IPO Filing Software

An IPO can be a long, demanding and complicated process that will have long term implications for your company. Our IPO solutions and experts help you successfully navigate the intricacies and prepare for life as a public company. Are you ready?

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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 leads the way. Our 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

IPO Solutions

The IPO journey is complex. That’s why most companies choose our flexible solutions, expert services, and advanced technology to achieve success. Our cloud-based platform for SEC filings and financial reporting gives you the ability to choose the level of control and support that best fits your team.

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Our Flexible IPO Solutions

DFIN for IPO Service

Full-service 'done-for-you' solution

Designed to extend teams with DFIN experts and dedicated project management for your upcoming IPO.
DFIN can manage your content, and your working group has online access to draft, review, edit and approve the document on demand, streamlining your deal process.
Our project managers are available 24/7/365 to handle document formatting, exhibits and filing requirements as well as delivering proofs for review and distributing finals.

ActiveDisclosure for IPO with Concierge

Assisted 'done-with-you' solution

Designed to support teams on DFIN’s ActiveDisclosure software platform to securely automate the drafting, editing, and filing process.
Maintain total control by working in a secure, cloud-based environment offering permissions, version control, Excel linking, support binders, track changes, and presentations.
Our dedicated team of DFIN experts will set up the document in your instance and are available to support your working group 24/7 throughout the S-1 filing.

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

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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

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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

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We help customers achieve measurable results

LIFE SCIENCES

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

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HEALTHCARE

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

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TECHNOLOGY

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

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MANUFACTURING

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

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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

2025 marked a strong rebound for U.S. IPOs, despite the late-year disruptions in Q4 from tariffs and the government shutdown. The largest offering since 2021, Medline, made its debut heading into the holidays and surged more than 40% above its IPO price, signaling strong investor demand. Investor appetite for high-quality issuers remains clear, setting the stage for an active 2026 driven by moderating inflation, expected interest rate cuts, and a healthy pipeline of IPO-ready companies. With market windows shifting rapidly, operational maturity and flexibility are essential. Completing governance upgrades, strengthening financial reporting, and refining equity stories will position issuers optimally to seize opportunities in a steady, fundamentals-driven IPO environment."

Craig Clay, President of Global Capital Markets, DFIN

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