Tech provider profile: Passthrough
Overview
Passthrough's software is designed to streamline the investor onboarding process for fund managers, legal counsel, fund admins, tax and compliance teams, and especially investors. Built on conditional logic, the firm's electronic subscription document platform means fund managers can collect complete and accurate sub docs from investors in just twenty minutes on average, instead of weeks, according to Passthrough. Its KYC/AML product can be built in to the sub doc process or standalone - fund managers can then map beneficial owners intelligently, screen against sanctions lists, and decide which investors to admit to their fund.
- Provider type
- Software provider
- Functions
- Front Office, Middle office, Fundraising, Investor relations
- Services offered
-
- Document & data automation
- Fundraising data
- LP onboarding & fund subscription
- LP data
- LP relationship management
- Geographies
- Europe, US, Asia, Oceania
- Year founded
- 2019
- Team size
- 32
- Number of offices
- 1
- Office locations
- New York City
- Revenue (last financial year)
- $1.2m
- Clients serviced
- General Partners, PE advisers & consultants
- Access model
- Web portal, API
- Integrations
- Salesforce, AIM CRM (Altvia), FundPanel (Aduro)
Key team members
Tim Flannery
CEO and co-founder
Alex Laplante
CTO and co-founder
Ben Doran
COO and co-founder
Insights
Case study: A customised approach
Kim Carter from LKCM Headwater and Passthrough’s Ben Doran explain how collaboration is key for a successful partnership
5 minutes with… Tim Flannery, co-founder and CEO of Passthrough
The Drawdown spoke to the CEO and co-founder to discuss automating subscription documentation and differentiators in a high-tech world
Client details
- Total Number of PE clients
- 300
This content was produced in association with Passthrough
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