Part 1/4 · Motivation
Why we ask: research on hundreds of CFOs shows the headline motive determines whether an IPO is the right instrument. S24
What is your main reason for wanting an IPO? (pick the most dominant)
Part 1/4 · Motivation
The motive pairing changes the archetype — the second reason is often more honest than the first.
And the second-strongest reason?
Part 2/4 · Proceeds & Use
Research shows stated and actual reasons often differ — where the money goes is the most honest signal. S24 S25
Of the IPO proceeds, how much goes to the company versus existing shareholders?
Part 2/4 · Proceeds & Use
The use of proceeds gets printed in the prospectus — its reality test starts here.
If the money landed tomorrow, what would it fund first?
Part 2/4 · Proceeds & Use
An IPO chosen after weighing the alternatives is stronger than an IPO by default.
Which funding alternatives have you seriously evaluated? (select all that apply)
Part 2/4 · Proceeds & Use
An IPO typically takes 6–9 months — urgency decides whether the window is realistic. S13
When do you actually need the funds?
Part 3/4 · Control & Ownership
Being listed means permanent disclosure — governance tolerance is the least-discussed deciding factor.
How ready are you to share control and public scrutiny? (independent commissioners, disclosure, minority shareholders)
Part 3/4 · Control & Ownership
Exit plans collide with the 12-month lock-up and liquidity reality — better tested now. S3
The controlling shareholders' plan for the next 3–5 years?
Part 4/4 · People & Purpose
Who owns the “why” determines everyone's alignment after listing.
Who is pushing hardest for this IPO?
Part 4/4 · People & Purpose
The definition of success is the final test — and “can't picture it yet” is itself a finding.
Three years after the IPO, what does “success” look like?
This is not a verdict — it is your first discussion agenda.
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Results are discussion material — not legal/financial advice.