IPO Preparation Checklist
21 April 2024 - 00:00 WIB
There are numerous challenges to launching an IPO, and as the old saying goes, “by failing to prepare you are preparing to fail.” But with careful planning, strategic foresight and an utmost attention to detail, companies can successfully launch an IPO.
The first step is to conduct a thorough due-diligence by your investment bank, accounting firm, and law firm (auditor). This involves a comprehensive review of all company financials and documents including historical performance as well as current projections, risk factors, as well as internal controls. This process should be conducted well before the planned IPO date to enable companies to solve any issues that might occur and delay the listing.
Once due diligence has been completed and due diligence has been completed, the next step will be to draft the click here for more https://designdataroom.com/it-due-diligence-checklist-for-further-developing-processes/ prospectus and registration statement. This requires an in-depth analysis of the company’s history and its current performance, identification and assessing the potential financial risks, and drafting strategies to raise capital. Management should be involved in the development of these documents as they are the best individuals to understand the company and ensure that the content is in line with their vision.
After the documents have been completed, they must be filed with SEC and then listed on an exchange. This usually requires the assistance of a financial printer/SEC files who has extensive knowledge of the underwriter style as well as SEC format requirements. This knowledge can help reduce the liability and risk of erroneous submissions. If your team is ready to launch, Carta’s private markets liquidity solutions can help defer the listing and allow you to begin at the right time for your company.
