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.



Information Technology

Passthrough

Passthrough's headquarters in Middletown, DE, United States

Tim Flannery

Justis Midura

Tiago L.

Seth Brand

Rachel Lappen

Benjamin Weinstock

Garrett Butler

Benny Weisman

Chief Information Security Officer

Patrick Robertson

Marketing Development Representative

Julius Leiman-Carbia

The Engineering Team at Passthrough designs and implements the software systems that automate the subscription process for private funds. This involves developing and maintaining the platform that allows for the electronic distribution and execution of subscription agreements, integrating logic into investor questionnaires, and ensuring data integrity through mandatory form completion. The team of software engineers collaborates closely with the DevOps engineer to ensure the platform is secure, scalable, and reliable, ultimately aiming to streamline the investor experience and improve compliance.

Engineering Team

The Leadership Team at Passthrough drives the strategic vision and operational excellence of the company. Composed of the co-founders, they oversee product development, business operations, and market positioning to ensure seamless automation of the subscription process for private funds. Their collaborative focus is on innovation, compliance, and enhancing the user experience for both investors and fund managers.

Leadership Team

The Sales team at Passthrough is responsible for identifying potential clients and driving revenue growth. The Sales Development Representative focuses on lead generation and initial outreach, while the Account Executives engage with prospects to demonstrate the value of Passthrough’s automated subscription process, tailor solutions to client needs, and close deals to bring new business onboard.

Sales

This department focuses on analyzing and ensuring compliance with regulations related to financial crimes.

Financial Crimes Compliance

The Onboarding Team at Passthrough ensures a seamless and efficient introduction to our platform for new clients. They guide investors through the process of setting up their accounts, distributing and completing subscription agreements, and understanding how to use our automated tools. The team is responsible for providing initial training, troubleshooting common issues, and ensuring a high level of client satisfaction from the very start.

Onboarding Team

The Client Support Team at Passthrough assists clients in resolving issues related to the automated subscription process for private funds. They provide guidance on electronic execution of subscription agreements, troubleshoot any platform-related concerns, and ensure smooth onboarding and ongoing support for investors. Their goal is to maximize client satisfaction and ensure effective use of Passthrough’s services.

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Passthrough

Org chart

Teams

Engineering Team

Leadership Team

Sales

Financial Crimes Compliance

Onboarding Team

Client Support Team

Offices

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Passthrough

Org chart

Teams

Engineering Team

Leadership Team

Sales

Financial Crimes Compliance

Onboarding Team

Client Support Team

Offices

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