2021 IPO Preparedness and Performance
Vivian Guo | February 2, 2021
A comprehensive study of performance leading up to IPO of over 50 public software companies, as well as a deep-dive into underwriter economics and a collection of high-level best-practices regarding process
The following report aims to answer key questions across several major topics related to successfully planning for and executing an IPO
Driving Ongoing Performance
What do scale, growth, efficiency and profitability typically look like leading up to IPO?
How do these metrics evolve in post-IPO years?
How do top performers effectively manage the street through forecasting post IPO?
Valuation and Trading Multiples
How have these public software companies historically been valued – both at IPO and since?
How do these compare to overall market valuation?
IPO Structure & Banker Selection
What have the most common economic structures been over the past few years?
How do these vary based on which banks are involved?
Disclosure & Filing
What metrics are typically disclosed – both at time of IPO and on an ongoing quarterly and annual basis?
For those that are disclosing net retention, how are they typically defining it?