Over the next few weeks I am running a series on investor readiness for founders planning to raise in 2027.
I will start with why I built the platform I use to do it.
Most companies run their capital on five or six separate tools. A spreadsheet for the cap table. A shared drive for the data room. A mailing list for shareholders. A folder for board papers. An accountant holding the register.
Each one works on its own. None of them talk to each other, there is no source of truth.
The same document ends up in three places and nobody knows which copy is current. The share count in the deck differs from the register. One due diligence question turns into an afternoon in your inbox. Then the raise opens, and an investor asks for all of it at once.
I have founded companies, listed one on the ASX, and run this process for many clients and for my own companies, including several successful M&A transactions in the past 12 months. The pattern repeats. Raises and deals are won or lost on the preparation, and on the founder.
CatenaHQ is a single source of truth for your company. One record runs getting ready to raise, the raise itself, your shareholders afterwards, and the board and compliance records through the year. Share register, cap table, data room, investor portal, board papers, grants and R&D evidence, built for Australian private companies.
CatenaHQ has a free plan with no card and no time limit: catenahq.com.au/why-catenahq.html
In my book Calibrate: Built by Consequence, I wrote about the thousands of decisions required to build a company and rarely get discussed. It is an e-book on Amazon: amazon.com/dp/B0H57Q825N
General information only. Not legal, financial, tax or investment advice.