Passthrough streamlines subscription documents and financial crime compliance, so you can focus on running your fund, not managing 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.
Professional KYC/AML platform and managed service built specifically for investment advisers. Our experts handle compliance operations while protecting your fund's reputation and satisfying counterparty requirements.
Seamlessly connect LP onboarding to your existing CRM, investor portal, or data room. Pre-fill subs docs with existing data and automatically update your systems with investor information—no engineering resources or duplicative manual data entry required.
Focus on running your firm, not chasing paperwork.
Guided workflows ensure investors complete documents quickly and accurately, with 80%+ accuracy on the first submission.
Automate sub docs and financial crime compliance, saving weeks or months on each raise.
Unlock the power of a great first impression.
With Passthrough, investors complete onboarding in minutes, enjoying a friction-free, digital-first process.
Investors data stays consistent and reusable across funds, regardless of law firm or fund domicile.
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
Passthrough collects detailed information down to beneficial owners, gathering them efficiently and screening automatically.
Integrated workflows deliver data in the format administrators need, ready for immediate capital calls.
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.
Manage the subscription document, compliance, and data management processes in a single, integrated platform, purpose-built for fund managers.
Informed by decades of research, our TurboTax-style workflow is the best way for investors to fill out subscription documents quickly, completely, and accurately.
Sub docs, KYC, AML, and ongoing monitoring bundled into a seamless, single workflow, backed by a team of experts.
Investors can complete repeat investments in under two minutes, reducing friction and boosting satisfaction.
Passthrough uses your subscription agreements but normalizes investor data on the back-end. You can export it into any format you require or integrate with our open API.
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