IPO and S-1 Filing

Optimize your S-1 and IPO process. Our dedicated experts are ready to assist—from initial filing through printing.

  • Reduce draft time, and ensure accuracy

    Avoid the back-and-forth, change fees, and late charges with financial printers. With Wdesk, you always inspect the most up-to-date version that enables a faster, more precise review process.

    Reduce manual work

    Streamline your Form S-1 filing

    Focus on communicating and presenting the value of your company as you prepare for your initial public offering. Reduce the amount of time spent administering changes, managing version control, editing narrative, and ticking and tying number changes. Have confidence that your numbers, tables, and graphs are consistent across the MD&A, financials, and roadshow.
  • Control the IPO draft, review, and filing process

    Stay in complete control of your confidential Form S-1 filing, SEC comments, amendments, and additional IPO documentation.

    Wdesk can help eliminate printers

    Take charge of the deal

    Collaborate with your entire working group, including attorneys, advisors, and bankers. Wdesk enables flexible control over the process with role-based permissions and detailed project access. Increase visibility over authorship and content history, ensuring confidence in the final product.
  • Reduce risks associated with the S-1 filing process

    Wdesk helps to eliminate inconsistent numbers, version control issues, and formatting errors.

    Linking increases consistency

    Consistent and accurate content

    Connected numbers and text ensure that when a number or text is changed, all related files are updated automatically. Utilize style guides in the prospectus, so advisors can review and make recommendations instead of reformatting changes.
  • Use Wdesk for future SEC filings and SOX compliance

    Transfer your IPO documentation to support your future 10-Q and 10-K SEC reporting. Leverage Wdesk for internal control documentation and your SOX compliance process.

    Wdesk handles the entire process

    Leverage your IPO investment

    Easily roll forward financial reporting documents while maintaining all links, so you never have to start from scratch again. Wdesk supports future SEC reporting requirements, including more than 350 form types. Wdesk is also the leading solution for documentation, testing, and managing internal controls for SOX purposes.

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  • 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.

  • Being a newly public company, we were terrified of what our first filing would be like, but it was smooth because our CSM walked us right through it. It was the best possible first quarter we could have had being public.

See Wdesk in action with a personalized demonstration.