Revolutionize Investor Onboarding with Passthrough's Efficient Platform for Private Markets

About Passthrough

Passthrough offers an innovative solution that revolutionizes the investor onboarding process for private markets. Their platform simplifies the traditionally cumbersome tasks associated with fund closings, allowing fund managers to focus on what truly matters: running their funds and building relationships with investors.

One of the standout features of Passthrough is its intelligent electronic subscription documents, which enable fund managers to obtain complete and accurate documentation in a fraction of the time—minutes instead of weeks. This efficiency is complemented by real-time visibility into the status of fundraising efforts, ensuring that teams can coordinate seamlessly.

The KYC/AML capabilities are equally impressive, providing automated screening against sanctions lists and mapping beneficial owners intelligently. This not only streamlines compliance but also enhances the decision-making process regarding investor acceptance.

With a remarkable 96% investor satisfaction rate and an average completion time of just 20 minutes for new investors, Passthrough prioritizes a seamless digital onboarding experience. The platform's user-friendly design and conditional logic guide investors through the process, resulting in over 80% of subscription documents being filled out correctly on the first attempt.

Moreover, Passthrough's commitment to security and compliance is evident through its adherence to GDPR and SOC 2 Type II standards, ensuring that data privacy is a top priority. The ability to integrate with existing CRM systems and customize agreements further enhances the platform's appeal to law firms and fund administrators.

Passthrough is a game-changer for fund managers, offering a robust, efficient, and secure solution for investor onboarding. Their focus on improving the investor experience while reducing administrative burdens makes them a trusted partner for over 650 leading funds. If you're looking to streamline your fund's operations and enhance investor satisfaction, Passthrough is undoubtedly worth considering.