Passthrough

Founded by Tim Flannery in 2020

Automate investor onboarding and compliance checks for private capital funds

Pricing model

Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Passthrough to convert paper subscription documents into digital workflows for fund closes. It collects investor information using guided questionnaires, screens beneficial owners for anti-money laundering and know-your-customer compliance, and pre-fills documents automatically. Fund managers and legal counsel can track raise progress in real time, review flagged investor submissions, and export clean investor data directly into their existing CRM or fund administration systems. Returning investors can reuse their saved profiles across multiple funds, speeding up follow-on capital commitments without duplicate paperwork.

What Passthrough does

Digitize fund subscription agreements into step-by-step formsCollect and verify investor identity and accreditation informationScreen beneficial owners against global AML watchlistsTrack document completion progress across all limited partnersFlag document errors and send revision requests to investorsExport normalized investor records into fund administration softwareCoordinate closing emails and signatures between counsel and fund teamsGuided TurboTax-style workflows for completing subscription documentsAutomated KYC and AML compliance checks on beneficial ownersReusable investor profiles for instant follow-on fund commitmentsReal-time tracking of raise status and document completionCustom agreement conversion tailored to specific law firm legal languageData export directly into CRMs, investor portals, and data roomsBuilt-in review and revision tools for legal counsel and fund administrators

Pricing breakdown

Pricing model: Paid

Frequently asked

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