Initial Public Offering (IPO) – Valuation & Financing Models

User-friendly template including two different methods of modeling an initial public offering (IPO) transaction.

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User-friendly template providing methods of modeling an initial public offering (IPO) transaction and information about the company and its possible valuation multiples before and after going public.

The template includes 2 different IPO Valuation Methods.

Model 1 is driven by the amount of capital raised and the company’s valuation via a P/E multiple, while Model 2 is driven by a fixed number of shares sold and an offering price.

The template implements all concepts related to IPO modeling and includes the following:

• IPO Transaction Assumptions
• Post-Transaction Shares Outstanding Calculations
• Post-Money Equity Value (Pricing & Trading)
• Overallotment option (Greenshoe)
• Gross & Net Proceeds to the Issuer
• Valuation Multiples (Pricing & Trading)
• Comparable Company Analysis Table

Detailed instructions on how to use each method are included in the excel file.

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Committed to high quality and customer satisfaction, all our templates follow best-practice financial modeling principles and are thoughtfully and carefully designed, keeping the user’s needs and comfort in mind.

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If you, however, experience any difficulty while using this template and you are not able to find the appropriate guidance in the provided instructions, please feel free to contact us for assistance.

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