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Passthrough Subscription Platform from Passthrough

Digitizes and automates investor onboarding, subscription document completion, KYC/AML checks, and integrates with CRMs and fund administration tools for efficient capital raising.

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Product analysis by function

Capital Raising Platforms for Fund Management

CRM and presentation tools designed specifically for fundraising from limited partners, tracking commitments, and managing the fundraising process.
More Capital Raising Platforms More Fund Management ...

Investor Management
(0 Yes /0 Known /12 Possible features)

Fundraising Workflow
(0 Yes /0 Known /12 Possible features)

Deal Flow Management
(0 Yes /0 Known /12 Possible features)

Reporting & Analytics
(0 Yes /0 Known /12 Possible features)

Compliance & Security
(0 Yes /0 Known /12 Possible features)

Integration Capabilities
(0 Yes /0 Known /12 Possible features)

User Experience
(0 Yes /0 Known /12 Possible features)

Support & Maintenance
(0 Yes /0 Known /12 Possible features)

Pricing & Cost
(0 Yes /0 Known /12 Possible features)

Technology Infrastructure
(0 Yes /0 Known /12 Possible features)

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Investor CRM Comprehensive customer relationship management system specifically designed for tracking investor interactions, communications, and preferences		No information available
Investor Portal Secure online platform where investors can access their investment information, documents, and performance metrics		No information available
Investor Onboarding Digital process for efficiently bringing new investors into the fund with necessary documentation and compliance checks		No information available
KYC/AML Integration Built-in or integrated Know Your Customer and Anti-Money Laundering verification capabilities		No information available
Investor Segmentation Ability to categorize investors based on various criteria for targeted communications		No information available
Digital Signature Support Functionality that allows for legally binding electronic signatures on subscription documents		No information available
Investor Communication Tools Systems for mass emails, notifications, and updates to investor groups		No information available
Investor Analytics Data-driven insights into investor behavior, preferences, and potential		No information available
Maximum Investor Accounts The maximum number of individual investor accounts the platform can efficiently manage		No information available
Investor Document Repository Centralized storage system for investor-related documents with access controls		No information available
Investor Meeting Scheduler Tools to coordinate and schedule meetings with potential or current investors		No information available
LP Advisory Committee Management Features to manage communications and governance activities with limited partner advisory committees		No information available

Pipeline Management System for tracking potential investors through various stages of the fundraising process		No information available
Capital Call Automation Tools to automate the process of calling committed capital from investors when needed		No information available
Distribution Automation System for managing and processing returns and distributions to investors		No information available
Subscription Document Automation Automated generation and processing of investment subscription documents		No information available
Due Diligence Room Secure virtual environment where potential investors can review fund documentation		No information available
Fundraising Analytics Metrics and analysis tools to track fundraising progress against targets		No information available
Side Letter Management Tools to track and manage special terms agreed with specific investors		No information available
Waterfall Calculations Automated calculations of distribution waterfalls according to fund terms		No information available
Fundraising Target Tracking Tools to monitor progress toward fundraising goals with visual dashboards		No information available
Commitment Tracking System to track investor commitments, including soft commitments and firm commitments		No information available
Processing Speed for Documents The time required to process subscription documents		No information available
Multi-Fund Fundraising Capability to manage fundraising processes for multiple funds simultaneously		No information available

Deal Pipeline Tracking System for monitoring potential investments through stages of consideration		No information available
Deal Scoring Methodology for evaluating and ranking potential investment opportunities		No information available
Due Diligence Workflow Structured process for conducting and documenting investment due diligence		No information available
Deal Source Analytics Analysis of which sources provide the most valuable investment opportunities		No information available
Deal Documentation Management System for organizing and accessing documents related to investment opportunities		No information available
Deal Team Collaboration Tools Features that facilitate team communication and collaboration on potential deals		No information available
Investment Committee Workflow Process management for investment committee reviews and approvals		No information available
Maximum Active Deals The maximum number of investment opportunities the platform can effectively track simultaneously		No information available
Industry Classification System for categorizing deals by industry or sector for analysis		No information available
Deal Comparisons Tools to compare multiple potential investments across various metrics		No information available
Investment Thesis Alignment Features to assess how well deals align with the fund's investment thesis		No information available
Deal Progress Notifications Automated alerts about significant developments in the deal pipeline		No information available

