Ibotta IPO
Goal
Be a trusted strategic partner throughout the IPO preparation process by helping leadership tell Ibotta's story in a visually engaging way. Design materials that generate interest and answer questions from potential investors ahead of the offering.
Overview
In preparation for Ibotta going public, I collaborated with leadership to design all investor-related materials, which included the S-1 cover art and graphics, investor presentations, roadshow website, and more over the span of 8 months.
Process
When Ibotta began preparations to go public, I was entrusted with being the sole designer for all materials. Early on, this looked like strategic Zoom calls with the CEO and other C-suite leadership, mapping out Ibotta's history, story and value-prop in the form of a presentation.
Over time, this presentation took shape. I joined meetings with the CEO and other C-suite leaders where they sketched ideas, charts and diagrams on a whiteboard, and my task was to visualize them on-screen. I was challenged to simplify complex concepts and ensure they could be easily understood by an audience that didn't know who Ibotta was. In other meetings, we fine-tuned verbiage and the sequence of the slides, where I provided input on how to best tell the story.
This presentation was used early on to gauge investor interest, and later for Analyst Day and the Roadshow. Due to the confidential nature of the presentation, a small selection of slides are shown below.
.jpg)
.jpg)
.jpg)
For sections that required expertise from department leaders, I communicated with over 40 leaders and employees across the org to gather the necessary information. I also worked with Ibotta Sales leaders to gather logos, product images, headshots, and quotes from the retailers and CPG brands, since all content needed approved before use.
Another important aspect of the IPO preparation involved coordinating with over 30 employees from the representing law firm (Wilson Sonsini) and banks (Goldman Sachs, Citigroup, and Bank of America) to conform changes across materials. I often worked on-demand hours to make requested changes and meet SEC deadlines. Materials like the S-1 cover art and pages, shown below, went through many iterations to ensure they were accurate and visually communicated the Ibotta Performance Network in a clear way.
.jpg)
All along the way, I ensured Ibotta's corporate brand guidelines were consistently met across all materials with check-ins with Ibotta's Creative Director, who was leading the creation of materials for the NYSE IPO event. Aligning with their approach helped create a cohesive, seamless visual experience ahead of the big day.
.jpg)
Outcome
Ibotta's IPO was a huge success, being the largest tech IPO to come out of Colorado by raising $577.3M and pricing $4 above the targeted price range. After going public in April 2024, regional grocery chain Schnucks joined the Ibotta Performance Network in late May 2024, and Instacart followed in August 2024, with Ibotta becoming the preferred coupon provider for both companies.
Many of the investor presentation slides I designed continued to be used in quarterly earnings presentations until Ibotta rebranded in early 2025.
