Our automated investor onboarding solution streamlines your processes, so you can focus on growth.
Get complete and accurate sub docs in minutes instead of weeks. Real-time visibility into the status of your raise and a single place to coordinate your teams.
Map beneficial owners intelligently and automatically screen against sanctions lists. Get all the info you need to decide which investors to let into your fund.
Outsource your day-to-day 31 CFR compliance program to Passthrough. Meet all your regulatory requirements without having to balance providers and become the expert yourself.
You run a lean shop and this may be your first raise. Lean on Passthrough to make sure your counsel, providers, and you have the tools you need to keep track of investors, keep costs low, and close the fund quickly.
It’s easy to lose track of investors if you don’t have a simple dashboard. See every LP and where they are in the process. Don’t risk missing a commitment.
Historically, only 20% of subscription documents are considered in-good-order when they’re initially submitted. It’s 80%+ on Passthrough, and we typically only require one turn when they require revisions.
Once investors fill out your documents, they can easily re-use data across future SPVs and other funds. Filling out subsequent investments can take 2-minutes. Move at the speed you need to.
Not only can investors complete subscription and tax documents, but we can collect information down to the beneficial owner and run sanctions screenings across jurisdictions.
Focus on running your firm, not chasing paperwork.
We save you weeks or months in the fundraise by having investors fill out sub docs quickly, completely, and accurately. It's a single place for you and your providers to coordinate
80%+ of Passthrough subscription docs are filled out correctly the first time. Spend time running your fund, not chasing paperwork.
Our conditional logic means investors only answer questions relevant to them.
It takes <20 minutes on average for an investor to complete their first investment on Passthrough. Future investments can take 2 minutes.
It doesn’t matter which law firm you use for a given fund, where it’s domiciled, or what the strategy is, the investor’s data is still reusable.
Your counsel has a single place to track communications and the status of your raise.
We onboard your subscription documents instead of forcing you to accept our language. We can tweak it to any arbitrary level of complexity too.
More than 80% of Passthrough sub docs don’t require revisions, but we built review tools for when they do. Your counsel can also manage closing emails and both of you can export investor data in their fund tracker on demand.
Our platform can plug into any CRM, investor portal, or data room your fund admin uses.
We collect information down to the beneficial owner and screen them so that there's no need to exchange email after email to understand who's making an investment.
Bank instructions, contact data, and more lie trapped in sub docs. We collect the data how your admin needs it, export it into their format, and can integrate into their systems so you can get your first capital call out faster.
Data privacy and security is embedded in every part of our business. Our Security Portal outlines the high-level details for several of the frameworks, regulations, and certifications that apply to our company and its products.
Our SOC 2 Type II report is available to current and prospective enterprise customers upon request.
Passthrough is GDPR compliant as both a processor and controller.
Passthrough uses third parties to perform penetration testing on a regular basis.
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