Intelligent sub docs and KYC/AML for private markets. Spend time running your fund, not chasing paperwork.
Get complete and accurate sub docs in minutes instead of weeks. Real-time visibility into the status of your raise and a single place to coordinate your teams.
Map beneficial owners intelligently and automatically screen against sanctions lists. Get all the information you need to decide which investors to let into your fund.
Focus on running your firm, not chasing paperwork.
Guided by our conditional logic, investors fill out sub docs quickly and accurately. 80%+ of Passthrough subscription docs are filled out correctly the first time, saving weeks or even months in your fundraise.
You spent months convincing LPs to join or return to your fund, so don't introduce friction at the final hurdle. Make the best impression with a streamlined, intuitive onboarding and spend time building relationships, not chasing paperwork.
Unlock the power of a great first impression.
It takes <20 minutes on average for an investor to complete their first investment on Passthrough. Future investments can take 2 minutes.
It doesn’t matter which law firm you use for a given fund, where it’s domiciled, or what the strategy is, the investor’s data is still reusable.
Track communications and the status of the raise in one place.
We onboard your subscription documents instead of forcing you to accept our language. We can tweak it to any arbitrary level of complexity too.
More than 80% of Passthrough sub docs don’t require revisions, but we built review tools for when they do. Your counsel can also manage closing emails and both of you can export investor data in their fund tracker on demand.
One seamless workflow that plugs into any CRM, investor portal, or data room
We collect information down to the beneficial owner and screen them so that there's no need to exchange email after email to understand who's making an investment.
Bank instructions, contact data, and more lie trapped in sub docs. We collect the data how your admin needs it, export it into their format, and can integrate into their systems so you can get your first capital call out faster.
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.
We make it simple to manage the subscription document and compliance process for fund managers around the world.
Informed by decades of research, our TurboTax-style workflow is the best way for investors to fill out subscription documents quickly, completely, and accurately.
Repeat investments on Passthrough are a two-minute exercise in confirming information, adding commitments, and DocuSigning a new agreement.
We bundled the most burdensome parts of investor onboarding, electronic subscription documents and initial and ongoing KYC/AML monitoring, into one seamless workflow.
Passthrough uses your subscription agreements but normalizes investor data on the back-end. You can export it into any format you or your providers require or integrate with our open API.
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