Working checklists for the IPO team
Tick items as you go: progress is kept in your browser, and every list exports to CSV for your project plan.
IPO readiness checklist
The master list of what a company needs in place before it starts an IPO project: story, financials, controls, governance, legal, tax, people and systems.
27 items · 5 sectionsBank and adviser selection checklist
Run a structured beauty contest: request for proposal content, evaluation criteria for banks, counsel and auditors, fee terms and engagement letter points.
41 items · 8 sectionsIPO data room checklist
A structured index for the IPO virtual data room: corporate, financial, commercial, legal, tax, HR, IT and ESG documents that due diligence teams request.
30 items · 7 sectionsProspectus financial information checklist
Everything the finance team must deliver for the prospectus: financial information matrix, historical statements, interim figures, pro forma, KPIs, working capital, capitalisation and the comfort letter circle-up.
29 items · 6 sectionsRoadshow and bookbuilding checklist
From investor education to the first trading day: materials, management preparation, communications, book monitoring, pricing, allocation, settlement and stabilisation.
26 items · 5 sectionsFirst 100 days after listing
Set up the routines of a listed company: disclosure, insider management, managers' transactions, reporting calendar, investor relations, stabilisation end and lock-up planning.
24 items · 5 sectionsFamily company IPO governance checklist
The family-level decisions and governance changes a family-owned or founder-controlled company should settle before starting an IPO.
23 items · 5 sectionsLegal form conversion checklist (GmbH to AG example)
Steps to convert a private limited company into a stock corporation before an IPO, using the German GmbH to AG change of legal form as the worked example.