Investor Relations

From first conversation to shares on the register

A raise is a sequence, not an inbox. Every investor sits at a known step, and you can see at a glance who is stuck and where.

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Six steps

added, verified, documents sent, signed, paid, allotted - each with its own timestamp

s708 built in

verification requested, recorded and evidenced, not handled by email

One record

an investor appears once, whether they came through the pipeline or the campaign

Replies land here

investor emails come back into the platform instead of your inbox

The problem

The raise is managed in an inbox, and the inbox forgets

Twenty conversations, each at a different stage. One investor is waiting on a document you think you sent. Another signed a week ago and nobody recorded the funds. A third was verified by an accountant whose certificate is in a thread somewhere.

None of this is hard. It is just invisible, and what is invisible is what gets dropped - usually the one that was about to close.

What this replaces

A spreadsheet of investors that is out of date by Tuesday
s708 certificates living in email threads
Chasing signatures with no record of who was chased when
Working out who still owes funds by reading the bank statement

How it works

A journey each investor is somewhere on

The point is not the features. It is that nobody can be in an undefined state.

Verification that leaves evidence

A s708 request goes out, the investor responds, and what they provided is kept against their record - so two years later you can show the basis you relied on.

Documents out, and tracked

Subscription documents go out and the platform records when they were opened and when they were signed, rather than leaving you to ask.

A bookbuild you can read

Commitments, their size and their status in one view, so the gap between soft interest and signed money is always visible.

Payment and allotment

Funds recorded against the investor, then allotment issues the certificate and the notice, and the register updates.

Replies come back in

Each outbound investor email carries its own reply address, so responses appear on the investor's record and in the inbox rather than scattering.

Then they are shareholders

When the raise closes the same people become your shareholder base, with a portal, without re-entering anything.

Questions

What founders ask

What is s708 verification?

Section 708 of the Corporations Act sets out the offers that can be made without a prospectus, including to sophisticated and professional investors. CatenaHQ requests, records and keeps the evidence for each investor. There is a full guide to it on this site.

Does it chase investors for me?

Reminders are sent when you press send, never automatically. The platform shows you who is overdue; the decision to chase stays yours.

What happens when the raise closes?

You mark the raise closed. The investors become shareholders on the register, the data room locks as the archive of that round, and the plan moves to Managing at $199 a month.

Can an existing shareholder invest again without being re-verified?

Yes. An existing shareholder investing again goes straight to documents and signature.