Use Cases
fundraising, screening, investor-relations, reporting, back-office
Integrations
Office Functions
front-office, back-office

Passthrough

Passthrough is a global provider of fund workflow automation solutions, catering to over 300 fund managers across 20 jurisdictions. With two core products - electronic subscription documents and KYC/AML - Passthrough specializes in streamlining investor onboarding processes. Their solutions seamlessly integrate with any software or provider, offering flexibility to clients.Electronic subscription documents: Passthrough creates customized workflows based on the underlying subscription agreements, ensuring investors receive relevant questions one at a time. This optimized approach allows investors to complete subscription documents in an average of 20 minutes, with some completing them in as little as two minutes. The platform provides complete visibility to fund managers, compliance, tax, and legal teams, enabling efficient coordination of operations and real-time status updates on the fundraising process.

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Salesforce-Powered CRM for Enhanced Private Equity Insights and Efficiency

Fundraising
Screening
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Portfolio Monitoring
Investor Relations

Data Site

Empowering Efficiency, Security, and Insight Across the PE Lifecycle.

Fundraising
Screening
Portfolio Monitoring
Investor Relations
Reporting