Close faster and spend time running your fund, not chasing paperwork. The most streamlined solution for venture capital.
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.
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).
Whether your subscription documents have complex logic, your funds are domiciled in highly regulated jurisdictions requiring qualified electronic signatures, you’re trying to handle retail-level volume for the first time, or need a solution that works for institutional LPs, we’ve got you covered.
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.
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.
We’ve got custom approval groups, custom branding, SAML, and full audit trails of all activity. You can even embed us into your existing portals so that investors live fully in your experience and not ours.
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.
Your LPs' sensitive information is always kept safe with our enterprise-grade security and customizable access control.
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.
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 consumer-grade interface makes onboarding simple. Investors provide only the essentials, navigating effortlessly through a clean, intuitive platform.
Busy investors? No problem. They can pause, resume, or delegate onboarding to advisors, making the process smooth and hassle-free.
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.
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.