Considerations for today's finance leaders as they build IPO-ready organizations

Initial Public Offering (IPO) readiness can take years to build: disciplined planning, trusted data, and strong governance, done long before anyone calls a banker. Some finance teams don't find gaps until it's too late to close them.

Join Pigment and Deloitte & Touche LLP for lessons from serving companies that went through the IPO journey, and considerations related to benchmarking a company’s readiness.

What you can expect to learn:

  • How to benchmark your finance organization's IPO readiness against current leading practices
  • Identify potential gaps that can delay IPO readiness, and considerations related to potential activities to address identified gaps timely
  • Improve resilience through connected planning and scenario-based decision making
  • Strategies from Deloitte’s research and Pigment's research that can help as  your finance team prepares for what's next
  • Lessons from finance leaders who have taken their organizations through the IPO process

The challenges we'll advised on

  • Capital markets can be selective and unpredictable. Discipline and a credible story matter, consistent with growth.
  • Readiness can take longer than some organizations expect. Governance and controls readiness can require lead times ranging from 18 to 24 months.
  • Manual, fragmented data can slow forecasting and reporting  when precision matters significantly.
  • Macro volatility can demand faster, more confident decision making.
  • Some teams may not know where the gaps are. This session can help as you identify and prioritize them.

Meet the speakers

Jay Peir, Head of Strategy and Interim CFO, Pigment

Jay leads finance, revenue operations, strategy, and pricing at Pigment. Before that, he ran the strategic planning process at a high-growth software company, connecting product strategy, go-to-market, and the financial plan, then guided a $15.7B acquisition of the business and led the integration that followed. Over a 10+ year career spanning FP&A, investor relations, treasury, and accounting, Jay has led two IPOs and raised more than $2B in capital through IPOs, follow-on offerings, convertible debt, and debt financing.

Will Braeutigam, US Capital Markets Transactions and Accounting Advisory Services Leader, Deloitte

Will serves as the US Capital Markets Transactions Leader and the  Accounting & Reporting Offering Leader. His team has advised some of the largest companies on accounting and reporting matters and has served hundreds of companies completing capital markets transactions, helping clients navigate strategic objectives in a dynamic regulatory environment. He brings deep experience at the intersection of capital markets, accounting, and transactions, with a perspective shaped by advising clients through moments of significant change.

This presentation contains general information only and Deloitte is not, by means of this presentation, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This presentation is not a substitute for such professional advice or services, nor should it be used as a basis for any decision or action that may affect your business. Before making any decision or taking any action that may affect your business, you should consult a qualified professional advisor. Deloitte shall not be responsible for any loss sustained by any person who relies on this presentation.

The services described herein are illustrative in nature and are intended to demonstrate our experience and capabilities in these areas; however, due to independence restrictions that may apply to audit clients (including affiliates) of Deloitte & Touche LLP, we may be unable to provide certain services based on individual facts and circumstances.

About Deloitte: As used in this document, “Deloitte” means Deloitte & Touche LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/about for a detailed description of our legal structure. Certain services may not be available to attest clients under the rules and regulations of public accounting.