Emerging Managers

Simplifying the fundraise’s last mile

Standing up or running a lean firm means making trade offs, but not when it comes to getting capital in the door. Make your firm’s first official touchpoint with its investors a professional one.

Make investor onboarding practically automatic

You run a lean shop and this may be your first raise. Lean on Passthrough to make sure your counsel, providers, and you have the tools you need to keep track of investors, keep costs low, and close the fund quickly.

Turning onboarding into your competitive edge

Built with every investor type in mind

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

Your LPs can stop and start the sub doc process at any time, request legal review before signing, and download their docs to sign offline.

One place to coordinate teams

Investors' internal and external stakeholders can collaborate directly on the platform, with detailed audit trails so they track who updated what, and when.

A digital experience that retail investors expect

Intuitive enough to exceed the expectations of your most discerning investors.
Clean, intuitive UI

Give your HNWI LPs the streamlined, intuitive, consumer-grade digital experience they're accustomed to.

Flexible to their schedules

Your investors can stop and start the sub doc process at any time, or delegate completion to their financial advisor directly through the platform.

Guided questionnaires

Questions not relevant to an investor type are filtered out in real time so investors know exactly what information they need to provide.

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.