IPO
Premium virtual data room solutions that support confidential public listing processes, with regulatory compliance and stakeholder coordination.
Why work with us on your next IPO?
Sterling provides the secure infrastructure for professional IPO processes, enabling issuers and advisors to collaborate on key documents throughout a public listing – from iterating on prospectus drafts and financial statements to managing roadshow materials and organizing investor data rooms. Our platform maintains detailed audit trails that satisfy regulatory requirements, while information rights management and granular permissions control access precisely, allow you to share and update materials securely, and coordinate seamlessly across your internal team, underwriters, financial and legal advisors and auditors.
As you move from confidential submissions to public filing, Sterling helps manage that transition while preserving a comprehensive, defensible record of every disclosure. Our security architecture protects sensitive information at each stage so that, when regulatory precision and confidentiality are paramount, your IPO process already reflects the public company standards you are about to meet.
Maintain auditable regulatory compliance
Comprehensive audit trails document exactly who accessed prospectus drafs, financial statements and other sensitive IPO materials – creating the detailed records regulatory compliance requires. Our permission logs track information flow as you transition from confidential submissions to public filing, demonstrating proper handling of material non-public information and satisfying securities law requirements throughout the process.
Collaborate across advisors and internally
Bring together your internal team, underwriters, legal counsel, auditors and investor relations on one secure platform. Permission controls ensure each party accesses appropriate materials – accounting teams see financial statement drafts, legal reviews disclosure documents, underwriters access all materials. Q&A management organizes comment resolution across multiple workstreams, keeping prospectus development and roadshow preparation moving efficiently.
Control disclosure timing precisely
Manage exactly when different materials become accessible as you progress from confidential filing to public roadshow. Stage access to protect market-sensitive information – internal financial models stay restricted while public-facing materials can be shared broadly. When timing of public disclosure is critical for market reception, Sterling's permission architecture gives you precise control.
Support roadshow and investor processes
Organize roadshow presentations, financial projections and due diligence materials for institutional investors evaluating your offering. Our platform handles the investor data room that supports book-building, while our analytics show which investors spend time on specific business segments or financial metrics. When managing intense IPO timelines with multiple roadshow events and investor meetings, our 24/7 support ensures platform performance never becomes a concern.
Prep your deal fast and stay compliant with built-in document review and approval.
Granular information rights management to keep you in control of what you share with bidders — and revoke access immediately.
Simple or advanced Q&A workflows that align to your deal process.
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Our automated redaction tool operates across the whole VDR, saving valuable time and costs preparing sensitive information for external review.
Built-in, automatic, side-by-side translation of VDR content between 300 language pairs keeps your cross-border deals moving.
Real-time dashboards and reports to keep you informed of deal activity and provide strategic intelligence on bidder behavior.
Sterling's unique, built-in AI engine embeds capabilities such as document classification and organization, gap analysis, anomaly detection and document-level Q&A intelligence into the VDR. Launch deals faster – cutting data room prep time from weeks to days – while allowing bidders and investors to complete due diligence more quickly, to close your transaction.
Prep your deal fast and stay compliant with built-in document review and approval.
Granular information rights management to keep you in control of what you share with bidders — and revoke access immediately.
Simple or advanced Q&A workflows that align to your deal process.
Our automated redaction tool operates across the whole VDR, saving valuable time and costs preparing sensitive information for external review.
Built-in, automatic, side-by-side translation of VDR content between 300 language pairs keeps your cross-border deals moving.
Real-time dashboards and reports to keep you informed of deal activity and provide strategic intelligence on bidder behavior.
Sterling's unique, built-in AI engine embeds capabilities such as document classification and organization, gap analysis, anomaly detection and document-level Q&A intelligence into the VDR. Launch deals faster – cutting data room prep time from weeks to days – while allowing bidders and investors to complete due diligence more quickly, to close your transaction.
Trusted 24/7 multilingual data room support for IPOs
For IPOs and other public offerings, Sterling supports issuers, banks and counsel from early readiness work through drafting, due diligence, investor education and pricing. We help keep complex disclosure requirements and multi-party workflows under control as you move toward listing.
We work with you to build data rooms that support legal, financial and business due diligence, design index and folder structures aligned with prospectus sections, upload and version critical documents, set permissions for underwriters, counsel, auditors, regulators and research teams, and configure Q&A channels that route questions efficiently while protecting sensitive information. Our team also manages invitations and training for new participants as syndicates expand and regulators engage.
All of this is backed by our multilingual in-house client services team, available 24/7/365 via phone or email, with a dedicated support manager assigned to your IPO. Unlike others, we never outsource night or weekend coverage to external third party call centers that lack context on your offering.
At key milestones – such as filing, pricing and listing – we deliver encrypted deal archives and comfort letters quickly and wherever they are needed, supporting a clean documentation trail for your IPO and any subsequent follow-on offerings or transactions.
