Discover how DFIN helped PMV Pharma execute a successful IPO followed soon after by a 10-Q and 10-K.

“If we hadn’t had ActiveDisclosure in place, however, I’m not sure how we would have survived at all. We had a third-quarter 10-Q requirement very soon after IPO, and without AD, we would have had to work either through our attorneys or with a paper proofing process that would have been extremely inefficient.”
J.D. KERN 
VP & Controller at PMV Pharma 

Discover how DFIN helped Zapp go public on NASDAQ without spending a lot of time and money.

“We find ActiveDisclosure's time-saving abilities a major advantage, especially the automatic updates of financial reports and SEC disclosures when linked Excel files change.”
JONATHAN SALMON
Group Financial Controller at Zapp

The SEC is ushering in a new era of compliance by expanding its use of inline XBRL. While new requirements promise more comparable and valuable reports for investors and other stakeholders, they also introduce new challenges on a filer's path to compliance.

In this whitepaper, DFIN's team of XBRL experts share some of the most common mistakes made by companies today that could raise red flags with the SEC and how to avoid them.

Highlights include:

ESEF, which stands for European Single Electronic Format, is the format used for annual financial reports provided by issuers on European Union (EU) regulated markets. The electronic reporting format was developed by ESMA, the European Securities and Markets Authority. ESMA develops the standards for ESEF and offers guidance for companies working with the required reporting style.

Arcellx is a clinical-stage biotech company reimagining cell therapy by developing innovative immunotherapies for patients with cancer and other incurable diseases. They were managing personnel turnover within the SEC reporting team and looking for intuitive software to save them time and streamline financial reporting.

Find out why Arcellx chose fast, efficient and collaborative ActiveDisclosure reporting software to boost collaboration, increase accuracy and drive efficiencies.

To learn more, download the case study below.

Madison Gas and Electric (MGE), a community energy company, was looking for an intuitive software that would save them time and money, remove manual work and simplify the XBRL process. See how DFIN helped them save 40 hours on their 10-K filings & increase reporting efficiencies with ActiveDisclosure.

Practical insights for APAC companies contemplating a listing in the U.S. capital market as Foreign Private Issuers (FPIs).

The European Securities and Markets Authority, ESMA, was formed in 2011. ESMA is a financial regulatory agency based in Paris, with the goal of keeping the European Union (EU) financial system secure. ESMA sees itself as something of a financial systems watchdog within the broader EU region. Learn more about the history of ESMA and its initiatives.

A lot has happened since the IPO surge of 2021. One of the most significant developments is the rise of Generative AI, a technology that can generate new content — everything from computer code to complex images to complete essays.

Companies planning to go public today have taken note. They want to know if this transformative new technology can help them get ready for a public offering. That was the topic of an excellent panel discussion at the recent 11^th Annual IPO Summit, hosted at the New York Stock Exchange.

DFIN’s software transformation remained on track in 2023, and our clients reaped the benefits.

In our just-released 4Q and full-year 2023 earnings report, DFIN achieved record software solutions net sales of approximately $293 million for the year, an increase of approximately 7% from 2022 on an organic basis. Software solutions net sales were approximately 37% of our full year net sales, up from approximately 34% in 2022.

This is powerful evidence that we are delivering the kind of solutions that clients require in a fast-paced, always-evolving business environment.