Get complete and accurate subscription documents in minutes instead of days or weeks.
From executing legal documents to getting data into your systems, Passthrough makes investor onboarding practically automatic.
After we build your custom workflow, invite investors to complete their sub docs. We can also pre-fill sub docs or connect to your CRM.
Track progress as your investors sign electronically. Review responses and request revisions if they’re not one of the 80% who fill it out correctly first time.
Countersign, approve, and send closing emails to investors. Customize the message and move the investors who missed the deadline to the next close.
Export investor data in any format that you and your tax, compliance, accounting, and IR teams require. Or, connect back to your CRM.
We build workflows based on 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.
High-net worth investors can delegate doc completion to financial advisors while institutional LPs can request legal review before signing or sign offline.
You can use Passthrough just for document collection or pair with our compliance product for beneficial ownership mapping, screening, and case management.
See where every investor is in real time, down to the last question they answered. You always have the information you need to herd LPs to the close.
Your internal teams, IR, legal counsel, fund administrator, or whatever teams you use to orchestrate the fundraise have a single source of truth.
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.
Our electronic subscription document workflows help you close your fund faster. Make investing into your fund a better experience for your team, providers, and LPs.
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.
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.
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.
Chief Operating Officer at G Squared
Partner, Investor Relations at Lead Edge Capital
General Partner at Hustle Fund