IPO Selling

Final review

Confirm your submissions before sending to selling stockholder counsel.

Profile

Complete
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  • Legal name: Jordan Avery Casey
  • Email: jordan.casey@example.com
  • Citizenship: US
  • Address: 482 Forest Avenue, Palo Alto, CA 94301

Identity verification

Submitted
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  • Government ID: Drivers License (US)
  • KYC status: Submitted

Documents

Under Review
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  • Government ID: casey_drivers_license.pdf

Tax forms

Pending
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  • W9: Pending

Share election

Not Started
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  • Eligible shares: 19,000
  • No election submitted yet. Return to the share election step.

Legal documents

Not Started
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  • Engagement letter
  • Selling stockholder agreement
  • Power of attorney
  • Lock-up acknowledgement
  • Selling stockholder questionnaire