IPO and S-1 Filing

Going public can be an expensive process fraught with risk. Take the mystery out of your IPO process—gain complete control and save money.

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Reduce draft time, file faster, save money.
Save hundreds of thousands on IPO management by avoiding the back-and-forth, change fees, and late charges with financial printers.

Remove manual work from your S-1 filing.
Focus on your company's story and presentation by reducing the amount of time spent administering changes, managing version control, ticking and tying number changes, and updating footing.
Control the IPO draft, review, and filing.
Stay in complete control of your confidential S-1 filing, SEC comments, and amendments.

Take charge of the timeline.
Collaborate with stakeholders, attorneys, accountants, and bankers with role-based permissions. Immediately EDGARize documents, and make changes between revisions. File with the push of a button.
Take the risk out of your S-1 filing process.
Use Wdesk to reduce risks of inconsistent numbers, version control issues, and formatting.

Increase your data accuracy.
Live-linking ensures that when a number or text is changed, it's updated in all related files. Set style guides in the prospectus, so advisors can review and make recommendations instead of changes.
Wdesk supports SEC filings and SOX compliance, too.
There is no need to create anything outside of Wdesk at any time. Become SOX compliant, and connect risk and internal control information across the enterprise.

Take the process in-house.
When it comes time to file and print, Wdesk produces HTML, print-ready PDFs, Word^® and Excel^® files, and XBRL. Easily roll forward documents, maintaining all links—so you never have to start from scratch again.

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What others are saying about us.

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.
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.