Say goodbye to manual sub doc data entry

Instantly update your CRM with your Passthrough sub doc data, and vice-versa. For firms that don't have time to slow down.

Ready-made integrations for industry-leading CRMs

How it works

Bank instructions, contact details, and more, are automatically updated in your CRM, or can be used to pre-populate sub docs.

A couple of clicks on your dashboard and Passthrough automatically integrates with your CRM. Configure your field mapping however you need it.


Pre fill Passthrough sub docs with data in your CRM and send to investors for an even better onboarding experience.


Automatically update your CRM with data from your completed Passthrough sub docs.

Built for firms that need to move fast

The fastest, most flexible investor onboarding solution out there

Set up in minutes, not weeks

You won't need to dedicate engineering resources to build a custom solution on a vendor's API. We've already done virtually all the heavy lifting.

Make your existing systems smarter, instantly

There's no need to rip and replace or write complicated code. Passthrough works with the CRM you already have and whatever custom fields you want to map.

Keep all your data in sync

Update your CRM from your Passthrough sub docs as often as you want, with whatever custom fields you need.

Customize to your workflow

Build custom field mapping, action triggers, and more, directly in your CRM. Accelerate your raise like never before.

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 investor onboarding with Passthrough

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