Form S-3 Skeleton Template and Style Guide

Raise capital, not regulators’ eyebrows. File with the SEC fast and accurately with this template for capital market transactions that is ready to customize.

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S-3 Skeleton Template and Style Guide in the Workiva Platform

Quickly draft SEC-ready documents for capital market transactions.

When going public, considering an M&A, or staging a secondary offering, you want to focus on the deal without worrying about the accuracy of the documents. This template gives you a head start on the transaction details you’ll need, with a style guide that ensures consistency. You can start linking your own data and drawing up your next deal document right away. Note: This is a Form S-3 template, but it can be easily adapted to other SEC filings, such as S-1 and S-4.

Key Features

Sample Form S-3
Pre-built style guide that can be customized to your needs
Instruction sheet included

The content provided on this website does not, and is not intended to, constitute legal, accounting, tax, investment, compliance, or other professional advice and services; instead, all information, content, and materials available on this site are for general informational purposes only. The content on this posting is provided "as is;" no representations are made that the content is error-free or up to date.

Compatible Solutions

To use this item, your organization needs to have purchased one of the following solutions.

Capital Markets

Created By

Support and Documentation

Last updated 5/24/2021 ()

Frequently Asked Questions

What are included in S-1, S-3, and S-4 forms?

These forms are types of registration statements with the Securities and Exchange Commission (SEC). Information included in these registration statements may include: - Information on the planned use of the offering proceeds - Business model and competition information - Offering price methodology - Dilution - Any material information investors would likely consider - Terms of the transaction - Risk factors - Financial information

Do you have any examples of other templates or forms for capital markets?

With the launch of the Workiva Marketplace, we have a variety of examples, checklists, and templates available, such as registration statements and roadshow presentations related to our capital market solution.

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