Electronic Subscription Documents

Intelligent digital investor onboarding

Get complete and accurate sub docs in minutes instead of weeks. Accelerate your time to close regardless of your size or structure.

The new standard for investor onboarding

Completely custom

Your sub docs, customized for each raise. Never a template or standard doc.

Full visibility into your raise

See the progress of every investor, down to the last question they answered.

Clear and trackable communication

One place for your internal and external teams to review, comment, and communicate.

Enterprise-level security

SOC 2 Type  II certified, GDPR-compliant, and pen-tested

Trusted by over 650 leading funds

How it works


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 & Review

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.

See it for yourself

Our 13-minute demo video covers the basics:

  • Onboard: custom sub doc workflows and inviting investors to your fund
  • Track and review: see the progress of your raise
  • Execute: countersign, approve, and send closing emails
  • Investor view: see how easy onboarding is for your investors

Just provide a few details about yourself and you'll instantly be redirected to the video.

By clicking "watch the video", you agree to Passthrough's privacy policy and terms of use. You also agree to receive marketing communications.

Built for leading firms

The fastest, most flexible investor onboarding solution out there

Custom workflows with conditional logic

We onboard your sub docs into a custom workflow with conditional logic. Any questions not relevant to a particular investor are filtered out in real-time, as they work through their agreement.

Built for every investor type

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

Embedded KYC/AML

Pair with our KYC/AML compliance product for beneficial ownership mapping, screening, and case management.

Turn investor onboarding into your competitive advantage

Close your fund faster and make investing into your fund a better experience for your team, providers, and LPs.

Close capital quicker

Guided by our conditional logic, investors fill out sub docs quickly and accurately. Any questions that aren't relevant to them are automatically filtered out as they go through the custom workflow.

Get complete and accurate sub docs, fast

The average time for a new investor to complete their first investment on Passthrough is 20 minutes. For returning investors, it can be under 2 minutes. And 80% of sub docs completed on Passthrough need no revisions.

Improve LP experience

Investors work through the intuitive digital onboarding and have the flexibility to start, stop, and resume as time permits. Workflows are personalized for each investor, filtering out unnecessary fields and enabling them to easily identify the information they are required to provide.

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

Automate subscription documents with Passthrough

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