Make streamlined investor onboarding your competitive edge

Whether you're a law firm, a fund administrator, or a tech partner, your company can achieve more working with Passthrough.

Trusted by over 650 leading funds

Nothing great is done alone

Build your technical capabilities without the developer hours. Our fund automation software is flexible, designed to connect to any CRM, investor portal or data room, and fully embeddable.

Fund Administrators

Passthrough collects banking details, contact information, permissions, and whatever else you need. Get complete visibility into your client's raise and export data and documents in whatever format you need.

Law Firms
boost your operational efficiency

Our data export tools and audit logs allow law firms to monitor the risk and liability to their clients through collaboration tools built into the experience itself, which cuts back painful admin overhead.

Tech Partners

Use information that you have to pre-fill investor onboarding documents and get data, documents, and status updates shared back to you. Passthrough can be fully embedded and whitelabeled, and our API is built for our partners to develop on.

We're not a fund admin, law firm, or investor portal.

We just make them better.

Why partner with us?


From preferred vendor agreements to fully embedded, we have partnership options that work for you.


We'll never build a CRM, investor portal, or data room so we'll always be a partner, not a competitor.


With the option of full embeddability, you can control the investor experience front to back.

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.

SOC 2 Type II

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

GDPR icon

Passthrough is GDPR compliant as both a processor and controller.

Penetration testing

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