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PRE-IPO PREPARATIONS. Getting Your Company Investor Ready. Caveats I t is a process not an overnight event. Pre-IPO Checklist Things to do - IPO or No IPO. Behave Like a Public Company Pre-IPO Checklist Implement Systems and Processes: .

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pre ipo preparations

PRE-IPO PREPARATIONS

Getting Your Company Investor Ready

Presented by Tony Arias, CGA

articulate a compelling investment story pre ipo checklist
Articulate a Compelling Investment Story Pre-IPO Checklist
  • Complete a realistic deliverablebusiness plan
  • Highlight management track record
  • Project sustainable growth picture
  • Highlight position of competitive strength – operating + financial compared to peers
  • Define strategic transactions – acquisitions, alliances, joint ventures
investor communications ir pr pre ipo checklist
Investor Communications – IR & PR Pre-IPO Checklist
  • Hire IR Professional – in-house/ outsourced
  • Start publishing quarterly and annual financial reports
  • Implement outreach efforts:
    • Press releases/ media coverage
    • Web site
    • Trade publications
    • Trade shows
    • Advertising
    • Broker sponsored industry conferences
  • Target buy side and sell side analysts
road show preparation pre ipo checklist
Road Show Preparation Pre-IPO Checklist
  • Audience – retail and institutional investors, analysts
  • Tell a compelling investment story
  • Rehearse and prepare for hard questions
  • Prepare for due diligence – detail scrutiny of business plan and operations, contracts, liabilities, risks
capital market assessment pre ipo checklist
Capital Market Assessment Pre-IPO Checklist
  • General stock market conditions
  • Industry market conditions
  • Frequency and size of IPOs
  • Frequency and size of IPOs in industry
  • Exchange: CNSX or TSX-V or AIM
set up the ipo team pre ipo checklist
Set up the IPO Team Pre-IPO Checklist
  • Underwriter
  • Securities lawyer
  • Auditors
  • Investor relations
  • Management – CEO/CFO/IR
  • Define target deadlines by player
pre ipo checklist
Pre-IPO Checklist

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