Capital Markets Transactions

The seamless platform for going public and beyond

Eliminate the inefficiencies of the traditional printer with Workiva's cloud-based technology, expert guidance, and 24/7 support that streamlines and de-risks the deal process

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Thousands of organizations are transforming the way they work.

Exchange manual for speed.

Facilitate capital markets transactions—a merger, secondary offering, or IPO (direct listing, SPAC, or traditional)—by automating form entries, including for the S-1 and S-3, and all your SEC reporting requirements as a public company in a single, secure, and collaborative platform.

Make the dream work

Do all your drafting and collaboration—including the registration statement, any financial information, and reviewing redline changes—in one place from start to finish without waiting and relying on a traditional printer. Gutenberg, eat your heart out.

Pick up the pace

Produce faster, more accurate deal documents by automating repetitive tasks like updating numbers and text across all documents. Leave copy and paste in the past where it belongs.

Anytime, day or night

Around the clock support means expertise is always on call. Lean on us for best practices and current trends, from drafting to distribution.

Pick a deal, any deal

Workiva supports the transactions that will help your company grow, managing documentation for:
- IPO and SPAC merger: Form S-1, DRS, S-4
- Equity and debt offerings: Form S-1, S-3
- Follow-on offerings
- Reverse mergers
- Prospectuses filed pursuant to Rule 424
- Mergers and acquisitions: Form S-4, Schedule TO, Schedule 14D-9
- High-yield debt offerings: 144A
- Spinoffs: Form 10
- Take-private deals

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Less risk, more reward

Connect your data and narrative across reports and deal documents automatically without frustrating inconsistencies, endless versions, and formatting issues
Make edits and your connected text automatically updates in all related materials—such as from the Business Section to the Prospectus Summary—ensuring conformity and accuracy across the offering
Digitize your process to rely less on costly, time-consuming traditional manual printing

There when you need us

A dedicated Capital Markets Client Services Team provides 24/7/365 support—from document drafting to filing to pricing
Full service from start to finish, including document setup and style guide management, and training and support is available
The service team is made up of career professionals with expertise in best practices for project management and workflow as well as modern capital markets trends