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I'm excited to announce our integration with Ontra that connects Passthrough's investor onboarding platform with Ontra's compliance and governance solutions, Insight for Funds and Atlas. This partnership brings together two specialized tools built for private capital, creating a seamless data and document flow from fundraising through ongoing fund management.
The Challenge: Getting Executed Documents into Compliance Systems
After months of fundraising, you finally close your fund. Now your IR, legal, and compliance teams need all executed subscription documents—LPAs, side letters, etc.—in a digital compendium to monitor investor obligations, track deadlines, and run MFN.
Without Passthrough and Ontra, the traditional process requires opening each sub doc, reading through it, and manually recording relevant information into some sort of tracker for future reference. This takes hours or days, introduces human errors, and delays your team's ability to do their job.
Even if you're already using Passthrough and Ontra, your team still has to spend time collecting documents and uploading them to Ontra to finish onboarding your funds. Data and document inconsistency between platforms creates risks down the line when you need to ensure compliance or respond to investor requests.
A Better Way: Automatic Document Sync at Fund Close
Our integration with Ontra’s Insight for Funds and Atlas eliminates the manual work in syncing data and documents between platforms. Once you fully execute documents in Passthrough, your sub docs and fund data automatically sync to Ontra at fund close. Then, Ontra will begin structuring obligation information so you can confidently meet investor commitments.
The result: Ontra is ready to use the moment your fund closes, with complete documentation and accurate data flowing directly from your investor onboarding workflow.
What This Means for Your Team
Fully executed documents in Ontra at fund close. Your LPAs, side letters, and other agreements sync automatically. No manual uploads, no outdated files.
Accurate, consistent data across platforms. Sub docs and fund information flow directly from Passthrough to Ontra, ensuring your compliance team works from the same information used during fundraising without reconciliation headaches.
Faster compliance readiness. Ontra will start structuring data from your documents immediately after fund close so you can manage your investor obligations, meet deadlines, and run MFN.
Eliminate administrative bottlenecks. Stop having someone manually download and upload documents between systems every time you close a fund.
Built for How You Actually Work
We built Passthrough to automate fund workflows. We don't try to be your ongoing compliance platform, data room, or CRM. Instead, we connect into the systems you already use to create a flexible tech stack that meets your needs.
This integration with Ontra demonstrates that approach. Some platforms promise to handle everything from investor data management to onboarding and post-close relationship management in just one tool. But there's a big difference between a feature and a solution.
Passthrough excels at investor onboarding and financial crime compliance because that’s all we do. Ontra excels at negotiation, compliance, and governance workflows because that's what they built their platform to do. When specialized, complementary tools connect seamlessly, you get a best-in-class solution without compromising on quality or forcing your team to reconcile data.
The result: Passthrough handles the fundraising workflow where we add the most value, Ontra excels at ongoing fund and obligation management, and the integration connects both automatically so you can focus on running your fund.
Getting Started
The Passthrough-Ontra integration is available now through a simple two-step implementation. Generate an API key in Passthrough, input it in Ontra's integrations page, and your systems are connected.
If you're a Passthrough customer interested in adding Ontra, or an Ontra customer looking to streamline your investor onboarding, reach out to us to learn more.
Private capital operations shouldn't require constant manual intervention. Integrations like this one let your team focus on running your fund instead of managing administrative overhead.
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