Announcing Our $5M Seed Round To Simplify Fund Closing
View announcementIt’s time to eliminate offline, manual workflows that create headaches for your investors and back office to a modern solution that integrates into any existing stack (instead of asking you to replace it).
This isn’t your first fundraise, but your teams, providers, and software need to move digital. Passthrough knits those groups and vendors together so you’ve got a seamless experience for investors and everyone else.
Whether your subscription documents have complex logic, your funds are domiciled in highly regulated jurisdictions requiring things like qualified electronic signatures, you’re trying to handle retail-level volume for the first time, or need a solution that works for institutional LPs, we’ve got you covered.
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. Fewer revisions means fewer billable hours.
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.
We’ve got custom approval groups, custom branding, SAML, and full audit trails of all activity. You can even embed us into your existing portals so that investors live fully in your experience and not ours.
Chief Operating Officer at G Squared
