Complete your end-to-end solution for fund managers by integrating Passthrough's streamlined investor onboarding solution.
Accelerate your clients' fundraising with Passthrough's powerful and flexible onboarding platform that their investors love.
High-net-worth individuals can delegate document completion to financial advisors, while institutional LPs can request a legal review or sign offline.
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.
Either standalone or as part of the sub doc process, your clients can quickly understand and manage their risk with continuous compliance.
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 private capital software providers in the world to streamline fundraising for their clients.
Chief Operating Officer at G Squared
Connect your products via our API or our custom integrations for a seamless experience for your customers.
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.
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.
Your Privacy Choices