Closing a raise does not change your package. Once your first investor money is banked, and again at the final close, CatenaHQ offers Board and Shareholder Management and you choose whether to add it. You bring your own investors: CatenaHQ does not supply them.
Frequently Asked Questions
What CatenaHQ is
What is CatenaHQ?+
A platform for founders to get ready for and run a capital raise, and then run the company after the raise: cap table, share register, board and shareholder management. It is software. It does not run your raise for you.
What does CatenaHQ not do?+
CatenaHQ does not provide investors, does not introduce you to investors, does not give financial, legal or tax advice, does not guarantee funding, and does not lodge anything with ASIC for you.
Free tools
What are the free tools?+
The dilution and cap table calculator, the valuation estimator, the investor-readiness scorecard, the raise timeline planner and the Reality Check raise stress-test. They are free for everyone and stay free on every package.
Do I need to sign up to use them?+
The Reality Check asks for your name and email, shows the full report on screen and emails it to you. The other tools are free to use on the website.
Are the free tools a trial?+
No. They never expire and do not need a card.
Do the free tools change when I subscribe?+
No. Every paid package includes them. A paid package adds the tools for preparing and running a raise, or for running the company.
Raising capital
Does CatenaHQ have investors I can raise from?+
No. You bring your own investor list. The investor bookbuild is a tool to organise, track and manage the investors you already have or find yourself.
I want help raising capital. What do I do?+
Talk to Anthony. Advisory help with a raise is a separate, custom offering. It is not part of any package and is not sold through this page.
What can I do on the Free package?+
Use the Data Room with document tracking, get your investor deck reviewed, use the five free tools, and use the dashboard, profile, tasks, inbox and help. No card is needed and there is no time limit.
What does Investor Readiness add?+
The tools to prepare for and run a raise: readiness scorecard with the full gap report, capital strategy, narrative and financial model, pitch deck builder, Investor Data Room and due diligence, the investor bookbuild, presentations, grants, R&D tax incentive tools, exit planning and KPI tracking.
Cap table, register and ESOP
Can I see my cap table on Investor Readiness?+
Yes, to read. The cap table, share register and ESOP are visible. You cannot change them on Investor Readiness.
Who can change the cap table and register?+
Board and Shareholder Management. It adds the full share register, allotments and transfers, the full ESOP, the shareholder portal and voting.
What happens if I try to edit on Investor Readiness?+
The change is refused and the screen tells you that editing is part of Board and Shareholder Management. Nothing is changed or lost.
When your raise closes
Does my package change when the raise closes?+
No. Your package never changes by itself. Once your first investor money is banked and registered, CatenaHQ starts offering Board and Shareholder Management. The offer is made again at the final close. You choose whether to take it.
Can I close a raise in stages?+
Yes. A raise can run for several months with more than one close. You record each close as it happens (date, amount banked, investors included). Soft closes do not change your package. The final close is a separate step.
When are shares issued to an investor?+
Only when that investor's money is marked as banked.
What happens to my Investor Data Room after the final close?+
It stays as a read-only archive of the raise. You can download your material at any time.
Can I hold both packages?+
Yes. Investor Readiness and Board and Shareholder Management are separate subscriptions. You can hold one or both, and you pay the price of each. Add or cancel either one at the end of any billing month.
I finished my raise. Do I have to keep Investor Readiness?+
No. Cancel it when you no longer need it. For 90 days after you cancel you can still read your records and download all of them as one Excel workbook, with your documents. After that they are deleted, so export what you need first.
I signed up for Board and Shareholder Management and now want to raise. What do I do?+
Add Investor Readiness. Your Board and Shareholder Management subscription carries on unchanged.
What if I do not take Board and Shareholder Management?+
You stay on the package you have. Your cap table, register and ESOP remain readable on Investor Readiness. To keep running the company's shareholders, board and records in CatenaHQ, you need Board and Shareholder Management.
Running the company after the raise
Who is Board and Shareholder Management for?+
Companies that have raised, or that already have shareholders, and need to run the register, the board, meetings, minutes, compliance and communications with shareholders. You do not need to raise through CatenaHQ to use it, and you can use it alongside Investor Readiness.
Can I take Board and Shareholder Management without Investor Readiness?+
Yes. Either package works on its own.
Billing
What do the packages cost?+
Investor Readiness is $249 a month or $2,490 a year. Board and Shareholder Management is $349 a month or $3,490 a year. The annual price is two months free. All prices are in AUD plus GST.
Can I add team members?+
Yes. Each extra team member is $29 a month.
Can I cancel anytime?+
Yes. Monthly plans end at the close of the month you cancel. Annual plans run to the end of the paid year. After you cancel, your records stay available to read and download for 90 days. We email you 48 hours before the 90 days end, and again on the last day. After that everything is deleted except your name, email address and phone number. The free tools are not affected.
I am a partner (accelerator, fund or company secretary). What does it cost?+
Partners are 100% free.