Your sub docs, customized for each raise. Never a template or standard doc.
See the progress of every investor, down to the last question they answered.
One place for your internal and external teams to review, comment, and communicate.
SOC 2 Type II certified, GDPR-compliant, and pen-tested
After we build your custom workflow, invite investors to complete their sub docs. We can also pre-fill sub docs or connect to your CRM.
Track progress as your investors sign electronically. Review responses and request revisions if they’re not one of the 80% who fill it out correctly first time.
Countersign, approve, and send closing emails to investors. Customize the message and move the investors who missed the deadline to the next close.
Export investor data in any format that you and your tax, compliance, accounting, and IR teams require. Or, connect back to your CRM.
We onboard your sub docs into a custom workflow with conditional logic. Any questions not relevant to a particular investor are filtered out in real-time, as they work through their agreement.
High-net worth investors can delegate doc completion to financial advisors while institutional LPs can request legal review before signing or sign offline.
Pair with our KYC/AML compliance product for beneficial ownership mapping, screening, and case management.
Close your fund faster and make investing into your fund a better experience for your team, providers, and LPs.
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.
The average time for a new investor to complete their first investment on Passthrough is 20 minutes. For returning investors, it can be under 2 minutes. And 80% of sub docs completed on Passthrough need no revisions.
Investors work through the intuitive digital onboarding and have the flexibility to start, stop, and resume as time permits. Workflows are personalized for each investor, filtering out unnecessary fields and enabling them to easily identify the information they are required to provide.
Chief Operating Officer at G Squared