How should I prepare before requesting shares?

A few things worth doing before you commit:

  • Read the prospectus: 
    • Every IPO comes with an S-1 filing covering financials, risks, and growth plans. It's your best source of facts.
  • Know your time horizon: 
    • Are you in it for a potential first-day move, or a long-term hold?
  • Be honest about your risk:
    • Some IPOs drop sharply on day one. Only invest what you're comfortable seeing move against you.
  • Have a view: 
    • Whether you believe in the company long-term or think it's overhyped, do the research so you know where you stand.
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