IPO Planning & Readiness
IPO readiness is putting the governance, financial reporting and internal controls a listing requires in place well before the listing process itself begins.
Capability
In Growth Strategy: Realise the Value
Build a business that is ready for the public markets.
What IPO Planning & Readiness delivers
Build a business that is ready for the public markets.
IPO Readiness Assessment
Understand where your business stands today.
- Readiness evaluation
- Gap analysis
- Governance review
- Financial reporting assessment
- Compliance review
- Listing roadmap
Financial & Governance Preparation
Build institutional-grade finance functions.
- Internal controls
- Board governance
- Risk management
- MIS enhancement
- Audit readiness
Capital Market Preparation
Prepare stakeholders for public market expectations.
- Equity story development
- Financial planning
- Investor communication
- Management preparedness
- Business planning
- Performance metrics
Transaction Readiness
Coordinate preparation across advisors and internal teams.
- Due diligence support
- Documentation readiness
- Data room management
- Advisor coordination
- Timeline management
- Execution support
Our Process
We work alongside management teams to build sustainable systems that support a successful transition to the public markets.
- 01
Assess
Evaluate readiness across finance, governance, and compliance.
- 02
Strengthen
Build institutional-grade systems and controls.
- 03
Prepare
Align equity story, reporting, and stakeholder readiness.
- 04
Execute
Coordinate advisors and support through listing.
Why SRF for IPO Planning & Readiness
- Finance transformation expertise
- Governance-first approach
- IPO readiness planning
- Institutional reporting frameworks
- Long-term execution support
What our research says about IPO Planning & Readiness
The most common pattern is recognizing revenue at booking instead of at delivery. The customer signs a contract for an annual subscription, the sale gets celebrated, and the full annual amount appears in the revenue line.
The objective is that the company is always one week away from being diligence-ready, not three months.
Is our board functioning as a decision body, or is it operating in name only with minutes drafted to match decisions that were taken elsewhere?
Further reading
The people behind IPO Planning & Readiness
IPO Planning & Readiness is run by the studio team: one multidisciplinary team whose pods work in tandem, matched to the sector and the stage the company is in.
Investment Banking pod
Led by Haripriya V
Lead - Investment Banking & Business Growth. Manages transactions and strategic capital events.
See the pod structure
What usually runs alongside this
ControllershipThe controls, reporting structures and governance systems that make a company's numbers trustworthy.
Company Secretarial & ComplianceSecretarial discipline and regulatory frameworks treated as business infrastructure rather than a year-end scramble.
Venture Capital & Private EquityInvestment readiness, fundraising strategy, diligence preparation and transaction support for founders raising institutional equity.
