Drive growth with the DFIN Partner Ecosystem Advance toward IPO or create seamless financial solutions for your public company. DFIN partners are carefully selected for your success by our capital markets experts. Find partners Become a partner Partnerships built on trust Leadership Work with market leaders in financial reporting and dealmaking. We’re trusted industry advisors. Expertise Experience an elevated level of expertise to help discover and serve shared objectives. Network Access a carefully selected alliance of ambitious firms who seek to harness new growth drivers. Innovation Learn more about the innovation that builds additional capabilities around DFIN core software solutions. Hear perspectives from our network View DFIN conversations where partners share their experience guiding clients through the transformative growth process. Transforming the financial close & reporting process for IPO With Tom Kelly Sr. Director of Product Management Transforming from a private to public company With Andrew Smith VP Strategic Partnerships & Aliances With Mike Whitmire Co-founder & CEO of FloQast Transforming the financial close & reporting process for IPO With Tom Kelly Sr. Director of Product Management Transforming from a private to public company With Andrew Smith VP Strategic Partnerships & Aliances With Mike Whitmire Co-founder & CEO of FloQast Hear perspectives from our network. With Tom Kelly Sr. Director of Product Management Transforming from a private to public company. With Andrew Smith VP Strategic Partnerships & Aliances With Mike Withmire Co-founder & CEO of FloQast Explore our trusted ecosystem See our official list of the most reliable, easily integrated and industry leading firms in fintech and consulting. Learn more about what to expect from our global technology and consulting partners. Explore partners A single, fully integrated ERP that helps over 34,000 organisations streamline processes, improve visibility, and reduce IT costs. Learn more Accounting workflow automation software streamlining month-end close & compliance processes, like automated reconciliations and documentation requests. Learn more Diligent is a leading provider of modern governance solutions trusted by over 700,000 board members and leaders globally to drive success & control. Learn more Deliver and disclose important financial and material news to investors with the highly credible source of news distribution. Learn more Simplify the proxy management process for brokers, corporate issuers, and funds. Learn more Tipalti is the only AP automation solution that streamlines the entire invoice-to-pay-to-reconciliation accounts payable process. Learn more Three great reasons to partner with DFIN Become a Partner 1 Competitive Advantage Establish more trust and value with your prospects and clients. 2 Efficient Reporting Create seamless financial solutions that help your clients succeed. 3 Increased Growth Position yourself as a growth leader moving clients toward IPO. DFIN named partner of the year NetSuite recognised DFIN as the SuiteCloud Breakthrough Partner of the Year for 2022. Learn more 0 % 83% of partners agree that the future of their business depends on a provider-partner ecosystem that fosters innovation.* *Accenture Building high-impact @partner ecosystems. Collaborate, co-innovate, and co-invest. 2022 15 minutes is plenty of time to learn how you can leverage the DFIN partner ecosystem. Talk to an expert or call +44 203 047 6100 IPO Readiness: Preparing for the Market Return Watch NetSuite and DFIN IPO experts on how to prepare for the market return and what companies should invest in to prepare for their next stage in the IPO process. More findings, right this way Case study How We Help a Global Law Firm Streamline Their Client IPO Process November 2024 Read case study Article Investment Companies 2025 Outlook November 2024 | Eric Johnson Read article Calendar 2025 Investment Companies Regulatory Calendar November 2024 View calendar Resources How To Optimize the Investor Onboarding Process November 2024 View resource Fact Sheet Drive Efficiency and Mitigate Risk with Purpose-Built Content Management Software November 2024 View fact sheet Blog DFIN's Software Success Continues in Third Quarter November 2024 | Craig Clay View blog Case study How We Helped a Leading Enterprise Finance Management Company Streamline its IPO Process October 2024 Read case study White paper ESEF Annual Reporting Inline XBRL Explained October 2024 Read white paper Case study How We Helped a Medical Technology Company Collaborate on Proxy Statements October 2024 Read case study Case study How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting October 2024 Read case study White paper How to Move From Voluntary to Regulated ESG Reporting - 3 Recommendations October 2024 Read white paper Resources Compensation Discussion and Analysis (CD&A) Guidelines October 2024 View resource Resources What Is a Proxy Statement? October 2024 View resource Case study How We Helped a Global Investment Bank Drive Secure Collaborations & Data Sharing Worldwide October 2024 Read case study Resources CSRD Readiness: Key Steps and Challenges for Compliance October 2024 View resource Case study How We Helped Hummingbird Bioscience Modernize its Financial Reporting Workflow with ActiveDisclosure October 2024 Read case study Case study How We Helped a Leading Global Chemical Company Streamline their SEC Reporting and Increase Productivity October 2024 Read case study Resources The Complete M&A Due Diligence Checklist September 2024 | Priya Shah View resource Resources IPO Market Trends & Outlook 2025 September 2024 View resource Resources EDGAR Next is Here. DFIN Has You Covered. September 2024 | Marcie Clark View resource