Five Critical Steps to Prepare Your Business for New Funding

While the paths are different, the steps to prepare a finance organization for an IPO or to seek private equity converge in many ways.

They both require a historical view of data and real-time access to financial and operational data to satisfy stakeholder concerns, make good decisions, and act as a guide for sustainable business strategies.

With that in mind, this whitepaper compiled five steps firms operating in the capital markets can take to ensure their financial processes and system landscape will prepare them for success, covering:

   • Looking internally to the finance organization.

   • Establishing good corporate governance.

   • Managing risk.