Roadshow and bookbuilding checklist

For management, IR and the project team in the final weeks. The order follows the marketing sequence.

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Usually owned by: CFO, IR, banks

Analyst presentation finalised and consistent with the prospectus draft
Feeds pre-deal research.
Roadshow presentation approved by counsel
Must be consistent with the prospectus.
Master fact book of approved figures and wording
Single source of truth for all statements.
Q&A document covering difficult questions
Prepares management for investor challenges.
Retail materials prepared where there is a public offer
Retail offers have specific requirements.

Usually owned by: CEO, CFO, IR

Presentation rehearsals with banks and IR advisers
Consistency and confidence under pressure.
Mock investor meetings with challenging questions
Investors probe weak points.
Roles agreed: who answers which topics
Avoids contradictions in meetings.
Business continuity: operations covered while management travels
The business must keep performing.
Publicity guidelines briefed to all spokespeople
Offering rules restrict communication.

Usually owned by: IR, financial PR, legal

Intention to float announcement drafted and approved
Starts the public phase.
IR website with legal disclaimers and geo-restrictions live
Offering documents need access controls.
Media plan and interview briefing for launch and pricing
Consistent message in the press.
Employee and customer communication planned
Stakeholders hear it from the company first.
Price range and pricing announcements drafted
Ready for publication at short notice.

Usually owned by: Global coordinators, CFO

Daily book reports received: coverage, price limits, investor types
Basis for pricing decisions.
Anchor and cornerstone orders tracked
Signals demand quality.
Pricing and allocation principles agreed in advance
Avoids disputes in the final hours.
Decision forum for pricing day defined (who decides, how, when)
Pricing calls happen fast.

Usually owned by: Board, global coordinators

Board or pricing committee resolution prepared
Formal approval of price and share issue.
Final price set considering coverage, quality and aftermarket
Balances proceeds with a stable start.
Allocation reviewed against agreed principles
Supports long-term shareholder base.
Pricing notice and final terms published
Regulatory requirement.
Underwriting agreement signed
Banks' commitment becomes binding.

Usually owned by: CFO, paying agent, IR

Capital increase registered and new shares created in time
Shares must exist before delivery.
Settlement instructions and funds flow confirmed
Delivery versus payment.
Listing approval and first trading date confirmed with the exchange
Admission is a separate step.
First-day announcements and media coverage handled
High attention on day one.
Stabilisation reporting process with the stabilisation manager set up
Stabilisation must be disclosed.