The missing piece of your innovation puzzle

Complete your end-to-end solution for fund managers by integrating Passthrough's streamlined investor onboarding solution.

Partner with Passthrough for your competitive advantage

Accelerate your clients' fundraising with Passthrough's powerful and flexible onboarding platform that their investors love.

The #1 investor onboarding and compliance software built for innovative tech providers

We're proud to partner with some of the best private capital software providers in the world to streamline fundraising for their clients.

An innovation-led solution that understands private capital

Our investor onboarding software is flexible, designed to connect to any CRM, investor portal, or data room, and fully embeddable. Build your technical capabilities without the developer hours by partnering with Passthrough.

Seamless integration

Connect your products via our API or our custom integrations for a seamless experience for your customers.

Intuitive, powerful platform

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.

Investor commenting

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.

Custom data and document exports

Data is exportable to Excel in any format you need, and documents are easily downloadable by type.

Full control of user access and permissions

Decide who can view, edit, and communicate on an organization and fund level.

Why partner with us?


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.

Security, privacy, and compliance

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.

SOC 2 Type II

Our SOC 2 Type II report is available to current and prospective enterprise customers upon request.

GDPR icon

Passthrough is GDPR compliant as both a processor and controller.

Penetration testing

Passthrough uses third parties to perform penetration testing on a regular basis.