IPO Readiness Panel Discussion Recap

Panel Discussion 1:
A Guide for the C-Suite and Board

If considering an IPO in the next 12 to 24 months, it is vital to begin the early planning now, especially if the IPO market heats up later this year. In this IPO Readiness virtual panel series, experts examine the critical steps the C-suite, board members, and sponsors need to take from conception to execution — preparing to operate as a public company. Our panelists walk through significant milestones and key IPO success factors while highlighting how to avoid common mistakes. Riveron experts explore how to build an informed investment narrative through feedback, create best-in-class investor relations, and drill down into operational and financial changes needed to successfully go public.

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Panel Discussion 2:
Customizing Your Investment Narrative

In Part 2 of our IPO Readiness panel series, we take a deeper dive into creating the most effective investment narrative for the three critical support groups that will be part of your IPO process: (1) the bankers that will tell your story through your S-1 filing; (2) the equity analysts that will ultimately publish research on your organization as a public company; (3) the investors who will decide whether or not to buy your stock. Riveron panelists offer advice on how to optimize your investment narrative, keep your messaging consistent throughout the IPO process, and build engagement and trust from each of these critical support groups.

Panel Discussion 3:
Buyside Perspectives on the Emerging IPO Cycle – A Conversation with Baron Funds

With the success of recent IPOs such as Reddit, Astera Labs, Ibotta, and Rubrik, the environment for growth company IPOs, while selective, is favorable.  In Part 3 of our IPO Readiness webinar series, we spoke with two of the most respected portfolio managers in the US – Cliff Greenberg and Ashim Mehra from Baron Funds – who gave us their perspective on how they evaluate new issues; what they look for in management; and what makes for a great S-1 and investor meeting. Cliff and Ashim were joined by Jeff Bernstein and April Scee, who lead Riveron’s equity capital markets and investor relations practice.

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Panel Discussion 4:
Navigating the IPO Process: Lessons Learned Leading up to Registration Statement Effectiveness

In the fourth installment of Riveron’s IPO Readiness webinar series, industry experts discussed critical topics such as accounting, financial, and operational areas of preparedness, adherence to legal compliance and regulations, and the importance of fostering strong internal and external relationships among all stakeholders and advisors. Panelists also laid out critical considerations on the IPO timeline with significant milestones to ensure financial reporting and technical accounting practices for IPO success. 

Panel Discussion 5:
Building Best In Class Investor Relations

In the fifth installment of Riveron’s IPO Readiness webinar series, investor relations experts gave first-hand insight into the buyside, sellside, and corporate perspective in setting clear investor expectations and how to deliver on them, building trust with analysts and investors pre-and post- IPO, and how to communicate financial or operational shifts with precision.