Audience

Investors and companies searching for an online solution to invest in private funds

About Passthrough

Save time and frustration with a seamless online experience that makes it easy to invest in private funds. More than 250 fund managers delight their investors with Passthrough. Collect completed subscription and tax documents through a customized workflow in just twenty minutes on average. Map beneficial owners intelligently, automatically screen against sanctions lists, and decide which investors to admit into your fund. Let us focus on what we do best, onboarding investors efficiently, so you can focus on running your firm. We save you weeks or months in the fundraise by having investors fill out sub docs quickly, completely, and accurately. It's a single place for you and your providers to coordinate. Since 80%+ of Passthrough subscription docs are filled out correctly the first time, your attorneys don’t need to chase down revisions and signatures non-stop. It takes less than 20 minutes on average for an investor to complete their first investment on Passthrough.

Integrations

Ratings/Reviews

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Company Information

Passthrough
United States
passthrough.com

Videos and Screen Captures

Passthrough Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Online

Passthrough Frequently Asked Questions

Q: What kinds of users and organization types does Passthrough work with?
Passthrough works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Passthrough support in their product?
Passthrough supports these languages: English.
Q: What kind of support options does Passthrough offer?
Passthrough offers support via online.
Q: What other applications or services does Passthrough integrate with?
Passthrough integrates with: Dynamo Software.
Q: What type of training does Passthrough provide?
Passthrough provides training in the form of documentation and live online.

Passthrough Product Features

AML

Transaction Monitoring Not Supported
Watch List Not Supported
Identity Verification Not Supported
Case Management Not Supported
Behavioral Analytics Not Supported
Risk Assessment Not Supported
PEP Screening Not Supported
SARs Not Supported
Investigation Management Not Supported
Compliance Reporting Not Supported

Investment Management

Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Client Management Not Supported
Commodities Not Supported
Risk Management Not Supported
Benchmarking Not Supported
Fund Management Not Supported
Accounting Management Not Supported
Data Import / Export Not Supported
Bonds / Stocks Not Supported
Modeling & Simulation Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Compliance Reporting Not Supported

KYC