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.
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.
It’s easy to lose track of investors if you don’t have a simple dashboard. See every LP and where they are in the process. Don’t risk missing a commitment.
Historically, only 20% of subscription documents are considered in-good-order when they’re initially submitted. It’s 80%+ on Passthrough, and we typically only require one turn when they require revisions.
Once investors fill out your documents, they can easily re-use data across future SPVs and other funds. Filling out subsequent investments can take 2-minutes. Move at the speed you need to.
Not only can investors complete subscription and tax documents, but we can collect information down to the beneficial owner and run sanctions screenings across jurisdictions.
Your LPs' sensitive information is always kept safe with our enterprise-grade security and customizable access control.
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.
Investors' internal and external stakeholders can collaborate directly on the platform, with detailed audit trails so they track who updated what, and when.
Give your HNWI LPs the streamlined, intuitive, consumer-grade digital experience they're accustomed to.
Your investors can stop and start the sub doc process at any time, or delegate completion to their financial advisor directly through the platform.
Questions not relevant to an investor type are filtered out in real time so investors know exactly what information they need to provide.
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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