Whether you're a law firm, a fund administrator, or a tech partner, your company can achieve more working with Passthrough.
Build your technical capabilities without the developer hours. Our fund automation software is flexible, designed to connect to any CRM, investor portal or data room, and fully embeddable.
Passthrough collects banking details, contact information, permissions, and whatever else you need. Get complete visibility into your client's raise and export data and documents in whatever format you need.
Our data export tools and audit logs allow law firms to monitor the risk and liability to their clients through collaboration tools built into the experience itself, which cuts back painful admin overhead.
Use information that you have to pre-fill investor onboarding documents and get data, documents, and status updates shared back to you. Passthrough can be fully embedded and whitelabeled, and our API is built for our partners to develop on.
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.