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
Your LPs' sensitive information is always kept safe with our enterprise-grade security and customizable access control.
Your LPs can stop and start the sub doc process at any time, request legal review before signing, and download their docs to sign offline.
Investors' internal and external stakeholders can collaborate directly on the platform, with detailed audit trails so they track who updated what, and when.
Give your HNWI LPs the streamlined, intuitive, consumer-grade digital experience they're accustomed to.
Your investors can stop and start the sub doc process at any time, or delegate completion to their financial advisor directly through the platform.
Questions not relevant to an investor type are filtered out in real time so investors know exactly what information they need to provide.