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AI for Investors

Passthrough — AI for Investment, Venture Capital & Trading

Automate investor onboarding and compliance for your fund, closing deals in minutes instead of weeks.

Streamline subscription documents and AML/KYC workflows to focus on running your fund, not chasing paperwork.

Best forAI for Investors
DifferentiatorCombines sub docs and KYC/AML into one guided workflow.
ProofReduces investor onboarding to minutes; 80%+ first-time accuracy.
Explore Passthrough
Pricing on request
8.9 Zekai
Investor Onboarding, Automated.
AI for Investment, Venture Capital & Trading
Ease of Use
8.6
Accuracy
9.2
Value
8.4
Time Saving
9.4
2,000+Users
8.9/10Zekai Score
Investor OnboardingKYC/AML ComplianceWorkflow AutomationData IntegrationFund Administration
📊 Independently reviewed and scored. How we score →
✍️ Reviewed by Zekai Editorial Team · Updated August 7, 2026
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Zekai Verdict

What is it?
Passthrough streamlines investor onboarding for venture capital and investment funds.
Best for
Automating the entire investor onboarding workflow, from subscription documents to KYC/AML compliance, for faster fund…
Not ideal for
Pricing is not public, requiring a demo and sales contact.
Price
Pricing on request
Zekai Score
8.9/10
Visit official site ↗Compare alternatives →Why this score →
⭐ Today's SpotlightTradingView★ 9.2/10AngelList★ 9.2/10PitchBook★ 9.1/10QuantConnect★ 8.8/10Pulley★ 8.8/10Peony★ 8.8/10Canoe Intelligence★ 8.7/10Be the next sponsor →
Hand-scored by Zekai

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⚡ Quick answer

For investment and venture capital professionals, Passthrough is one of the best tools for automating investor onboarding. It uses guided, 'TurboTax-style' workflows to ensure LPs complete complex subscription documents accurately on the first try, claiming over 80% first-submission accuracy. By integrating KYC/AML compliance, it streamlines the entire process, reducing a weeks-long administrative task to just minutes per investor.

CategoryInvestor Onboarding Automation
Best ForFund managers closing rounds quickly
Price FromOn request
FreeNo
DifferentiatorCombines sub docs and KYC/AML into one guided workflow.
ProofReduces investor onboarding to minutes; 80%+ first-time accuracy.
Rating8.9/10
📖 About Passthrough
How It Works

Your workflow, automated

1
Configure Your Fund
Upload your existing subscription documents and define the custom workflow for your specific fundraise.
2
Invite Investors
Send investors a link to a guided, 'TurboTax-style' digital workflow that they can complete in minutes.
3
Monitor & Close
Track investor progress in real-time, review completed documents, and export clean data to your CRM or fund admin systems.
Ready to automate your workflow with Passthrough?
Explore Passthrough →
Real Impact

Before & After

❌ Before

Chasing LPs for weeks to fix errors in paper-based subscription documents.

Weeks per fundraise
✅ After

Onboarding investors in minutes with over 80% first-time accuracy.

Minutes per investor
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Automate Investor Onboarding

Generate a workflow to automate investor onboarding, including subscription documents and AML/KYC checks. Ensure all necessary investor information is collected accurately and efficiently to speed up the fundraising proc…

Streamline Subscription Document Process

Create a process for generating and managing electronic subscription documents. Provide real-time visibility into the status of the raise and a central location for coordinating team efforts. [Fund Manager] requires a fa…

Enhance Financial Crime Compliance

Implement a professional KYC/AML platform and managed service for investment advisers. Ensure compliance operations protect the fund's reputation and satisfy counterparty requirements. [Investment Adviser] needs to manag…

AI Prompts

Prompts for Investors

Prompt 01 Data Room Diligence Prompt
You are a VC analyst. I have uploaded a startup's data room, which includes their financial model, cap table, and three sample customer contracts. Review these documents and answer the following, citing the source document for each claim: 1…
Prompt 02 Ticker Snapshot & Key Metrics
Act as a financial analyst for a retail investor. I will provide a stock ticker. Your task is to provide a concise, one-page snapshot. **Ticker:** `[[Insert Ticker, e.g., AAPL]]` **Provide the following in a structured report:** 1. **Compa…
Prompt 03 10-K/10-Q Summary for Red Flags
[[Paste full text of the 10-K filing here]]
See all 19 AI prompts for Investors →
Social Proof

