Reading an S-1

The S-1 is the most detailed look at a company you will ever get before it goes public. It is long, but a handful of sections tell you most of what you need. Here is where to look and what to look for.

The sections that matter most

SectionWhat to look for
Prospectus summaryThe business in a few pages and key numbers
Risk factorsCustomer concentration, losses, competition, legal issues
Use of proceedsIs new money for growth, or mostly for selling insiders?
Management’s discussion (MD&A)Growth rates, margins and what drives them
Financial statementsRevenue, profit or loss and cash flow for several years
Principal stockholdersWho owns what, and how much control founders keep
Shares eligible for future saleLock-up terms and how many shares could hit the market

Most S-1s follow this structure.

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