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Every Module, Every Feature

A complete look at what's inside CatenaHQ — cap table and investor relations, investor readiness, grants, corporate governance, campaigns and more. Everything Australian founders need to raise capital, manage investors, and run their company, in one place.

Investor Relations Investor Readiness Grants Hub Corporate Inbox Tasks Campaigns Partners
Investor Relations Module

Your entire shareholder register in one place

Cap table, communications, verification, voting, and a branded shareholder portal — everything you need to manage your investors professionally.

  • Live cap table with share classes, ESOP, and dilution modelling
  • Shareholder register with full contact and holding details
  • s708 investor verification with branded email workflow
  • Shareholder communications with AI drafting
  • Shareholder voting — ordinary and special resolutions
  • Document distribution with read tracking
  • Convertible instrument register and ESOP management
  • Cap table PDF export
6Shareholders
2Share Classes
4,200,000Shares on Issue
ShareholderClassShares%
Priya RamanOrdinary1,600,00038.1%
Devin OyelaranOrdinary1,200,00028.6%
Hedland Ventures Pty LtdSeed Preference620,00014.8%
Marra Capital Fund ISeed Preference480,00011.4%
Dr Alan WhitcombeSeed Preference180,0004.3%
Nordvale Employee Share TrustOrdinary120,0002.8%
Investor Readiness Module

Run your raise from one dashboard

Investor bookbuild, presentation management, capital strategy modelling, and share transfer — the tools you need from first meeting to close.

  • Investor bookbuild with expression of interest tracking
  • Presentations hub with version control and share tracking
  • Capital strategy tool with 5-year financial modelling
  • Share transfer hub with board approval workflow
  • Dilution scenario modelling
  • AI-powered investment narrative generation
8Active Investors
$1.8MCommitted
72%Target
InvestorInterestStatus
Pacific Ventures$500KCommitted
Harbour Capital$400KCommitted
Sunrise Angels$300KDue Diligence
Torres Group$250KReviewing
Raise Progress — $1.8M of $2.5M
AI-Powered Grants Hub

Find grants in one click

AI scans for grants matching your company profile — sector, stage, location, and entity type. Gap reports show what's missing. AI drafts your application sections.

  • One-click AI grant scanning using your profile data
  • Match scoring — see which grants fit best
  • Gap reports — what you need vs what you have
  • AI application drafts — company overview, budget, impact
  • Deadline monitoring with email alerts
  • Full application lifecycle tracking
6Grants Found
2In Progress
$340KPotential Value
GrantMatchClosesStatus
Advance QLD Industry92%14 daysPreparing
R&D Tax Incentive88%OngoingSaved
Export Market Dev.76%45 daysDiscovered
🤖 Scan for Grants
Corporate Module

Governance that doesn't get in the way

Board management, compliance tracking, KPIs, and due diligence — the operational backbone investors expect to see when they look under the hood.

  • Board governance with director portal
  • Minutes circulation and sign-off workflow
  • Compliance calendar with deadline tracking
  • KPI dashboard with trend monitoring
  • Due diligence manager with gap analysis
  • R&D tax incentive tracker with AI narratives
3Directors
94%Compliance
5DD Docs
ItemDueStatus
Board Meeting — Q3Jul 28Scheduled
Annual ReturnAug 15Pending
Financial StatementsSep 30In Progress
Inbox

Every investor reply in one place

When you email shareholders from CatenaHQ, their replies come straight back to your platform inbox. AI-powered reply suggestions, bulk reply, and forwarding built in.

  • Inbound email capture — replies land in CatenaHQ
  • AI-powered reply suggestions
  • Bulk reply to multiple messages
  • Forward to external email
  • Draft auto-save
4Unread
12Total
2hAvg Response
FromSubject
Sarah ChenRe: Q2 Shareholder UpdateNew
Pacific VenturesRe: Investment TermsNew
Mike TorresRe: Board PackRead
🤖 AI Reply
Task Management

Track everything that needs doing

Create tasks across any module, assign priorities, set deadlines, add comments. Overdue alerts ensure nothing falls through the cracks during a raise.

  • Create tasks linked to any module
  • Priority levels — low, medium, high, urgent
  • Status cycling — open → in progress → completed
  • Inline comments and activity log
  • Overdue highlighting and badge counts
TaskModulePriorityDue
Finalise pitch deck v3CapitalUrgentToday
Upload financial modelDDHighJul 22
Send shareholder updateIRMediumJul 25
Review grant applicationGrantsLowJul 30
Investment Campaign Manager

Investment campaigns, managed properly

Project management for investment campaigns — 21 default tasks, stakeholder assignments, collaborative gap reports, and post-campaign tracking. Built by someone who's run 20+ capital raises.

  • Pre-built 21-task campaign project plan
  • Stakeholder portal with no-login token access
  • Role-based views — founder, director, accountant, lawyer, marketing
  • Collaborative gap report
  • Offer document builder
  • Post-campaign workflow tracking
Investment Campaign Progress
PhaseTasksStatus
Pre-Campaign8/8Complete
Documentation5/7In Progress
Launch0/4Pending
Post-Campaign0/2Pending
Partner Dashboard

Your clients' raises. Your dashboard.

Accelerators, funds, company secretaries, and accountants get a free partner dashboard to manage their clients' CatenaHQ accounts — no additional cost, ever.

  • Client picker on every module
  • Full visibility across all client data
  • Create and onboard new clients
  • Role-based emphasis — accelerator vs fund vs cosec
  • 100% free for partners
8Clients
3Active Raises
$4.2MPipeline
ClientModuleStatus
AgriTech CoInvestor ReadinessActive
HealthStartInvestor RelationsSetup
CleanEnergy LtdGrants HubActive

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