Trusted by 2,000+

2,000+ professionals using this tool
Ease of Use
8.6
Accuracy
9.2
Value
8.4
Time Saving
9.4

"Passthrough transformed our closing process. What used to be a multi-week nightmare of chasing PDFs and corrections now happens in days. The time saved is almost unbelievable."

Sarah K., General Partner · June 2026

"The accuracy is the most impressive part. Over 80% of our sub docs come back perfect on the first go. It makes my job of reconciliation and data management infinitely easier."

David L., Fund Administrator · May 2026

"Passthrough has been a huge time-saver for our sub docs. My only reservation is that it's another distinct platform in our software stack; I wish it were a native module within our main CRM rather than just an integration."

Michael B., VC Principal · June 2026

"As an LP who fills out dozens of these, Passthrough is a breath of fresh air. It's the fastest, simplest sub doc I've ever completed. I was done in minutes."

Emily R., Limited Partner · April 2026
2,000+ professionals are already using this tool.
See Plans & Pricing →
Connects With

Passthrough integrations

CRMs Investor Portals Data Rooms Open API
Setup complexity: Easy
Passthrough streamlines investor onboarding for venture capital and investment funds. The platform automates the creation and completion of subscription documents and integrates financial crime compliance checks like KYC/AML. This allows fund managers to close rounds faster and with greater accuracy.
Comparison

Best Passthrough alternatives

Passthrough vs. DocuSign: For fund managers, the choice depends on the required level of automation. DocuSign is a powerful general-purpose e-signature tool perfect for sending one-off agreements. However, it lacks the specialized, guided workflows for complex subscription documents. Passthrough is purpose-built for fundraises, using a 'TurboTax-style' interface to ensure LPs fill out every field correctly, integrating KYC/AML, and reducing errors by over 80%. Choose DocuSign for simple, infrequent signings. Choose Passthrough to automate the entire, complex investor onboarding process at scale and close funds faster.

You need a full-suite fund administration platform, not just an onboarding tool.
You only need basic e-signature capabilities for a small number of LPs.
Your primary need is CRM and relationship tracking, not document workflow automation.
The decision

Is Passthrough worth it?

Return on investment
By reducing a multi-week, error-prone onboarding process to a 20-minute task per investor, Passthrough can save hundreds of hours in administrative time per fundraise, allowing teams to focus on closing deals.
Built for
Fund Managers (both emerging and established), Law Firm Partners involved in fundraises, and Fund Administrators.
Effort to adopt
Easy
Compliance
Passthrough is GDPR compliant and maintains a SOC 2 Type II report, which is available to current and prospective enterprise customers upon request. The company uses third parties for regular penetration testing.
Who It's For

Why Investment, Venture Capital & Trading choose this tool

🎯
Built for
Automating the entire investor onboarding workflow, from subscription documents to KYC/AML compliance, for faster fund closes.
In-Depth Overview
For investment professionals, Passthrough eliminates the single greatest bottleneck in fundraising: investor paperwork. Instead of spending weeks chasing LPs for signatures and correcting errors on subscription documents, the platform digitizes the entire workflow. Trusted by over 2,000 funds, it boasts a 96% investor satisfaction rate by getting new investors onboarded in an average of 20 minutes; for returning investors, it's just two minutes. The core of Passthrough is its 'TurboTax-style' guided experience, which ensures documents are completed with over 80% accuracy on the first submission. This isn't just a simple e-signature tool; it's an integrated system that bundles sub docs with KYC/AML compliance and ongoing monitoring. It connects directly to your CRM or investor portal, pre-filling known data and pushing new information back automatically, which eliminates duplicate data entry. By turning a manual, error-prone process into a fast, seamless digital experience, Passthrough allows your team to focus on closing the fund, not chasing paper.

