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Masterclass

Masterclass: Leading a Company Through an IPO, A CFO's Perspective

An IPO is the single largest test of a finance function. The CFO has to make the numbers listing-grade, hold the deal team to a timeline, negotiate with promoters and private equity investors over the offer, defend the valuation in front of institutions and then live with every promise made in the DRHP. This masterclass is for CFOs, corporate development heads, founders preparing to list and senior finance leaders. It covers whether and when to list, how to design the offer, how to build a finance function that survives SEBI and investor scrutiny, how to run bankers, lawyers and auditors, how the DRHP and SEBI review actually work, how pricing and the anchor book are decided, and how to manage the first year after listing under SEBI LODR. Built on real Indian IPOs. Educational content only, not investment or legal advice.

IPO StrategySEBI ICDRDRHPRestated FinancialsOffer StructureIPO Valuation and PricingAnchor InvestorsSEBI LODRUse of Proceeds

MODULES

6

DURATION

~5 hrs

TRACK

Corporate Finance

What You'll Master

How to decide whether an IPO beats a strategic sale, PE secondary or staying private

How to time the listing window and design the mix of fresh issue and offer for sale

How to build restated financials, KPIs and internal controls that hold up in the DRHP and after listing

How to select and manage BRLMs, legal counsel, auditors and the registrar, and control IPO costs

How the DRHP is written, how SEBI reviews it and how pre-IPO placements, ESOPs and lock-ins are handled

How the equity story, valuation, price band and anchor book are decided, with lessons from LIC, Paytm, Nykaa, Zomato and Hyundai India

How to run the disclosure rhythm, proceeds monitoring and guidance in the first year as a listed company

Access Level

LEARNER

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Everything included

Full Text Playbooks

Actionable Exercises

Mobile Reading Mode

Lifetime Updates

Curriculum Breakdown

Chapter 1: The CFO's Mandate in an IPO

4 Lessons

The IPO Is a Two Year Finance Transformation, Not a Transaction12 min read

Should We List at All: IPO vs Strategic Sale, PE Secondary and Staying Private13 min read

Timing the Window: Market Cycles, Peer Valuations and Company Readiness12 min read

Fresh Issue, OFS or Both: Designing the Offer Around the Use of Proceeds13 min read

Chapter 2: Building a Listing Grade Finance Function

4 Lessons

Restated Financials, Ind AS and the Three Year Track Record13 min read

The Audit Committee, Statutory Auditor and Peer Review Auditor12 min read

KPIs the DRHP Will Lock You Into: Selection, Definitions and Certification13 min read

Internal Financial Controls and a Quarterly Close Fit for a Listed Company12 min read

Chapter 3: Assembling and Running the Deal Team

4 Lessons

Choosing BRLMs, Legal Counsel and the Registrar: What the CFO Should Negotiate12 min read

Running Due Diligence: Data Rooms, Bring Down Calls and Comfort Letters12 min read

Working With Promoters, PE Investors and the Board on Offer Decisions13 min read

Managing IPO Costs: Fees, Expenses and Sharing Them With Selling Shareholders11 min read

Chapter 4: The DRHP and the Regulator

3 Lessons

Writing the DRHP: Risk Factors, Objects of the Issue and the MD and A Section13 min read

SEBI Review, the Confidential Pre Filing Route and Why Drafts Get Returned12 min read

Pre IPO Placements, ESOP Clean Up and Promoter Lock In12 min read

Chapter 5: Equity Story, Valuation and Pricing

4 Lessons

Building the Equity Story: What the CFO Owns and What Bankers Sell12 min read

Valuation Through the Investor's Eyes: Peers, Multiples and the IPO Discount14 min read

Price Band, Anchor Book and Allocation: Making the Final Call13 min read

Case Studies: LIC, Paytm, Nykaa, Zomato and Hyundai India Through a CFO's Lens15 min read

Chapter 6: The First Year as a Listed Company

4 Lessons

From Listing Day to the First Results: The Disclosure Rhythm Under SEBI LODR12 min read

Monitoring Agency Reports and Utilisation of IPO Proceeds11 min read

Guidance, Lock In Expiry and Living With the Share Price12 min read

The CFO's IPO Playbook: A Twenty Four Month Timeline13 min read