IPO and Direct Listing Planning Checklist

Executing a successful IPO or direct listing in the United States requires a significant amount of work. Much of this work has to be done well in advance of the anticipated date of the company’s organizational meeting with investment bankers, with some key workstreams requiring a year or more of advance preparation. Fenwick’s IPO and Direct Listing Planning Checklist is intended to help technology companies—including their executive and in-house and external legal and accounting teams—identify the key pre-planning workstreams necessary to ensure a successful offering and transition from private to public company. The checklist identifies key workstreams, including:

  • Corporate Governance
  • Compensation/HR
  • Accounting/Finance
  • Communication and Marketing
  • Due Diligence
  • Other Transaction Preparation


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