Investment Campaigns

Run the crowdfunding campaign, not just the marketing

A CSF raise has a compliance spine and a settlement tail. The campaign is the visible part; this is the rest of it.

Start free — no card Check your ECF readiness

Equity Crowdfunding is a $49 a month add-on. The readiness check and cost estimator are free.

RG 261

the offer document checked against what ASIC's guidance requires

EOIs to investors

expressions of interest become investor records without re-keying

Settlement

allotment, certificates and the register at the end of the campaign

$49/month

an add-on to your plan, only while you are running one

The problem

The campaign ends and the real work starts

Equity crowdfunding looks like a marketing exercise until the offer closes. Then there are hundreds of small investors to verify, allot to, issue certificates for and add to a register - and a cooling-off period that has to be respected before any of it.

The platform runs the campaign. The company still has to settle it, and that is where an unprepared company falls over.

What this replaces

An offer document reviewed by reading RG 261 and hoping
Expressions of interest in a spreadsheet, re-keyed later
Settling hundreds of small investors by hand
A register that takes weeks to assemble after a successful raise

How it works

Campaign, compliance and settlement in one place

The intermediary makes the offer. The company runs everything around it here.

The offer document, checked

The offer document checked against what RG 261 requires, with what is missing named rather than implied.

The deck, checked separately

A CSF compliance check on the deck, which is a different question from whether the deck is any good - both exist, and they stay separate.

Expressions of interest

EOIs captured as records that become investors, so nothing is typed twice between interest and allotment.

The campaign as a pipeline

Where the raise is against target, who has committed and what is still soft, in one view.

Settlement at the end

Allotment, certificates, notices and the register, for hundreds of investors, as one process.

Then the shareholder base

A successful CSF raise leaves you with a lot of shareholders. They arrive on the register with a portal rather than as a problem.

Questions

What founders ask

What is CSF?

Crowd-sourced funding - equity crowdfunding under the Corporations Act, run through a licensed intermediary. There is a full guide to it on this site, free to read.

Does CatenaHQ run the offer?

No. A licensed CSF intermediary makes the offer. CatenaHQ is the software the company uses to prepare the offer, manage the campaign and settle it afterwards.

What does the add-on cost?

Equity Crowdfunding is $49 a month on top of your plan, and only while you are running a campaign.

What happens to all those small shareholders?

They land on the register with a shareholder portal, so communications, documents and votes are handled rather than becoming a mailing list.