Standing up or running a lean firm means making trade offs, but not when it comes to getting capital in the door. Make your firm’s first official touchpoint with its investors a professional one.
You run a lean shop and this may be your first raise. Lean on Passthrough to make sure your counsel, providers, and you have the tools you need to keep track of investors, keep costs low, and close the fund quickly.
It’s easy to lose track of investors if you don’t have a simple dashboard. See every LP and where they are in the process. Don’t risk missing a commitment.
Historically, only 20% of subscription documents are considered in-good-order when they’re initially submitted. It’s 80%+ on Passthrough, and we typically only require one turn when they require revisions.
Once investors fill out your documents, they can easily re-use data across future SPVs and other funds. Filling out subsequent investments can take 2-minutes. Move at the speed you need to.
Not only can investors complete subscription and tax documents, but we can collect information down to the beneficial owner and run sanctions screenings across jurisdictions.
Like startup founders, as an emerging fund manager you need to find product-market fit for your investment thesis, have a compelling story, possess a deep understanding of the market, understand how to differentiate yourself from your competition, and be on top of your regulatory and compliance requirements.
In the guide:
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