Case Study: Weave achieves smooth, on-time IPO preparation with Workiva

Weave Uses Workiva to Prepare for Its IPO

Weave Communications, preparing to go public, faced a tight IPO timeline and a financial reporting process built on disconnected Word and Excel files. The team was concerned about managing multiple draft versions, manual number updates, and coordinating internal and external reviewers without a single, reliable platform.

About a year before the IPO they moved to the Workiva platform, enabling real‑time collaboration with underwriters and external counsel, permissioned access to the latest documents, and linked data that updated across the S‑1 automatically. The change streamlined reviews, reduced manual edits, and helped them meet IPO deadlines with the accuracy required — “smooth sailing” through the process, in their words.

Weave

Jordan Thompson

Director of Financial Reporting