With our out-of-the-box integrations, you can seamlessly incorporate investor onboarding into your existing workflows. From CRMs to LP portals, data rooms to fund compliance platforms—Passthrough works where you work.
Passthrough populates Allvue with structured sub doc info, eliminating duplicate data entry and ensuring accurate investor records. Plus, Passthrough is embedded directly into your Allvue fundraising portal so investors can complete sub docs without leaving your branded portal experience.
Connect Passthrough with Altvia CRM to automatically sync investor data and documents. Passthrough integrates with Altvia's fields to streamline investor record management and eliminate duplicate data entry between subscription documents and your CRM.
Passthrough is embedded directly into Dynamo's LP portal for a seamless investor experience. Investors complete sub docs within the portal while data and signed documents automatically sync from Passthrough to Dynamo, eliminating manual uploads and duplicate data entry.
Passthrough is embedded directly in eFront Investment Cafe so investors can move seamlessly from evaluating opportunities to completing subscription documents in one unified experience. Coming soon, data connectivity with eFront Invest will expand the integration capabilities.
Streamline post-closing operations for your IR team. After fund closing, manually trigger imports to create new investor records or update existing ones in Entrilia. Approved and fully-executed sub doc data flows directly into your fund entities, eliminating manual entry while maintaining control over timing.
Import funds and select investors directly from DealCloud with a few clicks. Launch sub docs, KYC/AML, and tax forms without leaving your CRM. Real-time progress updates flow back automatically, keeping your fundraising team aligned on every investor's status.
Streamline side letter management post-execution by automatically sending side letters and LP information from Passthrough to Ontra Insight, simplifying onboarding, ongoing fund compliance and MFN administration.
Configure custom field mapping to pre-populate sub docs with Salesforce investor data. Import investors ready to subscribe with one click. Completed data, documents, and real-time status updates automatically sync back to Salesforce for live fundraising reporting.
Passthrough can automatically deliver structured sub doc data to fund administrators via sFTP. Configure automated exports in your preferred format—CSV, Excel, or custom specifications—for secure, real-time data delivery. Currently implemented with State Street, Juniper Square, and Ark.
Connect Passthrough to Snowflake for automated data warehouse integration. Sync structured sub doc data directly with your data warehouse, enabling advanced analytics and reporting across your entire investor dataset.
You won't need to outsource or dedicate engineering resources to build a custom solution on a vendor's API. We've already done the heavy lifting. Our pre-built integrations are ready to deploy immediately—just authenticate, map your fields, and go live in one afternoon.
There's no need to rip and replace or write complicated code. Passthrough enhances the tools you already have by adding automation where you need it most. Your CRM, LP portal, and compliance systems suddenly work together like they were designed as one platform—because now they effectively are.
Keep investor data consistent across CRMs, portals, and other fund management systems. When an investor updates their information once, it flows everywhere automatically. No more spreadsheet reconciliation, no more version control nightmares, no more asking "which system has the latest data?" Every platform stays synchronized in real-time.
Embed Passthrough into your existing processes without disruption and build custom field mappings that match your exact data structure. You're not adapting to Passthrough—we're adapting to your systems. The result? Your fundraises accelerate while your team works exactly how they prefer.
Our open API enables custom integrations with any system. Access comprehensive API documentation, authentication guides, and integration examples to connect Passthrough with your tech stack.
Interested in building an integration with Passthrough? Our partnerships team works with CRM providers, LP portals, fund administrators, and portfolio management platforms to create seamless connections for our mutual clients.
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