Pre-IPO Services

BoardRoom provides an extensive range of pre-IPO services for listed entities on the ASX, NSX and SSX, as well as unlisted entities including proprietary companies, unlisted property trusts, equity funds and organisations considering an IPO.

From initial planning to listing on the ASX, we’re with you every step of the way.

Whether it’s pre-IPO fundraising and registry services, managing investor applications, corporate governance and compliance, payroll, or setting up an employee plan, BoardRoom has you covered. Going through the process of an IPO is a milestone for any company. By opening your company’s doors to the public market, you pave the way for much greater investment possibilities and the advancement of your business way beyond what private ownership can offer. More capital to work with means you get more opportunities to scale and grow your business, bringing it to a new stage of its life. But there’s no doubt about it – the pre-IPO period can be an incredibly stressful and even troublesome experience, especially if you try to take on the task yourself.

Pre-IPO services are vital when it comes to going through both a successful and smooth IPO process. At BoardRoom, we offer a comprehensive suite of pre-IPO services that guarantee you will hit your goals without issues along the way.

Our pre-IPO services will take the stress out of handling correspondence with your investors.

Our pre-IPO services include preparing and distributing your prospectus, sending out information memorandums and holding statements, receiving and processing applications, and managing financial transactions. We’ll also help you communicate with brokers, lawyers and accountants, and we’ll coordinate timing with the ASX to make sure that everything runs smoothly.

Our Corporate Secretarial Services division works with you to ease the transition, whether you choose to set up your own corporate governance structure or outsource secretarial duties. We’ll help you establish strong policies and procedures that comply with the more stringent requirements of ASIC and the ASX.

Preparing for an IPO is crucial to the success of listing your company. Our pre-IPO services are designed to give businesses the foundation they need to grow, scale up and succeed. If you have any questions or would like to send us your enquiry, feel free to contact us today. We can arrange a demo of our pre-IPO services to give you a greater understanding of how we can help your business.

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George Lygoyris - Chief Commercial Officer

George Lygoyris
Chief Commercial Officer

Madeline Doran - Business Development Manager

David Park
Business Development Manager

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Securityholder Portal

InvestorServe is the key destination for securityholders to manage their holdings.

Designed with a focus on ease of use and user experience, our clients’ securityholders have 24/7 access to a wide range of self-service options to manage their investments. InvestorServe allows for managing and linking holdings, updating personal information, accessing historical data and completing online forms. The InvestorServe portal is fully customisable and branding can be tailored to each client’s needs.



Client Portal

ClientOnline is our market-leading online registry and employee equity plan software.

The portal utilises the latest technologies to allow clients to access their key information quickly and accurately. Intuitive and secure, our registry and employee equity plan software provides real-time detailed information including register snapshots, key alerts and access to a number of detailed reports.

Frequently Asked Questions

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    What is an Initial Public Offering (IPO)?
    An IPO is a process where a company offers shares to the public to raise capital in a new stock issuance, typically through a listing on a stock exchange. Investors are given the opportunity to purchase shares at a set price before the company begins trading on a stock exchange with the intention that the shares will increase in value over time.
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    What are the requirements for an IPO?
    There are a number of requirements that must be met before a company can list on a stock exchange including company structure, size and number of shareholders. The minimum admission criteria for listing on the ASX can be found here.
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    When should I engage a share registrar in my IPO?
    Preparing for an IPO early is crucial to the success of a listing as there are a number of important factors to consider prior to listing. Depending on the timetable, companies engage a share registrar from 12 months to 6 weeks in advance of an IPO. You must engage with the share registrar prior to lodging the prospectus.
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    How can BoardRoom help with my IPO?
    We have a proven track record and long history of managing IPOs. Our comprehensive suite of pre-IPO services and streamlined processes ensure a successful and seamless transaction. Contact us today to learn more about our pre-IPO services and how we can help your business grow.

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