Canadian conventional IPO
Provincial and territorial prospectus, exchange application, underwriting and continuous disclosure. Principal regulator confirmed with counsel.
Thought Authorities · A.I. IPO
Go public with a plan you can defend.
One workspace for Canadian and US IPOs. Map your route, see the next required action, assemble the evidence, and move it through the right professional review - from first board discussion to your first year as a public company.
Preparation software, not legal or investment advice. Every conclusion is routed to a qualified professional.
Route ledgerIllustrative example
- 0Strategic fitBoard approved
- 1Route & teamCounsel reviewed
- 2Finance & audit3 of 4 complete
- 3Legal & governance1 critical blocker
- 4DisclosureNot started
Next: Reconcile 2021 option grants to board approvals → Counsel review
TSXTSX VentureCSECboe CanadaNasdaqNYSENYSE American
Venue names are listed for comparison only. No affiliation, endorsement or approval is implied.
The route
Eleven stages. Every gate explained.
Each stage has a populated procedure - owner, inputs, steps, evidence, reviewer and exit criteria. Gates stay closed until the evidence is there, and a material change reopens what it affects.
- 0Assess strategic fitCEO and board
- 1Select route and assemble the teamCFO or IPO project lead
- 2Remediate finance and reportingCFO and controller
- 3Resolve legal structure and governanceSecurities counsel and corporate secretary
- 4Conduct diligence and prepare disclosureSecurities counsel
- 5Manage regulatory and exchange reviewSecurities counsel and filing professional
- 6Prepare communications and market the offeringIssuer and authorized underwriters
- 7Price and authorize the transactionBoard or pricing committee
- 8Close and begin tradingCounsel
- 9Manage the first ninety daysCFO, corporate secretary, counsel, IR
- 10Operate as a public companyManagement and board
Jurisdiction routing
Incorporation is not destiny.
Where you are incorporated, where you are run from, where you offer and where you list are separate facts. The routing engine keeps them separate - and shows what it does not yet know.
US domestic IPO
Registration statement, SEC review, FINRA where applicable, exchange listing and Exchange Act reporting - with EGC, SRC and filer status assessed separately.
Canadian company in the US
A real foreign private issuer test, not an assumption. MJDS screened on its own conditions - a newly public company is not automatically eligible.
Concurrent Canada & US
Both sets of obligations, currencies, selling restrictions and settlement in one coordinated plan with a conflict log.
The workspace
Real records, not a reading list.
Your next three actions
The dashboard shows the active stage, unblocked work, critical blockers, waiting reviews and what changed - without a misleading single readiness percentage.
Claims ledger
Every material number in your disclosure is linked to its source. Change it, and every dependent approval reopens.
Communications clearance
Retail promotion before filing is held for counsel automatically. Institutional testing-the-waters stays available where permitted.
Secure data room
Folder classifications, encrypted versions, legal holds, access logs and content screening.
Advisor directory
Verification routes to official registries. "Official source" is never confused with "credentials checked".
Public company operations
Closing the IPO project activates recurring obligations. They cannot be erased by marking a project complete.
Numbers you can defend
Company cash is not deal size.
Deterministic decimal engines separate primary and secondary shares, the over-allotment option and who bears which costs - with formulas and assumptions exported alongside every result.
Try the calculator in the demo| Pre-offering shares | 10,000,000 |
|---|---|
| New company shares / selling-holder shares | 2,000,000 / 1,000,000 |
| Price | $10.00 |
| Company gross proceeds | $20,000,000 |
| Selling-holder gross proceeds | $10,000,000 (not company cash) |
| Company net (6% discount, $1M expenses) | $17,800,000 |
| Post-offering shares | 12,000,000 |
Security
Built for material non-public information.
Encrypted twice over
TLS in transit. Sensitive fields and every file encrypted at rest with AES-256-GCM, bound to your organization.
Least privilege
Twelve roles and seven information classifications. A PR guest cannot reach privileged material through pages, search, exports or the A.I. guide.
Strong sign-in
scrypt password hashing, authenticator-app MFA, lockout after repeated failures, short browser-bound sessions.
Tamper-evident trail
Hash-chained audit events and append-only approvals and versions. Approved history is never overwritten.
Questions, answered
Before you begin
Does the software decide whether we can go public?
No. It organizes facts, evidence and tasks, and gives provisional route comparisons. Securities counsel, auditors, underwriters, regulators and exchanges make their own determinations. A software match means "potential fit pending professional assessment".
Which routes are supported?
The pilot covers a Canadian conventional IPO, a US domestic IPO, a foreign private issuer assessment for US routes, MJDS eligibility screening and concurrent Canada-US coordination. Specialist sectors enter a specialist assessment with named missing requirements.
How is our data protected?
Sensitive fields and every uploaded file are encrypted with AES-256-GCM using per-tenant bound keys, sessions are short-lived and bound to the browser, MFA is available to every user and required for restricted, MNPI and privileged material, and every consequential action is written to a tamper-evident audit trail.
What does the A.I. guide do?
It explains concepts, finds your next unblocked task, assembles questions for your advisors and drafts for review. It only sees what you are cleared to see, cites only registered sources and never issues legal, tax or audit conclusions.
Is the financial math done by the A.I.?
No. Proceeds, dilution, ownership and runway are calculated by deterministic decimal engines with stated formulas and exportable assumptions. The A.I. can explain results; it never computes authoritative figures.
Can we just look around first?
Yes. The live demo creates an isolated workspace for a clearly fictional company with seeded, labelled data. It is deleted automatically.