Streamlining private fund subscriptions with automated, intelligent workflows for investor agreements.
Location
New York City, NY, US
Founded
2020
Passthrough focuses on streamlining the subscription process for private funds by automating investor onboarding with customized workflows. They cater to both emerging and established fund managers, providing services that include electronic subscription documents, KYC/AML screening, and CRM integrations. Their solutions are designed to save time and enhance efficiency in the private investment sector.
Passthrough's notable value-add services include intelligent subscription documents that adapt to investor responses, ensuring only relevant questions are asked. Key partners include law firms, fund administrators, and tech providers, enhancing their comprehensive service offering. Passthrough's investment philosophy centers on leveraging technology to simplify complex processes, making private fund subscriptions more efficient and user-friendly.
Passthrough - Classification
Also Known As
Passthrough, Inc.
NAICS
520000Finance and Insurance
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
