Module Tutorials

Welcome to your dashboard

After logging in, you'll land on your founder dashboard. This is your command centre — every module, every stat, every action starts here.

The purple sidebar on the left gives you access to every section of the platform. The main area shows your overview cards with live stats from each module.

Navigate with the sidebar

The sidebar is organised into four main sections: Investor Relations, Investor Readiness, Corporate, and Account.

Click the +/− arrows to expand or collapse each section. Each sub-item takes you directly to that module — your Shareholder Register, Bookbuild, Presentations, Board Governance, and more.

Complete your profile

Click Profile in the sidebar to fill in your company details. This information is used across the platform — in your cap table, investor documents, and compliance records.

Key fields: company name, sector, company stage, entity type, ABN/ACN, location, and your current raise target. The more you complete, the better the platform works for you.

Explore the overview cards

Back on the dashboard, the overview cards give you a snapshot of every module. Each card shows live stats — shareholders added, investors in pipeline, compliance items due.

Click any card to jump straight to that module. Click any number to drill into the data behind it. Every stat on the platform is a live link.

Get help anytime

Need guidance? The platform has multiple support channels built in:

Guided tours — each module has a built-in walkthrough that highlights key features. Look for the "Take a tour" option.

Support tickets — submit a request from the Account section in the sidebar. Your admin or partner will see it and respond.

AI assistant — the purple chat bubble on the website provides instant answers about the platform.

Your digital cap table

The Shareholder Register is your company's live cap table. It tracks every shareholder, share class, and ownership percentage in real time.

Navigate here from the sidebar under Investor Relations → Shareholder Register. You'll see a summary of your current shareholding structure at the top.

Add a share class

Before adding shareholders, set up your share classes. Click + Add Share Class and define the class name, total authorised shares, and any special rights.

Common classes: Ordinary shares, Preference shares, Employee Option Pool. Each class tracks separately in your cap table.

Add shareholders

Click + Add Shareholder to record a new holder. Enter their name, email, entity type (individual, company, trust), share class, number of shares, and price per share.

The platform automatically calculates ownership percentages across all classes and updates the cap table in real time.

View ownership breakdown

The register shows a clear breakdown by shareholder and by class. Each row displays shares held, ownership percentage, and value at the current share price.

Filter by share class to see the breakdown for a specific round. The totals update automatically as you add or modify records.

Send shareholder communications

From the Communications tab, send updates directly to your shareholders. Choose your audience — all shareholders, a specific share class, or individual holders.

Write your update, attach documents if needed, and send. Every email goes out branded with your company name and your email as the reply-to address. Shareholders reply directly to you, not to CatenaHQ.

Your investor pipeline

The Bookbuild module is where you track every investor conversation from first contact through to commitment. Think of it as a CRM built specifically for capital raising.

Navigate here from Investor Readiness → Bookbuild. You'll see your pipeline summary and a table of all investors.

Add an investor

Click + Add Investor to create a new pipeline entry. Capture their name, email, type (angel, VC, family office, etc.), indicative amount, and current status.

Statuses track the journey: Lead → Contacted → Meeting → In DD → Term Sheet → Committed → Passed.

Update status and add notes

Click any investor row to open their detail view. Update their status as conversations progress, add notes after each meeting, and record key dates.

The notes timeline gives you a full history of every interaction, so nothing falls through the cracks during a raise.

Filter and sort your pipeline

Use the filter tabs to view investors by status: All, Active, Committed, or Passed. Sort by amount, last contact date, or status to prioritise your outreach.

This helps you focus on the investors most likely to convert and follow up with those going quiet.

Track your raise progress

The pipeline summary at the top shows your total pipeline value and committed amount against your target. As investors move to "Committed" status, your progress bar fills up.

This gives you a clear picture of where your raise stands at any point, helping you make informed decisions about closing timelines and allocation.

Upload your deck

The Presentations module is your secure deck-sharing hub. Upload your investor deck as a PDF and the platform generates a unique share link for each version.

Navigate to Investor Readiness → Presentations and click + Upload Presentation.

Generate share links

Once uploaded, generate a unique share link for each investor or group. Each link is trackable — you'll know exactly who opened it, when, and how long they spent.

Copy the link and send it via your own email, or use the Communications module to include it in an investor update.

Track views

The views table shows every time someone opens your deck: their name (if captured), location, device, time spent, and which pages they viewed.

This tells you which investors are actively engaged and which ones haven't looked yet — invaluable intel during a raise.

Manage versions

Upload new versions of your deck as it evolves. The platform tracks all versions and shows which links point to which version.

You can update the file behind an existing share link so investors always see the latest version, or create new links for the new version while keeping old ones active.

Create a DD room

The Due Diligence module is your virtual data room. Create a new DD process for each raise or investor engagement, then organise and upload all required documents.

Navigate to Investor Readiness → Due Diligence and click + New DD Process.

