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CFO Insights — Investor relations: What CFOs need to know before an IPO

Published on: Oct 31, 2019

Going public can be complex, expensive, and time-consuming, with new challenges, expectations, and stakeholders: analysts, investors, activists, regulators, and media. How they view the IPO and the company over time can weigh on the company’s performance and perhaps the CFO’s own tenure.

Managing the new pressures requires strong investor relations, but the starting point is not the quarterly close or the earnings call. Rather, it’s having a compelling investment thesis, defining the desired investor base that aligns with your thesis and risk profile, assembling relevant and timely information and insights to guide investors toward management’s view of the stock’s value, telling a compelling and credible story to the Street, and managing investor perceptions in the aftermarket.

This issue examines the elements of the IPO IR process and the CFO’s role in executing them.

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