Meet the continually evolving expectations of your clients by providing a modern, streamlined investor onboarding experience.
Ensure your clients capitalize on every fundraising opportunity with an onboarding experience their investors love.
Consolidated sub doc completion, revision, review, and signing all in one platform, without needing to fall back on email threads and pdf commenting. A single workflow from sending to signature.
Valuable data lies trapped in sub docs. Our API and custom integrations mean data flows seamlessly into and out of your CRM giving you real-time analytics and reporting, plus custom data exports.
We collect and verify information right down to the beneficial owner and screen them against sanctions lists nightly, so there's no need to do tedious detective work to understand who's making an investment.
SOC II Type 2, GDPR, and SAML. Security and privacy is embedded in every aspect of our business in order to protect yours.
We're proud to partner with some of the best fund administrators in the world to streamline fundraising for their clients.
Chief Operating Officer at G Squared
A single view to track every fund you work with on Passthrough and its progress in real time. View client matter number, upcoming close dates, and other critical information at a glance.
Guided by our conditional logic, investors fill out sub docs quickly and accurately. Any questions that aren't relevant to them are automatically filtered out as they go through the custom workflow.
Investors can comment and ask questions directly on the sub docs, and you can answer in the same place without falling back on multiple email threads.
Investor information verification down to the beneficial owner and nightly screening against sanctions lists so that you're on top of risk at all times.
Data is exportable to Excel in any format you need, and documents are easily downloadable by type.
Decide who can view, edit, and communicate on an organization and fund level.
From preferred vendor agreements to fully embedded, we have partnership options that work for you.
We'll never build a CRM, investor portal, or data room so we'll always be a partner, not a competitor.
With the option of full embeddability, you can control the investor experience front to back.
Data privacy and security is embedded in every part of our business. Our Security Portal outlines the high-level details for several of the frameworks, regulations, and certifications that apply to our company and its products.
Our SOC 2 Type II report is available to current and prospective enterprise customers upon request.
Passthrough is GDPR compliant as both a processor and controller.
Passthrough uses third parties to perform penetration testing on a regular basis.