Electronic Subscription Documents

Custom subscription document workflows

Get complete and accurate subscription documents in minutes instead of days or weeks.

Stylized image of Passthrough Subscription Document review page.

More than 250 fund managers delight their investors with Passthrough

How it works

From executing legal documents to getting data into your systems, Passthrough makes investor onboarding practically automatic.


After we build a custom workflow in just 7 business days, optionally pre-fill investor data prior to inviting them into Passthrough.

Track & Review

Follow along live as your investors complete the document, then review their responses and request revisions if necessary.


Countersign and send customized closing emails to all relevant stakeholders so the right people get the documentation they need.


Get investor data in custom excel exports so you can upload into your systems or do it automatically with included or custom integrations.

Built to close your fund fast

Custom workflows with conditional logic

We build workflows to your subscription document and can add any arbitrary level of logic so your investors only answer the questions relevant to them and we can validate their data.

Stylized image of Passthrough's IRS Form W-9

Flexible to all investor types

High-net worth investors can delegate doc completion to financial advisors while institutional LPs can request legal review before signing or sign offline.

A stylized image of Passthrough's Request a Review feature.

Embedded KYC/AML

You can use Passthrough just for document collection or pair with our compliance product for beneficial ownership mapping, screening, and case management.

Stylized image of Passthrough's KYC/AML product.
Accurate fundraising analytics and reporting

We let you see where every investor is at this current second, down to the last question they answered, so you have the information you need to herd LPs to the close.

Clear and trackable communication with all parties

Your firm’s leadership, IR, legal counsel, fund administrator, or whatever teams you use to orchestrate the fundraise can trust us as the source of truth.

Full audit trails

You can see detailed audit logs which show changes to documents, significant events, review status, time of occurrence, the action performed, who the action was performed by, and more.

Turn investor onboarding into your competitive advantage

Our electronic subscription document workflows help you close your fund faster and at reduced cost. Passthrough makes investing into your fund simple for your team, providers, and LPs.

Close capital quicker

Investors complete subscription documents in <20 minutes on average and fill them out correctly 80%+ of the time. Repeat investors only take 2 minutes. With simple workflows and total transparency into the raise, you can close the fund faster and get back to running it instead.

Save legal fees

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. Fewer revisions means fewer billable hours.

Improve LP experience

You spent months or years convincing LPs to join or return to your fund, why introduce friction at the finish line? Passthrough’s investor experience is the best first impression that you can provide.

A stylized image of Passthrough's Investors page

What everyone is saying

Automate subscription documents with Passthrough

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