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The IPO Readiness Guide for CFOs

Transitioning from private to public can dramatically alter the chemistry and operations of a company, which is why it’s so important to have the right people, processes, systems, and mindset in place.
The IPO Readiness Guide for CFOs Hero

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The 2022 IPO Readiness Guide for CFOs

Sage advice on going public from battle-tested CFOs.

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The Road to IPO: HashiCorp CFO Navam Welihinda on Going Public During Uncertainty

Behind the scenes of HashiCorp’s 2021 IPO with Navam Welihinda.

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The Road to IPO: Advice on IPO Readiness in Uncertain Times From Three-Time IPO Veteran Steffan Tomlinson

Confluent CFO on preparing to go public amidst uncertain market conditions.

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The IPO Software Stack: What You’ll Need Before Going Public

Best practices for developing the systems and processes you’ll need to go from private to public company, with insights from EY.
The IPO Software Stack: What You’ll Need Before Going Public

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The Road to IPO: Insights on Public Market Readiness from Robinhood’s Finance Leaders

Fresh off their public market debut, Robinhood CFO Jason Warnick and VP, Treasurer Shiv Verma shared their IPO experience with The Circle, including the key factors and principles guiding their decisions and the lessons learned along the way.

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IPO Price Discovery with Kim Jabal (Former CFO of Unity)

When navigating towards your IPO, finding and setting the correct price for your company’s stock can be one of the most important aspects of the process. Kim Jabal of Unity joins The Circle to discuss the ins and outs of the price discovery process.
The Ins and Outs of the IPO Price Discovery Process

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The Road to IPO: CFO Jeff Epstein of Apex and formerly of Oracle (2008-2011)

From his former role as CFO of Oracle to his current position as co-CEO + CFO of a SPAC, Jeff Epstein has earned plenty of scar tissue with invaluable experience as a CFO for both private and public companies. Jeff shares his views on CFO best practices, navigating the transition from public to private, the "why" of SPACs, and more.
“Ask Me Anything” with CFO Jeff Epstein of Apex and formerly of Oracle (2008-2011)

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The Road to IPO: CFO Greg Henry on Steering Couchbase Through its Public Debut

Couchbase CFO Greg Henry offers advice on building buy-side and sell-side relationships, gathering the right people, honing processes, and preparing to lead as a public company CFO.
The Road to IPO: CFO Greg Henry on Steering Couchbase Through its IPO

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The Road to IPO: CFO Tim Bixby @ Lemonade

Despite a global pandemic and recession, CFO Tim Bixby recently helped steer Lemonade to one of the best IPO debuts of 2020.  Having traveled the entire startup-journey through IPO more than once (LPSN, SSTK), Tim has the critical experience and insight into the leadership and strategy necessary to be a successful CFO.
"Ask Me Anything" with CFO Tim Bixby @ Lemonade

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