Free Shipping on Orders of $40 or More
The IPO Playbook: An Insider's Perspective on Taking Your Company Public and How to Do It Right

The IPO Playbook: An Insider's Perspective on Taking Your Company Public and How to Do It Right

by Steve Cakebread
The IPO Playbook: An Insider's Perspective on Taking Your Company Public and How to Do It Right

The IPO Playbook: An Insider's Perspective on Taking Your Company Public and How to Do It Right

by Steve Cakebread

Hardcover

$29.95
Choose Expedited Shipping at checkout for delivery by Friday, February 3

Overview

From the CFO who brought Salesforce, Pandora, and Yext public, “The IPO Playbook” delivers an insider’s perspective of what it takes to prepare for a successful initial public offering.

Author Steve Cakebread walks readers through the ins and outs of taking your company public, from how to make the decision to do an IPO, to timing, preparation and execution, including building the right internal team and selecting external partners.

The book is both an invaluable reference guide and an enjoyable read that incorporates stories from Steve’s time creating three successful IPOs, and his earlier career at Autodesk, Silicon Graphics and Hewlett Packard.

“The IPO Playbook” has received endorsements from the President of the New York Stock Exchange, Stacey Cunningham, Salesforce Chairman and co-CEO Marc Benioff, Yext CEO Howard Lerman, Bill.com CEO René Lacerte, CEO, Bill.com, SolarWinds President and CEO Kevin Thompson, Stanford University Disruptive Technology and Digital Cities Executive Director Michael Steep, and Salesforce President and CFO Mark Hawkins, and Yext Senior Vice President Dominic Paschel.

Entrepreneurs who envision going public will find value on every page.Kirkus Reviews on The IPO Playbook by Steve Cakebread



Related collections and offers

Product Details

ISBN-13: 9781733959124
Publisher: Silicon Valley Press
Publication date: 12/10/2020
Pages: 211
Sales rank: 623,624
Product dimensions: 6.00(w) x 9.00(h) x (d)

About the Author

Steve Cakebread led the financial teams that took Yext, Pandora and Salesforce to successful initial public offerings. He is a recognized expert in preparing for IPOs, and is a regular speaker on the subject. Earlier in his career, Steve served as CFO for Autodesk, vice president of finance for Silicon Graphics (SGI), and director of finance for Hewlett-Packard. Steve earned his bachelor’s degree in business from the University of California, Berkeley, and his MBA with a focus on international finance from the Kelley School of Business at Indiana University.

Table of Contents

Author's Note xi

Foreword xiii

Introduction: The Role of an IPO in a Company's Story 1

Chapter 1 The Decision to Go Public 15

Chapter 2 All Aboard 23

Chapter 3 Assessment 35

Chapter 4 The People 53

Chapter 5 The Systems 69

Chapter 6 Governance 81

Chapter 7 The Bankers 97

Chapter 8 The Investors 113

Chapter 9 Getting to IPO Day 131

Chapter 10 The Road Show 147

Chapter 11 IPO Day 159

Chapter 12 The Journey Begins 171

Afterword: Looking Back 183

Acknowledgments 187

Appendix: Going Public Timeline 191

Index 195

About the Author 203

What People are Saying About This

René Lacerte

It’s hard to imagine anyone with more experience going public than Steve. His advice for the entire process—from choosing bankers, to directing a very productive roadshow, to pricing and selecting investors—was perfect. Steve helped me and the entire Bill.com team have an amazing experience. Ultimately, following his advice is the best advice I can give anyone.
—René Lacerte, CEO, Bill.com

Rene Lacarte

“It’s hard to imagine anyone with more experience going public than Steve. His advice for the entire process — from choosing bankers to directing a very productive roadshow to pricing and selecting investors — was perfect. Steve helped me and the entire Bill.com team have an amazing experience. Ultimately, following his advice is the best advice I can give anyone.”
— René Lacerte, CEO of Bill.com

Stacey Cunningham

Steve Cakebread knows the capital markets like few others, having shepherded three tech companies from private ownership to their IPOs and beyond. Readers seeking to learn strategies and key moves around going public—and what follows—will find valuable information in Steve’s insights.
-Stacey Cunningham, president, New York Stock Exchange

Marc Benioff

The public market is a public reckoning for businesses, bringing much-needed transparency, governance, and accountability. Steve Cakebread’s The IPO Playbook is the ultimate guide to taking a company public.
—Marc Benioff , chairman and co-CEO, Salesforce

Mark Hawkins

Going public is a major endeavor for any company, and Steve Cakebread’s _The IPO Playbook provides a valuable perspective on what it takes to do it right. Steve knows first-hand the many challenges and rewards of going through this process and details step-by-step what is involved in setting a company on the path that creates value for all stakeholders—shareholders, customers, employees, partners, and the community.
—Mark Hawkins, president and CFO, Salesforce

Michael J.T. Steep

Steve Cakebread’s, The IPO Playbook, is a real game-changer for corporate executives interested in creating credibility in the market through an IPO. Steve has transformed disruptive technology business models into monetization opportunities—first with the IPO at Salesforce, then at Pandora, and now as the CFO of a hot startup, Yext. In The IPO Playbook, Steve shares practical examples of the IPO process from start to finish and, at the same time, demonstrates the significant advantages not just in securing capital to fund growth but also in attracting key talent who will help lead that growth.
—Michael J.T. Steep, founder and executive director of the Disruptive Technologies and Digital Cities Program at Stanford University, author of First Light of Day

Kevin Thompson

The IPO Playbook is essential reading for anyone contemplating a public offering. Pulling from the expertise he gained from leading three successful IPOs, Steve Cakebread lays out how to build teams and set policies, procedures, and controls that support not just a successful public offering but the company’s continued growth.
—Kevin Thompson, president and CEO, SolarWinds

John Rettig

I know first-hand the value of Steve Cakebread’s advice. In The IPO Playbook, Steve shares the kind of advice that only someone who has led three successful IPOs could give. He breaks down the considerations on whether or not to go public, the steps to get there, and what to do after the IPO—and presents it in enjoyable, easy-to-read book. If you want to understand how to do an IPO right,read this book.
— John Rettig, CFO, Bill.com

Dominic Paschel

Steve Cakebread’s book is a unique look behind the magic IPO curtain. As the CFO who took Salesforce, Pandora and Yext public —companies that made history because of their disruptive technology—Steve was the architect and conductor of complex IPO processes. I’ve had the pleasure of working with Steve for 15 years, and have seen him in action. This book distills valuable business insight on the inside perspective for the timing and the transition from a private to a public company.
— Dominic Paschel, senior vice president, Yext

From the Publisher

It’s hard to imagine anyone with more experience going public than Steve. His advice for the entire process—from choosing bankers, to directing a very productive roadshow, to pricing and selecting investors—was perfect. Steve helped me and the entire Bill.com team have an amazing experience. Ultimately, following his advice is the best advice I can give anyone. —René Lacerte, CEO, Bill.com

The public market is a public reckoning for businesses, bringing much-needed transparency, governance, and accountability. Steve Cakebread’s The IPO Playbook is the ultimate guide to taking a company public. —Marc Benioff , chairman and co-CEO, Salesforce

Steve Cakebread knows the capital markets like few others, having shepherded three tech companies from private ownership to their IPOs and beyond. Readers seeking to learn strategies and key moves around going public—and what follows—will find valuable information in Steve’s insights. —Stacey Cunningham, president, New York Stock Exchange

Customer Reviews

Explore More Items