Case Study

Why i3 Verticals Chose Workiva for Their IPO Process

Why i3 Verticals Chose Workiva for Their IPO Process

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Why i3 Verticals Chose Workiva for Their IPO Process“The old model is a relic, and if there was a better process that was proven in the market, I was open to switching,” Scott said. Geoff remembers early in his career when he was forced to print financial documents, mark changes by hand, and send copies to editors, only to find inadvertent mistakes when he got them back. “The back-and-forth was absolutely painful,” Geoff said. “Even if you just had a minor punctuation change, it was a game of telephone to get that done, as opposed to being able to just do it yourself live in the document.” That painful experience was top of mind when they began seeking a more efficient way to execute i3’s S-1 filing, as well as 10-Qs and 10-Ks going forward. Going head to head The i3 t

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