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IPO Readiness: Preparing Your Company to Go Public

Thinking about, or preparing to take your company public? When you’re ready, Intelligize is your trusted research solution to accelerate the Initial Public Offering (IPO) process. Backed by 150+ years of SEC compliance research expertise, we provide you with access to a wealth of insights to help you prepare to go public.

Evaluating the Pre-IPO Landscape

During the pre-IPO stage, you need to carefully evaluate their financial status, regulatory compliance, governance structure, and strategic factors.

Solid preparation can help your company manage compliance requirements and align its internal processes with public company standards. With Intelligize, you can better understand how to minimize the risk of SEC scrutiny.

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Preparing for Compliance in the Pre-IPO Process

Regulatory adherence and comprehensive due diligence are critical to the overall success of IPO preparation, contributing to your company’s credibility and investor trust in your public offering.

But what types of forms are filed with the SEC? While your company’s status will determine what specific forms you need to file, here are some examples:

  • Registration Statement (SEC Forms S-1, F-1 (for foreign private issuers), etc.): You’ll need to file a registration statement, like an S-1 or F-1 with the SEC to inform potential investors about your business, financials, and operations.
  • 1934 Exchange Act reporting: After an IPO, you’ll need to file regular reports (e, g., Form 10-K , 10-Q, DEF 14A, 8-K, etc.) with the SEC.
  • Definitive Proxy Statement: If you’re a domestic filer, you’ll likely need to file Form DEF 14A (Definitive Proxy Statement) in advance of your annual meeting to provide shareholders with the needed information to vote on submitted proposals and elect Board members.

Navigating the Pre-IPO Transition with Intelligize

Intelligize gives you access to the resources you need to do your due diligence in preparing to take your company public. The Intelligize platform makes it easy to navigate regulatory documents efficiently, to help you understand the legal and financial aspects of IPO prep. Our database of Registered Offerings contains more than 15,000 offerings. Intelligize’s tools enable you to streamline your compliance research in several ways.

Identifying Market Standard Language

Intelligize provides an easy-to-use platform that helps you identify market standard language, so you understand what resonates with regulators. You can benchmark and compare your disclosures against peer disclosures in SEC filings, including proxy statements. With advanced search tools and automatic alerts based on specific keywords and filters, Intelligize can help you quickly gain deep insights into filing and disclosure language.

Enabling Benchmarking Against Your Industry Peers

With Intelligize, you can access electronic SEC filings from companies in the same industry back to 1994 and an index of paper SEC filings all the way back to 1960. Benchmarking enables you to compare different types of disclosures against your peers and competitors. Content sets include not just SEC filings, but SEC comment letters and company responses, enforcement actions, no-action letters, firm memos, ESG reports, governance documents, accounting standards and guidance, earnings and event transcripts, and more.

Coupled with analytics tools and our proprietary tagging and filtering, Intelligize offers a comprehensive solution to help you navigate peer disclosures and comply with the SEC once you’ve registered your initial public offering.

Case Study: Success with CAP

Let’s look at an example of an Intelligize success story. Compensation Advisory Partners (CAP) is a top consulting firm that specializes in executive and director compensation, providing guidance to private companies going public. Using rigorous analytics, CAP’s experts work with boards and management teams to achieve company objectives.

The problem? CAP’s public company clients need to know if particular compensation practices are common among other public companies and how they are disclosed. Researching across tens of thousands of proxies and disclosure documents filed over several years is nearly impossible using Google or the SEC website.

Intelligize is the solution. It provides rigorously-tagged SEC disclosures and market-leading filtering functionality, enabling fast searches for pay practices matching different company scenarios. So you can customize searches with keywords to locate information efficiently, including IPO Registration Statements for visibility into private company compensation practices leading up to their IPO.

Optimize Your Pre-IPO Strategy with Intelligize

Intelligize provides the tools you need to optimize your pre-IPO strategy. When you use our platform, you’ll feel confident knowing that you have a world of information at your fingertips. So you can make smart decisions, faster. Contact us today to learn more about what Intelligize can do for you.