How does IPO work?

An Initial Public Offering (IPO) is a process under which a company sells its share to the public. The offered price for which the shares had been issued had been determined by the lead underwriter. 

The lead underwriter acts to gather and assemble shares from the primary market that consists of brokers, investment bankers, and dealers. And then dish out such shares to individual and institutional investors. It provides an additional benefit to investors i.e. they can invest early in the companies they believe in.

Our Act To Aid you The Smooth IPO Support

To ensure providing ultimate initial Public Offering (IPO) support, Profits View experts perform with all work ethics and dedication. As IPO considers legal functionalities our dedicated finance team remains to extend their service sial to deliver your finance team full support through technical accounting matters as well as Securities and Exchange Commission (SEC) filings. Once we successfully complete the IPO support, we then move to our next step i.e. assisting you in understanding and setting up all necessary systems to undertake compliances.

Services We Aid To Assure Successful IPO Entrance

Building Financial Statements And Compliance
Identifying Right Advisors
Negotiating With Advisors
Setting Up Data To Aid Due Diligence
Crafting Financial Forecasting Model
Reviewing And Performing Documentation
Accelerate Financial Statements Focusing On IPOStandards
Coordinating With Various Advisors
Creating And Managing Compliance Reporting

We Have Evolved The Process Of How Equity Is Managed

Being a successful finance company performing its service for a decade. We understand how complicated, time consuming, and expensive the IPO process is. Thus, to ease out such a process, Profits View offers its assistance to both. Public companies searching for equity management solutions. Or to the rapidly growing businesses moving through the IPO process.

To do so, we craft a unique action plan that we follow to furnish the right service to the right business. Since turning public increases legal involvement and reporting prerequisites. We perform our service to ensure state regulatory and SEC compliance under our action plans. Our whole service guidance activity considers monitoring and adherence to regulatory compliance to ensure success in IPO support deliverance.

Why Companies Trust Profits View?

Best IPO Process Support For Better Pubic Equity Compliance

A Trustworthy Source

Since Profits View experts manage all your company’s equity transactions. Our experts manage your firm’s all sources of truth following the cap table management system whether it is for private equity administration or for the public one.

High Experience and Support

Being experienced in offering IPO support for over a decade, our IPO experts execute multiple actions like drafting and guiding on the IPO process in multiple stages. Analyzing and determining concurrent transactions which each holder expects while having IPO occurrence possibilities.

Flexible Professional Support

Being a financial service provider, we are flexible in our professional support. We can easily gel up with your organization’s internal finance team or even external service partners if there is a need or if you desire.

Preferred by Shareholders

With the help of our IPO support, all investors and employees can effortlessly manage and access their portfolios. If they are caught up with some queries they can easily connect with our experts and ask their queries to them.

Tell us, How we can help you?

(Select the solution you are looking for)

  • Budgeting and Forecasting
  • Employee Stock Incentive Plans (ESOP) Designing and Implementation
  • Cashflow and Working Capital Management
  • Financial Reporting
  • Executive Dashboard
  • Accounts Receivable management
  • IPO Support
  • M&A Support 
  • Due Diligence

We Positively Heard That…


To deliver better IPO support service understanding we have mentioned every possible question from the customer’s point of view. So, let’s take a look over such questions-

We follow an easy information deliverance process, being your IPO consulting partner if we find out any new issue we inform you through:

  • By connecting with you online through expert meet (On-demand)
  • Via Text message, email (Once you sign up for our Profits View service alerts)
  • By Calling support
  • You can also check it on your personal portal as well 

Due to some legal requirements, the industry professionals would get restricted and due to this, they cannot participate in IPOs. In most cases, it’s the portfolio managers, directors, and executives of public companies or even the person who acts as a broker-dealer who got banned to take shares of an IPO. 

Since IPO is considered to be a risky investment and would not be appropriate for most investors. We recommend you to go through the FINRA and enquire about the *5131 and 5130* norms. You can even sign-up or consult our relationship managers to enquire and get an in-depth understanding of the IPO shares access.

Visit our IPO Support page or Sign Up (Link to sign-up page) to get more information about the IPO process and service.

We understand how important document confidentiality is, therefore we keep our client’s data security on our prime checklist. We always make sure our clients’ personal data remain secured using an encrypted network connection. We consider the following guidelines to assure documents confidently-

  • Sensitive file encryption 
  • Data access management 
  • Secured acquisition and disposed of client data and paper (if any) records
  • Secured practices considering passcodes, encrypted access management 
  • Confidently access to sensitive data (individual & group) on approval 

This assures us to aid unbreakable secured internal network systems to our clients. So, their data remains secure from any unknown external sources.

Make A Difference With Expert Team

Profitsview is a provider of back-office services, including bookkeeping, controller services, and CFO services. profitsview is not a public accounting firm and does not provide services that would require a license to practice public accountancy.