Pre/Post IPO Template Set
Manage your Pre & Post IPO processes from S-1 preparation and lock-up tracking to SOX compliance and access persons trading with this handy template set. We do it too!
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Capabilities
- Keep your internal and external working teams organized with the IPO project checklist.
- Use our pre-configured S-1 preparation, S-1 backup, lock-up tracking and roadshow feedback collection sheets to manage your own Pre-IPO processes.
- Use our conceptual portals for IPO banker diligence, SOX compliance, consensus earning tracking and access persons trading to build your own custom solution.
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