A streamlined solution that integrates into any existing tech stack and is flexible to all investor types.
This isn’t your first fundraise, but your teams, providers, and software need to move more efficiently. Passthrough knits those groups and vendors together in a streamlined solution that integrates into any existing stack (instead of asking you to replace it).
Whether your subscription documents have complex logic, your funds are domiciled in highly regulated jurisdictions requiring qualified electronic signatures, you’re trying to handle retail-level volume for the first time, or need a solution that works for institutional LPs, we’ve got you covered.
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.
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.
We’ve got custom approval groups, custom branding, SAML, and full audit trails of all activity. You can even embed us into your existing portals so that investors live fully in your experience and not ours.
Chief Operating Officer at G Squared
