IPO Readiness Services
Going public and navigating the complex landscape of an Initial Public Offering (IPO) is one of the most significant milestones for most entities and requires expertise and experience. IPO Readiness is one of our core IPO advisory services, where we guide companies through every stage of this critical process. We work closely with management teams to ensure robust planning and subsequent execution of the various aspects involved in an IPO journey. We have rich expertise in the IPO cycle across different capital markets be it the USA, India, London, Middle East or Singapore covering financial and non-financial regulatory requirements, governance, internal controls, and communications plans.
Going public and navigating the complex landscape of an Initial Public Offering (IPO) is one of the most significant milestones for most entities and requires expertise and experience. IPO Readiness is one of our core IPO advisory services, where we guide companies through every stage of this critical process. We work closely with management teams to ensure robust planning and subsequent execution of the various aspects involved in an IPO journey. We have rich expertise in the IPO cycle across different capital markets be it the USA, India, London, Middle East or Singapore covering financial and non-financial regulatory requirements, governance, internal controls, and communications plans. Our teams have significant experience with traditional IPO transactions, SPAC transactions as well as Investment Trust transactions such as REIT or InVIT offerings.
Our expertise spans financial information preparation, audit support, governance and controls compliance, and public company-ready closing processes. We also provide Project Management Office (PMO) support, ensuring seamless execution and stakeholder coordination. Additionally, we provide strategic guidance on ESG, investor relations, and FP&A maturity, equipping organizations for a successful transition to a publicly listed entity.
Project Management Assistance on the IPO Process
Our IPO PMO tool: Unify
Key PMO Activities
One-time Activities
- PMO tool setup
- Customize as per IPO journey of
the Company
Recurring Activities
- Prepare
- Manage
- Monitor
- Coordinate
Coordination among parties
Auditors
Bankers
Lawyers
Robust PMO throughout the engagement
Planning
PMO tool setup and management
Knowledge transfer session updates
Summarize meeting notes
Engagement update
Communicate
Why Us

Our co-founders, Jamil Khatri and Sandip Khetan, have deep experience building and leading IPO readiness consulting practices for two Big 4 firms in India and globally.

Experienced partners who have led capital market groups at Big 4 firms.

Partners and teams with deep audit experience and audit firm relationships – to navigate the audit process practically across all major markets.

Proprietary IPO PMO tool which comes pre-equipped with task descriptions, checklists, benchmarking, templates, and guidance tailored for critical deliverables.

A deep talent pool across India, the USA and the Middle East. A team which is hands on, focused on implementation and truly works as an extension of management.

Our team has experience of working with various law firms and investment banks and understanding of their expectations. We leverage this experience and familiarity in reaching timely closures on critical matters in the IPO process.
Driving Change: Client Success Stories
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