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

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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

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
- Follow-on offerings
- Reverse mergers
- 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
- Take-private deals

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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.

SEC Reporting

SOX Compliance

Annual & Interim Reporting

Management Reporting

Statutory Reporting

ESG Reporting

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.

Amanda Baratz

Senior Counsel

Snowflake Inc.

More ways to get the most from our platform.

White Paper

Where 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.

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Truth and trust at scale. We deal with the complexity so your team doesn’t have to.

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