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Equity story builder

Build an evidence-led investment case with a private browser worksheet, a completeness check, a Markdown export and a one-page discussion summary.

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Your investment case

Connect each claim to evidence, a measurable outcome and a limitation. Start with what you know; mark unresolved points rather than filling gaps with assumptions.

Private working draft, not an approved disclosureThis tool makes no server calls and uses no external services. It saves this draft in this browser's local storage when available. Other users of this browser, and scripts on this site, may be able to access it. Do not enter confidential or price-sensitive information. Downloads and printed copies are yours to protect.
Use a project label if the company name is sensitive.
Make a testable statement, not a slogan. This sentence appears in full in the summary.
Define the customer, geography and addressable segment. Explain demand drivers and alternatives. For each market figure, record its scope, official source URL and retrieval date; otherwise write “no official data”.
Explain why customers choose this business over a named alternative. Link differentiation to verifiable evidence and explain what competitors could replicate. Avoid unsupported leadership claims.
Separate existing-business growth, new products, new markets and acquisitions. State the execution owner, resource needs and dependencies. Distinguish observed results from plans and assumptions.
For each key performance indicator (KPI), give its definition, period, unit, data owner and evidence reference. Link growth to margins, cash generation and capital needs. Keep historical results, targets and assumptions separate; explain any adjusted measures.
Describe what issuer proceeds would fund, the priority of each use and how delivery will be measured. Separate money raised by the company from selling-shareholder proceeds. Identify contingencies if less capital is raised.
Explain priorities between reinvestment, debt reduction, acquisitions and shareholder returns. State whether a dividend policy is proposed, approved, undecided or not applicable, with a reason. Do not imply a guaranteed distribution or invent a payout target.
Write the strongest challenge to the investment case. For each material risk, describe exposure, potential impact, mitigation, residual uncertainty and an early-warning indicator. Keep downside visible rather than treating mitigation as elimination.
Connect relevant experience to the plan. Describe accountability, board oversight, incentives, succession and capability gaps. Distinguish current arrangements from appointments or policies still to be agreed.

Equity story · discussion summary

Unverified working draft. Not investment advice.

Excerpt policy: each section shows up to 240 characters with whitespace condensed. “Excerpt” marks shortened text; export Markdown for complete entries. Coverage measures text presence only.

User-entered content; figures and claims have not been verified by ipo.zone. Missing evidence is not an estimate. Educational worksheet only. Not investment, legal, tax or accounting advice.

The print command prints only this summary. Check the preview before saving a PDF or printing; custom scaling and printer margins may change pagination.

Use this with

Guide

Writing the equity story

How to build an equity story investors can buy: the core investment case, the proof points, the KPIs, the risks you address head-on, and how the story flows into every IPO document.

Checklist

Roadshow and bookbuilding checklist

From investor education to the first trading day: materials, management preparation, communications, book monitoring, pricing, allocation, settlement and stabilisation.

Tool

Peer valuation and price range

Turn listed peer multiples into an enterprise value, equity value per share and an indicative IPO price range after the IPO discount.