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Automate your investor onboarding

Close faster and spend time running your fund, not chasing paperwork. The most streamlined solution for venture capital.

Trusted by over 2,000 leading funds

Your complete solution for fund compliance and documentation

Electronic Subscription Documents

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.

KYC / AML

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.

31 CFR

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.

Simplify your investor onboarding and streamline your teams

Your teams, providers, and software need to move more efficiently. Passthrough knits those groups and vendors together in a streamlined solution that integrates into any existing stack (instead of asking you to replace it).

Built with every investor type in mind

Passthrough’s platform adapts to the specific needs of each client, whether you’re using it for electronic subscription documents, KYC/AML, or a full AML Compliance Officer service. Our solutions provide a professional, seamless experience for both institutional and retail investors, ensuring compliance without compromising on efficiency.

Designed for how institutional investors work

Robust enough to satisfy the needs of your most sophisticated investors.
Secure and private

Your LPs' sensitive information is always kept safe with our enterprise-grade security and customizable access control.

Flexible to their operations

Institutional LPs can manage the process on their terms—start, pause, or resume onboarding, request legal reviews, and download documents for offline signing. Respect their workflows while ensuring compliance.

Centralized collaboration for investor teams

Our platform allows institutional LPs and their legal or compliance teams to work together, with detailed audit trails that track every update. This streamlines internal and external coordination, providing a professional and organized experience that enhances trust.

A digital experience that retail investors expect

Intuitive enough to exceed the expectations of your most discerning investors.
Clean, user-friendly interface

A consumer-grade interface makes onboarding simple. Investors provide only the essentials, navigating effortlessly through a clean, intuitive platform.

Flexibility for busy schedules

Busy investors? No problem. They can pause, resume, or delegate onboarding to advisors, making the process smooth and hassle-free.

Embedded KYC/AML compliance without the hassle

KYC/AML is integrated seamlessly into onboarding, with screenings running behind the scenes. Passthrough’s system runs the necessary screenings behind the scenes, keeping compliance simple and invisible, so investors can focus on their investment rather than paperwork.

Security, privacy, and compliance

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.

AICPA SOC logo
SOC 2 Type II

Our SOC 2 Type II report is available to current and prospective enterprise customers upon request.

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GDPR

Passthrough is GDPR compliant as both a processor and controller.

Penetration testing

Passthrough uses third parties to perform penetration testing on a regular basis.

Latest Blog Posts

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Passthrough + Salesforce integration
Tim Flannery
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31 CFR – Current state of affairs
Tim Flannery
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AML Uncovered: How financial crimes are investigated
Mark Mangion
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Webinar recap: AGMs done right: Lessons from the pros
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