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Run every client’s raise, register and governance from one dashboard

Accelerators, funds, company secretaries and accountants use CatenaHQ free. The company keeps the account.

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Your companies will need the next thing as they grow: a raise, a grant, the R&D claim, a board that meets, shareholders to keep informed. CatenaHQ is one system that covers each of those jobs on one record of the company. Partners use it free.

This is general information, not advice. CatenaHQ is software. Nothing on this page is legal, financial, tax or investment advice, and it does not take account of your circumstances. Speak to a lawyer, accountant or other qualified adviser about your own position.

One view across your clients

The company owns it

A partner often brings a company onto CatenaHQ at the start of an engagement, and a company already on CatenaHQ can invite a partner in. The account belongs to the company. When the engagement ends, the partner steps away and the records, register and shareholders stay with the company.

Every job in their year, on one record

Before a raise

Investor readiness, capital strategy modelling, a pitch deck builder and financial model, and a data room with gap analysis that shows what is missing before an investor asks.

During a raise

Investor bookbuild, s708 investor verification, offer documents and the campaign itself through to allotment.

After a raise

Cap table, shareholder register, investor portal, voting and share transfers.

Through the year

Board governance, minutes, a compliance calendar, R&D tax tracking and grant discovery, so the next job starts from the same record.

The platform is described on the product tour. The way the pieces fit together across a year is on the one-system page.

Request a partner dashboard → Free for accelerators, funds, company secretaries and accountants. Or see the plans your clients use.

It does not find or introduce investors

CatenaHQ manages a company’s own raise and its own investor relationships. It does not source, match or introduce investors. Equity crowdfunding offers are made through a licensed intermediary, which holds the licence and makes the offer.

Where this comes from

Everything on this page is taken from CatenaHQ’s own pricing page and product tour, read on 22 October 2026.

Common questions

Is CatenaHQ really free for partners?

Yes. Accelerators, funds, company secretaries and accountants get the partner dashboard at no cost.

Who owns the client's account?

The company does. A partner can bring a company on at the start of an engagement, or a company can invite a partner in. When the engagement ends, the partner steps away and the records, register and shareholders stay with the company.

What can a partner do in the dashboard?

Pick a client on any module, see that client's data in the platform, and create and onboard new clients. The emphasis of the dashboard changes by role: accelerator, fund or company secretary.

Do my clients pay for CatenaHQ?

Partners are free, with no limit on how many clients you add. Companies use the plans on the pricing page: Free at $0 with no card and no time limit, Raising at $149 a month while they prepare and run a raise, Managing at $199 a month once it closes, an equity crowdfunding add-on at $49 a month, and extra sub-users at $19 a month each.

Does CatenaHQ introduce my clients to investors?

No. CatenaHQ manages a company's own raise and its own investor relationships. It does not source, match or introduce investors.

Related guides and modules

Each of these is written from the Act and the regulations, or describes a module of the platform.

Pricing

Free, Raising and Managing plans, and the partner position.

Product tour

Every module, including the partner dashboard.

One system for every job in the year

Why the modules share one record.

Guides

Plain-English guides to the Australian rules your clients face.

Set up your partner dashboard

Request a partner dashboard See how it works