Execute Your IPO with Confidence

An IPO can be a long, demanding, and complicated process with high-stakes implications for your company. At DFIN, our unique approach blends modern software with hands‑on expertise to help navigate the intricacies of the IPO process.

Contact an expert

Choose the Global Leader for IPO Services

When it comes to capitalizing on key moments throughout the IPO lifecycle—from diligence and preparation to reporting and filing—DFIN’s proven track record demonstrates why companies trust us to deliver the speed, risk reduction, and confidence needed for a successful public debut.

Over the last nine years, DFIN

Filed

1200+

IPOs

Partnered on

~70%

S-1 traditional IPOs
valued at $100M+

Serviced

~65

IPOs valued at
$1B+

Supported

Majority of PE and VC-backed IPOs

A Smarter Path to IPO

The IPO journey is complex. That’s why you need a partner who is built for both - modern software, paired with expert service. Our combined IPO service and technology models give you the ability to choose the level of control and support that best fits your team.

Contact an expert

Flexible IPO Solutions, Designed for Your Needs

Capital Markets Concierge

Software and collaborative service

Combine secure software and industry-leading expert support to deliver a technology‑enabled, collaborative approach that helps teams manage complexity and meet critical deadlines with confidence.
Maintain full oversight while DFIN experts support execution through DFIN ActiveDisclosure, securely automating drafting, editing, and filing.
Reduce risk by working in a secure, cloud-based environment offering permissions, version control, Excel linking, support binders, track changes, and presentations.
Guide clients through the full capital markets lifecycle, coordinating workflows, stakeholders, and timelines while incorporating health checks and filing requirements to ensure smooth execution from document set up and early drafting through S‑1 filing and key milestone submissions.
Act as a single point of accountability during critical filing moments, managing regulatory requirements, last‑minute changes, reviewer feedback, and deadline pressure so internal teams stay focused and confident.

Traditional IPO Service

Full-service 'done-for-you' solution

Delegate workflows to experienced professionals, who act as an extension of your team providing full end-to-end support for your upcoming IPO.
Complete management of your content, while providing your working group access to draft, review, edit, and approve documents on demand, streamlining your deal process.
Support teams are available 24/7/365 to handle document formatting, exhibits and filing requirements, as well as delivering proofs for review and distributing finals.

Guide to IPOs

Considerations for Business Owners and Executives Taking Their Company Public

Download IPO guide

The Only Technology Stack Backed by DFIN Experts

By combining virtual data rooms and financial reporting software, DFIN gives you the power you need for your IPO process as well as the scalability to tackle what’s up next.

ActiveDisclosure

Financial reporting & SEC filing software

Take the complexities out of compliance for financial, legal, and investors teams.

Easy & secure online collaboration
Presentations and documents
Microsoft 365 compatibility
Intelligent iXBRL tagging
SEC filing health checks

Learn more

Venue

Virtual data room software

Share sensitive information across teams and stakeholders worry-free.

Strong end-to-end encryption
Single sign-on integration
Multi-factor authentication
Automated multi-file redaction
Real-time reporting & analytics

Learn more

Preparation, planning, and the right IPO software solutions are critical to success.

IPO Timeline

Preparation

Pre-Filing

Initial submission of S-1

Roadshow

Pricing/Trading

Life Post IPO

IPO Timeline

Preparation

12 - 18 Months

Prepare work plan for IPO readiness
Assess financial data and evaluate audit firm
Assess internal resources (accounting, FP&A, legal, IR)
Evaluate need for third-party advisers
Consider structural decisions (e.g., corporate, tax, compensation)

Pre-Filing

4 - 6 Months

Engage lead underwriters
Prepare S-1

Equity story/investment thesis
Historical financial statements & MD&A
Risk factors/legal sections

Financial model

Initial submission of S-1

3 Months

Confidential submission of S-1 and SEC review process (typically ~12-14 weeks)
Teach-in with syndicate analysis
Prepare roadshow presentation
Publicly file S-1 at least 15 days prior to launch of roadshow
Finalize IPO documentation

Organizational and governance documents
Listing application
Underwriting agreement

Roadshow

2 Weeks

Finalize preliminary prospectus with indicative price range
Launch roadshow (typically 7-10 trading days)

Pricing/Trading

Trade date

Price IPO after market close at conclusion of roadshow
Begin trading next day after pricing
Close third trading day after pricing

Life Post IPO

Regulatory Compliance and Reporting

Extensive quarterly reporting required
SOX compliance
Annual reports and recent events
Proxy Statement, Annual Meeting

Contact an expert

We help customers achieve measurable results

LIFE SCIENCES

How we helped a pharma company capitalize on IPO market conditions and timing

See results

HEALTHCARE

How we helped a healthcare company get and stay deal ready to go public and close a secondary offering

See results

TECHNOLOGY

Execute a successful IPO with management and staff working from secluded locations

See results

MANUFACTURING

How we helped an electric vehicle company save time and money before and after going public

See results

FINANCIAL MANAGEMENT

How we helped a leading enterprise finance management company streamline its IPO process

See results

Preparing to go public? Get in touch for expert IPO support, tailored pricing, and everything you need to succeed.

Talk to an expert

or

call +1 800 823 5304

Explore the latest IPO & Public Listing Report

"Q2 represented a breakout quarter for the IPO market, with record proceeds and a rapid recovery in issuance led by SpaceX’s landmark offering. Beyond the headline deal, a strong pipeline of large IPOs and improving performance signal renewed market momentum, though investor selectivity and sector concentration continue to shape outcomes."

Meaghan Miller, Vice President of Global Capital Markets, DFIN

Learn more

More resources, right this way

Blogs

DFIN Supports SK hynix's Landmark Nasdaq Listing in a US$26.5 Billion Offering

July 10, 2026

Solutions

Products

Our Clients

Resources

About

Execute Your IPO with Confidence

Choose the Global Leader for IPO Services

A Smarter Path to IPO

Flexible IPO Solutions, Designed for Your Needs

Capital Markets Concierge

Software and collaborative service

Traditional IPO Service

Full-service 'done-for-you' solution

Guide to IPOs

The Only Technology Stack Backed by DFIN Experts

ActiveDisclosure

Financial reporting & SEC filing software

Venue

Virtual data room software

Preparation, planning, and the right IPO software solutions are critical to success.

Preparation

Pre-Filing

Initial submission of S-1

Roadshow

Pricing/Trading

Life Post IPO

We help customers achieve measurable results

Preparing to go public? Get in touch for expert IPO support, tailored pricing, and everything you need to succeed.

Explore the latest IPO & Public Listing Report

More resources, right this way

Start the Conversation