Everything a founder needs to prepare, launch, and execute a successful equity crowdfunding raise through Swarmer and other CSF platforms in Australia.
Equity crowdfunding (CSF) lets Australian companies raise up to $5M per year from retail and wholesale investors through licensed platforms like Swarmer. It is the fastest-growing capital raising channel for early-stage companies — and the most misunderstood.
Most founders underestimate what it takes. The pitch deck that works for VCs is not an offer document. The investor audience is fundamentally different. The regulatory requirements are specific. The marketing effort is significant. And the timeline from preparation to close is 12-16 weeks of intensive work.
CatenaHQ has supported 20+ equity crowdfunding raises. We know what works, what fails, and exactly what it costs. We prepare you for the raise, build the offer document, and manage the process alongside you and the platform.
Tools to assess, plan, and create your ECF campaign assets.
10 questions that tell you whether your company is ready for an equity crowdfunding raise, what score you need, and where to focus.
Take the Assessment →Enter your raise target and get a realistic breakdown of every cost: platform fees, legal, marketing, video, advisory, and your time.
Estimate Your Costs →Enter your campaign details and generate ready-to-download social media ad cards for Facebook, Instagram, and LinkedIn Stories.
Create Your Ads →Walk through the proven ECF video structure and generate a production-ready script with shot notes and timing for your videographer.
Build Your Script →We assess your business across every dimension that determines ECF success: community size, product type, governance, financials, and market positioning.
We build your compliant CSF offer document from scratch — risk warnings, company information, capital structure, offer terms, use of funds, and investor rights. Ready for platform upload.
Pre-launch community building, campaign timeline, social content calendar, PR strategy, investor rewards design, and email sequence planning.
Investor pitch video brief, social media assets, campaign page content, FAQ development, and investor communication templates.
Share price, pre-money valuation, minimum and maximum subscription, ESIC eligibility assessment, and investor reward structuring.
Campaign management alongside the platform, investor enquiry handling, momentum tracking, and close coordination with Swarmer.
We assess your ECF readiness, identify gaps, and give you a clear picture of timeline and costs. If ECF is not the right path, we tell you — and suggest what is.
We build your offer document, finalise valuation and terms, prepare campaign content, and design your investor rewards. Everything the platform needs before you go live.
Build your investor waitlist, launch social campaigns, activate your community, and generate momentum before the offer goes live. The raises that succeed are the ones that start full.
Campaign goes live on the platform. We manage investor communications, track momentum, coordinate PR, and work alongside Swarmer to keep the raise on track.
Campaign closes, shares are issued, investor reporting begins. We help you set up governance obligations and shareholder communication cadence.
CatenaHQ has supported 20+ equity crowdfunding raises across consumer products, food and beverage, technology, and impact businesses. We work alongside Swarmer as an aligned advisory partner, preparing founders for the platform and managing the preparation process that determines whether a campaign succeeds or fails.
The difference between a raise that hits 100% in week one and one that stalls at 30% almost always comes down to preparation — not the product, not the market, but how ready the founder was before they went live.
Start with our free assessment tools, see how a crowdfunding campaign runs inside the platform, or book a call to discuss whether ECF is the right path for your business.
Book a Strategy Call