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Raise

This guide explains how to set up an effective raise page, target the right investors and understand performance after the raise.

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Written by Dylan Senthilan
Updated over a week ago

Overview

InvestorHub helps you prepare, promote and analyse your capital raises with a combination of dynamic content, smart targeting and post-raise analytics. This guide explains how to set up an effective raise page, target the right investors and understand performance after the raise.

Content


1. Promoting your capital raise

A strong raise page helps investors understand the opportunity clearly and take action with confidence. Instead of uploading a static PDF, use the Hub Builder to create a dynamic, updateable landing page for your raise.

Why this matters

A dedicated raise page allows you to:

  • Showcase the raise visually with video, graphics or a timeline

  • Clearly explain how funds will be used

  • Provide links for investors to subscribe or register interest

  • Answer questions through your hub’s Q&A tools

  • Keep content live and updateable throughout the offer period

Best practice for your raise page

  • Lead with a clear headline summarising the offer

  • Add a short intro video or explainer image

  • Include a use‑of‑funds breakdown (e.g., list or chart)

  • Provide a clear call to action such as "Register for the offer" or "Download the prospectus"

  • Maintain consistent branding with your main hub

  • Check mobile optimisation — many investors browse on mobile

  • Consider enabling a live questions or “Ask a question” panel to increase engagement


2. Targeting potential raise participants

Targeting helps you reach investors who are most likely to participate.

How to use emails for your raise page

Your raise announcement should be distributed via email to all contacts.

For Share Purchase Plans (SPPs) or Entitlement Offers:

  • Schedule two EDMs as additional explainers

  • Send these as general campaigns

  • Target either all contacts or only current shareholders

How to use segments for your raise page

For a Direct‑to‑Investor (D2I) approach, use segments to identify:

  • Shareholders who have recently upgraded

  • Mid‑register investors ($5k–$50k)

  • High‑engagement investors

  • Verified HNW investors

  • Potential investors showing warm behaviour

Targeted content helps improve participation and supports strong raise outcomes.


3. Predicting SPP capacity

InvestorHub provides an SPP prediction model that uses your registry data, hub engagement and past behaviour to estimate your likely SPP outcome.

InvestorHub’s SPP prediction tool looks at your shareholder base, their past behaviour, your company’s profile, and key raise parameters. For each shareholder, it estimates the likelihood they will participate and how much they might invest. These predictions are then calibrated against historical raises to give you a high-level indication of what you might expect if you ran an SPP today. It’s not designed to be exact, but to give you a realistic order-of-magnitude estimate based on similar historical raises.

It is a guidance tool, not a guaranteed outcome, designed for directional insight, planning, and understanding investor capacity, and helps shape raise strategy and expectation-setting.

Why this matters

This prediction helps you:

  • Plan offer size and structure

  • Set internal expectations

  • Support board and broker discussions


4. Past Placements

The Past placements page provides a detailed view of how placement participants have traded after settlement.

This includes participant‑level movement across your last two years of placements.

Why this matters

  • Identify long‑term supporters vs short‑term flippers

  • Improve future allocation decisions

  • Understand how past raises influenced liquidity

How to access your past placements page

  1. Go to Raise Capital → Past placements in your navigation bar.

  2. Select any past placement to view participant behaviour.

What you will see

For each raise, you can view:

  • Allocated shares vs post‑settlement holdings

  • Movement at 1 week, 1 month and 3 months post‑raise

  • Upgraders: participants who increased their holding

  • Downgraders: participants who reduced their holding

  • Churned holders: participants who sold out completely

You can filter participants by behaviour or export the list for deeper analysis.


You’re ready to manage your capital raise

With a structured raise page, targeted outreach and deep post‑raise analytics, you can manage your raise confidently and communicate clearly with investors.

If you need support with your raise strategy, your Client Success Manager is here to help.

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