IPOIQ

IPOIQ

IPOIQ was founded in 2010 by Mitchell Kay, a former Wall Street professional who identified a persistent gap in how institutional investors access and monitor pre-IPO data. The firm aggregates SEC filings, IPO registrations, and lockup-expiration schedules into a single research interface, serving asset managers and family offices that need to track deal flow before banks formally launch roadshows. Its core dataset covers the full lifecycle from S-1 filing through post-IPO insider-selling windows. The platform's primary value sits in its lockup-expiration tracking and insider transaction monitoring. IPOIQ surfaces the exact dates when pre-IPO shareholders may begin selling, giving institutional allocators a forward calendar of potential liquidity events. The firm also captures amendments to registration statements, pricing updates, and withdrawal activity — operational signals that inform both long-only and event-driven strategies. Its data spans all major US exchanges and includes SPAC registration activity, which surged between 2019 and 2022. IPOIQ operates as a lean research firm based in New York. Unlike broad financial-data terminals, its product is narrowly scoped to the IPO and lockup lifecycle, which means it competes less with large aggregators and more with internal desk-level tracking spreadsheets. The firm does not publicly disclose assets under management because it is not an investment manager; it sells data subscriptions and research access, not capital-deployment services. What separates IPOIQ from generalist market-data vendors is its singular focus on the pre-IPO, IPO, and immediate post-IPO window. Most institutional tools treat IPO data as one tab inside a broader terminal; IPOIQ treats it as the entire product. This mandate specialization makes it a niche research layer, not a platform trying to cover every asset class, and positions it as a focused tool for firms that allocate meaningfully to new issues.