Organise by category

Documents are organised into standard DD categories: Governance, Financial, Legal, IP, Commercial, and Team. Each category has a checklist of expected documents.

Upload files into the correct category. The platform tracks what's been provided and what's still missing.

Run a gap analysis

Click Gap Report to instantly see what's missing from your data room. The report lists every required document by category and flags what hasn't been uploaded yet.

This is the fastest way to know exactly what you need before sharing the room with an investor.

Upload documents

Click into any category to see the required documents list. Upload files directly — drag and drop or click to browse. Supported formats: PDF, DOCX, XLSX, PNG, JPG.

Each uploaded document shows the file name, size, upload date, and uploader. Replace files at any time by uploading a new version.

Share with investors

When your data room is ready, generate a secure share link with optional password protection and expiry date. Send it to your investor contacts directly or through the Bookbuild module.

Track who accesses the room and which documents they download. This intelligence helps you prepare for DD meetings by knowing what the investor has already reviewed.

Manage your board

The Board Governance module tracks your directors, meetings, and action items. Navigate to Corporate → Board Governance.

Start by adding your directors — name, role, appointment date, and committee memberships. This builds your board composition record.

Schedule board meetings

Click + Schedule Meeting to set up your next board meeting. Add the date, time, location (or video link), and agenda items.

The platform tracks upcoming and past meetings in a timeline view. Attach board papers and minutes to each meeting record.

Track action items

After each meeting, create action items assigned to specific directors with due dates. The platform tracks open, overdue, and completed actions.

Overdue actions appear as alerts on your dashboard and in the admin view, so nothing gets forgotten between meetings.

Maintain your governance record

Over time, the Board Governance module builds a complete governance history — every meeting, every resolution, every action, and every director appointment or resignation.

This record is invaluable during due diligence. Investors and advisers expect to see a well-maintained governance trail, and this module produces it automatically.

Never miss a deadline

The Compliance Calendar tracks all your regulatory and corporate filing deadlines in one place. ASIC annual reviews, tax lodgements, insurance renewals — everything with a due date lives here.

Navigate to Corporate → Compliance Calendar to see your upcoming deadlines.

Add compliance items

Click + Add Item to create a new compliance entry. Set the title, category (ASIC, Tax, Insurance, Corporate, Other), due date, recurrence, and any notes.

Recurring items automatically generate the next deadline when you mark one as completed — you'll never need to manually create annual reviews each year.

Track and complete

Mark items as completed when they're done. The platform logs the completion date and who marked it, building an audit trail for your records.

Filter by status (overdue, due soon, upcoming, completed) to focus on what needs attention now.

Dashboard alerts

Overdue and upcoming compliance items appear as alert banners on your main dashboard. Your admin or partner also sees them, so nothing slips through the cracks.

The compliance record also feeds into your Due Diligence module — investors can see your compliance history as part of the DD process.

Track grant applications

The Grants module tracks every grant application from discovery through to outcome. Navigate to Corporate → Grants to see your applications.

Add new applications with the grant name, provider, amount, deadline, and current status. Track multiple applications in parallel.

AI-powered grant discovery

The platform automatically monitors GrantConnect and other sources for new grants relevant to your sector and stage. Matching grants appear as suggestions on your dashboard.

Review each suggestion and click Start Application to add it to your tracker, or dismiss if it's not relevant.

R&D Tax Incentive

The R&D Tax module helps you track eligible R&D projects and expenditure. Add projects, log spending by category, and generate reports for your tax adviser.

Navigate to Corporate → R&D Tax. Add each R&D project and record the eligible expenditure as you go — much easier than reconstructing it at tax time.

Export reports

Generate reports for your accountant or tax adviser directly from the platform. The R&D expenditure report breaks down spending by project and category in the format they need.

Grant application history also exports cleanly, giving you a complete record of every application, outcome, and amount awarded.

Equity crowdfunding management

The ECF Hub manages your equity crowdfunding campaign from preparation through to close. Navigate to Investor Readiness → ECF Hub.

Create a campaign and the platform generates a task checklist based on ECF platform requirements — legal docs, platform assets, marketing materials, and compliance items.

Manage campaign tasks

The task list covers everything you need to prepare: offer document, financial statements, platform profile, video script, marketing assets, legal opinions, and more.

Each task has a status (not started, in progress, complete), priority, category filter, and space for comments and file attachments. Assign tasks to team members if you have sub-users.

Run the gap report

Click Gap Report to see what's outstanding. The report groups incomplete tasks by category and priority, giving you a clear view of what's blocking your campaign launch.

Share this report with your adviser or ECF platform contact to keep everyone aligned on what's needed.

Track campaign progress

The dashboard shows your overall campaign readiness as a percentage. As you complete tasks, the progress bar fills and the gap report shrinks.

When all required tasks are complete, your campaign is ready to submit to the ECF platform for review and launch.