IR Solutions

Name

IR Solutions

Legal name

IR Solutions

Website

https://irsolutions.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investor Relations Services

NAICS

Public Relations Agencies (541820), Web Search Portals and All Other Information Services (51929)

SIC

Investment Advice (6282)

akta.pro primary industry

Investor Relations (IR) Services (BPAFADAC)

akta.pro secondary industry

Investor Relations (IR) & Capital Markets Communications (MPAAADAH)

Keywords

• Investor relations services
• Annual report directory
• Corporate fact sheets
• Interactive document conversion
• Shareholder communications

Headquarters

HQ city

Sunrise

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. AnnualReports.com Institutional Subscription: Monthly subscription service for institutional investors providing access to annual report directory, offered to thousands of analysts and portfolio managers on individual or firm-wide data-feed basis.
2. Corporate Directory Membership: Annual membership for corporations to participate in the AnnualReports.com directory, providing market reach to investors and reducing printing/fulfillment costs.
3. InvestorFactSheets.com Institutional Subscription: Monthly subscription service for institutional investors providing access to corporate fact sheets, available to thousands of analysts and portfolio managers on individual or firm-wide data-feed basis.
4. InvestorFactSheets.com Corporate Membership: Annual membership for corporations to participate in the InvestorFactSheets.com directory, providing market reach to investors.
5. Firm-wide Data Solutions: Custom firm sites and data feeds for institutional investment firms, providing customized financial-related corporate information.
6. Individual Investor Services: Free service for individual investors through AnnualReports.com and InvestorFactSheets.com, monetized through corporate membership subscriptions rather than direct fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels4 records

Core offering

IR Solutions provides web-based investor relations services that help public companies communicate with investors and meet SEC disclosure requirements. Its flagship offerings are the AnnualReports.com online directory (over 3,000 annual reports) and the InvestorFactSheets.com online corporate fact sheet directory (over 300 companies), complemented by Interactive HTML Annual Report conversion with one-click navigation, Interactive Investor Kits, Custom HTML Annual Reports, and Literature Fulfillment services.

Product overview

IR Solutions provides a suite of web-based Investor Relations (IR) solutions that transform how public companies communicate with investors. The product portfolio centers on two core content platforms—AnnualReports.com (online annual report directory acquired in 2002) and InvestorFactSheets.com (online corporate fact sheet directory launched in 2004)—complemented by document conversion and delivery services including Interactive HTML Annual Reports (with patent-pending one-click navigation), Custom HTML Annual Reports, Interactive Investor Kits, and Literature Fulfillment. The company serves corporations, institutional investment firms, and individual investors through cloud-based platforms that help companies meet SEC regulatory disclosure requirements while providing investors with accessible, searchable financial information.

Differentiator

Problem solved

Functional benefit

Products and services

• AnnualReports.com Online directory of annual reports gathered directly from public companies and Wall Street's leading investment firms. Provides individual investors with free access and offers institutional investors a paid monthly subscription service. Includes Annual Report Directory Membership and monthly ROI Activity Reports showing download and view statistics.
• InvestorFactSheets.com Online directory of corporate fact sheets gathered directly from public companies and Wall Street's leading investment firms. Provides individual investors with free access and institutional investors a paid monthly subscription service. Includes Company Profile, Market Facts, Financial Highlights, Forward Strategy, and Management sections.
• Interactive HTML Annual Report HTML conversion of corporate annual reports featuring Click & Go one-click navigation, accelerated page loading, exact replica of the printed report, text search capabilities, and 2-3 business day turnaround. No plug-ins required for viewing.
• Custom HTML Annual Report Custom-designed online annual reports created alongside printed versions for seamless continuity. Combines interactive document expertise with strategic thinking, usability expertise, and visual design for online investor communications.
• Interactive Investor Kit Turn-key solution transforming shareholder documents into accessible and engaging interactive online experiences. Can include Company Information, Financials (Annual Reports, SEC Filings, Fundamentals, Quarterly Earnings, Proxy Statement), and Investor Information (Analyst Coverage, Investor Presentations, Financial Releases, Conference Call Transcripts).
• Interactive Shareholder Kit Combines annual report, 10-K, and proxy statement into a single interactive package using patent-pending technology with one-click navigation, no plug-ins required, identical to printed version, no proofreading needed, cost-effective with two-day turnaround, and text search capabilities.
• Literature Fulfillment Web-based fulfillment service linking corporate websites with a fulfillment center for immediate processing of marketing and investor relations literature requests. Features one-day turnaround on orders, online inventory management, and bulk storage of documents.
• ResponsibilityReports.com Web-based service for corporate responsibility and sustainability reports, complementing the annual report services portfolio.
• Distribution Services Services helping companies distribute investor relations information and documents to the investment community through Internet-based platforms.

Quantifiable outcome

• Over 3,000 annual reports available on the platform
• +4 more outcomes

Named customers12 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators6 records

Recent moves6 records

Expansion highlights1 record

Direct peers

• Q4 Inc. Q4 provides IR websites, earnings workflow, and investor targeting software to public corporations—the closest direct competitor to IR Solutions in serving the same public-company IR communications use case.
• Workiva: Workiva offers a cloud platform for SEC filing, ESG, and IR reporting, directly competing with IR Solutions' Interactive HTML Annual Report and shareholder communications offerings.
• Notified: Notified (formerly PR Newswire/Merkle IR) provides IR solutions including press release distribution, IR websites, and earnings announcements, overlapping with IR Solutions' distribution and corporate communications services.
• Donnelley Financial Solutions (DFIN): DFIN provides financial reporting and communication solutions including ActiveDisclosure for SEC filings and IR document preparation, making it a direct peer in IR document conversion and distribution.
• Toppan Merrill: Toppan Merrill provides financial printing, SEC filing services, and IR communications technology, directly competing with IR Solutions' document conversion and shareholder kit offerings.
• MZ Group: MZ Group provides IR advisory, shareholder communications, and digital IR services to public companies globally, competing for the same mid- and large-cap IR communications budgets.
• Equity Group: Equity Group is an IR advisory and shareholder communications firm serving small- and mid-cap public companies, offering similar corporate communications and investor outreach services.

Broad incumbents

• Computershare: Computershare is a global shareowner services and IR solutions provider serving many of the same large public companies IR Solutions targets, with a much broader registry and communications portfolio.
• Ipreo (now part of S&P Global Market Intelligence): Ipreo provides IR workflow, capital markets data, and investor targeting tools to public companies and investment firms, overlapping with IR Solutions' institutional data feed and corporate IR services.
• FTI Consulting: FTI's Strategic Communications segment includes IR advisory and corporate communications services for public companies, addressing the same investor-relations challenges IR Solutions targets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ir-solution-limited

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about IR Solutions