Capital Markets Transactions
A modern platform that digitizes deals.
Ditch the printers and modernize your capital markets transactions with expert guidance that combines efficiency with (Wall) street smarts.
Here’s the deal...
High-value transactions like a merger, secondary offering, or an IPO (direct listing, SPAC, or traditional) come with risks, so why do so many businesses rely on manual processes that add more risk to the mix?
Digitize the process with Workiva. Our cloud platform allows you to manage documentation for multiple deal types and ‘33 Act forms, including S-1 and S-3. And once you’re public, Workiva handles that too with all ‘34 Acts executed in one platform.
This is the solution that is as beneficial during the initial public offering as it is with follow-on offerings. With support from Workiva, you have a guide from creation to distribution from experts who have been there and know what they’re doing.
It’s no wonder that the biggest tech IPO of 2020 was done in the Workiva platform.
Thousands of organizations are transforming the way they work.
Make the dream work
Do all your drafting and collaboration—including the registration statement, any financial information, and reviewing redline changes—in one place from start to finish without waiting and relying on a traditional printer. Gutenberg, eat your heart out.
Pick up the pace
Produce faster, more accurate deal documents by automating repetitive tasks like updating numbers and text across all documents. Leave copy and paste in the past where it belongs.
Anytime, day or night
Around the clock support means expertise is always on call. Lean on us for best practices and current trends, from drafting to distribution.
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
The combination of Slack and Workiva was unmatched. I can't imagine having gone through the IPO process without having the power of the combination of those two.
If you’re kicking off this process, look into Workiva. An IPO is an exciting process, but it’s also challenging and time-consuming. The Workiva platform gets rid of a lot of the inefficiencies and stress so you can really focus on execution.
More ways to get the most from our platform.
White PaperIPO Readiness: How to Hit the Ground Running
Best practices for going public with real-world perspectives from experts.
White PaperWhere to Start with Technology for Legal Transformation
Advances in technology are freeing dealmakers, startups, and their legal teams to work on capital market transactions the way they want to work today—with speed, accuracy, and control. Here are five areas that are ripe for legal digital transformation.