Rex Salisbury’s Post

Very good article by Brian Sommer, MBA about success of a software vendor and how they got there. He saw their excellent presentation/case study a couple of years ago that explained ML behind the black box expertly (“digestible, entertaining, highly educational”). So, they’ve been dealing with AI positioning for awhile. This led to my viewing of their website/positioning/messaging: “trusted AI- purpose built for finance” followed by “OneStream Sensible Solutions are helping customers in every industry plan faster, forecast with greater accuracy, and perform at their best” followed by an excellent, short video.

KKR Backed PE Firm Seeks Valuation Of $4.38B For US IPO OneStream Software, backed by private equity firm KKR, is targeting a valuation of about $4.38 billion in its upcoming U.S. initial public offering (IPO). The software company and its selling shareholders aim to sell 24.5 million shares, priced between $17 and $19 each, potentially raising up to $465.5 million, according to a filing on Monday. Read More: https://lnkd.in/dyqa2tFi News Corp General Dynamics Morgan Stanley J.P. Morgan OneStream Software Tiger Global Management #initialpublicoffering #softwarecompany #investors #financialflexibility

After two tough years, the market for #IPOs in the US is finally showing signs of life. 🙂 🔸 78 companies (excluding SPACs) have listed on US exchanges during the first six months of 2024 - the best start for traditional IPOs since 2021. 💪 🔸 #IPO activity should continue to pick up as companies look to list their shares ahead of November’s US presidential elections. 👍 If you're considering an #IPO, look into Workiva 💬 "I went through an IPO without Workiva. I would NOT do the old, printer style IPO with Word and Excel. I would use Workiva and have it up and running before IPO." 💥 👉 https://lnkd.in/ex_9Shy6 #ipos #capitalmarkets #technology #workiva https://lnkd.in/enxbVxS8

Today’s IPO Requires Preparation, Communication, and Profitability 💬 “An IPO isn’t just about raising capital; it’s a performance on the public stage." 🚀 With Workiva you'll be able to streamline your #ipo process, while preparing for the public stage, by using the platform to: ✔ Prep your financial statements ✔ Draft and file your Registration Statement ✔ Be ready to operate efficiently on the first day as a public company and file in compliance with SEC rules and regulations 👀 Watch this private to public demo to learn how Workiva can revolutionize your IPO process. ▶ https://lnkd.in/gM9yyBbE #workiva #ipoprep #iporeadiness #publicready #capitalmarkets https://lnkd.in/eerTfDS5

Today’s IPO Requires Preparation, Communication, and Profitability 💬 “An IPO isn’t just about raising capital; it’s a performance on the public stage." 🚀 With Workiva, you'll be able to streamline your #ipo process, while preparing for the public stage, by using the platform to: ✔ Prep your financial statements ✔ Draft and file your Registration Statement ✔ Be ready to operate efficiently on the first day as a public company and file in compliance with SEC rules and regulations 👀 Watch this private to public demo to learn how Workiva can revolutionize your IPO process. ▶ https://lnkd.in/gM9yyBbE #workiva #ipoprep #iporeadiness #publicready #capitalmarkets https://lnkd.in/eerTfDS5

With 2024 IPOs for Reddit, Skims, and Rubrik making headlines at Bloomberg, it's a good a time as any to share our interactive IPO Self Assess tool. This easy-to-use tool walks you through the various pre-IPO considerations (capital markets strategy, FR, taxes, FP&A and investor relations, etc), allows you to input your readiness estimate, and provides you with potential areas for improvement & things to consider. It's never too early to start thinking about your future - whether it's an IPO, sale, or M&A strategy. Engage your trusted advisors as soon as possible. #capitalmarkets #IPO #tech #biotech #tax #financialreporting #internalcontrols

Investing in pre-IPO unlisted companies can offer several benefits, including: 1. _Potential for high returns_: Pre-IPO companies may offer significant growth potential, as they are often in the early stages of development. 2. _Early mover advantage_: Investing early can provide a first-mover advantage, allowing you to benefit from potential future growth. 3. _Diversification_: Adding unlisted companies to your portfolio can diversify your investments, reducing dependence on listed markets. 4. _Innovative companies_: Pre-IPO companies are often innovative and disruptive, offering unique products or services. 5. _Experienced management teams_: Many pre-IPO companies have experienced management teams with a proven track record. 6. _Growth stage investment_: Investing in pre-IPO companies allows you to participate in the growth stage of a company's life cycle. 7. _Pre-IPO discounts_: Investors may receive discounts on shares compared to the IPO price. 8. _Lock-in period_: Shares are typically locked in until the IPO, allowing you to benefit from long-term growth. 9. _Regulatory compliance_: Pre-IPO companies must comply with regulatory requirements, ensuring a level of transparency and governance. 10. _Potential for IPO pop_: Shares may experience a price surge during the IPO, providing a potential exit opportunity...!

⏰ Imagine saving hours of time on your financial reporting!! 😃 Workiva can automate your financial reporting to eliminate manual processes, ensure data integrity, risk management, and streamline reporting cycles. Lets chat! 👍

🚀 #Workiva's modern technology replaces the antiquated way of going public - streamlining your IPO process by using the platform to prepare your financial statements, draft and file your registration statement, and be prepared to operate efficiently on the first day as a public company. 💼 Transform your finance operations and capitalize on the markets with #Workiva. Learn more about #financetransformation and #capitalmarkets here 👉 👉 👉 👉 https://lnkd.in/gM9yyBbE

Preparing your business for an IPO? Here's how Input Squared can help: 1. Streamline financial processes: We'll implement workflow solutions to ensure your financial records are organized, compliant, and ready for scrutiny. 2. Enhance scalability: Our bespoke software and automation tools will help you build scalable systems, making your business more attractive to potential investors. 3. Optimize operations: We'll identify areas for improvement, streamline your policies and processes, and ensure your business is running efficiently. If you're considering going public, let's discuss how Input Squared can support your journey towards a successful IPO. #IPO #businessgrowth #workflowmanagement #bespokesoftware #automation #financialmanagement