Passthrough automates the subscription process for private funds. We make it easy to distribute subscription agreements to investors and have them executed electronically. We save everyone time by adding logic to investor questionnaires so investors are only asked the questions that are relevant to them. We require form completion, so investors can only submit completed subscription agreements. Passthrough supports any subscription agreement. The end result is less time spent going back and forth, better compliance, and structured investor data.
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In the recent webinar "Unlocking Fundraising Efficiencies Through Integration," Tim Flannery of Passthrough and Michael Tracy of Alpha Alternatives discussed the complexities of modern fundraising and the importance of integrating systems to streamline investor onboarding. ?? Watch the full webinar here: https://lnkd.in/eRnaD_wF
Your investor data shouldn’t live in silos. Through our latest integration with Snowflake, fund managers can pull investor data directly into their Snowflake environment—no custom data pipelines or complex exports required. That means: ? Clean, structured subscription document data ? One source of truth for reporting ? A faster path to insights ?? Check out the full blog post to see how it works: https://lnkd.in/ewKQRJbH #PrivateEquity #VentureCapital #FundManagers #InvestorOnboarding #KYC #AML #Passthrough
Missed our latest webinar on integrating your fund systems? Watch the recap to hear from Tim Flannery and Michael Tracy, Senior Partner at Alpha Alternatives (formerly Lionpoint Group) as they discuss: ??The hidden costs of disconnected tools—and how to eliminate them ? What LPs expect from a seamless onboarding experience ? Practical steps to integrate your systems without the headache. ?? Get the recap here: https://lnkd.in/eUcxSbzQ #PrivateEquity #VentureCapital #Fundraising #InvestorOnboarding #AlternativeInvestments #LPExperience #Passthrough
Big changes are coming to AML compliance in Europe. Are you ready? In this episode of AML Uncovered, Mark Mangion sat down with Jennifer Hanley-Giersch, Managing Partner of Berlin Risk Advisors GmbH and ALL AML GmbH, to break down: ??The new EU-wide AML regulation and its impact on fund managers ??Key differences between European and U.S. AML rules ??What institutional investors expect when it comes to compliance ?? Listen now, on our blog or anywhere you find podcasts: -Blog: https://lnkd.in/eWAVxK79 -Apple podcasts: https://lnkd.in/e-HF6Zv3 -Spotify: https://lnkd.in/erkqr5hR #AML #Compliance #FundManagers #PrivateEquity #VentureCapital #EU #AMLA
“These rules represent a?seismic shift,” says Tim Flannery CEO of Passthrough. “People will be caught unaware and when the SEC does an exam sweep, those funds will be named and shamed. Expect some pain.” Alice Murray from THE LINE_ spoke with Tim Flannery and Mark Mangion, Head of Financial Crime at Passthrough, about the new 31 CFR regulations requiring fund managers to establish anti-money laundering and anti-terrorist financing programs. ?? Read more: https://lnkd.in/eND5t64V
?? Painkillers at the ready ?? While fund managers operating in the UK and Europe are well-versed in cumbersome AML and KYC requirements, as the US regulator plays catch-up, stateside adoption is expected to be painful. Great to speak with Passthrough's Tim Flannery and Mark Mangion about a worrying lack of awareness from US-based GPs about the new rules, and the sheer amount of work that needs to be done before the January 2026 implementation deadline. https://lnkd.in/eZRZPdXB #AML #privateequity #getready
?? WEBINAR TODAY ?? Join us at 11 am PT / 2 pm ET today for a deep dive on streamlining investor and fundraising workflows. Michael Tracy (Senior Partner at Alpha Alternatives (formerly Lionpoint Group)) and Tim Flannery (CEO at Passthrough) will break down how top GPs integrate their systems for smoother data flow and faster fundraising. ?? Save your spot now: https://lnkd.in/emJ7zqrj Can't make it? Register anyways and we'll send you the recap!
What’s slowing down your fundraising process? Join us next Tuesday, March 18th, at 11 am PT / 2 pm ET as Tim Flannery, CEO and Co-Founder at Passthrough, and Michael Tracy, Senior Partner at Alpha Alternatives (formerly Lionpoint Group), discuss how firms can unlock fundraising efficiencies with better system integration. We’ll cover: ? The growing complexity in fund structures and investor workflows ? The real impact of siloed tools—and how to fix it ? What LPs expect and how integrated systems improve their experience ? Practical steps to get started and avoid common pitfalls Secure your spot: ?? Tuesday, March 18th | 11 am PT / 2 PM ET ?? https://lnkd.in/emJ7zqrj #Passthrough #PrivateEquity #VentureCapital #FundManagers #InvestorOnboarding #Compliance
If you’re a fund manager, the new FinCEN regulations aren’t just something to keep an eye on—they’re something to act on. In Aztec Group's latest #AlternativeInsight podcast episode, Passthrough's Head of Financial Crime, Mark Mangion, Corten Real Estate COO Stefanie Langer, Aztec Group’s Sadrack Belony and Jo Earles break down what’s at stake and how fund managers need to scale to stay compliant. Worth a listen if you haven’t started planning yet. ?? #AML #31CFR #PrivateEquity #VentureCapital #Passthrough
The clock is ticking for fund managers to prepare for the new FinCEN regulations coming into effect in early 2026. In this Alternative Insight podcast episode, we deep dive into the regulatory changes, practical steps to make your AML/CFT processes compliant, and the potential consequences of falling short. If you haven’t started your preparations, now’s the time. Listen to our latest Alternative Insight podcast here > https://azt.gr/4i2nJeL If you have any questions on FinCEN, please DM me.
We're thrilled to be sponsoring With Intelligence - Women's Summits Women's Private Equity Summit next week in Phoenix! Colleen Twomey, Head of Partnerships, and Claudia Wadolowski, Onboarding Manager Lead, will be attending– if you'll be there, be sure to say hello! ?? Join them for the Wine Tasting Reception on Monday at 5:30 pm MST at Spire Lawn, featuring selections from talented vintners. Or find them throughout the event at our booth. Looking to connect during the Summit? Send us a message— we’d love meet! ?? #WPES #WomensPrivateEquitySummit #PrivateEquity #Passthrough #WomenInFinance
Join us in welcoming the talented team members who joined Passthrough this month. ?? Jack Turner steps into the role of Account Executive, where he'll be building meaningful connections with fund managers to help drive investor onboarding and KYC/AML solutions. Jeffrey Zhang joins us as an Onboarding Manager, where he'll collaborate with customer success to create intuitive and efficient workflows for investors. We're excited to welcome Jack and Jeffrey to the team as we continue transforming how technology drives fundraising and compliance in the private markets. And we're still growing—check out our open positions across Operations and R&D: https://lnkd.in/eZhNRf3z