Raise Capital
Capital raising, without the friction.
Convert prospects into investors quickly and compliantly, through one system built to run every step of the raise.
From first interest to fully invested.
Every part of your raise, connected in one place. No fragmented tools, no manual handoffs, no room for error.
Build a professional, branded offer in minutes.
A guided wizard takes you from offer document to live application form quickly, with your logo, brand colour and key statistics front and centre. Investors meet a polished, professional offer that reflects your fund, not your software.
- Branded offer landing page and application form
- Guided application form wizard
- Configurable investment options, payment options and terms
Compliant onboarding, from the first application.
Set your AML/CTF and wholesale investor requirements once, and let the platform handle verification through GreenID automatically, or manually when you prefer. Compliance is built into the raise from the start.
- AML/CTF and wholesale investor checks
- Automated identity verification and Politically Exposed Persons and sanctions watchlist screening through GreenID
- Due diligence and financial advice questions
- Simplified verification procedure for eligible applicants
Manage interest, applications, fees and payments in one place.
Collect expressions of interest before the offer opens, give registered applicants secure access to your data room, and manage every application as it arrives. Track advisor fees and application fees. Invoices and receipts are issued automatically.
- Expressions of interest before launch
- Secure data room for registered applicants
- Create priority lists
- Collect advisor information and track fees owed
- Automated invoicing, payments and receipts
Close with complete control.
Allot, scale back or reject applications as the raise demands. Once securities are allotted, investors automatically receive holding statements, security certificates (if applicable) and an invitation to your investor centre. The end of the raise is the beginning of the relationship.
- Allotment, scale-back and rejection
- Automated holding statements and security certificates
- Branded and customised investor communications
- Investor centre invitations
Investor app
Your investors.
Your brand.
Put your investors’ holdings directly in their hands. A branded, bank-grade app that keeps your investors informed, engaged and connected.
Securely delivered. Completely yours.
Explore the platform.
Every part of the investor lifecycle, connected in one system.
Registry Direct manages more than 220,000 investors across 1,500+ funds and companies.
ISO Certified
Certified to ISO 27001, the international standard for information security management.
GS007 Audited
Independently assessed under GS007, the Australian standard for organisations providing investment management services.
Bank-grade Security
The same security standards trusted by financial institutions, protecting your data and your investors' at every layer.
Learn moreFrequently asked questions.
How does investor onboarding and AML/CTF verification work?
Set your AML/CTF and wholesale investor requirements in the offer setup to request identity information through the application form. Identity verification can be completed using GreenID, or manually when you prefer.
Can I brand the application experience as my own?
Yes. The offer landing page and application form carry your logo and brand colour throughout, so investors experience your fund, not your software.
Can I collect investor interest before my offer opens?
Yes. Expressions of interest can be gathered ahead of launch, so you have a qualified pipeline ready the moment the raise goes live.
Can I build marketing lists for a capital raise?
Yes. Marketing lists are built directly from your contact data, ready to use for capital raise communications.
How are payments and receipts handled during a raise?
Invoicing, payments and receipts are automated as applications are processed, with no manual reconciliation required.
What happens to applications when the raise closes?
You can allot, scale back or reject applications as required. Once securities are allotted, investors automatically receive holding statements, certificates (if applicable) and an invitation to your investor centre.
Can I give investors secure access to due diligence material during the raise?
Yes. Registered applicants can be given access to a secure data room, with due diligence questions and applicant prioritisation built in.
What is capital raising software?
Capital raising software runs an offer online: a branded offer page and application form, investor verification, application and payment handling, and the registry update once securities are allotted. Registry Direct covers each step in one system, from expressions of interest to holding statements and certificates.
How much does it cost to run a capital raise on Registry Direct?
Capital raising is offered under our Standard plan, which is free for companies with up to four holdings and scales to $200 per month (excl. GST) for 501 or more holdings. Additional services, such as technical and operational support, data conversion, exchange connectivity, AML/CTF/PEP checks and ATO ESS reporting, are charged as you use them. See our pricing page for full details.
Which payment methods can investors use to pay for an offer?
Offers can be configured to allow investors to choose payment by BPAY, cheque, Electronic Funds Transfer and direct debit. Invoices and receipts for all methods are are generated automatically.