Capital Markets Transactions
The seamless platform for going public and beyond
Eliminate the inefficiencies of the traditional printer with Workiva's cloud-based technology, expert guidance, and 24/7 support that streamlines and de-risks the deal process
Thousands of organizations are transforming the way they work.
Exchange manual for speed.
Facilitate capital markets transactions—a merger, secondary offering, or IPO (direct listing, SPAC, or traditional)—by automating form entries, including for the S-1 and S-3, and all your SEC reporting requirements as a public company in a single, secure, and collaborative platform.
Make the dream work
Pick up the pace
Anytime, day or night
Pick a deal, any deal
Workiva supports the transactions that will help your company grow, managing documentation for:
IPO and SPAC merger: Form S-1, DRS, S-4
Equity and debt offerings: Form S-1, S-3
Prospectuses filed pursuant to Rule 424
Mergers and acquisitions: Form S-4, Schedule TO, Schedule 14D-9
High-yield debt offerings: 144A
Spinoffs: Form 10
Less risk, more reward
Connect your data and narrative across reports and deal documents automatically without frustrating inconsistencies, endless versions, and formatting issues
Make edits and your connected text automatically updates in all related materials—such as from the Business Section to the Prospectus Summary—ensuring conformity and accuracy across the offering
Digitize your process to rely less on costly, time-consuming traditional manual printing
There when you need us
A dedicated Capital Markets Client Services Team provides 24/7/365 support—from document drafting to filing to pricing
Full service from start to finish, including document setup and style guide management, and training and support is available
The service team is made up of career professionals with expertise in best practices for project management and workflow as well as modern capital markets trends
Take it to the next level.
More ways to get the most from our platform.
Simplify SPAC filings and future SEC reporting compliance. See how the Workiva platform securely streamlines the process of going public.
IPO vs. Everything Else: Going Public for Legal Departments—An Overview
What’s the best way to go public? This guide provides legal teams an overview of going public, including the pros and cons of the three primary IPO routes, what to consider before and after funding, and how to easily manage these transactions.
Follow-On and Secondary Offerings Datasheet
The quicker you can file a secondary offering, the quicker you can get new capital. Find out how the Workiva platform streamlines and simplifies the process.