Key Use Cases

📈
Close Your Fund in Record Time
Venture Capital Principal
Automate the entire subscription document process, from sending to signing, and eliminate the back-and-forth of chasing LPs for corrections. Integrate KYC/AML checks directly into the flow.
Weeks of admin work cut to minutes per investor
✓ Pros
Drastically reduces investor onboarding time to as little as 2 minutes for returning LPs.
Achieves over 80% accuracy on first submission of subscription documents.
Combines subscription and compliance (KYC/AML) into a single workflow.
High investor satisfaction rate (96% reported).
Integrates with existing systems to eliminate manual data entry.
· Cons
Pricing is not public, requiring a demo and sales contact.
Highly specialized tool; less value for firms that fundraise infrequently.
Full benefits rely on integration with your existing tech stack (CRM, etc.).
It is another distinct platform to manage in the deal lifecycle.
⚡ Editorial Verdict

Passthrough is an exceptionally focused tool that solves a critical bottleneck in fundraising. Its ability to reduce subscription document completion time from weeks to minutes is a game-changer for fund managers. The main trade-off is its specificity; it's not a general-purpose CRM, and its value is directly tied to the frequency and volume of your fundraising activities.

See all 153 AI tools for Investors → Browse the AI Directory →
Questions & Answers

Frequently asked questions

What is the best AI tool to speed up investor onboarding for a new fund?

+
Passthrough is a leading platform designed for this purpose. It uses guided, 'TurboTax-style' workflows to help investors complete complex subscription documents in minutes, with over 80% first-time accuracy, dramatically accelerating the closing process.

How does Passthrough handle KYC and AML compliance for venture capital funds?

+
Passthrough integrates Financial Crime Compliance Services directly into the investor onboarding workflow. It collects necessary documentation, screens investors for KYC/AML and other regulatory requirements, and can manage ongoing monitoring, all within a single platform.

Can Passthrough integrate with my existing CRM for LP management?

+
Yes, Passthrough is designed to connect seamlessly with your existing CRM, investor portal, or data room. This allows you to pre-fill subscription documents with existing LP data and automatically update your systems with new investor information, eliminating manual data entry.

Which software reduces errors in fund subscription documents?

+
Passthrough is specifically built to reduce errors. Its guided digital workflow ensures investors complete documents correctly the first time, with the platform claiming over 80% of submissions require no revisions, a significant improvement over manual or simple e-sign processes.

Can Passthrough be customized for my fund's specific subscription documents?

+
Yes, Passthrough onboards your fund's actual subscription documents rather than forcing you into a standard template. The platform states it can handle agreements with any arbitrary level of complexity.

How does Passthrough ensure data security and compliance?

+
Passthrough is GDPR compliant and maintains a SOC 2 Type II report, which is available to customers upon request. They also conduct regular third-party penetration testing to ensure platform security.

Last reviewed:

Plans & Pricing

Passthrough pricing and plans

Pro
Pricing on request
Custom pricing requires a demo. The model is likely based on fund size, number of investors, or feature set.
Start Pro Plan

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

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Free guide

Take it with you

  • Why manual subscription documents are costing you time and money
  • The power of a guided, 'TurboTax-style' investor experience
  • Integrating KYC/AML compliance without the headache
  • Key metrics: reducing onboarding from weeks to minutes
  • How to prepare your existing documents for Passthrough
+3 more steps inside the guide
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About Passthrough

Full Description

Passthrough streamlines investor onboarding for venture capital and investment funds. The platform automates the creation and completion of subscription documents and integrates financial crime compliance checks like KYC/AML. This allows fund managers to close rounds faster and with greater accuracy.

Editorial Verdict

Passthrough is an exceptionally focused tool that solves a critical bottleneck in fundraising. Its ability to reduce subscription document completion time from weeks to minutes is a game-changer for fund managers. The main trade-off is its specificity; it's not a general-purpose CRM, and its value is directly tied to the frequency and volume of your fundraising activities.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Passthrough unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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