16 Experts to Follow Before Your IPO
An IPO can be a major boost for a business. In 2020 alone, 165 IPOs generated aggregate proceeds of $61.86 billion. But with that increase in funding comes more complexity, added scrutiny, and a host of new legal requirements.
No business undertakes an IPO lightly, of course, but it’s crucial to have a thorough understanding of the risks and requirements before you move forward.
Thankfully, there are plenty of thought leaders online who are sharing their expertise, for free, to anyone who’s open to learning. These CFOs, advisors, analysts, and venture capitalists can provide invaluable advice.
Listen to these 16 experts to help you strategically plan an efficient and successful IPO.
16 Experts in IPO Readiness
CEO & Founder, Bussmann Advisory AG
Oliver has over three decades of experience with enterprise organizations like SAP, IBM, and Deutsche Bank. He’s an expert on FinTech, Blockchain, and Enterprise mobility. He publishes the FinTech Ecosystem Insights weekly newsletter every Thursday, a publication with over 28,000 subscribers.
CFO, Spirit Asset Management S.A.
Damian is a rising star in Finance with twenty years of experience in the field. Before taking his role at Spirit Asset Management, he served as CFO and Head of Finance for MassMutual. Damien blogs about leadership and FinTech on the Shaking Up Finance blog and posts a wealth of useful content on Twitter.
President, Financial Profiles
Moira is an advisor who specializes in IPOs, M&A, corporate communications, and more. Business Insider named Moira one of their Top 18 PR Pros for IPOs. She has been published on CFO.com and regularly shares insightful articles on LinkedIn.
Managing Partner, 01 Advisors
Dick is dedicated to helping entrepreneurs build successful, long-lasting companies. His history as the CEO of Twitter and Product Manager at Google gives him a unique perspective on emerging technology companies.
Founding Partner, Group 11
Dovi Frances is a financial services entrepreneur and founding partner of Group 11 (f.k.a. SGVC) with nearly two decades of experience in FinTech and finance. Over the course of his career, he has invested in some of Silicon Valley’s most prominent and disruptive financial technology companies, like SoFi, Addepar, HomeLight and Tipalti. He regularly shares fintech news on his LinkedIn feed.
Director, Technical Accounting | IPO | Services | SPACs, BDO USA, LLP
Mohammad recently presented “Capital Markets—SPAC vs. IPO” at the University of Tennessee for their college of business speaker series. He has over a decade of experience in accounting and finance and currently specializes in IPO services.
Chief Strategy Officer, Extractable
Alex is a go-to expert on FinTech, RegTech, Blockchain, and more. He has been featured in the Wall Street Journal, Boston Globe, CFO Outlook, and CIO Insights. You can find his insights published on LinkedIn as well.
Founder, Unconventional Ventures
Theodora is a speaker, author of Beyond Good, and a financial advisor on a mission to use venture capital for good. Unconventional Ventures is developing an ecosystem of financial institutions, startups, and entrepreneurs to address the unmet needs of consumers and provide opportunities to women and minority business founders. She regularly posts her own insights on LinkedIn, as well as plenty of other experts’ articles and posts.
VC & Advisor, Margaris Ventures
A venture capitalist, futurist, and senior advisor to multiple companies, Spiros is a must-follow for keeping up with FinTech, Blockchain, and more. He regularly blogs at margarisventures.com and shares plenty of insights on LinkedIn and Twitter.
CEO, The Palmer Group
Shelly was named LinkedIn’s Top Voice in Technology and is a sought-after advisor on media, marketing, machine learning, and data-driven decision making. With nearly 40 years in the business, he has a uniquely informed perspective on marketing, business, and technology. He’s a regular commentator on CNBC and CNN and shares a wealth of useful information on LinkedIn and Twitter.
Executive Advisor, TPG Capital
Carl is currently affiliated with TPG Capital as an Executive Advisor. Prior to that, he was President & Chief Executive Officer of Visa U.S.A. Inc. and a member of the Board of Directors of Visa International. Before assuming that position, he was President & CEO of Visa Asia Pacific Limited and Director of the Board. His experience also includes retail banking, commercial banking, corporate banking, credit review and policy, and DeNovo banking.
Independent Advisor, Efi Pylarinou Advisory
Efi is the co-founder and author of Daily Fintech and an international speaker on Fintech, Blockchain, and emerging business trends. She has been named a top expert to follow by Onalytica, Refinitiv, and the Global Fintech 80. She regularly posts thought-provoking original articles on LinkedIn and shares insights from other experts as well.
CFO, CSuite Financial Partners
Bernadetta is a finance and accounting executive specializing in IPO readiness, with over 15 years of experience in public and private companies. She also serves on the board of Quantum Computing Artificial Intelligence, Inc., keeping her attention fixed on the future of business.
Host, Producer & Editor, CFO Thought Leader
Jack created the CFO Thought Leader podcast, a treasure trove of insightful interviews with leading CFOs around the world. With an archive of 695 episodes, there’s plenty to dig into. Jack was also awarded the Excellence in Financial Journalism Award in 2018 by the NYSSCPA, and he’s a senior contributing writer to Forbes.com.
President & CEO, CPA Trendlines
Rick has his finger firmly on the pulse of the latest trends in accounting and business finance. He frequently posts articles on accounting and tax compliance to LinkedIn and features video and print interviews with finance thought leaders at the CPA Trendlines website.
Co-Founder and Chairman, Tipalti
Founding Partner, Zeev Ventures
Oren is a partner at Orens Capital and Zeev Ventures, with extensive experience investing in technology companies. Over the past decade, he has focused on Internet applications and digital media. He holds a BSc Cum Laude from the Technion, Israel Institute of Technology, and an MBA with distinction from INSEAD in France. Check out his LinkedIn feed for the latest venture capital and IPO news.
Be Prepared for Your IPO
If you’re currently preparing for an IPO, it’s a good idea to seek out as much advice as you can. The experts above can help you through the complex landscape of requirements and regulations that come with an initial public offering.
For even more advice and insights, visit our IPO readiness resource.