Preparing for an initial public offering means assembling a large repository of documents that auditors, underwriters and regulators use to verify the company's history and compliance.

The volume of documents is significant, and many different advisers need access to different parts of it. Responding to repeated requests for the same documents wastes time, and it's important to have a clear record of exactly what was made available during verification.

Import the company's existing folder structure from a ZIP file or Excel, then use bulk actions to move, rename or update documents at scale.

Set permissions separately for auditors, underwriters, their counsel and other advisers, down to individual folders or documents.

Version history means advisers always see the latest version of each document, with earlier versions kept for reference.

Export the index and a permissions report to show exactly what was available and who could access it, supporting the verification process.

Issuer's counsel can give underwriters' counsel and auditors access to the company's records in one well-organised place, rather than responding to repeated requests for the same documents.

A corporate team can use the same data room to tidy up the company's records ahead of the offering, from constitutional documents to material contracts.

Explore the Data rooms collection on the knowledge base to create your first data room.

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