For emerging managers, efficiency and compliance are critical. Passthrough automates investor onboarding, KYC, and ongoing AML management, so you can focus on growing your fund.
Emerging managers often need to operate with agility. With Passthrough, you can automate critical workflows, from initial investor onboarding to ongoing compliance tasks. Our platform provides the tools you need to manage investors, maintain compliance, and reduce operational burdens without compromising on professionalism.
Stay in control of your fundraise with real-time updates on commitments and compliance milestones.
Speed up fundraising with sub docs that are 80%+ accurate on the first try—so you spend less time revising and more time closing.
Make repeat investments seamless by reusing investor data, reducing onboarding to just minutes.
Keep ahead of regulations by outsourcing your full AML program to our software and team.
Passthrough’s platform adapts to the specific needs of each client, whether you’re using it for electronic subscription documents, KYC/AML, or a full AML Compliance Officer service. Our solutions provide a professional, seamless experience for both institutional and retail investors, ensuring compliance without compromising on efficiency.
Your LPs' sensitive information is always kept safe with our enterprise-grade security and customizable access control.
Institutional LPs can manage the process on their terms—start, pause, or resume onboarding, request legal reviews, and download documents for offline signing. Respect their workflows while ensuring compliance.
Our platform allows institutional LPs and their legal or compliance teams to work together, with detailed audit trails that track every update. This streamlines internal and external coordination, providing a professional and organized experience that enhances trust.
A consumer-grade interface makes onboarding simple. Investors provide only the essentials, navigating effortlessly through a clean, intuitive platform.
Busy investors? No problem. They can pause, resume, or delegate onboarding to advisors, making the process smooth and hassle-free.
KYC/AML is integrated seamlessly into onboarding, with screenings running behind the scenes. Passthrough’s system runs the necessary screenings behind the scenes, keeping compliance simple and invisible, so investors can focus on their investment rather than paperwork.
Like startup founders, as an emerging fund manager you need to find product-market fit for your investment thesis, have a compelling story, possess a deep understanding of the market, understand how to differentiate yourself from your competition, and be on top of your regulatory and compliance requirements.
In the guide:
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