and a targeting strip. Same view your CFO walks into.
Live demo
Shareholder ID
XYZ Corp · March 2026
XYZ-US · HQ United States
% ISC|% FF
Peer Analysisadd-on · SID Plus
Example only. XYZ Corp is a fictional issuer — numbers mirror the real dashboard’s layout and logic.
What makes IRIS different
Built against the incumbents — not their roadmap.
We studied the ten platforms IR teams actually evaluate. Irwin (FactSet), Q4 Inc, Nasdaq IR Insight, S&P, Notified, EQS, LSEG Cabot, AlphaSense — and the registrars. IRIS is the answer to the gaps the field never closes.
Live in days, not quarters.
Self-serve from the homepage. Open the demo, drop a Shareholder Identification file, see the dashboard — no sales gate, no customer-success ramp, no two-week training.
vs. demo-gated incumbents
Board-grade branded outputs.
The briefing book is the headline, not a feature. Per-issuer brand themes applied to every PDF, so what the CFO carries into the board meeting looks like it came from your IR team — because it did.
vs. generic tear sheets
Ambient AI, grounded in your data.
Iris AI threads across the platform — meeting recaps, briefing prep, NL queries over the register. Closed model. Your notes, your data. Never trained for someone else's roadmap.
Iris AI · single accent across the surface
Your data, your stack.
Broadridge, Bloomberg, Refinitiv, FactSet PIT bundle, public filings, RNS, SRD II disclosures — bring what you have. We're not captive to a single data vendor and we never will be.
Data-agnostic by design
Built for €500M–€5B issuers.
Stewardship lens by default — SRD II, AGM voting, retail and passive blocks. We don't pretend to be a US large-cap activist-defence platform. We win the band the incumbents have priced themselves out of.
UK / EU mid-cap fit
One workspace. One login.
Holders, Targets, Relationships share data, identity and audit trail. The same shareholder you read about on Monday is the same row in pipeline on Friday — no module sprawl, no eight contracts.
Single platform
The honest version
IRIS, against the two platforms IROs actually evaluate.
Irwin (now a FactSet company) and Q4 Inc. are the names that come up in every bake-off. Here's the side-by-side without the marketing. Every row was sourced from the vendors' own product pages, public reviews and our own teardown work.
Capability
IRIS
Irwin (FactSet)
Q4 Inc.
Try the product without a sales call
Branded per-issuer briefing book
Both ship tear sheets, not branded board deliverables.
Ambient AI across the surface
Irwin AI is per-holder opt-in; Q4 'Q' is closer to ambient.
Data-agnostic — bring your own feeds
Built for €500M–€5B issuers
Q4 lists are visibly US large-cap shaped.
One workspace, one login
Self-serve admin (no support ticket)
Single transparent annual price
Source: vendor product pages, G2 / Capterra reviews, and our 10-competitor teardown work (May 2026). Claims dated to Q2 2026; happy to walk through any row on a call.
Try it now
Two portals, one click away.
Pick the portal you'd use day-to-day. Both load the real product with two pre-seeded engagements (PVA TePla, NN Group) so you can drill, filter, and explore exactly as a paying user would.
View as a client
The IR team experience. Quarterly briefing, KPIs, section index, drillable tables, no admin chrome. Read-only.
Stability scoreConcentrationMovementsGeographyPeersTargets
View as an admin
The operator console. Engagement list, stage timeline, drag-drop SID upload, override audit. The IR analyst's workshop.
Upload .xlsxEngagement pipelineMigration alertsOverridesRename / delete
Both portals open behind a one-tap demo gate. No email capture, no sales outreach — just the product.
Pricing
One annual fee. Sized to your cap. No module creep.
Holders
€10–18k
Per issuer · per year
- Full Holders product — analytics + briefing
- Relationships CRM included
- Iris AI ambient across the surface
- Branded PDF outputs
Holders + Targets
€18–30k
The full stack · per year
- Everything in Holders
- Targets: peer benchmarking + Buying Power
- Auto-seeded prospect pipeline
- FactSet PIT or your own bundle
- Priority briefing-book templating
Bespoke
On request
Multi-issuer · multi-region · IR consultants
- Multi-tenant rollout (Phase 2.5+)
- Custom data feeds (Broadridge, RNS, …)
- Dedicated solutions support
- Annual roadshow / training sessions
Multi-year terms unlock a 10–15% discount. We don't do per-seat. We don't do module surprises. The number on the page is the number on the contract.
The honest questions
Things IROs actually ask before they sign.
See your register in IRIS this week.
Twenty minutes. Walk through the demo with us, drop your latest SID file at the end of the call, leave with a working dashboard.