Emerging Managers

Simplifying the fundraise’s last mile

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.

Comprehensive Fund Workflow Automation, Tailored for Emerging Managers

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.

Turning onboarding into your competitive edge

Built with every investor type in mind

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.

Designed for how institutional investors work

Robust enough to satisfy the needs of your most sophisticated investors.
Secure and private

Your LPs' sensitive information is always kept safe with our enterprise-grade security and customizable access control.

Flexible to their operations

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.

Centralized collaboration for investor teams

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 digital experience that retail investors expect

Intuitive enough to exceed the expectations of your most discerning investors.
Clean, user-friendly interface

A consumer-grade interface makes onboarding simple. Investors provide only the essentials, navigating effortlessly through a clean, intuitive platform.

Flexibility for busy schedules

Busy investors? No problem. They can pause, resume, or delegate onboarding to advisors, making the process smooth and hassle-free.

Embedded KYC/AML compliance without the hassle

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.

Emerging Manager's Guide: launch and scale your fund

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:

  • The pros and cons of different investor types
  • Building your firm's brand (beyond a logo and color palette)
  • How Wilshire Lane Capital built better investor relationships
  • Fund launch timeline and checklist
  • Why KYC/AML needs to be part of your early strategy
  • 5 minutes with Kristina Daybeck, Vector AIS COO


Download the full guide to build best practices to launch and scale your fund.