Capital Market Transactions

Reduce cost, improve efficiency, and mitigate risk for IPO, M&A, and equity and debt offerings. Wdesk enables compliance with global regulations, including forms S-1, S-3, S-4, and S-11.

Drive efficiency and reporting accuracy.

Reduce cost by optimizing your filing process in one comprehensive platform. Automate collaboration with internal and external teams on financial reporting, footnotes and commentary, and document amendments.
Support from start to finish
Our capital markets services team is available to assist throughout your filing process.

Best practices for project and document workflow

Guidance on filing procedures

XBRL and iXBRL tagging and guidance

Learn more about Workiva services.
Trust in your final numbers and narrative.

Wdesk reduces the time to draft documents and enables increased collaboration and more time for analysis. Automate repetitive tasks, link numbers and text across documents, and support faster turnaround and increased data accuracy.
Control where it counts

Leverage version control, history, and blackline comparisons

Employ a full history and audit trail of changes

Restrict permissioning by role
Manage risk, comply with regulations, and stay competitive.

Create filings that provide data transparency. Wdesk enables process automation and control over data, allowing faster stakeholder review, commentary, and sign-off.
Govern your process

A single data source improves data accuracy

Style guides maintain consistency

Tasking, workflow, and certification sign-offs support process integrity

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What others are saying about us.

I absolutely would recommend Wdesk to any company that is thinking of going public or that is already public.
It's clear that Wdesk is the future in financial reporting. It took the chaos out of filing our IPO. We estimate Wdesk saved us half a million dollars preparing our initial public offering document and amendments.