With a single workflow from sub doc onboarding to signature, Passthrough is the only investor onboarding software built for and with law firms.
Client expectations continue to increase. Win more and better business by partnering with Passthrough as an edge over your competition.
We onboard your sub docs into a custom workflow with conditional logic. Whether your sub docs have complex logic, your clients' funds are domiciled in jurisdictions with specific signature requirements, or they have a mix of retail and institutional investors we’ve got you covered.
Organization-level dashboards and full audit trails give you real-time visibility into the status of your clients' raise, down to the last question an individual investor has answered.
Consolidated sub doc completion, revision, review, and signing all in one platform, without needing to fall back on email threads and pdf commenting. A single workflow from sending to signature.
SOC II Type 2, GDPR, and SAML. Security and privacy is embedded in every aspect of our business in order to protect yours.
We're proud to partner with some of the largest fund formation law firms in the world to streamline fundraising for their clients.
Chief Operating Officer at G Squared
A single view to track every fund you work with on Passthrough and its progress in real time. View client matter number, upcoming close dates, and other critical information at a glance.
A real-time view of each investor's progress, down to the last question they answered. A single place to coordinate feedback, comments, and reviews with your clients and their investors.
Investors can comment and ask questions directly on the sub docs, and you can answer in the same place without falling back on multiple email threads.
Simple investor submission revision workflows and internal notes with updates, comments, and responses in a clear audit trail of who did what, where, and when.
Data is exportable to Excel in any format you need, and documents are easily downloadable by type.
Decide who can view, edit, and communicate on an organization and fund level.
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.