There's a smarter way to onboard investors

You've spent months building relationships with your investors. Now give them an exceptional digital onboarding experience.

Trusted by over 650 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.

Get preferred pricing for Mercury clients. Let's talk.

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When global VC fund G Squared needed a smarter way to onboard investors, they came to Passthrough.
"Passthrough has been transformational to our investor onboarding processes and has enabled us to streamline information flows between our investor base, fund administrators, and operations teams, all while delivering a more simplified experience for our limited partners."
Tom Hoban

Chief Operating Officer at G Squared

G Squared's logo

Emerging Manager's Guide: launch and scale your fund

Like startup founders, as an emerging fund manager you need to find product-market fit for your investment thesis, have a compelling story, possess a deep understanding of the market, understand how to differentiate yourself from your competition, and be on top of your regulatory and compliance requirements.

In the guide:

  • The pros and cons of different investor types
  • Building your firm's brand (beyond a logo and color palette)
  • How Wilshire Lane Capital built better investor relationships
  • Fund launch timeline and checklist
  • Why KYC/AML needs to be part of your early strategy
  • 5 minutes with Kristina Daybeck, Vector AIS COO


Download the full guide to build best practices to launch and scale your fund.