Performance Reporting Generation of reports showing fund performance metrics like IRR, TVPI, DPI		No information available
Customizable Dashboards User-configurable visual displays of key metrics and information		No information available
Portfolio Company Reporting Tools for tracking and reporting on the performance of portfolio companies		No information available
Investor-Specific Reporting Ability to generate reports tailored to individual investors' holdings		No information available
Real-time Data Visualization Dynamic visual representation of fund data updated in real-time		No information available
Regulatory Reporting Features to assist with generating reports required by regulatory bodies		No information available
Tax Document Generation Automated creation of tax-related documents for investors		No information available
ESG Reporting Capabilities for tracking and reporting on environmental, social, and governance factors		No information available
Report Delivery Automation System for scheduling and distributing reports to stakeholders		No information available
Historical Data Analysis Tools for analyzing trends and patterns in historical fund data		No information available
Report Generation Time Average time required to generate complex custom reports		No information available
Data Export Options Formats available for exporting data (CSV, Excel, PDF, etc.)		No information available

Regulatory Compliance Framework Built-in controls to ensure operations comply with relevant regulations		No information available
Data Encryption Encryption of sensitive data both in transit and at rest		No information available
Role-Based Access Control System for limiting user access to appropriate functions and data		No information available
Audit Trail Comprehensive logging of all system activities for accountability		No information available
Multi-Factor Authentication Enhanced security requiring multiple verification methods for access		No information available
Compliance Reporting Automated generation of reports for regulatory compliance purposes		No information available
Data Residency Controls Ability to specify where data is stored to comply with jurisdictional requirements		No information available
GDPR Compliance Features ensuring compliance with General Data Protection Regulation		No information available
Regular Security Audits Frequency of independent security assessments of the platform		No information available
Backup Frequency How often system data is backed up for disaster recovery		No information available
Privacy Shield Certification Certification for transatlantic data transfer compliance		No information available
Penetration Testing Regular ethical hacking to identify security vulnerabilities		No information available

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Financial Technology Year

Passthrough Subscription Platform from Passthrough

Product analysis by function

Capital Raising Platforms for Fund Management

Investor Management
(0 Yes /0 Known /12 Possible features)

Fundraising Workflow
(0 Yes /0 Known /12 Possible features)

Deal Flow Management
(0 Yes /0 Known /12 Possible features)

Reporting & Analytics
(0 Yes /0 Known /12 Possible features)

Compliance & Security
(0 Yes /0 Known /12 Possible features)

Integration Capabilities
(0 Yes /0 Known /12 Possible features)

User Experience
(0 Yes /0 Known /12 Possible features)

Support & Maintenance
(0 Yes /0 Known /12 Possible features)

Pricing & Cost
(0 Yes /0 Known /12 Possible features)

Technology Infrastructure
(0 Yes /0 Known /12 Possible features)

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Banking Integration Connection with banking systems for financial transactions		No information available
CRM Integration Ability to connect with external customer relationship management systems		No information available
Accounting Software Integration Connection with financial accounting systems for data synchronization		No information available
API Availability Presence of application programming interfaces for custom integrations		No information available
Email Integration Connection with email systems for communication tracking		No information available
Document Management Integration Ability to connect with external document storage and management systems		No information available
Calendar Integration Synchronization with calendar applications for scheduling		No information available
Third-Party Data Provider Integration Connections with external data sources for market and financial information		No information available
Number of Pre-built Integrations Quantity of ready-to-use connections with popular third-party services		No information available
Integration Development Time Average time required to develop a custom integration		No information available
Webhook Support Ability to trigger actions in other systems based on platform events		No information available
Single Sign-On Integration Support for enterprise identity management systems		No information available

Mobile Compatibility Ability to access and use the platform effectively on mobile devices		No information available
Customizable Interface Ability for users to adjust the interface to their preferences		No information available
Intuitive Navigation Logical and easy-to-understand menu structures and workflows		No information available
White-Labeling Options Ability to customize the platform with the fund's branding		No information available
Multi-Language Support Availability of the interface in multiple languages		No information available
Number of Supported Languages The quantity of languages available in the platform interface		No information available
Learning Curve Average time required for new users to become proficient		No information available
Search Functionality Comprehensive search capabilities across the platform		No information available
Guided Workflows Step-by-step processes to guide users through complex tasks		No information available
User Satisfaction Rating Average satisfaction score from current users		No information available
Accessibility Compliance Adherence to WCAG or similar accessibility standards		No information available
Offline Functionality Ability to use certain features without internet connection		No information available

