Passthrough + Snowflake integration

For sophisticated asset managers, Snowflake is the foundation of a modern data strategy—centralizing fund accounting, portfolio company performance, investor activity, and more. With Passthrough’s new integration, you can add investor onboarding data to your warehouse automatically, ensuring every investor action—from invite to completed subscription document—is captured and available for reporting, analysis, and decision-making.

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Investor Onboarding, Integrated into Your Fund Data Strategy

With Passthrough’s Snowflake integration, you can:

• Automatically push investor onboarding data into Snowflake—no manual exports or extra steps

• Combine investor information with fund performance, CRM, and capital flow data for a more complete picture

• Track fundraising activity in real time without needing to log into multiple systems

• Ensure investor data fits into your firm’s broader data strategy without disrupting existing workflows

By sending investor data directly to Snowflake, Passthrough helps asset managers centralize and structure their data for better reporting and decision-making.

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A Single Source of Truth for Fundraising & Investor Engagement

For firms that use Snowflake as their primary data warehouse, adding investor onboarding data means:

• Tracking fundraising progress alongside fund performance

• Analyzing investor engagement trends to optimize outreach

• Improving internal reporting with live investor data

Investor onboarding is no longer a separate, disconnected process—it’s a seamless part of your firm’s overall data infrastructure.

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Built to Work with Your Data Stack

Passthrough’s Snowflake integration is designed to fit how your firm already uses Snowflake:

• No engineering work required—data flows automatically into your warehouse

• Configurable to match your firm’s data architecture

• A small administrative investment that delivers long-term reporting and analytics benefits

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Investor Onboarding That Works with Your Data Strategy

For asset managers, Snowflake isn’t just a data warehouse—it’s a core part of decision-making. Now, Passthrough fits into that strategy, making investor onboarding data as accessible and useful as the rest of your firm’s insights.

Want to see how it works? Schedule a demo today.