Who it serves
TakePublic for newly public companies
The Exchange Act calendar for your first reporting cycles, built from EDGAR.
- Who it is for
- New SEC reporters on domestic forms
- What you run
- The first 10-Q and 10-K cycles
- Access
- Company workspace, firm seats free
- Not included
- S-1, Form 10 and go-public work
- Plan
- Monitor; Core in closed beta
From EDGAR history to the first deadline
- 01Onboarding reads EDGAR
- 02Profile answers suggested
- 03Calendar from day one
- 04Invite the review team
What onboarding reads
- Profile suggestionsAnswers start from what the market already knows about the company.
- Core complexityAccelerated filer status and insider and current-report activity, read from EDGAR, with the tier and its evidence shown before you pay.
The first 10-Q and 10-K, when Core opens
Core is in closed beta. Monitor puts both deadlines on the Company calendar today.
- Draft and tie outConnect books, draft from the trial balance, and run the tie-out report before internal review.
- Auditor, then counsel10-K and 10-Q route through auditor review, then counsel review, with attorney sign-off locked to the exact version. Auditor access comes with Core.
- Certifications and approvalOfficer certifications and a director's record of the board's approval on the 10-K are locked to the same version, so invite a director before the deadline.
- Invite earlyYour counsel's seat is free, and a referral from your attorney lands you in onboarding with them already seated.
Frequently asked questions
Can TakePublic file our S-1?
No. TakePublic serves companies already reporting on domestic forms such as 10-K and 10-Q; go-public programs are outside the product scope.
What does onboarding pull from EDGAR?
Public filing history, used to suggest company profile answers and to compute Core complexity from accelerated filer signals and recent insider and current-report activity. Nothing is self-reported.
When should we start after going public?
Before the first 10-Q due date. Monitor can cover the calendar while vendors finish IPO work; Core, in closed beta, takes drafting and filing in-house when you are ready.
Can our IPO counsel stay on?
Yes. Invite them to the free counsel seat. TakePublic is not a law firm; your securities attorney must sign every filing TakePublic prepares before EDGAR.
Are de-SPAC companies supported?
If the company reports on domestic forms (10-K, 10-Q, 8-K), yes. Foreign private issuers are not open for onboarding yet.
Get started
Every deadline on one calendar.
Set up from your public EDGAR history in a few minutes. Your counsel's seat is free.
Get started Run a free scan firstTakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Forms 3, 4 and 5 prepared in TakePublic file only after the reviewer the company designates, such as its securities counsel, signs off; any other filing prepared in TakePublic files only after a licensed securities attorney signs off.