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.
Template Contents
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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
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Capital Markets
Support and Documentation
Last updated 5/24/2021 (Release Notes)

Frequently Asked Questions

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

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.

Fit for Purpose Solutions
Capital Markets Mitigate risk for IPO, M&A, and equity and debt offerings. Capital Markets