Insights

Rapid Onboarding Adoption Passthrough's ability to complete first-time investor documents in approximately 20 minutes presents a compelling value proposition for private fund managers seeking to streamline their onboarding processes and reduce investor friction, making it an attractive solution for firms aiming to enhance investor satisfaction and retention.

Expanding Regulatory Compliance With the recent launch of an AML officer service line and integrations with compliance-focused technology like ComplyAdvantage, Passthrough is well-positioned to support firms prioritizing regulatory adherence, creating growth opportunities in risk management and compliance services for potential clients.

Strategic Industry Partnerships Partnerships with Allvue Systems, Dynamo Software, and STP Investment Services highlight Passthrough's strategy to offer integrated, seamless workflows, which can appeal to institutional managers and can be leveraged to expand into new client segments requiring combined portfolio and investor management solutions.

Integration Capabilities Passthrough's open API and recent integrations with popular investor portals and CRM systems position it as a versatile solution that can be easily incorporated into existing fund management infrastructures, making it an appealing choice for firms seeking to modernize their investor onboarding systems.

Growth through Acquisition Support The planned acquisition by iCapital Network signals a significant validation of Passthrough's technology and market fit, and offers a clear growth pathway through increased exposure to institutional and wealth manager onboarding needs, opening opportunities for expansion into broader financial services.

Passthrough Tech Stack

Passthrough uses 8 technology products and services including Ashby, Amazon Web Services, Docker, and more. Explore Passthrough's tech stack below.

  • Ashby
    Applicant Tracking Systems
  • Amazon Web Services
    Cloud Hosting
  • Docker
    Containerization
  • Apple iCloud Mail
    Email
  • ComplyAdvantage
    Fraud Detection And Prevention
  • Kustomer
    Live Chat
  • HSTS
    Security
  • Google Analytics
    Web Analytics

Media & News

Passthrough's Email Address Formats

Passthrough uses at least 1 format(s):
Passthrough Email FormatsExamplePercentage
First@passthrough.comJohn@passthrough.com
87%
First.Last@passthrough.comJohn.Doe@passthrough.com
10%
Last@passthrough.comDoe@passthrough.com
3%

Frequently Asked Questions

Where is Passthrough's headquarters located?

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Passthrough's main headquarters is located at New York, New York United States. The company has employees across 4 continents, including North AmericaSouth AmericaAsia.

What is Passthrough's official website and social media links?

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Passthrough's official website is passthrough.com and has social profiles on LinkedIn.

What is Passthrough's NAICS code?

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Passthrough's NAICS code is 52 - Finance and Insurance.

How many employees does Passthrough have currently?

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As of April 2026, Passthrough has approximately 22 employees across 4 continents, including North AmericaSouth AmericaAsia. Key team members include Chief Operating Officer: G. B.Chief Architect: T. L.Head Of Sales: B. W.. Explore Passthrough's employee directory with LeadIQ.

What industry does Passthrough belong to?

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Passthrough operates in the Financial Services industry.

What technology does Passthrough use?

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Passthrough's tech stack includes AshbyAmazon Web ServicesDockerApple iCloud MailComplyAdvantageKustomerHSTSGoogle Analytics.

What is Passthrough's email format?

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Passthrough's email format typically follows the pattern of First@passthrough.com. Find more Passthrough email formats with LeadIQ.

When was Passthrough founded?

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Passthrough was founded in 2020.

Passthrough

Financial ServicesNew York, United States11-50 Employees

Passthrough makes investor onboarding and financial crime compliance practically automatic for private fund managers. We transform the traditionally painful process of subscription documents and KYC/AML into streamlined workflows that investors actually enjoy completing.

Fund managers use Passthrough to handle sub docs, tax forms, and KYC/AML in one seamless experience. Investors complete documents in 20 minutes on average—not weeks. And because we save investor profiles, future investments take just a few minutes.

We built Passthrough specifically for private capital. That means we handle any fund structure or complexity, integrate with the systems you already use, and give you real-time visibility into where every investor stands. Our TurboTax-style workflows are backed by research, and the results speak for themselves: 80%+ of documents are completed correctly the first time, with 96% investor satisfaction.

Whether you're a growth-stage venture fund or a global institutional manager, Passthrough scales with you. We work with fund managers across venture capital, private equity, real estate, and credit, plus the attorneys and administrators who support them.

Our open API connects with your CRM, investor portal, and data room. And our managed financial crime compliance services keep you ahead of regulatory requirements without adding headcount.

Stop chasing paperwork. Start closing funds faster.

Section iconCompany Overview

Headquarters
New York, New York United States
NAICS Code
52 - Finance and Insurance
Founded
2020
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Passthrough's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Passthrough's revenue is estimated to be in the range of $10M$25M

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