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.
I didn't like the book too much at the start, as I found the writing not as organised as I expected. But over time I started to like the book as it offers the rare perspective of a real CFO of various ListCos. Through the author's storytelling kind of writing, I even felt excited while reading a few chapters as I could see the world/business from CFO's perspective, and the insight I gained from such experience is quite mind-broadening. One note to non-entrepreneur readers - I'm a junior corporate lawyer and I found some content in this book (such as internal finance systems and customer management systems) hard to relate as I have limited understanding on them.