Bad actors using our company name to solicit personal information as part of a fraudulent hiring scam. Read more in our job scam statement.

There's a better way to onboard investors

Intelligent sub docs and KYC/AML for private markets. Spend time running your fund, not chasing paperwork.

Trusted by over 650 leading funds

Fast, intelligent investor onboarding solutions

Electronic Subscription Documents

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.

KYC / AML

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.

Prioritize people over paperwork

Investors expect a seamless digital onboarding experience.
With Passthrough, that's exactly what they get.
96%
Investor satisfaction rate
20 minutes
Average completion time for a new investor
2 minutes
Average completion time for a returning investor

A better experience for your teams and your investors

Fund Managers

Focus on running your firm, not chasing paperwork.

Close your fund fast

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.

Improve your LPs' experience

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.

Investors

Unlock the power of a great first impression.

Complete in minutes

It takes <20 minutes on average for an investor to complete their first investment on Passthrough. Future investments can take 2 minutes.

Reusable data

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.

Law Firms

Track communications and the status of the raise in one place.

Customize your agreements

We onboard your subscription documents instead of forcing you to accept our language. We can tweak it to any arbitrary level of complexity too.

Easily manage the close

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.

Fund Administrators

One seamless workflow that plugs into any CRM, investor portal, or data room

Offload KYC/AML

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.

Get onboarded faster

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.

Security, privacy, and compliance

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.

AICPA SOC logo
SOC 2 Type II

Our SOC 2 Type II report is available to current and prospective enterprise customers upon request.

GDPR icon
GDPR

Passthrough is GDPR compliant as both a processor and controller.

Penetration testing

Passthrough uses third parties to perform penetration testing on a regular basis.

Onboard investors with ease

We make it simple to manage the subscription document and compliance process for fund managers around the world.

Latest Blog Posts

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Webinar recap - the past, present, and future of tech in fund operations
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Our partnership with Entrilia
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Meet our new Head of Financial Crime, Mark Mangion
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Businesses don't make businesses better. People do.
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