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IPO Analysis & Tracker Excel Template

Make informed IPO investment decisions with comprehensive pre-IPO valuation models, lock-up tracking, performance analysis, and comparable company research tools.


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Navigate IPO Investments with Professional Analysis

IPO investments can deliver exceptional returns, but they require careful analysis of business fundamentals, valuation metrics, and market conditions. Our IPO Analysis & Tracker provides the framework to evaluate new public offerings systematically, from initial S-1 filing through post-IPO performance tracking.

From tech unicorns to traditional businesses going public, analyze revenue growth, profitability metrics, and competitive positioning. Built for both institutional and retail investors, this template helps you identify high-quality IPOs while avoiding overvalued offerings that disappoint.

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Comprehensive IPO Valuation Framework

Pre-IPO Financial Analysis

Analyze S-1 filings with detailed revenue breakdowns, margin analysis, and cash flow projections. The template extracts key metrics from pre-IPO financial statements and identifies red flags like declining growth rates, unsustainable unit economics, or excessive stock-based compensation.

Comparable Company Valuation

Value IPOs relative to public market comparables using revenue multiples, EBITDA multiples, and growth-adjusted metrics. The template identifies the most relevant peer companies and calculates fair value ranges based on industry benchmarks.

IPO Pricing Analysis

Compare IPO pricing to DCF valuations and peer multiples to assess whether the offering is fairly valued. Track how pricing evolves through the roadshow process and identify opportunities for first-day gains or long-term value.

Growth Trajectory Modeling

Model future growth scenarios based on management guidance, industry trends, and competitive dynamics. The template helps you understand the growth assumptions embedded in IPO valuations and assess their achievability.

Post-IPO Performance Monitoring

Lock-up Period Analysis

Track lock-up expiration dates for insiders, employees, and early investors. The template calculates potential selling pressure and identifies optimal entry points around lock-up expirations when prices often decline temporarily.

Earnings Progression Tracking

Monitor post-IPO earnings results against initial projections and analyst expectations. Track how quickly companies achieve profitability and whether growth rates match pre-IPO promises.

Market Performance Analysis

Compare IPO performance to sector indices, market benchmarks, and other recent IPOs. Identify patterns in IPO performance and optimal holding periods for different types of offerings.

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Frequently Asked Questions

How do I analyze IPO financial statements?

The template guides you through S-1 analysis including revenue quality assessment, margin trends, cash flow analysis, and balance sheet health. It highlights key metrics like customer acquisition costs, lifetime value, and unit economics specific to each business model.

What makes a good IPO investment?

The template evaluates IPOs based on sustainable competitive advantages, strong financial metrics, reasonable valuation, experienced management, and favorable market conditions. It includes a scoring system to rank IPO opportunities objectively.

How does lock-up tracking work?

The template tracks lock-up expiration dates for different shareholder classes and calculates potential selling pressure. It creates a timeline showing when restrictions expire and helps you time purchases around these events.

Can I compare IPOs across different sectors?

Yes, the template includes sector-specific valuation metrics and adjusts comparisons for industry characteristics. It recognizes that SaaS companies, retailers, and biotech firms require different analytical approaches.

Does it track SPAC investments?

The template includes a SPAC analysis section covering sponsor track record, trust value, warrant analysis, and post-merger performance. It helps evaluate both pre-combination SPACs and completed business combinations.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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Professional IPO analysis and tracking tools to identify the best new public offerings and optimize your investment strategy.

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