24/7 Support Availability Technical support available at all hours		No information available
Dedicated Account Manager Assigned point of contact for platform-related issues		No information available
Training Resources Availability of documentation, videos, and other learning materials		No information available
Onboarding Assistance Dedicated help during the initial setup and learning phase		No information available
System Uptime Guarantee Contractual assurance of platform availability		No information available
Response Time Average time to initial response for support tickets		No information available
Resolution Time Average time to resolve support issues		No information available
Update Frequency How often the platform is updated with new features or improvements		No information available
User Community Access to a community of users for knowledge sharing		No information available
Customization Support Assistance available for platform customization needs		No information available
Service Level Agreement Formal commitment to support quality standards		No information available
Implementation Time Average time from contract to full operational status		No information available

Subscription-Based Model Recurring fee structure rather than one-time purchase		No information available
Tiered Pricing Different price points based on feature sets or usage levels		No information available
AUM-Based Pricing Pricing scaled to assets under management		No information available
Per-User Pricing Cost determined by number of system users		No information available
Implementation Fee One-time cost for setting up the platform		No information available
Customization Costs Additional fees for tailoring the platform to specific needs		No information available
Free Trial Availability Option to test the platform before purchase		No information available
Contract Length Flexibility Options for contract duration beyond standard terms		No information available
Annual Cost Range Typical annual cost for a mid-sized fund		No information available
ROI Timeframe Average time to achieve return on investment		No information available
Volume Discounts Reduced rates for larger implementations or multi-fund managers		No information available
Feature-Based Add-ons Ability to purchase only needed additional capabilities		No information available

Cloud-Based Deployment Platform hosted on cloud infrastructure rather than on-premises		No information available
On-Premises Option Ability to deploy the platform on the fund's own servers		No information available
Data Center Redundancy Multiple data centers to prevent service disruption		No information available
Scalability Ability to handle growing amounts of data and users without performance degradation		No information available
System Response Time Average time for the system to respond to user actions		No information available
Data Storage Capacity Maximum amount of data the platform can effectively manage		No information available
Concurrent User Capacity Maximum number of simultaneous users without performance impact		No information available
Disaster Recovery Systems and processes to restore functionality after disruptions		No information available
Recovery Time Objective Target time for system recovery after an incident		No information available
Mobile App Availability Dedicated native applications for mobile devices		No information available
Browser Compatibility Range of web browsers supported by the platform		No information available
API Request Limit Maximum number of API calls allowed per time period		No information available

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Financial Technology Year

Passthrough Subscription Platform from Passthrough

Product analysis by function

Capital Raising Platforms for Fund Management

Investor Management (0 Yes /0 Known /12 Possible features)

Fundraising Workflow (0 Yes /0 Known /12 Possible features)

Deal Flow Management (0 Yes /0 Known /12 Possible features)

Reporting & Analytics (0 Yes /0 Known /12 Possible features)

Compliance & Security (0 Yes /0 Known /12 Possible features)

Integration Capabilities (0 Yes /0 Known /12 Possible features)

User Experience (0 Yes /0 Known /12 Possible features)

Support & Maintenance (0 Yes /0 Known /12 Possible features)

Pricing & Cost (0 Yes /0 Known /12 Possible features)

Technology Infrastructure (0 Yes /0 Known /12 Possible features)

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Investor Management
(0 Yes /0 Known /12 Possible features)

Fundraising Workflow
(0 Yes /0 Known /12 Possible features)

Deal Flow Management
(0 Yes /0 Known /12 Possible features)

Reporting & Analytics
(0 Yes /0 Known /12 Possible features)

Compliance & Security
(0 Yes /0 Known /12 Possible features)

Integration Capabilities
(0 Yes /0 Known /12 Possible features)

User Experience
(0 Yes /0 Known /12 Possible features)

Support & Maintenance
(0 Yes /0 Known /12 Possible features)

Pricing & Cost
(0 Yes /0 Known /12 Possible features)

Technology Infrastructure
(0 Yes /0 Known /12 Possible features)