150+ items across every workstream in the IPO preparation process — financial, governance, legal, audit, roadshow, and post-IPO. Used by finance teams preparing for a first public offering.
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PCAOB audit engagement, financial close process, revenue recognition, historical restatements, and earnings cycle readiness.
Cap table cleanup, material contract review, IP audit, employment agreement updates, and Delaware reincorporation.
Independent director recruitment, committee formation, governance policy adoption, D&O insurance, and insider trading policy.
COSO framework implementation, key control identification, control testing, deficiency remediation, and 404(a) assessment readiness.
Investment bank selection, S-1 drafting milestones, SEC comment response, roadshow preparation, and pricing night checklist.
SEC filing calendar, earnings cycle setup, investor relations launch, lock-up expiration planning, and Reg FD training.
"The single biggest mistake companies make in IPO preparation is not starting the governance and audit work early enough. By the time they realize the gaps, they're 6 months from an S-1 filing and scrambling."