IPO Preparation Checklist

There are numerous challenges to the launch of an IPO and, as the old saying goes, «by failing to prepare, you are preparing to fail.» However, with careful planning, strategic foresight, and meticulous attention to specifics, 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 includes a thorough review of the company’s financials and documents, including historical performance projections of risk factors, as well as internal controls. The process should be started early, prior to the designdataroom.com/what-you-need-to-know-about-ipo-process planned IPO date so that companies can deal with any potential issues and delay the IPO.

Once the due diligence process is completed, the next step is to create the registration statement and prospectus. This involves a thorough examination of the performance and history of the company, as well as identification and assessment of financial risks and strategies to raise capital. Ideally, the management should be involved in the creation of these documents since they are the best at assessing the company and can ensure that the content is aligned with their vision for the company’s future.

Once the documents have been completed, they must be filed with SEC and listed at an exchange. This process typically requires the help of a financial printer/SEC filer, who has extensive experience with underwriter style and SEC formatting requirements. This knowledge can help reduce the liability and risk associated with submitting incorrectly. If your team is ready to get started, Carta’s private markets liquidity solutions can assist in delaying the listing, allowing you to launch in the best possible moment for your business.

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