MandyC. · Capital Markets Advisory
The IPO Path Assessment.
Know if your company is ready to list — before you spend US$1.5M finding out the hard way.
US$2,500 · 30-Day Assessment · Fully Creditable · 4 Spots Per Month
The Advisor Behind The Memo
60+
IPOs, M&As & Restructurings
US$500M+
Deal Value
10+ Yrs
Cross-Border
SFC Type 6
Licensed
Most companies don't fail at the listing. They fail in the 18 months before it.
Founders preparing for a public listing typically spend US$1.5M to US$3M+ getting there. Most start the readiness conversation six to eighteen months too late. By the time the lawyers, auditors, and sponsors are in the room, the gaps that delayed the deal — cap-table issues, financial restatements, an unclean narrative, missing structural pieces — were knowable a year earlier. They're just expensive to fix at that point.
The IPO Path Assessment surfaces those gaps now. Before the spend. Before the timeline pressure. Before the deal team is committed.
Finding out during due diligence
~US$1M+
in sunk costs
18+ months
lost, deal team committed
Finding out now
US$2,500
fully creditable
30 days
written verdict, no commitment
Who this is for
Built for founders who are past the idea stage
- Founders or executives whose company generates US$750K+ in net profit — or has a business unit that does.
- Companies thinking about a public listing in the next 6 to 36 months — NASDAQ, NYSE American, HKEX, or weighing between them.
- Operators who already understand that an IPO is a structural project, not a one-line decision.
This is not for companies that need capital next quarter, founders shopping purely on price, or businesses where the financials would not survive due diligence.
The Stack
What you get over the 30 days
ExitPro access — intake & comp research
Private access to ExitPro, Mandy’s IPO-readiness platform. Upload your financials and cap table; within 24 hours you receive a first-cut readiness scan against NASDAQ, NYSE American, and HKEX thresholds — plus P/E and P/S comps for your sector.
Two-week deep review by Mandy
Mandy goes deeper than ExitPro. Pressure-tests the equity story. Maps the listing routes that actually fit. Surfaces what will come up in due diligence — before it does.
90-minute strategic working call
One session, video. Together we walk through every finding. CFO, co-founder, or board chair welcome in the room.
The Listing Path Memo
8 to 12 pages, delivered within 14 days
- •Readiness verdict — score, reasoning, evidence
- •Listing route recommendation — NASDAQ, NYSE American, HKEX, dual-track, or “not yet”
- •Top 5 fixes — ranked by deal impact, with sequencing
- •Indicative timeline — best, realistic, worst case
- •Indicative all-in cost range — for the listing process
- •Comparable deals from Mandy’s book — with similar profiles (anonymised)
- •Honest red flags — plus remediation steps
Two 30-minute follow-up calls in the 30 days after delivery
For clarifying questions and tactical decisions as you start moving on the memo. Booked at your pace, on your schedule.
Direct email access for 30 days
48-hour response window. For the questions that come up between calls.
Total Stacked Value
~US$14,500
Your Investment
US$2,500
Credited in full if you continue with a 90-Day Strategic Engagement or full advisory mandate within 60 days. For a continuing client, the assessment is effectively free.
Only 4 Companies Accepted Per Month
Bonuses
Plus, included free
Bonus
Should You Take Your Company Public? — The Founder's Guide
A 10-page founder's guide covering listing thresholds for NASDAQ and HKEX, carve-out and roll-up strategies most founders haven't heard of, real cost ranges, and an honest red-flag list. Yours on booking.
Timeline
The 30-day process
Day 0
Book & receive ExitPro access
You book and pay. ExitPro access and intake link arrive within 24 hours.
Days 1 – 7
Intake & uploads
You complete ExitPro intake; upload financials and cap table. We schedule the 90-minute call.
Days 7 – 14
Call & memo drafted
The working call. Then Mandy writes your Listing Path Memo.
Day 14
Memo delivered
Yours regardless of whether we continue together.
Days 15 – 30
Follow-up support
Two 30-minute follow-up calls and direct email access as you start moving.
Three guarantees
Why the math actually favors you
Guarantee 01
100% creditable toward continuation
If the memo identifies a continuation path — a 90-Day Strategic Engagement (US$15,000) or a full advisory mandate — the entire US$2,500 is credited toward it, provided you book within 60 days of memo delivery. For a continuing client, the Assessment is effectively free.
Guarantee 02
14-day delivery guarantee
Memo delivered within 14 days of the working call, or 50% of your fee is refunded.
Guarantee 03
If you’re not ready, I tell you exactly what to do
No upsell, no extra charge. The “not yet” verdict comes with a clear plan for what 12 to 24 months of focused work should look like before you re-approach the market. That’s the assessment doing its job — not failing.
About Mandy
I'm a Hong Kong SFC Type 6 licensed corporate finance advisor — 10+ years, 60+ transactions, and US$500M+ in deal value across HKEX and NASDAQ. IPOs, general offers, convertible bonds, and restructurings. The kind of cross-border work where regulatory complexity is the norm, not the exception.
Most capital markets advisors serve businesses that have already arrived. The builders and operators still in the climb — the ones who started with no backing and figured it out as they went — get overlooked. I work with precisely those people, because I'm one of them.
Integrity is my core value.
I'm in a service industry, and I act like it.
The client's success is the only metric that matters.
FAQ
Common questions
Thirty days. One memo. The next move spelled out.
Whatever the verdict, you leave with a defensible answer and a plan.
Fully creditable toward continuation · Only 4 companies per month